# Data Connectors Setup Guide

Connect Scoop to your data sources, manage ingestion, and blend datasets

# Data Connectors & Setup

**Purpose**: Connect Scoop to your data sources, manage data ingestion, and blend multiple datasets.
**Audience**: Admins, Data Analysts

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## 1. Connecting External Data Sources

Scoop integrates with a wide range of business applications and databases.

### Workflow: Connect a New Source
1.  **Open the New Dataset Modal**: Look for an "Add Data" or "Connect Source" option.
2.  **Choose Your Source**: Select from the list of supported connectors.
    *   **Popular Connectors**: Salesforce, Google Sheets, HubSpot, Pipedrive, Attio, Google Analytics, Google Ads, Amplitude, LinkedIn, QuickBooks, Jira, TikTok, Meta Ads.
    *   *Note*: Some connectors may be disabled if they are under development.
3.  **Follow On-Screen Prompts**: Each connector has a specific authentication and configuration flow.
    *   This typically involves granting Scoop access to your account (e.g., OAuth flow).
    *   You might be asked to select specific reports, tables, or data ranges to import.

### General Configuration (for most sources)
*   **Snapshot Default**: Some sources (like Google Sheets) are snapshotted by default, meaning Scoop captures a point-in-time view.
*   **Transactional vs. Snapshot**: You might need to specify if the data is a continuous stream of transactions or a periodic snapshot.

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## 2. Email Forwarding for Data Ingestion

Automate data loading by forwarding reports to Scoop.

### Workflow: Set Up Email Ingestion
1.  **Generate Email Address**: Scoop will provide you with a unique email address (e.g., `xxxxxxxx-xxxx@scoopup.report`).
2.  **Configure Auto-Forwarding**: In your existing reporting system (e.g., Excel, BI tool), set up a rule to automatically email reports (as CSV or Excel attachments) to this unique Scoop address.
3.  **Create Dataset**: Provide a **Report Name** and **Description**. Scoop will automatically create a new dataset (Inbox) for the incoming data.

### Email Ingestion Options
*   **Keep Only Current**: If checked, each new email will replace the previous dataset. If unchecked, data from each email will be appended, building a history.
*   **Incremental**: For reports that only contain new or changed data.
*   **Enable Multiple Same Day Loads**: Allows multiple emails (and thus multiple data loads) on the same day.

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## 3. Blending Multiple Datasets

Combine different sources to create a unified view for deeper analysis.

### Workflow: Blend Data
1.  **Open the Blending Modal**: Select the "Blend Data" option when creating a new dataset.
2.  **Select Datasets**: Choose the Inboxes (datasets) you wish to combine.
3.  **Choose Tables**: Select the specific tables from each dataset you want to blend.
4.  **Query Configuration**:
    *   **Query Name**: Give your blended dataset a descriptive name.
    *   **Advanced Options**:
        *   **Snapshot vs. Date Range**: Use the latest available data, or define a specific start date for the blend.
        *   **Grouping**: Define how the blended data should be aggregated (e.g., `Daily`, `Weekly`, `Monthly`, `Yearly`).
        *   **Data Retrieval**: Choose between `Raw data` or `Change data` (to see what's changed across the blended sources).
        *   **Columns & Filters**: Select the specific columns you need from the blended datasets and apply any necessary filters.
5.  **Continue**: Scoop will process and create your new blended dataset.

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## 4. Generic Dataset Configuration (for any Inbox)

These settings apply to any dataset you create or manage.

*   **Dataset Name**: The user-friendly name displayed in Scoop.
*   **Description**: A short summary of the dataset's content.
*   **Keep Only Current**: (See Email Ingestion Options).
*   **Incremental**: (See Email Ingestion Options).
*   **Multiple Same Day Loads**: (See Email Ingestion Options).
*   **Workbook Range**: If your data source is a spreadsheet, define the specific cell range (e.g., `Sheet1!A1:Z100`).

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