Data sources
Save time by pulling data from your tools
Overview
A simple way to save time during the check-ins process is to use our integrations to automatically pull data from your tools.
How to add a data source to your outcome/check-in
Available on Plus and Premium subscriptions
Tability has multiple data connectors that lets you pull data from tools like HubSpot, Google Sheet, Jira...
Follow these steps to connect an outcome/key result to a data source:
Click on your outcome/key result
Click on the
⋯
menu and then Edit to access the edit panelGo to the Data Source tab to configure your data source
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From there, you will be able to select an option from the list of data sources available.
Special data sources
Link
The link data source will let you add a URL to the page where the relevant data is. This link will appear in the check-ins form, making it easy for the user to access the data.
Dependent outcomes/key results
The dependent data source will aggregate the values of the outcomes/key results that are direct dependencies.
How data source data is used
In the check-ins form
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Once a data source is connected, Tability will automatically pull the current value and display it in your check-in form.
With auto-sync
Only for Premium subscriptions
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Once auto-sync is enabled, Tability will automatically pull data from the data source every 48h. Synced data points will appear in smaller dots on the chart.
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