ChartMogul

You can connect Tability to ChartMogul to automatically pull data for your check-ins without having to switch context.

Once you add ChartMogul as a data source for an outcome/Key Result, Tability can:

• Pull the most recent value of the metric when you open the check-in form

• Automatically sync your metrics while the plan is active (Premium subscription only).

How to enable the integration

Step 1. Upgrade to the Plus or Premium subscription

You'll need to have a Plus subscription to use ChartMogul as a data source and automatically pull the metric value fin the UI for your check-ins.

You'll need to have a Premium subscription to enable the auto-sync.

Step 2. Connect your ChartMogul account to Tability

1. Go to Workspace Settings > Integrations

2. Click on the button Connect to ChartMogul

3. Paste your ChartMogul API key into Tability

How to add a data source to an outcome or Key Result

Once ChartMogul is connected, you will be able to use it as a data source for your outcomes/KRs.

Step 1. Open up your edit panel of your outcome/KR

Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.

Step 2. Select ChartMogul as a data source

Go to the "Data source" tab and select ChartMogul

Step 3. Pick the metric that you would like to connect

Use the dropdown to select the metric that you want to connect to your outcome/KR.

Step 4. Save your connection

Click on "Save & preview" to complete the connection.

Tability will retrieve the current value for that metric and your screen should look like this 👇

Step 5. Enable daily sync

You can now toggle the option to Enable daily sync of your metric if you're on a Premium subscription.

Tability will retrieve the value of your metric from ChartMogul once a day, and will create a check-in on behalf of the owner of the outcome/KR.

The first data sync should happen within 1h of enabling this option.

How to use the data source in your check-in

It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.