Shared connections: Making sharing data source logins easy
One of the things that make building marketing reports tedious is manually managing data source logins and account permission for your team and clients.
Introducing shared connections—a new feature that lets you easily share logins with those who need access. It’ll help you improve your team’s efficiency and collaboration.
Shared connections are available for all Supermetrics products except Supermetrics for Google Sheets.
In this post, we’ll discuss what a shared connection is and how you can benefit from it.
What is a shared connection?
Let’s say you want to pull Facebook Ads data into Looker Studio (formerly Data Studio). To do this, you need to log in to your Facebook Ads account and give Supermetrics the necessary permissions. This login is a connection.
Shared connections allow you to authenticate to a data source account once and make that connection accessible to your team. Your teammates won’t have to log in to the account again. They can use your shared connection to fetch data.
This new feature is free for all Supermetrics users.
Note that for Supermetrics for Google Sheets, this function will be available shortly.
How shared connections benefit you and your team
Shared connections allow you to make a connection, or login, shared or private, with a single click. You can turn the sharing mode on and let your teammates use your login to create or refresh reports. Or, click the same icon to turn the sharing mode off.
This function is available across all Supermetrics products, except Supermetrics for Google Sheets. We’ll let you know when we add the shared connections to Google Sheets.
This small but mighty change will take a lot off your shoulders when building and updating your marketing reports with other people, including colleagues and clients.
Let’s look at its main benefits.
Share the data source logins with your teammates and clients
Instead of spending time giving authentication to your teammates, you can give them access to your login by creating a shared connection. They can then use it to bring data to any destination.
Let’s say you built an Excel report. But Bob from the performance team is more comfortable using Looker Studio. You can share your data source login in Excel with Bob so he can build his report in Looker Studio. Additionally, you can share the same connection with Henri from the analyst team if he wants to get the same data into your data warehouse.
Request authentication from external parties easily
To make things even easier, you can copy an authentication URL and request authentication from the data source login owner.
For example, if you’re an agency onboarding a new client and want to connect their data sources with Supermetrics. You can send them this link and ask them to authenticate the connection. This saves you time in asking for appropriate access to the platforms in question.
Which Supermetrics destinations support shared connections
All Supermetrics destinations, except Supermetrics for Google Sheets, support shared connections. Shared connections for Google Sheets is currently in closed beta and will be released soon.
Enabling shared connections in different products
There are two ways to allow shared connections.
- Through the Supermetrics Team Site
- Directly from your reporting tools
Option 1: Through the Supermetrics Team Site
The easiest way to activate this function is through the Supermetrics Team Site. It’s a centralized place for all Supermetrics users to manage their accounts, data sources, destinations, queries, and more.
You can easily manage shared connections on the Team Site.
Option 2: Enable shared connections directly in your reporting tools
Alternatively, you can also share the data source logins directly from your reports, depending on the tools you’re using:
- Excel: shared connections for Excel
- Looker Studio: shared connections for Looker Studio
- Data warehouse and Supermetrcis API: shared connections are enabled by default, so no action is required
- Google Sheets (in closed beta): coming soon.
Learn more about Supermetrics shared connections:
Check out our support articles if you’d like to learn more about Shared Connections.
- About shared and private connections
- View and share connections on the Team Site
- Shared connections in the Supermetrics add-in for Excel
Happy sharing and reporting!
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