Connections

Overview

The Connections page in DotlyMaps allows you to connect and manage external data sources used within the application. It is available under Data & Integrations > Connections.

The page displays available connections along with their Platform Type, connection status, Last Sync, and Used by Modules information. Users can also search connections, filter them by status or platform, and create new connections.

Why it matters

Connections allow DotlyMaps to access data from external platforms and keep the required data sources available for mapping and synchronization.

• Provides a centralized place to manage data source connections.
• Shows whether each platform is connected or not connected.
• Allows users to start synchronization for connected platforms.
• Helps identify which modules use a particular connection.

When to use

Use the Connections page when you need to:

• Create a new connection.
• Connect an available data source.
• View the status of existing connections.
• Start a sync for a connected platform.
• Search or filter available connections.

Prerequisites

Before creating a connection:

• Identify the data source you want to connect.
• Ensure you have access to the relevant external platform.
• Determine the platform or data source required for your DotlyMaps setup.

Step-by-step guide

1. Navigate to Data & Integrations > Connections to open the Connections page.
2. Review the available data source cards and check their Platform Type and connection status.
3. Select New Connection to create a new connection.
4. For a connection that is not connected, select its available connection option, such as Connect, Link Zoho Sheet, Link Google Sheet, or Upload Sheet, depending on the data source.
5. Complete the connection process for the selected data source.
6. Once the connection is established, review the connection card to confirm that its status shows Connected.
7. For a connected data source, select Sync Now to start synchronizing its records.
8. Use the Search connections field to quickly find a specific connection.
9. Use the All Status and All Platforms filters to narrow down the displayed connections.
10. Review the Last Sync and Used by Modules information to check the connection's synchronization and module usage details.

Example

Connect a Zoho CRM data source, confirm that it shows Connected, and select Sync Now to synchronize its records.

Best practices

• Connect only the data sources required for your DotlyMaps setup.
• Verify the connection status before starting a sync.
• Review the Last Sync information when monitoring synchronization.
• Use search and filters to quickly manage multiple connections.

Troubleshooting

• Connection shows Not Connected: Select the available connection option and complete the connection process.
• Sync Now is unavailable: Verify that the data source is connected.
• Connection is difficult to find: Use the Search connections field or available filters.
• Records are not updated: Select Sync Now on the relevant connected data source.

FAQ

Q: Where can I manage data source connections?

You can manage connections under Data & Integrations > Connections.

Q: What information is shown for a connection?

The connection card displays the Platform Type, connection status, Last Sync, and Used by Modules information.

Q: Can I create a new connection?

Yes. Select New Connection to create a new connection.

Q: Can I sync a connected data source?

Yes. Connected data sources provide a Sync Now option.

Q: Can I filter connections?

Yes. You can search connections and filter them by status and platform.