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Google Sheets & CSVs Documentation
As a primary resort, connecting directly to the available integrations is best. However, suppose an integration is needed, and it does...
Gaurav Bhattacharya
Mar 14, 20231 min read
Data Mapping FAQs
What is Data Mapping? Data mapping is the process of connecting your data sources and identifying what fields and metrics you want to...
Gaurav Bhattacharya
Mar 9, 20234 min read
WalkMe Integration with Webhooks
Add your WalkMe data to your involve.ai dashboard by leveraging Webhooks. What are Webhooks & Why use them? Webhooks is a direct...
Gaurav Bhattacharya
Feb 17, 20231 min read
Azure SQL Database Setup Guide
Prerequisites To connect your SQL Server database to Fivetran, you need: SQL Server version 2012 or above An Azure account with a DB...
Gaurav Bhattacharya
Feb 6, 20236 min read
Pendo Setup Guide
Prerequisites To connect your Pendo account to Fivetran, you need a Pendo account with Admin privileges and Integration API access. Setup...
Gaurav Bhattacharya
Feb 6, 20231 min read
Your Data Mapping Starter Kit: Everything You’ll Need to Integrate Your Data
Involve.ai’s new Data Mapping tool enables your own data experts to map everything you need to build a more robust dashboard. Save time...
Gaurav Bhattacharya
Feb 6, 20233 min read
Write-back Guidance
Some organizations love the unification and visibility of involve.ai’s dashboard, but prefer to keep their account and CS teams using a...
Gaurav Bhattacharya
Feb 6, 20232 min read
Salesforce - Enable involve.ai Access, Profile Setup, and Security Token
This article addresses 1) how to enable API access and 2) set up Salesforce profile(s) so it can share data with involve.ai and allow...
Saumya Bhatnagar
Feb 6, 20233 min read
Setting up Zendesk for involve.ai Access
This article addresses how to 1) enable API access in Zendesk so it can share data with involve.ai and 2) generate a Zendesk API token to...
Gaurav Bhattacharya
Feb 6, 20231 min read
Write-backs: Data involve.ai Shares Back to the System of Action
Overview The involve.ai system shares and writes data back to systems of action (CRMs, for example) each time an update is made....
Gaurav Bhattacharya
Feb 6, 20231 min read
Snowflake integration and access
Overview This article addresses how to enable Snowflake access for involve.ai to 1) query the data and 2) view the data. In order for...
Gaurav Bhattacharya
Feb 5, 20231 min read
Data Shame - Don't let Imperfect Data Interfere with Customer Intelligence
As a Data Science Consultant, I often have to coach my clients not to let data shame interfere with successful Customer Intelligence....
Gaurav Bhattacharya
Feb 5, 20233 min read
Defining Data
Unique businesses collect unique data, so it’s important to take time before and during integration to consider what specific data means...
Saumya Bhatnagar
Feb 5, 20233 min read
Preparing Your Data
One of the most critical moments in your involve.ai journey will be the mapping of your data, as this sets the baseline for prediction...
Gaurav Bhattacharya
Feb 5, 20233 min read
Common Data Discrepancy Cause - Inaccurate Naming
This article provides guidance specific to one common error… naming mismatches. Naming mismatches: Pulling data from different...
Gaurav Bhattacharya
Feb 5, 20232 min read
Data Discrepancies? Don't fret.
What is a Data Discrepancy/Inconsistency? A data discrepancy or inconsistency occurs when destination data (the data showing in your...
Saumya Bhatnagar
Feb 5, 20232 min read
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