Automation & integration - Configuring direct connections and integrations
Fernando Montenegro
28 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Configuring the Connection
2
QuickBooks and Microsoft Dynamics can help you integrate your financial data, while HubSpot and Google Analytics can help you integrate your marketing data. If you're working on projects, you can use Monday and Asana to integrate your project information with ClearPoint.
3
- Select **System Settings** from the Control Panel - Choose **System Setup** - Click on **Integrations** under Enterprise Features
4
- Navigate to the **Direct Connections tab** - Click the **Plus icon** to add a Direct Connection
5
- Under **Name**, enter the name of the new Direct Connection, in this example, ‘QuickBooks Measure Data’. - Use the dropdown menu to select the **Connection Type** - Click the **Set Up Connection button**
6
Important: Before saving this connection, you will need to authenticate to QuickBooks Online. Please note that a pop-up window will launch to log into QuickBooks Online. You may need to allow pop-ups in your browser to see this window. Once login is complete, you will be able to save and to configure additional options for this connection.
7
The next page will look different depending on which connection was made. For each of these different options, provide a name and use the dropdown fields to choose which information you want to pull into ClearPoint.
QuickBooks Online
8
- QuickBooks requires **Report Type** and **Accounting Method**.
Microsoft Dynamics 365 Business Central
9
- Microsoft Dynamics requires **Tenant**, **Company**, and **Report Type**.
Monday
10
Monday requires **Workspace** and **Board**.
Asana
11
- Asana requires **Workspace** and **Team**.
HubSpot
12
- HubSpot requires **Report Type** and **Custom Analytics View**.
Google Analytics
13
- Google Analytics requires **Account**, **Property**, **Profile**, **Metric**, and **Dimension.**
Setting up the Scorecard
14
- Once the connection is configured - Navigate to the **Scorecard Setup tab**
Finance/Marketing Integration
15
Follow these steps when integrating with one of the Finance or Marketing options – QuickBooks, Microsoft Dynamics, HubSpot, or Google Analytics.
16
- Check the box for **Create New** to create a new Scorecard - Enter the **Name** of the new Scorecard
17
- Under the **Measure Setup field**, select the **Reporting Frequency** - Select the **First Reporting Period Start Date** - The First Reporting Period Start Date should be the first day of the first period in your selected Reporting Frequency - Choose the **Series Name** that you want to use for the Measure Data
Project Integration
18
Follow these steps when integrating with one of the Project Options, Monday or Asana.
19
- Check the box for **Create New** to create a new Scorecard - Enter the **Name** of the new Scorecard
20
- Use the **Blank Date field** to select an option for **Initiative/Milestone Start** and **End Date** - **Skip Project/Task** will not add any Initiatives that do not have a specified start/end date in Asana or Monday
21
- **Auto-Assign Dates** will choose the first and last day of the current month as the start and end dates - **Set Default Dates** will allow you to specify the Start and End Dates
22
- In the **Users field**, on the left, you will see a user that is associated with the Asana or Monday account. On the right, use the dropdowns to specify which user this will correspond to in ClearPoint
23
- In the **Status field**, within the leftmost column, you will see Statuses pulling in from Asana or Monday - Select which status this should correspond to in ClearPoint by using the dropdowns in columns two and three of that same row
24
In the **Fields section**, within the leftmost column of the table, you will see certain fields being pulled in from Asana or Monday. Use the dropdowns that exist in columns two and three of the same row to specify the corresponding field in ClearPoint.
25
- Click on **Preview** to see your changes - Once you are done, click **Save**
26
These connections can also be scheduled by clicking on the Schedules tab. Please see our Help Center article on [Managing Schedules](https://support.clearpointstrategy.com/en/articles/8757431-automation-integration-managing-schedules) to learn more about adding a schedule.
Finishing the Integration
27
Click the **Generate icon**, and in the window that pops up select **Start**
28
When we click on our newly added Scorecard, we can now see a Scorecard Report Reference displaying the information we pulled from the other system. Once an initial Scorecard has been created, the integration will continue to update the elements in the Scorecard.
Automation & integration - Configuring direct connections and integrations
Fernando Montenegro
28 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Configuring the Connection
2
QuickBooks and Microsoft Dynamics can help you integrate your financial data, while HubSpot and Google Analytics can help you integrate your marketing data. If you're working on projects, you can use Monday and Asana to integrate your project information with ClearPoint.
3
- Select **System Settings** from the Control Panel - Choose **System Setup** - Click on **Integrations** under Enterprise Features
4
- Navigate to the **Direct Connections tab** - Click the **Plus icon** to add a Direct Connection
5
- Under **Name**, enter the name of the new Direct Connection, in this example, ‘QuickBooks Measure Data’. - Use the dropdown menu to select the **Connection Type** - Click the **Set Up Connection button**
6
Important: Before saving this connection, you will need to authenticate to QuickBooks Online. Please note that a pop-up window will launch to log into QuickBooks Online. You may need to allow pop-ups in your browser to see this window. Once login is complete, you will be able to save and to configure additional options for this connection.
7
The next page will look different depending on which connection was made. For each of these different options, provide a name and use the dropdown fields to choose which information you want to pull into ClearPoint.
QuickBooks Online
8
- QuickBooks requires **Report Type** and **Accounting Method**.
Microsoft Dynamics 365 Business Central
9
- Microsoft Dynamics requires **Tenant**, **Company**, and **Report Type**.
Monday
10
Monday requires **Workspace** and **Board**.
Asana
11
- Asana requires **Workspace** and **Team**.
HubSpot
12
- HubSpot requires **Report Type** and **Custom Analytics View**.
Google Analytics
13
- Google Analytics requires **Account**, **Property**, **Profile**, **Metric**, and **Dimension.**
Setting up the Scorecard
14
- Once the connection is configured - Navigate to the **Scorecard Setup tab**
Finance/Marketing Integration
15
Follow these steps when integrating with one of the Finance or Marketing options – QuickBooks, Microsoft Dynamics, HubSpot, or Google Analytics.
16
- Check the box for **Create New** to create a new Scorecard - Enter the **Name** of the new Scorecard
17
- Under the **Measure Setup field**, select the **Reporting Frequency** - Select the **First Reporting Period Start Date** - The First Reporting Period Start Date should be the first day of the first period in your selected Reporting Frequency - Choose the **Series Name** that you want to use for the Measure Data
Project Integration
18
Follow these steps when integrating with one of the Project Options, Monday or Asana.
19
- Check the box for **Create New** to create a new Scorecard - Enter the **Name** of the new Scorecard
20
- Use the **Blank Date field** to select an option for **Initiative/Milestone Start** and **End Date** - **Skip Project/Task** will not add any Initiatives that do not have a specified start/end date in Asana or Monday
21
- **Auto-Assign Dates** will choose the first and last day of the current month as the start and end dates - **Set Default Dates** will allow you to specify the Start and End Dates
22
- In the **Users field**, on the left, you will see a user that is associated with the Asana or Monday account. On the right, use the dropdowns to specify which user this will correspond to in ClearPoint
23
- In the **Status field**, within the leftmost column, you will see Statuses pulling in from Asana or Monday - Select which status this should correspond to in ClearPoint by using the dropdowns in columns two and three of that same row
24
In the **Fields section**, within the leftmost column of the table, you will see certain fields being pulled in from Asana or Monday. Use the dropdowns that exist in columns two and three of the same row to specify the corresponding field in ClearPoint.
25
- Click on **Preview** to see your changes - Once you are done, click **Save**
26
These connections can also be scheduled by clicking on the Schedules tab. Please see our Help Center article on [Managing Schedules](https://support.clearpointstrategy.com/en/articles/8757431-automation-integration-managing-schedules) to learn more about adding a schedule.
Finishing the Integration
27
Click the **Generate icon**, and in the window that pops up select **Start**
28
When we click on our newly added Scorecard, we can now see a Scorecard Report Reference displaying the information we pulled from the other system. Once an initial Scorecard has been created, the integration will continue to update the elements in the Scorecard.
