How-To set up a CRM, Sales & Analytics Data Source#
Introduction#
The CRM, Sales & Analytics data source lets you connect Hopsworks to supported business applications and marketing platforms. The following sources are available:
- Facebook Ads
- Freshdesk
- Google Ads
- Google Analytics
- HubSpot
- Pipedrive
- Salesforce
- Shopify
In this guide, you will configure a Data Source in Hopsworks by saving the credentials required by the selected source.
Note
Currently, it is only possible to create data sources in the Hopsworks UI. You cannot create a data source programmatically.
Prerequisites#
Before you begin, make sure you have:
- A unique name for the data source in Hopsworks.
- Read credentials for the external system you want to connect.
- Any source-specific identifiers required by that system, such as account, customer, property, or domain identifiers.
- For Google Ads and Google Analytics, a service account JSON keyfile that can be uploaded to the Hopsworks project.
Creation in the UI#
Step 1: Set up new Data Source#
Head to the Data Source View on Hopsworks (1) and set up a new data source (2).
Step 2: Select storage and source#
Choose CRM, Sales & Analytics as the storage type. Then enter a unique Name, an optional Description, and select the source you want to configure.
Step 3: Enter source-specific credentials#
The required fields depend on the selected source.
Facebook Ads#
Required fields:
- Access Token
- Account Id
Freshdesk#
Required fields:
- API Key
- Domain
Google Ads#
Required fields:
- Authentication JSON Keyfile
- Developer Token
- Customer Id
- Impersonated Email
The JSON keyfile can be selected either from an existing project file or uploaded as a new file.
Google Analytics#
Required fields:
- Authentication JSON Keyfile
- Property Id
The JSON keyfile can be selected either from an existing project file or uploaded as a new file.
HubSpot#
Required fields:
- API Key
Pipedrive#
Required fields:
- API Key
Salesforce#
Required fields:
- Security Token
- Username
- Password
Shopify#
Required fields:
- Shop URL
- Private App Password
Step 4: Save the credentials#
After entering the required fields for the selected source:
- Click Save Credentials.
- Click Next: Select resource to continue configuring the data source for downstream use.
Next Steps#
Move on to the usage guide for data sources to see how you can use your newly created data source.