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Plecto

Step 1: Integrate Your Data

Everything starts with your data

Quick Start Guides
Step 1: Integrate Your DataStep 2: Create FormulasStep 3: Set up Dashboards, Reports, Contests & MoreStep 4: Add Your Dashboards and Contests to TVsStep 5: Invite Your Teams

If you're a Global Admin or have just created a Plecto organization, start by adding your data. Once your data is integrated into Plecto, you can build formulas, create dashboards, contests, reports, and more.

  1. In Plecto, navigate to Data Sources.

  2. Click New data source in the top-right corner.

  3. Choose a system. Some systems allow you to integrate data by logging in, others will ask for API or other credentials. Follow the steps on the screen or click the question mark in the bottom-right corner to find a help guide.

  4. You will find all your imported data under Data Sources.

Did you know? You can get help from Plecto Expert Services (PES) to help you set up. Learn more on our website.

Step 2: Create Formulas →