You can connect goals to different data sources / services to update them automatically and save yourself the manual work.

Info for admins: Before your co-workers can use a data integration, it needs to be activated in the settings area via Settings > Integrations > Data Integrations and then switching the toggle on. When you click on Manage and then + Add below Connections, you can set up your data connection.

Here are some examples of available integrations:

  • Jira
  • Google Sheets
  • Microsoft Excel
  • Asana
  • Hubspot
  • Salesforce
  • MS Planner
  • MS Power BI
  • …

Are you missing a specific integration? Just write to us at support@mooncamp.com

  • Step 1: Navigate to a goal whose progress you want to update via a data integration.

  • Step 2: On the goal’s progress property, select the option Start and target value or Threshold.

  • Step 3: Click on Connect to data source.

  • Step 4: Select an existing data connection or create a new one via + Add at the bottom of the list.

Important info: In case you are adding add a new data connection, you will be asked to sign-in to the respective data source with your user account. Once done, a modal pops-up that lets you edit the connection’s name as well as its privacy settings (see screenshot below). When you share your connection with all users, it allows all members of your Mooncamp account to see all documents connected to the data source, even if these members do not have access to the document in its original location.

  • Step 5: Fill in all the necessary data source-specific information and click on Save.

Done! 🎉 The data source is now linked to the goal and will be synchronized according to your synchronization settings (usually once per day, editable in Settings > Integrations > Data Integrations). You can also manually synchronize the progress of the goal at any time by clicking on the integration indicator below the progress bar.

Once set up, you can always go back to your data connection through a connected goal and edit the data you want to sync via the ellipsis ... . Here you can also edit the connection’s name as well as its privacy settings.

Note for admins: It is recommended to set the synchronization schedule for your data integrations to sync once per day (the app then updates the progress daily at 5am CEST). The settings can be found in Settings > Integrations > Data Integrations.

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