Coupler.io data source
Learn how to set up a Coupler.io data source.
2 steps to complete the setup
1. Set up your data source
1.1. Select an application: Coupler.io
1.2. Select an existing Coupler.io data flow from the list
Note: the selected data flow should meet the following criteria:
- You have to be the owner of an data flow used as a souce
- The data flow should have at least 1 successful run
- No errors in the data flow
Otherwise, the next error will be shown in the Transform data step and as a result data flow run will fail.
2. Set up your data destination
Continue setting up the integration depending on the system you want to import data to. Select your tool from the list of supported data destinations and follow the relevant setup guide.
Why use the Coupler.io source
Coupler.io source gives you the possibility to use an already established integration as your source and helps to:
- add customization on top of existing integrations without the need to set everything up afresh in new data flows
- save data processing time
- cover custom business cases
Sample business cases with the Coupler.io source
Let's imagine our user is a Sales manager who is monitoring the performance of the employees (sales) and wants to see daily reports of the active deals.
Here are the steps to get reports quickly and easily:
- Create an data flow based on (e.g. Hubspot) source with the raw data and name it (e.g. "Hubspot Deals data").
- Run "Hubspot Deals data".
- Create an data flow based on the Coupler.io source (using "Hubspot Deals data" data flow) and name it "Hubspot active deals_employee name".
- Apply transformations such as:
- filtering by employee name, deals, etc.
- filtering by active deals
- sorting
- any other transformations
- Copy the data flow, fix transformations for another employee (filter by the correct employee, etc.). Repeat this action as many times as you need (for each employee).
- Setup destinations
- for instance Google Sheets with the sheet associated with the employee. New data flow (employee) - new sheet
- Enable scheduler for data flows.
- Setup webhook to run dependent data flows (per employee) after the main one.
Result:
- We have 1 data flow ("Hubspot Deals data") which fetches data. So there is no need to re-fetch data for each new employee's data flow. It also speeds up the process.
- We have separate data flows per employee. Which can be easily updated or removed.
- We have the destination file with the data on the sheets for each employee.
- All data flows are running smoothly depending on the main one.
Let's imagine our user is a Marketing manager who wants to unite data from different channels and join united data with the financial expenses
Here are the steps to get reports quickly and easily:
- Create an data flow based on several Ads sources: Facebook Ads, Google Ads, etc., and name it (e.g. "United Ads data").
- Run the "United Ads data" data flow.
- Create an data flow based on the Coupler.io source (using "United Ads data" data flow) and one more source that stores expense data (e.g. Salesforce).
- Apply Data Join between Coupler.io and Salesforce.
- Apply other transformations if needed.
- Setup destination
- for instance Looker Studio
- Enable scheduler for data flows.
- Setup webhook to run the data flow with JOIN after the "United Ads data" data flow.
Result:
We have 1 data flow both with united data from all the channels and joined with the expense source.