ClearPoint offers Direct Connections to help you easily integrate your data from different sources. You can choose from six popular tools like QuickBooks, Microsoft Dynamics, HubSpot, Google Analytics, Monday, and Asana to import your measures and initiatives directly into ClearPoint. With Direct Connections, you can save time and streamline your data collection process.
Configuring the Connection
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.
Select System Settings from the Control Panel
Choose System Setup
Click on Integrations under Enterprise Features
Navigate to the Direct Connections tab
Click the Plus icon to add a Direct Connection
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
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.
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
QuickBooks requires Report Type and Accounting Method.
Microsoft Dynamics 365 Business Central
Microsoft Dynamics requires Tenant, Company, and Report Type.
Monday
Monday requires Workspace and Board.
Asana
Asana requires Workspace and Team.
HubSpot
HubSpot requires Report Type and HubSpot Custom Analytics View.
Google Analytics
Google Analytics requires Account, Property, Profile, Metric, and Dimension.
Setting up the Scorecard
Once the connection is configured.
Navigate to the Scorecard Setup tab.
Finance/Marketing Integration
Follow these steps when integrating with one of the Finance or Marketing options – QuickBooks, Microsoft Dynamics, HubSpot, or Google Analytics.
Check the box for Create New to create a new Scorecard.
Enter the Name of the new Scorecard.
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
Follow these steps when integrating with one of the Project Options, Monday or Asana.
Under the Measure Setup field, select the Reporting Frequency.
Enter the Name of the new Scorecard.
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.
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 Start and End Dates.
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.
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.
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.
Click on Preview to see your changes.
Once you are done, click Save.
These connections can also be scheduled by clicking on the Schedules tab. Please see our Help Center article on Managing Schedules to learn more about adding a schedule.
Finishing the Integration
Click the Generate icon, and in the window that pops up select Start.
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.