Data Connector

Data Connector allows project administrators and members with executive overview access to extract data from projects by running or scheduling data extractions. The easy extraction offers you the flexibility to analyze data using your own business intelligence tools.

This article includes:

• Extracted Data
• Access Data Connector
• View and Run Extractions
• Schedule Extractions
• Notification and Download
• FAQs and Troubleshooting: Why did my scheduled extraction pause?

Extracted Data

Extracted data includes:

Access Data Connector

Project administrators can access Data Connector to extract data for a single project they are currently in.

Members with executive overview access enabled can choose to access Data Connector to extract data for all projects at account level, or a single project at project level. Account administrators can grant executive overview access to members.

To access Data Connector:

1. Select Insight from the product picker.
2. Click at the bottom of the left panel.

You can now run or schedule a data extraction.

View and Run Extractions

Project administrators can view the data extractions they've run themselves.

Members with executive overview access can view the data extractions they've run themselves. The available extractions will depend on whether the executive has selected an account or a project.

To run a data extraction, click Run extraction. This action opens the Run extraction flyout panel on the right side of the screen.

1. Click Run extraction.

2. Click the Include data from drop-down list and select the tools for which you want to extract data.

   Note: By default, all tools are selected.

3. Click the Include activity data drop-down list and select the time period for which you want to extract activity data. The time period can be one of the following:

   • Past day: Includes activity data from the last 24 hours.

   • Custom: Allows you to select the start and end dates using the date pickers.

     Note: The time range cannot exceed 31 days, and is limited to the last 12 months.

4. Click Run.

The data extraction will now start processing. Depending on the number of projects included, data extraction may take some time. While the extraction is in progress, you can navigate away and return later to check on progress.

See Data Connector Activity Data Schema for more information.

Schedule Extractions

You can automate regular data extractions by using scheduling.

1. Click Schedule.

   This opens the Schedule extraction flyout panel on the right.

   

   You can edit the following fields:

   • Extraction schedule: Select Daily, Weekly, or Monthly
   • Every: Select the number of days, weeks, or months
   • Run on: Select the date that you want the schedule to run
   • Run at: Select the time
   • Start and end dates: Select the start and end dates
   • Include data from: Select the tools for which you want to extract data
   • Include activity data from: Select the tools for which you want to extract activity data

1. Click Schedule.

Edit Data Connector Schedule

To change or delete the schedule, click edit. Edit the schedule and click Save or click Remove schedule to delete the schedule.

Refer to Data connector Forge API to learn how to schedule the extractions to run multiple times a day, or if you need to automate the data extraction process end to end.

Notification and Download

You will receive an email once the extraction is complete after which you can download a ZIP file containing a series of CSV files from the Data Connector area of Insight. Each CSV file represents a different set of data for the categories listed previously.

FAQs and Troubleshooting

Why did my scheduled extraction pause?

Your scheduled data extractions may pause for the following reasons:

• No files generated from the data extraction were downloaded in the last 30 days, or
• The original expiration date has been exceeded.

To restart your data extraction:

1. Click the resume link.
2. If needed, edit the schedule as desired.
3. Click Resume.