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Video: How to Configure Your Data in the Wrench.ai App

Quick Guide: Configuring Your Data

Guide: Configuring Your Data

Welcome to your step-by-step guide on how to connect and configure your data.

1. Accessing the Data Connection Screen:

• Navigate to the Getting Started Guide.

• Follow the steps under Configuring Your Account and Importing Data.

• Alternatively, opt for the Add New section and select Connect a New Data Source.

2. Uploading Data:

• The platform supports direct CSV file uploads.

• Seamlessly connect to the wrench API, and input the necessary details.

3. Integrating with CRMs and Datasets:

• The platform natively supports various CRMs and datasets. Those already set up will be displayed in color.

• Supported platforms include but aren't limited to HubSpot and Salesforce.

4. Setting Up Data Sources:

• Click on a desired data source for detailed setup instructions.

• For platforms like HubSpot and Salesforce:

5. Connect Additional Data Destinations:

After setting up your primary data sources, you can connect other existing destinations.

6. Custom Integrations:

If you have specific integration requirements or need custom work, don't hesitate to reach out. Our team is here to assist!

Thank you for choosing our platform. We're here to ensure your data is connected seamlessly and efficiently. Happy configuring!