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Build dashboards with Upland

Upland is a comprehensive marketing tool that helps businesses streamline campaigns and drive effective results.

Onvo AIOnvo AIUpland

How do I activate this integration?

1

First Step

Login to your Onvo account, go to the Integrations page click on Connect next to the Upland card.

2

Second Step

You will then be shown a configuration modal where you can enter the relevant credentials and click on Connect Upland.

3

Third Step

You can now head over to the Data sources page and click on New data source.

4

Fourth Step

Fill in a name for the data source, an optional description and choose Upland as the data source type. Then click on Connect.

5

Fifth Step

In the page that appears, select the data types or tables you want to sync and click on Save changes. You should now see your data descriptions and sample data appear.

What can I do with this integration?

You can pull in data from multiple tables/databases as data sources on Onvo to build your dashboards and reports. Any datasource using the Upland integration will be kept in sync with the underlying data to keep your dashboards live.

You can create beautiful, interactive dashboards using your Upland data. Just ask for the kind of visualisation you want in natural language to create a widget on the dashboard. You can also ask for data pre-processing before visualisation. We also allow for questions in natural language to your data on Upland.

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Once you are happy with your dashboard, you can integrate them into your products with the SDK.

Security considerations

It is recommended to setup a separate user on yourUpland system with just read access to the data you require for your dashboard. In addition, if possible, restrict the incoming IP addresses to the database.

If you do restrict access by IP addresses, make sure to whitelist 35.209.78.5 for Onvo AI to access your data.