Data Sources

To integrate your data sources into Weavely, follow the steps outlined below. We'll walk you through setting up a new agency account, adding data sources, and managing client accounts effectively.

Set Up Your Agency Account

When you create a new agency account in Weavely, your dashboard will initially be empty. You can begin adding data sources by:

1. Navigating to the Connect section in the Weavely interface.

2. Clicking the Connect Data Source button.

This will open a list of available integrations for you to select from.

Adding a New Data Source

To add a data source (e.g., Google Ads):

1. Select your desired data source from the list (e.g., Google Ads).

2. If credentials were previously added, they will appear here, allowing you to reuse them without needing to repeat the authentication process. For new accounts, proceed with the standard Google authentication flow.

3. Once authenticated, Weavely will pull in all accessible accounts associated with your Google Ads login. This process may take a few minutes if there are many accounts available.

4. Select the accounts you want to add.

Mapping Clients to Data Sources

Weavely automatically uses AI to group data sources under client accounts. For example, if a client has Google Ads, Facebook, and Search Console data sources, these will be grouped under the client’s name. This setup facilitates easy cross-channel reporting and data integration across clients.

Note: When setting up a brand-new account, Weavely will create new client accounts, using AI to clean up account names and remove unnecessary elements (e.g., IDs) for a more organized view.

Viewing and Managing Data Sources

After connecting data sources, you can:

1. Go to the Data Sources section to view all data sources pulled into Weavely.

2. Check the Credentials section to confirm credentials have been added and associated with your connected data sources.

3. Navigate to Clients to see individual clients and their corresponding data sources.

Adding Additional Data Sources to an Existing Account

If you’re adding a data source to an account that already contains integrations (e.g., Microsoft Ads):

1. Select the existing credentials if they’re already linked.

2. Weavely will pull all associated Microsoft Ads accounts and attempt to match them to existing clients.

3. Review the imported accounts. If Weavely detects accounts matching existing client names, it will group them accordingly. However, if a new account name differs significantly from the client name, Weavely might treat it as a new client.

Important: Reviewing Client Matches

Always double-check imported accounts, especially those flagged as “new,” to ensure they are grouped with the correct client. If necessary:

• Select an existing client from the list to avoid creating duplicate client accounts.

• Alternatively, confirm it as a new client to create a separate entry.

Confirming Data Source Integration

Once data sources are added, you can:

1. Check the mapping under each client to ensure all data sources have been successfully integrated.

2. Randomly inspect added sources to verify accuracy and client grouping.

This setup enables seamless access to data across multiple channels and prepares you for building cross-channel reports.