Integrating Accelo with BrightGauge

Through the power of BrightGauge and Accelo combined, gain clear insight into where you’re succeeding (or lacking) with your leads, from first contact all the way through to payment. BrightGauge will pull in all of your Accelo business intelligence data to provide that extra layer of transparency through simple, yet powerful reporting and data visualization boards.

Using these guides, you can:

BrightGauge Dashboards

A picture speaks a thousand words, right? Chose from one of the five default Dashboards designed specifically for Accelo to track your team’s work and performance in a more engaging way. BrightGauge will even display your Accelo data in real-time, syncing every 10 minutes when active, or every night at midnight. If you're someone, however, who likes to customize the look and feel of your reports, work with BrightGauge's Support Team to build out the right layout for your business or team.

Here's a quick rundown of all the steps you'll need to take to get set up with our BrightGauge integration today:

Step 1 - Log in to your BrightGauge Account

If you haven’t created an account yet, go here to get started.

kQM3ghCbn7aPmAjPLObeFKOoe9Suxy5tmV6n4CSjSOosG5Q4YshTC3ihJizSgwxsoWDnNnHHMiEAq7HSn38ezxRlYhyPRf0eGnymHsWQ9pqKc78lrb7yTvtOfZ7D1neKhmKVOxU

 

Once logged in, to get started: 

  • New Accounts

On the first login, from the Account Overview page, click on the "Add a Datasource" button:

Screen Shot 2016 11 10 at 14.38.45

 

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

new add datasource dashboard

  • Existing Accounts

From the Account Overview page (to access click on the BrightGauge logo on the top left-hand corner), click on the green "+" towards the bottom right of the page (next to the list of your existing data sources):

Screen Shot 2016 11 10 at 14.55.46

 

Or, click on "Data" menu on the top righthand corner of the screen, and select "Datasources" from the drop-down menu:

Screen Shot 2016 11 10 at 15.06.13

 

Now click on “Add a New Datasource” and then click on the "Accelo" icon:

Screen Shot 2017 01 06 at 15.53.59

 

Step 2 - Authenticate with Accelo

Now you'll need to authenticate with Accelo.

1. Fill in your subdomain for Accelo.

Screen Shot 2017 10 24 at 13.58.56

 

2. Click on the Authorize in Accelo button at the center of your screen.

Screen Shot 2017 10 24 at 13.59.31

 

3. If you're not currently logged into Accelo, you'll be asked to log in. If you are, proceed to step 4.

Screen Shot on 2017 10 24 at 13 57 00

 

4. Authorize BrightGauge to speak with your Accelo account.

Screen Shot on 2017 10 24 at 13 57 42

5. Once authenticated, the window will close and a successful test connection will show in BrightGauge.

Screen Shot on 2017 10 24 at 14 02 17

 

6. Name the data source (by default it will say Accelo) and make sure to click save at the bottom left. If you do not save the data source, you will have to redo all steps.

Once you’ve saved the connection then the datasets and gauges will be added to your account. You are now set!

 

How helpful was this page?
4.2 (Based on 15 ratings)
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue