WHAT I NEED TO CONNECT MY DATA TO MY PORTER TEMPLATE?

WHAT I NEED TO CONNECT MY DATA TO MY PORTER TEMPLATE?

Hi! If you’re about to have your onboarding or connect your data sources with our guidance, you should have some things in mind (and ready for the call) if you want to:

  • Save time

  • Avoid confusions

  • Learn successfully how to connect your data

  • Be sure to complete the process during the call

Let’s go then!

  1. Your email.

It’s super important for you to have an email created in google, otherwise you will not be able to create a looker account.

Also, be sure you have the current password for the email you’re gonna use for:

  • Start a trial with porter

  • Create your subscription

  1. Matched accounts

Be sure the email you’re associating with porter is the same as the email you used to create your looker studio account

This will avoid errors downloading the template and activating your connectors.

  1. Your admin permissions

Remember the email associated with porter, same as looker studio created account has to be the same with admin/super admin access/permissions to the accounts you want to report (facebook business manager, facebook pages, google my business, linkedin, hubspot, etc)

  1. Your teammates

Create a list with the teammates email you want to add to your porter license so they can access to you data and add them following this process

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