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You can download the SurveyGizmo connector from Yellowfin's Marketplace and connect it to your SurveyGizmo account to stream data directly into your dashboard. This section shows you how to download this connector and install it to your instance of Yellowfin.

 

The user performing these steps must possess administrative rights that allow them to create a new data source connection.

 

Download the SurveyGizmo Connector

 

Here is how to download the SurveyGizmo connector from Yellowfin’s marketplace:

 

  1. Log in to Yellowfin’s Marketplace
  2. Click on the option for Connectors



  3. Choose SurveyGizmo from the selection of connectors available on Yellowfin
  4. When this connector option expands, click on the Download button. (If you see the Login to Download button instead, you will first need to log in to the Marketplace to continue)



  5.  The SurveyGizmo connector file will be saved to your computer 

 

 

 

Import the SurveyGizmo Connector

 

Here's how to upload the SurveyGizmo connector to Yellowfin:

 

Ensure that you have an active SurveyGizmo account. You will need to obtain a few configuration details from this account.

 

 

  1. Click on the Create icon after logging into Yellowfin
  2. Select the Data Source option



  3. At the bottom of the new connection screen, click on the upload new link



    Note: You can also upload a new connector by following this Yellowfin path: Administration > Admin Console > Data Sources > Add



  4. In the new connection popup, either drag and drop the SurveyGizmo connector file you downloaded from the marketplace, or click on the Browse Files link to browse and select the file
  5. Once the file has been successfully uploaded, click on the Connect Platform button



  6. Now you can create a SurveyGizmo connection, as explained in the following section.

 

 

 

Create a SurveyGizmo Connection

 

In this section we learn how to establish a connection to your data source by providing details of your SurveyGizmo account.

 

  1. Either continue on from the previous step, or navigate through to Create New menu > Data Source to use the SurveyGizmo connector
  2. Then click on the new SurveyGizmo connector



  3. The following connection setting screen will appear



  4. Provide a suitable name for your connection
  5. You can also write a quick description, if required
  6. Next retrieve the API key from your SurveyGizmo account by following the steps below:
    1. Log into your SurveyGizmo account
    2. Access the account setting menu on the top right side by clicking on Account
    3. Navigate to My Preferences > API Key



    4. Copy the value of the Your API Key field from here



  7. Return to Yellowfin and paste the API key you just copied into the appropriate field

  8. You can also enter a maximum number of surveys that you want downloaded into Yellowfin

    Setting a limit to the number of surveys helps you to control the data being downloaded, preventing your system from getting overloaded.



  9. Now you may perform the following additional tasks on this connection, although you are not required to: (Click on the menu button besides the Launch Pre-Built Content button to make a list of actions appear)



    • Advanced Connection Editor: This will take you to the Data Source page in the Admin Console and allow you to edit all the advanced options available for your data source.
    • Test Connection: This option lets you test out your SurveyGizmo connection settings to ensure that you can connect to your data source. The appearance of a success message confirms if the data source connection works.
      Create View: This re-directs you to the view creation screen.
    • Launch Pre-Built Content: This allows you to install any pre-built content that may come with the connector.
    • Save & Close: Use this action to save your connection details and return to the previous screen, closing the connection popup.
    • Cancel: This closes the connection window without saving any details.
  10. We will proceed by clicking on the Launch Pre-Built Content button
  11. You will get redirected to Yellowfin's browse screen with the new SurveyGizmo dashboard present there. (Note: You might need to search for this dashboard, if its thumbnail cannot be seen right away)



  12. If you access this dashboard, you will be able to view your SurveyGizmo account data directly in Yellowfin (as shown in the example below)
    Note: For our example screen below, we filtered the data using the filter feature on the right.


 

 

 

 

 

Delete the SurveyGizmo Connector

 

You can delete the SurveyGizmo connector from your Yellowfin instance by following these simple steps below.

 

  1. Navigate to left side menu > Administration > Admin Console
  2. From the options listed on the right side, click on Plugin Management under Administration



  3. At the Plugin Management page, select the checkbox for the SurveyGizmo connector
  4. Then click on the delete button on the bottom right



  5. Choose OK when the confirmation dialogue box appears



  6. Your SurveyGizmo connector would be removed from the system

 

 

 

 

 

 

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