How do I automate my Data Integration?

Data Integrations are set up using workflows to automatically run the integration. It can be set up to run on a time basis (daily) or before all other workflows.

Start by setting up the Data Integration.

Once the integration is set up, the workflow can be established.  In the example below, 8 different data sources are pulled together in this "Basic Integration."  The number of sources would differ per client.

After the integration is set up, the workflow can be established.

The workflow is then scheduled to run daily.