How to manage multiple data source accounts in Data Studio

Supermetrics supports multiple accounts in its data sources (we refer to these as data source accounts). 


Your license determines how many accounts you can connect to Supermetrics in each of your data sources.


To use the same data source with multiple accounts, you can either add more accounts to each data source, or create a new data source for each account.


Instructions

Add more accounts to a data source

To add another data source account to Supermetrics in Data Studio, follow these steps.


  1. Open Supermetrics in Data Studio.
  2. Navigate to Data sources. Click the data source you’d like to add an account to.
  3. Click Edit to open the data source’s settings. 
  4. Scroll to the bottom of the page. 
  5. Copy the URL that follows “To add more/manage user accounts, visit…”
  6. Open a new browser tab, and paste this URL into it.
  7. Select Add new account.

    Please note that some data sources, including Facebook, will automatically log in users with cookies enabled. Clear your cookies or log out to reset the data source.

  8. Add your account details.
  9. Reopen your original Data Studio tab, and refresh the data source connection.
  10. The data source accounts you’ve added will be visible in the data source’s connector settings.


If you update an existing data source to add more accounts, all reports and report elements that reference the data source file also update to include those accounts. To avoid this, follow the instructions below to create a separate data source for each account.


Add a new data source

  1. Open the Supermetrics data source gallery.
  2. Navigate to your data source and click Try.
  3. Follow the instructions to authenticate and customize your connector.
  4. Add the accounts you want this data source to use under Select accounts
  5. Scroll to the bottom of the page. 
    1. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  6. When you’re ready, click Connect
  7. Click Create report


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