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Yext connection guide

Follow these steps to connect your Yext data to Supermetrics and use your data in any of our data destinations — Google Sheets, Looker Studio, Excel, data warehouses, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

To connect Supermetrics to Yext, you'll need a Yext app and an API key.


Step 1: Create an app
  1. Log in to Yext and open your dashboard.
  2. On the left-side menu, click Developer and then Developer Console.
  3. Click + Add an app in the top right corner.
  4. Enter a name for your app ("Supermetrics", for example) and click Create app.
  5. Click the API Credentials tab and select these permissions:
    • Analytics: Read-only
    • Account settings: Read-only
  6. Click Save.
Step 2: Get your API key
  1. After saving your app, navigate to API Credentials and then API Keys.
  2. Click the eye icon to show the API key.
  3. Copy the API Key. Be careful to keep it secure.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Yext.
  5. Enter the API key in the Yext API Key field.
  6. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  7. Choose to make this connection shared or private.
  8. Click Start.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio
  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Yext and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Yext requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Enter the API key in the Yext API Key field.
  7. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  8. Choose to make this connection shared or private.
  9. Click Start.
  10. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  11. In the pane's top right, click Connect.
  12. Click Create report.
  13. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Yext.
  4. Enter the API key in the Yext API Key field.
  5. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  6. Choose to make this connection shared or private.
  7. Click Start.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Data warehouse

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.


Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

  1. Log in to the Google Cloud Platform.
  2. Navigate to BigQueryData transfers.
  3. Click + Create transfer.
  4. Select the Yext data source.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. Under Third-party connection, click Connect source.
  7. Accept the agreement.
  8. Click Authorize with Yext.
  9. Enter the API key in the Yext API Key field.
  10. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  11. Click Start.
  12. Select the accounts you'd like to include in your reporting and define the transfer settings.
  13. Click Submit.
  14. Click Save.


Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to StorageTransfers.
  3. Click New transfer. If you haven't created any transfers yet, click Schedule first transfer
  4. Select the Yext data source, and click OK.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. In the Connections section, click Add new connection.
  7. Enter the API key in the Yext API Key field.
  8. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  9. Click Start.
  10. In the transfer setup view, select the accounts you'd like to include in your reporting.
  11. Click Create transfer.
Power BI
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to DestinationsPower BI.
  3. Click Create or edit queries.
  4. Click Select a data source.
  5. Select the Yext data source.
  6. Enter the API key in the Yext API Key field.
  7. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  8. Click Start.
  9. Fill in the query details.
  10. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click API.
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Yext data source.
  6. Enter the API key in the Yext API Key field.
  7. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  8. Click Start.
  9. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  10. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click Data sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Yext data source, and click Connect.
  5. Enter the API key in the Yext API Key field.
  6. Give your login a name. The name can be anything — its purpose is for you to recognize the login later in case you have multiple logins.
  7. Click Start.


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