Setup Guide
Follow these in order. Start with CSV to see your dashboard working in 2 minutes, then connect live platforms whenever you have the credentials. Every connector supports Test, manual sync, historical backfill and automatic scheduled syncs.
▸ 0. ADMIN — one-time setup for one-click Connect buttons (15 min, do once, benefits everyone forever)
▾ 1. CSV Import (start here — works instantly, no credentials)
- Go to Connectors → select 'CSV Upload' → give it a name (e.g. 'Meta export') → Create connector.
- Export a report from Meta Ads Manager / Google Ads (CSV format, daily breakdown).
- Click 'Import CSV' on the connector row and pick the file.
- Columns like Date, Campaign, Amount Spent, Impressions, Clicks, Leads, Revenue are detected automatically.
- Your Overview dashboard fills in immediately. Done!