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  • How to link data
  • Data linking options

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  1. Pathway Editor

Linked Data

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Last updated 1 year ago

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How to link data

From your collection, pick the data that you want to use for a specific purpose in your pathway.

To illustrate the process, we will use the example of tracking sales amongst your staff. Here is the data we used:

Data linking options

Option

Description

Add (+)

Source Type

Primary or Secondary

User Identifiers

KPI Identifiers

Choose which column is being used as your tracking metric

Select this icon to link a collection from the

Choose which unique identifier you want to use/reference (refer to for available options)

Data Manager
Data Manager
Link data to a pathway
Example of data added to a collection to track sales & targets