The Wrike connector allows you to seamlessly pull data from your Wrike account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Wrike data, providing enhanced insights and reporting capabilities for project management.
1. How-to
1. Prerequisites
To configure the Wrike connector, follow these steps:
- An active Wrike account with the necessary permissions to access the projects and data you want to import into Datagrid.
- A Wrike API key (Personal Access Token). You can generate this from your Wrike account settings.
- Select the data you want to import into Datagrid
2. Connect
Creating a dataset from the Wrike connector involves selecting the specific data you want to import via Wrike:
- Connect Wrike App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Wrike connector from the list. d. Login with your Wrike account. Wrike may prompt you to authorize Datagrid's access to your Wrike data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
- Pick your Data: a. Pick the Wrike data you want to include in your dataset (e.g., Tasks, Projects, Folders). b. Click the “Start First Import” Button to start syncing your Wrike dataset.
3. Set Up a Schedule
Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Wrike:
- Navigate to Wrike Dataset: a. Go to the left side panel and locate and click on the Wrike dataset you created.
- Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
- Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.
2. Data Access
- Tasks
- Projects
- Folders
- Users
- Groups
- Timelogs
- Custom Fields
- Attachments
- Comments
- Workflows
3. Use Cases
- Project Performance Analysis: Use Datagrid to analyze Wrike's project data to track key metrics such as task completion rates, project timelines, and resource allocation.
- Resource Management: Integrate Wrike's user and group data with project data in Datagrid to optimize resource allocation, identify bottlenecks, and improve team productivity.
- Task Tracking and Reporting: Combine Wrike's task data with other project data in Datagrid to track task progress, identify overdue tasks, and generate reports on task completion rates.
- Time Tracking and Billing: Use Datagrid to analyze Wrike's timelog data to track billable hours, generate invoices, and improve time management.
- Workflow Optimization: Integrate Wrike's workflow data with project data in Datagrid to identify inefficiencies, optimize workflows, and improve project outcomes.
4. FAQ
Q: What types of data can I import from Wrike into Datagrid?
- A: You can import a wide range of data, including tasks, projects, folders, users, groups, timelogs, custom fields, attachments, comments, and workflows.
Q: How often can I schedule data pulls from Wrike?
- A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.
Q: What permissions are required to connect Wrike to Datagrid?
- A: You need an active Wrike account with the necessary permissions to access the projects and data you want to import into Datagrid. Ensure you have the correct API key.
5. Support & Additional Resources
- For Datagrid support, you can use the email: support@datagrid.ai
- Website: https://www.datagrid.com
- Request an endpoint here: Don't see endpoints you're looking for? We're always happy to make new endpoints available.