Configuring a new data source

The Data sources page allows you to integrate your data sources with Ortto, as well as import data from a data source.

To configure a new data source integration to Ortto:

1. On the Data sources page, click New data source.
2. On the New data source page:
   • Click the type of data source to integrate with Ortto, or whose data is to be imported, from the Popular tab.
   • Otherwise, if the data source is not available on this tab, click the tab that best represents your company’s type of business or category of data source:
     • E-commerce — supported e-commerce platforms:
       • Magento 2 (coming soon),
       • Shopify,
       • PrestaShop,
       • BigCommerce, and
       • WooCommerce — if you already have an operating WooCommerce site and have installed the Ortto plugin to this site, you can proceed directly to connect to WooCommerce from Ortto.
     • Payments — supported payment platforms:
       • Chargebee,
       • Recurly, and
       • Stripe.
     • CRM — supported customer relationship management (CRM) platforms, and related applications/sources of data:
       • Spreadsheet (CSV),
       • HubSpot.
       • Pipedrive, and
       • Salesforce.
     • Customer support — supported customer support platforms:
       • Zendesk,
       • Intercom, and
       • Help Scout.
     • Advertising — supported social media and advertising platforms:
       • Twitter,
       • Google Ads, and
       • Facebook.
     • Integrations — supported 3rd party integration platforms:
       • Segment,
       • Zapier,
       • Calendly, and
       • Typeform.
     • Others — other integration mechanisms and sources of data:
       • Custom API
       • Segment webhook, and
       • Webhook.
     • Tracking code — install and configure the tracking code associated with your account.

Learn about using the stock-based activities for e-commerce data sources in the Managing activities section.