Next on Hurree Overview:
Next on Hurree Overview:
Hurree allows users to seamlessly import data from external sources and export dashboards for external use. Whether you need to integrate third-party data or share insights with your team, this guide will walk you through the process.
Importing Data into Hurree
To make the most of Hurree’s analytics and visualization tools, you can import data from various external sources. Follow these steps to import your data:
1. Supported Data Sources
Hurree supports data imports from multiple sources, including:
Third-party integrations (e.g., CRM, marketing tools, databases)
2. Importing Data Manually
Navigate to the Data Management section in your Hurree dashboard.
Click on Import Data and select your preferred data source.
If uploading a file, ensure it meets formatting requirements (e.g., CSV format with properly labelled columns).
Map the data fields to align with Hurree’s reporting structure.
Click Upload to complete the process.
Read more about creating a manual widget or how to edit a manual widget.
3. Automating Data Imports
Set up scheduled imports from third-party integrations to keep your data up to date.
Use API connections to automate data flow between your existing systems and Hurree.
Exporting Data from Hurree
Exporting dashboards enables users to share insights externally or back up important data. Follow these steps to export your data:
1. Exporting Dashboards
Open the Dashboard you want to export.
Click the Share button.
Choose between sharing as a Snapshot or exporting to a PDF for easy sharing.
You can schedule snapshots to be sent daily to users via their email addresses.
Optionally, include an AI-generated summary report in the exported PDF.
Save the file or send it directly to recipients.
Best Practices for Importing and Exporting Data
Ensure Data Accuracy: Before importing, review your file format and structure to prevent errors.
Keep Data Secure: Use secure channels when sharing exported dashboards.
Automate When Possible: Utilize Hurree’s integrations to streamline data management.
By following these steps, you can effectively import data into Hurree for analysis and export valuable insights for decision-making. For further assistance, visit the Hurree Helpdesk or contact our support team.