QuotaPath's integration with Tableau allows you to easily import data from a Tableau table to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

Before connecting Tableau to your QuotaPath workspace, you'll need to obtain the below information.

Once you have the above information, you're ready to connect Tableau to your QuotaPath workspace!

QuotaPath supports the ability to import Groups and Users from a Tableau dashboard.

To connect Tableau to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Tableau integration card and click ‘Connect’.

Enter the above information into the integration source form shown below and click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Tableau integration card on the 'Integrations' page to trigger a manual sync.

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!