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Two Way Data Sources

For certain connection types, you can now create two way data sources. Quickly edit your data directly from Easy Insight reports, improving your productivity and opening up whole new possibilities on top of your existing systems!

Why use two way connections?

  • Quickly create, reassign, and delete tasks across projects in Basecamp and Teamwork
  • Make mass adjustments of custom fields on your deals in Highrise, Pipedrive, or Hubspot
  • Set due dates or custom fields on your Freshdesk or Zendesk tickets
  • Integrate data between systems and run integrations directly from your reports--click on a ticket and create a task

For certain connection types, you can now create two way data sources. Quickly edit your data directly from Easy Insight reports, improving your productivity and opening up whole new possibilities on top of your existing systems!

To get started, click into your data source and click on 'Enable Two Way Connection', as shown below:

This screen will explain which sources are editable within your data source. Depending on your data source, differing amounts of the folders and fields within those fields may be editable. If there are certain folders or fields you want which aren't available, please contact us and we'll do our best to implement.

Two Way Setup

After you enable a two way connection on the data source, you'll be redirected to an automatically generated report or dashboard to help you get started. In most cases, you'll be redirected to a list report.

For more information around the specifics of creating two way reports, please look at Creating Two Way Reports.

For more information around making bulk updates to values, please look at Two Way Bulk Updates.

To see what you can do with two way connections and Basecamp, please look at Two Way Basecamp Connections.

To see what you can do with two way connections and Highrise, please look at Two Way Highrise Connections.

To see what you can do with two way connections and Teamwork, please look at Two Way Teamwork Connections.

To see what you can do with two way connections and Trello, please look at Two Way Trello Connections.

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