Using ChartMogul as a data source
You can connect Tability to ChartMogul to automatically pull metrics from ChartMogul without having to switch context.
Once you add ChartMogul as a data source for an outcome/Key Result, Tability can:
- Pull the most recent value of the metric when you open the check-in form.
- Automatically sync your metric while the plan is active (Premium subscription only).
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use ChartMogul as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the daily sync.
Step 2. Create a read-only API Key in ChartMogul
Follow the instructions in the ChartMogul documentation to create an API Key.
Step 3. Connect Tability to your ChartMogul account
Go to the Integrations admin screen, and look for the ChartMogul integration in the "Data connectors" section.
Click on "Connect to ChartMogul" and add your ChartMogul API Key in the form.
At the end of the process, you should see a "Connected to Chartmogul API Key" in the right side of the integration block.
How to add a data source to an outcome of Key Result
Once ChartMogul is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select ChartMogul as a data source
Go to the "Data source" tab and select ChartMogul.
Step 3. Pick the metric that you would like to connect
Use the dropdown to select the metric that you want to connect to your outcome/KR.
Step 4. Save your connection
Click on "Save & preview" to complete the connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from ChartMogul every other day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.