Setup Custom Data Source

If you are using an application that doesn’t integrate natively with Tonkean, you can integrate it with a Custom Data Source, more specifically with a Webhook. Learn how to do that in detail here.

Adding a Custom Data Source

1. Navigate to Data Sources on the top menu

2. Click on [+] Add Data Source button

3. Type new custom and you’ll see the option of New Custom Source pop up

4. Insert a descriptive name for this Data Source and then select the option for the type of data source

There are two other Custom Data Sources, outside of a Webhook as described above, that you can utilize within Tonkean.

Manual Table

If you’re in the process of building out your dataset, or you already have a few items that you want to create as your own table, you can just manually create the items in a table, creating custom fields as you wish.

You can use new custom data source as your own database. A use case could be a list of all your Employees that you might want to reference from just within Tonkean.

1. Click on Custom Data Source

2. Name your Data Source and click Manual and Create

3. Now that your Data Source is created, you can add items by clicking the green [+] Add Item

4. You need a unique ID for each item
5. You can create new fields by clicking Add Field and then typing in the field name on the lefthand box. The right box is the actual value you want the field to have

6. When done click Submit

To continue adding individual items, click on the Add Field button, and repeat the process.

Upload CSV

If you have an existing dataset in an Excel CSV file, you can easily import this worksheet into Tonkean as your own custom data source. All items within the sheet will be created as their own individual Items and any triggers + actions you’ve set up will start firing off once uploaded.

1. Select the CSV option

2. Click on Load CSV Upload Initial Data button

3. Click on Upload CSV
4. Select the CSV file you want to upload and click ok
5. You then asked to match up two fields from your CSV file 

   1. The first one is a Unique Identifier so that each row can be individually identified, i.e. an ID #, Account #, Email Address.

   2. The second selection is what you want the title to be, i.e. what the end-user will see, of each row of data to be. This is normally a person's name, a company name, project name, etc.

6. Once the data is uploaded, you’ll get a Completed message.

7. To verify all of your data and their respective columns have been added, go to Data Sources at the top menu
8. Navigate to your new Custom Data Source and click View Data
9. You should see a table of the data you uploaded.

You can individually edit each line item by clicking the Edit button next to the row you want to adjust. You can also add new items to this dataset manually by clicking the [+] Add Item button in the top right.