Connecting to Accelo

Randall Berg -

Using Accelo as your PSA?  Awesome, we work with that!  We have Accelo as a featured integration within our application so you can create dashboards and report.  Here's a quick document to help you get setup with BrightGauge and Accelo.

 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "Accelo" icon:

 

 

Step 2 - Authenticate with Accelo

 Now we need to authenticate with Accelo.  

  1. Fill in your subdomain for Accelo.

Screen_Shot_2017-10-24_at_13.58.56.png

  1. Click on the Authorize in Accelo button at the center of your screen.

 Screen_Shot_2017-10-24_at_13.59.31.png

  1. If you're not currently logged into Accelo, they'll ask you to login.  If you are, proceed to step IV

 Screen_Shot_on_2017-10-24_at_13_57_00.png

  1. Authorize BrightGauge to speak with your Accelo account

 Screen_Shot_on_2017-10-24_at_13_57_42.png

  1. Once authenticated, the window will close and a successful test connection will show in BrightGauge.

 Screen_Shot_on_2017-10-24_at_14_02_17.png

  1. Name the datasource (by default it will say Accelo) and make sure to click save at the bottom left.  IF you do not save the datasource, you will have to redo all steps.

 

Once you’ve saved the connection then the datasets and gauges will be added to your account.  You are now set!  

Signup for one of our weekly training sessions here to get more familiar with the product as well as check out our support forums at support.brightgauge.com

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