Q: Can we display a Grow dashboard/metric within our own application and allow users to change date ranges, etc?
A: A Grow dashboard can currently be displayed in another application through an iframe but not an individual metric. The iframe does require a dev resource on your side to set up (see this article on iframes) . The iframed dashboard would have the same functionality as a dashboard seen through a share url.
Q: How can I automatically have an email file load into Grow?
A: https://sendtodropbox.com/ is a free app that lets you automatically forward emails to your Dropbox account. As long as the filename in each of your emails and the column headers are the same as the original file then Grow can pull from it.
Q: Does Grow place a strain on my data sources and other systems Grow pulls from?
A: Grow pulls your data as often as you set the refresh rate on the metric. (5 min. - 24 hours). Most data sources are able to handle that level of load easily. If you have thousands of metrics pulling from one data source, pulling in summary data (rep, day, etc.) helps Grow refresh more quickly and pull less data so that it isn't pulling in thousands of lines of data.
Some APIs that Grow connects to have rate limits. You can read more here about how data in Grow affects or interacts with your rate limits in a specific data source.
Q: What kind of rollup ability can be expected from Grow?
A: There are too many rollup possibilities to list, especially with Grow's ability to combine multiple data sources in one metric. Just to list a few common rollups: sales by rep, leads by campaign, web traffic by state, etc. For more complex rollups such as sales by rep by day, etc. SQL can also be used.
The rollups that Grow can create are only limited by the type, amount, and hygiene of data that is available to pull from. As long as the data is well organized and can be accessed, the rollup possibilities are endless.
Q: As a best practice, what should our data look like?
A: The data should be organized like a standard database. Data listed in a table with unique column headers in the first row and where there are no blank columns. You can also find general guidelines here for formatting data coming into Grow.
Q: We have various data sources (Stripe, Shopify, Salesforce, MySQL database, Google Analytics, Netsuite) that we want performant historical data from. Can we push all relevant data into Google BigQuery and have you pull from there?
A: Yes. BigQuery is considered a Tier 1 integration which will be built out within a month of signing up for Grow. Google BigQuery has a great API so Grow can pull directly from that.
Q: Can we pull data from our custom-built forum?
A:If the forum data is in a database then you can likely pull from that. You would need to ask your web admin if database that powers the forum can be accessed, and we’d be happy to have one of our data analysts hop on a call to help you evaluate.
One creative option is if you get emails from every new post, you could setup something with Zapier (https://zapier.com/zapbook/email/) which will let you take those emails and push them to a Google spreadsheet which Grow can then pull from.
If you’re looking to just view your forum within a metric then you can pull in the page through our HTML chart type. You would simply need to whitelist our domains (link to whitelist article).
You can also setup Google Analytics on your forum and pull info back from that data source.
Q: When connecting to Salesforce, if I connect to a saved report, will refreshing also refresh the report? I want to check if I need to manually update the report in Salesforce before I refresh the metric in Grow.
A: You won't need to manually update your Salesforce. Every time it is refreshed in Grow it actually is as if you were to hit "run report". The only thing to keep in mind is that when Grow calls from a saved report it uses the Time Frame/date range that you have selected in Salesforce for that report. So if you selected the month of October, it will only ever run the month of October. Selecting dynamic date ranges in SF will ensure your data is dynamic in Grow.
Q: I have a lot of data in my Google Analytics account. How do you guys handle sampling?
A: We handle sampling exactly like in Google Analytics. We provide the same 4 sampling options in Grow that GA has. The lowest pulls in very quick, but has higher sampling limits. We do have an Unsampled Report feature, please contact your data rep to learn how to get access to this feature.
Q: How do I create a view-only user?
A: Create a new user and give them no permissions. This will let them view the dashboards you assign to them while not having permissions in the platform.
Q: How do I create a new admin?
A: Email your data rep at Grow and they can upgrade any existing user to a Grow Admin. If you give someone all permissions to all dashboards, they are essentially an admin.
Q: My data is on an in-house server with a firewall. Can we whitelist your IP addresses to access/connect up to that database in Grow?
A: If you can whitelist the IP address, it shouldn’t be a problem accessing the database. Here are instructions to connect your database with the IP addresses to whitelist.
Q: How do we connect to our database through a VPN?
A: We currently don't support connecting to a client database over VPN, as there are thousands of VPN vendors and dozens of protocols. Our app does currently support reverse SSH tunnels, which would still work with a SQL server.
Q: Is there a preferred browser to use with Grow?
A: Yes, Google Chrome is the best browser to use with Grow. We use a lot of in-browser technology and Chrome is the most modern and runs Grow the fastest. Other browsers will work, but if you are having issues, try doing the same actions using Chrome before ruling out the possibility of a browser issue.
Q: Grow is having a hard time returning my data from my database (giving an invalid string length error when I run a string, taking too long, etc.). Is there something wrong?
A: While we are still working on more robust data pulls, Grow currently works best on data sets under ten thousand rows. If you need a workaround, first summarize the data in the database before it's pulled in so that it is fewer than 10,000 rows.
Q: What files types does Grow support?
A: For the file-based data sources, Grow supports CSV, JSON, XML, XLS, XLSX and XLSM. You can find more info here about file-based data sources.
Other questions? Chat in, we would love to help.