How do you connect Databox as an Extension?

Myles Dean
Myles Dean
  • Updated

Databox pulls all of your data into one place so you can track performance and discover insights in real time. You can connect Databoards by following the instructions below:

Connecting Databox

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Databox
    3. Set a title and icon that represents the extension.
    4. We're going to change this to a Local Extension so that we can embed different data for each client.
    5. Next, click Add. It will take you to the extension's page, where you can set the embed for each client.
    6. Click Connect Extension under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the portal.
    8. Next, go to your Databox Databoards page:
      • To share a Databoard, hover over the desired one and click Share.
      • A window will open. Under the Shareable Link Tab, click Copy next to the URL box.
    9. Go back to the embed extension setup page and paste the copied link into the content box.
    10. Click Save.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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