Creating an Olo source

On the Conversionomics homepage, you will see a screen with all of your projects; select the project name you will be working on. If you need to create a new project, select the orange button that says "New Project" and follow the instructions 

Once you select the project you want to work on, you will see a similar screen as shown below. Select the orange button that says " + New Source"

After selecting the orange button that says " + New Source"

Input the "Source Name" and select "Olo" for the type, then click "CONTINUE" once complete.

You will then be redirected to the source's configuration screen.

The configuration for this source is simplistic compared to others. Here all you need to do is set the connection you wish to use in order to link with Olo, then select the Report you would like to pull in.

Finally the lookback days can be set to reload a specified number of days whenever the source is run.

Once you are done, press 'Save' and the source will be ready to run.

Still need help? Contact Us Contact Us