Summary
[Business+] Integrations connect Elevale workspaces to external systems so you can pull live metrics into connected KPIs or automate workflows. Browse the folders below for setup guides, permissions, data points, and use cases.
Who this is for
Workspace admins and members on a Business+ plan with access to integrations.
Where to manage integrations
Open Workspace Settings → Integrations to browse, connect, and disconnect providers.
When creating a KPI, open the Connected tab on KPIs & Dashboards.
Only workspace admins (or users with settings permission) should connect integrations.
Connection types
OAuth - Google, Xero, Meta, LinkedIn, HighLevel, and similar providers.
Personal access token (PAT) - GitHub, Prospect 365.
Restricted API key - Stripe.
Account token - Supabase Cloud.
API token - Zapier automation and MCP assistant access.
Integration libraries
Typical KPI workflow
Connect the integration in Workspace Settings.
Select account, property, repo, or location when prompted.
Create a connected KPI and choose a data point.
Set sync frequency; initial sync runs after save.
Review sync status on the KPI detail page.
Privacy
Integration data populates KPIs and dashboards in your workspace.
Google practices: Google user data
Subprocessors: Subprocessors and integrations