Inform Direct - Setup & usage
Follow these steps to connect Inform Direct, create connected KPIs, and keep syncs healthy.
Before you connect
Confirm you have admin or integrator access to the Inform Direct account you want to measure.
Connection uses API key.
Only connect accounts your organisation owns or is authorised to report on.
Create the key
In Inform Direct, open Account, then Manage API keys.
Add a key for Production, or Sandbox if you are testing.
Copy the key. Sandbox and production keys are not interchangeable.
Connect in Elevale
Open Workspace Settings → Integrations, find Inform Direct, and choose the same environment as the key.
Paste the API key and choose Connect and sync.
Elevale reads the portfolio and links companies whose Companies House number already exists on an Elevale company.
Match companies
On CRM, open a company and set the Companies House number (8 digits, or a 2-letter prefix plus 6 digits, such as SC123456).
Run Sync on the Connected tab. A matching number links the Inform Direct company.
If the number is not on the portfolio, an admin can use Add to Inform Direct on the company profile.
Troubleshooting
Key rejected - confirm the environment in Elevale matches the key (Production or Sandbox).
Company not linked - the Companies House number on the Elevale company must match the Inform Direct company, including the prefix.
Add failed - Inform Direct may require the company authentication code. Enter it on the company profile and try again.
Create connected KPIs
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Inform Direct connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations