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Last updated: November 21, 2025
The Data Sources page is your central hub for managing all connections between Detrics and your data sources. Here you can view connection details, manage access permissions, reconnect expired credentials, and control how your team collaborates on data connections.

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Quick Navigation

Jump to the section you need:

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Understanding Connection Details

When you expand a data source, you’ll see a detailed table with all connections for that platform.

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Connection Information Displayed

Each connection row shows:

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Data Source Login

The email, username, or account identifier used to authenticate with the platform. This helps you identify which account was connected.
What you’ll see: For most platforms, this is the email address or account name. For e-commerce platforms like Shopify, it’s the store name.

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Accounts

The number of accounts or ad accounts associated with this connection. Click the account badge to view detailed information about each account.
Not all platforms show accounts: Single-account platforms like Stripe and Shopify don’t display the accounts column since each connection represents a single account.

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Scheduled Queries

Shows how many scheduled queries are using this connection. Click the badge to navigate directly to the Scheduled Queries page filtered by this connection.

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Added By

The team member who originally connected this data source to your workspace. This helps track connection ownership and accountability.

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Last Activity

Timestamp showing when the connection was last used or modified. This updates when:
  • A query executes using this connection
  • The connection is reconnected
  • Account selections are modified
  • Permissions are changed

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Sharing Status

Icons indicating access permissions:
  • No icon - Private connection (only you can access)
  • Users icon - Shared with entire team
  • Lock icon - Restricted access (shared with specific users only)

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Managing Connection Access

Control who can access and use your connections through the sharing and permissions system.

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Opening the Sharing Menu

  1. Expand the data source to view its connections
  2. Click the three-dot menu (⋮) on the connection row
  3. Select “Manage sharing”

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Sharing Options

Everyone in the workspace can use the connection to create queries. Only connection owners and workspace owners can replace, re-connect, archive and manage sharing.
Share with specific team members only.How to set up:
  1. Open the actions menu
  2. Select “Manage sharing”
  3. Choose specific users from your workspace
  4. Click “Save”
Use case: Client-specific accounts or sensitive data sources that only certain team members should access.
Learn more about connection permissions and roles in Learn about shared and private connections.

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Reconnecting Data Sources

When a connection’s credentials expire, you’ll need to reconnect to restore access.

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When to Reconnect

You’ll see a “Reconnect Required” status when:
  • OAuth tokens have expired (on Meta’s case after 60 days)
  • Passwords were changed on the source platform
  • Platform security settings were updated
  • Access was revoked and needs to be re-granted

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How to Reconnect

1

Open the connection menu

Click the three-dot menu (⋮) next to the connection that needs reconnection.
2

Select 'Reconnect'

Click “Reconnect” from the dropdown menu.
3

Authenticate

You’ll be redirected to the platform’s login page. Sign in with the same credentials used for the original connection.
Important: You must use the same account credentials.
4

Grant permissions

Approve the authorization request to allow Detrics to access your data.
5

Confirm success

You’ll see a success message. Any paused queries using this connection will automatically resume.
Automatic resume: When you reconnect a data source, any scheduled queries that were automatically paused due to the expired connection will resume and run on their next scheduled time.

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Replacing Connections

Replace an existing connection with a new one while automatically migrating all associated queries.

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When to Replace

Use connection replacement when you need to:
  • Switch to a different account permanently
  • Consolidate queries from multiple connections
  • Update to a connection with different account access
  • Transfer queries from an old connection to a new one

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How to Replace a Connection

1

Open connection menu

Click the three-dot menu (⋮) on the connection you want to replace.
2

Select 'Replace connection'

Choose “Replace connection” from the menu.
Not available for all platforms: Single-account platforms (Stripe, Shopify, TiendaNube, WooCommerce) don’t support connection replacement since each connection represents one account.
3

Choose replacement connection

A dialog will show all available connections for that platform. Select the connection you want to use as the replacement.
4

Confirm replacement

Review the changes and click “Replace”. All queries using the old connection will be automatically updated to use the new connection and account selection.
This action cannot be undone: Once you replace a connection, all associated queries are immediately updated. Make sure you’ve selected the correct replacement connection and accounts.
Generate temporary authentication links to help clients and external stakeholders connect their own data sources without sharing credentials.

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How It Works

Authentication links allow external actors to:
  • Connect their own account for the same platform
  • Authenticate without sharing passwords
  • Add their connection to your company’s workspace
1

Expand the data source

Click on the platform card to expand and view connections.
2

Click 'Share authentication link'

You’ll find this button in the top-right of the connections table.
3

Link generated and copied

A unique link is automatically generated and copied to your clipboard. You’ll see a success message confirming this.
4

Share with external

Send the link via email, Slack, or your preferred communication channel.
5

External authenticates

When they click the link, they’ll be guided through the authentication flow to connect their own account. You’ll receive an email with confirmation.
Link expiration: Authentication links are valid for 7 days. After that, you’ll need to generate a new link.
Use case: Perfect for sending over to your clients, avoiding requests for admin priviliges on datasources.

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Archiving Connections

Archive connections you’re no longer actively using to keep your workspace organized.

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When to Archive

Consider archiving when:
  • A client project has ended
  • You’ve replaced the connection with a new one
  • The account is no longer accessible
  • You want to declutter without permanently deleting

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How to Archive

1

Open connection menu

Click the three-dot menu (⋮) on the connection you want to archive.
2

Select 'Archive connection'

Click “Archive connection” from the dropdown menu.
3

Confirm archive

The connection will be moved to archived status and hidden from the main view.

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Viewing Archived Connections

1

Expand the data source

Click on the platform card that contains archived connections.
2

Show archived toggle

If you have more than 5 connections for that platform and some are archived, you’ll see a checkbox at the top of the table: “Show archived connections”.
3

Enable the toggle

Check the box to reveal archived connections alongside active ones.

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Unarchiving a Connection

  1. Show archived connections using the toggle
  2. Find the archived connection
  3. Click the three-dot menu (⋮)
  4. Select “Unarchive connection”
  5. The connection returns to active status
Queries remain linked: Archiving a connection doesn’t remove it from scheduled queries. If a query is still using an archived connection, it will continue to work but you might want to update it to use an active connection.

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Viewing Associated Accounts

For platforms that support multiple accounts (like Facebook Ads or Google Ads), view detailed information about all accounts associated with a connection.

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Accessing Account Details

1

Expand the data source

Click the platform card to view its connections.
2

Click the accounts badge

In the “Accounts” column, click the badge showing the number of accounts (e.g., “5 accounts”).
3

View account information

A dialog opens displaying:
  • Account names
  • Account IDs
  • Account status (active, missing, etc.)
  • Which accounts are being used in active queries

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Understanding Account Status

Accounts currently available and accessible through the connection. These can be used in queries.
Accounts that were previously available but are no longer accessible. This happens when:
  • Access was revoked on the platform
  • The account was deleted
  • Permissions changed
What to do: Reconnect the data source or contact the account owner to restore access.
The modal highlights which accounts are actively being used in your scheduled queries, helping you understand dependencies before making changes.
No accounts showing? If you’ve just connected, it can take a few minutes for the platform to sync and load accounts. Refresh the page after a short wait.

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Connecting New Data Sources

Connect additional platforms that you haven’t used yet in your workspace.

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Available Data Sources

Scroll down past your connected data sources to see the “Connect to new data source” section. This displays all Detrics connectors you haven’t connected yet.

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Connecting a New Source

1

Find the platform

Browse or search for the data source you want to connect.
2

Click the platform card

Click anywhere on the card for the platform you want to connect.
3

Authenticate

You’ll be redirected to the platform’s login page. Sign in with your credentials.
4

Grant permissions

Approve Detrics’ access request to allow data retrieval.
5

Connection created

Your new connection appears in the “Connected data sources” section and is ready to use in queries.
Supported platforms: Detrics supports 15+ data sources including Google Ads, Facebook Ads, LinkedIn Ads, TikTok Ads, Instagram Insights, Google Analytics 4, Shopify, Stripe, and more.

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Troubleshooting

This means the connection is restricted and hasn’t been shared with you. Contact the connection owner (shown in “Added by”) or your workspace administrator to request access.
If you see “No accounts” after connecting: 1. Wait a few minutes for the platform to sync 2. Refresh the page 3. If still no accounts appear, try reconnecting 4. Contact support if the issue persists
  • Use the search bar to search by name, email, or ID - Check if the connection is archived (enable “Show archived connections”) - Verify you’re looking at the correct data source platform - Confirm the connection wasn’t deleted by another team member
If reconnection doesn’t work: - Ensure you’re using the same credentials as the original connection - Clear your browser cache and cookies - Check if you have the necessary permissions on the source platform - Contact [email protected] if problems continue
Connection replacement is not available for single-account platforms:
  • Stripe
  • Shopify
  • TiendaNube
  • WooCommerce
For these platforms, you’ll need to create a new connection and manually update your queries.

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Next Steps

Now that you understand how to manage connections, learn about:
Need help? If you have questions about connection management, reach out to [email protected] or use the chat widget in the bottom-right corner.