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Basis connection guide

Follow these steps to connect your Basis data to Supermetrics and use your data in Google Sheets, Excel, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

To connect Supermetrics to your Basis account, you’ll need your Basis username and password.


Query types

  • Campaign performance: Get campaign performance data.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Basis.
  5. Choose to make this connection shared or private.
  6. Click Start.
  7. Log in with the account you use to log in to Basis.
  8. Click Log in.
  9. Click Agree.
  10. Select the accounts you’d like to include in your reporting.


Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Basis.
  4. Choose to make this connection shared or private.
  5. Click Start.
  6. Log in with the account you use to log in to Basis.
  7. Click Log in.
  8. Click Agree.
  9. Select the accounts you’d like to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Power BI
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Export, click Power BI.
  3. Click Select data source.
  4. Select the Basis data source.
  5. Click Start.
  6. Log in with the account you use to log in to Basis.
  7. Click Log in.
  8. Click Agree.
  9. Fill in the query details.
  10. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Transform, click Query Manager (API).
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Basis data source.
  6. Click Start.
  7. Log in with the account you use to log in to Basis.
  8. Click Log in.
  9. Click Agree.
  10. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  11. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, select ConnectData sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Basis data source, and click Connect.
  5. Click Start.
  6. Log in with the account you use to log in to Basis.
  7. Click Log in.
  8. Click Agree.


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