How to Use Connected Sources
Once you've linked your preferred apps, websites, and capital markets to your account, there are several ways to access and manage information from these sources. Follow the steps below to get started:
How to use Connected Sources: Step-by-Step Guide
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All the sources you've connected will appear under the Connected Sources section, located in the left-hand menu.
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In the Connected Sources section, you will see three categories: Apps, Priority Websites, and Capital Markets. Expand any of these categories to view the connected sources.
Note: The Priority Websites category will only display the websites you've marked as high priorities, not all connected websites.
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To connect additional sources, click on the Add icon next to Connected Sources in the left navigation panel on the homepage.
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When you click on Add Connected Sources, you'll be able to select from three sections: Apps, Websites, and Capital Markets. Choose the apps or sources you want to sync and connect them to your account.
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If you need information from a specific app or source, click on the App's name in the left-hand navigation menu. You'll be able to view and consume the relevant data.
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You can also view all connected data sources in the My Data section. Here, your sources are organized into categories like My Websites, Capital Markets, Emails, Drives, Chats, Social Media, and more, making navigation simple and efficient.
How long does it take for app integration to become active?
Your app integration will be fully active within 1 hour after setup.
How often does email syncing occur, and what if I have a large volume of emails?
Once the integration is activated, email syncing will occur within 2 hours. For accounts with large email volumes, the initial full sync may take a few days to complete.
How do I disconnect a connected source?
To disconnect a connected source, select the app from the Connected Sources section. You will see an option to delink the app. Once selected, the app will be disconnected from your account.
