Connect data integrations to Goals and OKRs

Learn to connect your data to goals and OKRs in Mooncamp

You can connect goals to different data sources / services to update them automatically and save yourself the manual work.

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Info for admins: Before your colleagues can use a data integration, as a first step it needs to be activated in the admin settings via Settings > Integrations > Data Integrations, i.e. via the button next to the respective integration. When you click on Manage > + Add below Connections you can directly setup your individual data connection. Alternatively, you can also use the step-by-step guide below.👇

Here are some examples of available integrations:

  • Jira
  • Google Sheets
  • Excel Online
  • Asana
  • Hubspot
  • Salesforce

Are you missing a specific integration? Just write to us at support@mooncamp.com

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Step 1: Navigate to a goal you want to update via a data integration

Step 2: Select the option "Start and target value" under "Progress".

Step 3: Click on "Connect to data source".

Step 4: Select an existing data connection or create a new one via “+ Add” at the bottom of the list.

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Important info: In case you are adding add a new data connection, you will be asked to sign-in to the respective data source with your user account. Once done, a modal pops-up that lets you edit the connection’s name as well as its privacy settings (see screenshot below). When you share your connection with all users, it allows all members of your Mooncamp account to see all documents connected to the data source, even if these members do not have access to the document in its original location.

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Step 5: Fill in all the necessary data source-specific information and click on "Save"

Done! 🎉 The data source is now linked to the goal and will be synchronized once a day. You can manually synchronize the progress of the goal at any time by clicking on the integration field below the progress bar.

Once setup, you can always get back to your data source through a connected goal and edit your data connection via the ellipsis ... . Here you can edit the connection’s name as well as its privacy settings.

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Another info for admins: Via Synchronization it is recommended to activate every weekday in order for the integration to synchronize once per day (the system then does so at 5am German time).

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If you have any questions, you can always contact our support team: support@mooncamp.com