ℹ️ Available on Supreme.
The Looker integration automatically updates your goals based on a Look.
Enabling the Looker integration
To enable the Looker integration:
Go to Personal settings > Integrations > Looker. Superadmins can also go to Configure > Integrations > Looker.
Click 'Enable'.
Add:
Looker UI Hostname
Looker API Hostname
Click 'Connect'.
Allow Access.
Click Finish.
After it's enabled, you can choose to keep the integration private or shared with everyone else under 'Settings'.
How to integrate a KPI, Key Result, or Initiative with Looker
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Click Progress driver then select Looker under Integration.
Select Connection.
Select a Look.
Select a Column.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update in Perdoo if there was a change in the value.
If there is an issue with the connection, you'll see a red connection error status on the goal.
If you'd like to update the goal at anytime, you can click "Update progress" and the latest value will be fetched, or open the integration and click "Save & Sync now".
For a private connection, the lead or anyone with permission to update the goal can manually fetch the value when updating progress, but they do not have access to the integration's configuration/settings.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.