Sisense Integrations: How They Work + Top Use Cases

CEO, Portable

What is Sisense?

Sisense is a powerful business intelligence platform that integrates data sources together and helps business create data visualization reports to analyze them.

The main benefit of Sisense is its ability to aggregate data from external sources -- like databases, CSV excel files, Google sheets, and cloud apps -- transforming them into meaningful and interactive data visualizations.

The platform's unique In-Chip® technology allows for lightning-fast processing, enabling users to explore and analyze large datasets without any performance issues.

Sisense stands out among its competitors due to its ability to handle complex data models and deliver real-time analytics. Sisense offers high-performance machine learning capabilities that can uncover hidden patterns, trends, and correlations within their data.

What are Sisense Integrations?

Sisense Integrations are essentially data connectors that enable diverse data sources, such as databases, cloud applications, and third-party systems, into the Sisense analytics platform. This integration capability helps streamline reporting workflows for data analysts.

Sisense offers a wide range of pre-built connectors and APIs that facilitate the integration of popular data sources, including CRM systems, marketing automation platforms, ERP systems, and cloud storage services.

What you'll learn about Sisense Integrations:

  1. Use Cases: You'll get real-world examples of how organizations have leveraged Sisense Integrations to overcome data challenges -- with examples from ETL into data warehouse, as well as others.

  2. Best Practices: You'll get practical tips and guidelines for successfully implementing Sisense Integrations -- including data security, scalability, and integration maintenance.

What are the main types of Sisense Integrations?

  1. Data Source Integrations

  2. Application Integrations

  3. API and Custom Integrations

Data Source Integrations

Sisense offers a comprehensive range of data source integrations, enabling businesses to seamlessly connect and analyze data from various sources.

Some of the popular data sources that can be integrated with Sisense include:

  • Salesforce: Organizations can leverage their customer relationship management (CRM) data to gain valuable insights into customer behavior, sales performance, and pipeline management. By combining Salesforce data with other data sources within Sisense, businesses can create comprehensive dashboards and reports that provide a holistic view of their sales and customer data.

  • Google Analytics: Businesses can analyze website traffic, user behavior, and marketing campaign performance. By integrating Google Analytics data with Sisense, organizations can optimize their digital marketing strategies and improve website performance.

Salesforce Integration:

  • Benefits: By integrating Salesforce with Sisense, businesses can track and analyze sales performance, monitor customer interactions, and identify trends and patterns that drive revenue growth.

  • Use Cases: Sales teams can gain real-time visibility into their pipeline, identify high-value leads, and track the effectiveness of marketing campaigns. Marketing teams can analyze customer demographics, preferences, and behavior to personalize campaigns and improve conversion rates.

Google Analytics Integration:

  • Benefits: Integrating Google Analytics with Sisense enables businesses to measure the impact of their digital marketing efforts, optimize website performance, and make data-driven decisions.

  • Use Cases: Organizations can track website traffic, analyze user behavior, identify top-performing content, and measure the effectiveness of marketing campaigns. This information can be used to optimize website design, improve user experience, and drive higher conversion rates.

Application Integrations

Sisense goes beyond data source integrations and offers seamless integration with various applications, including:

  • CRM systems like Salesforce: By integrating with CRM systems, Sisense allows organizations to combine their customer data with analytics, providing a comprehensive view of customer interactions, sales performance, and revenue forecasting. This integration streamlines the sales process, enhances customer relationship management, and enables data-driven decision-making.

  • Project management tools like Asana and Jira: Integration with project management tools like Jira allows businesses to analyze project performance, track key metrics, and identify bottlenecks or areas for improvement. By visualizing project data within Sisense, teams can collaborate more effectively, make data-driven decisions, and optimize project outcomes.

By integrating with popular apps, Sisense enables users with embedding their existing workflows and tools, making data analytics more accessible and actionable. Users can create interactive dashboards, generate reports, and share insights with stakeholders without the need for extensive technical skills or data manipulation.

API and Custom Integrations

Sisense offers a robust set of APIs (Application Programming Interfaces) that allow businesses to build custom integrations and extend the functionality of the platform. The APIs provide developers with the flexibility to integrate Sisense with other systems, automate data workflows, and create custom applications tailored to specific business needs.

The Sisense API allows businesses to programmatically access and manipulate data, create and manage dashboards, automate data refreshes, and embed analytics into custom applications or websites.

Steps for Implementing Sisense Integrations

  1. Preparing the data source for integration

  2. Configuring the integration within Sisense

  3. Testing and troubleshooting the integration

1. Preparing your data sources

  • Before integrating a data source with Sisense, it is crucial to assess the quality and structure of the data.

  • Next, verify that the data source has the necessary permissions and access rights for integration.

  • This may involve creating a dedicated user account with appropriate privileges or configuring the necessary firewall rules to allow Sisense to connect to the data source securely.

  • Consider the data volume and performance requirements. If the data source contains a large amount of data, it may be beneficial to optimize the data structure or implement data partitioning strategies to ensure efficient integration and query performance.

2. Configuring the integration within Sisense

  • Once the data source is prepared, the next step is to configure the integration within Sisense. Sisense provides a user-friendly interface for managing data source connections, making it easy to set up and maintain your workflows.

  • Start by accessing the Sisense administration panel and navigating to the data source integration settings. Here, you can select the appropriate data source type and provide the necessary connection details, such as the host address, port, and authentication credentials.

  • Depending on the data source, Sisense may offer specific configuration options to optimize the integration. For example, you may be able to specify query parameters, define incremental refresh settings, or enable caching mechanisms to enhance performance.

  • Sisense provides advanced features like data modeling and transformation capabilities. Take advantage of these features to refine the data structure, create relationships between tables, or apply data cleansing techniques to ensure accurate and meaningful insights.

3. Testing and troubleshooting the integration

  • Testing involves validating the data retrieval, transformation, and visualization processes within Sisense.

  • Start by executing sample queries or previewing data from the integrated data source to verify that the data is being retrieved correctly. .

  • Next, analyze the data within Sisense to ensure that it matches the expected results. Compare the integrated data with the original data source to validate the accuracy of the integration process.

  • Pay attention to performance. Monitor the query execution time and resource utilization to identify any bottlenecks or areas for optimization. Sisense provides performance monitoring tools and dashboards to assist in this process.

  • If any issues arise during testing, refer to the Sisense documentation and support resources for troubleshooting guidance.

How to connect Sisense with other apps

  • Sisense offers a wide range of application integrations to enhance its capabilities and extend its reach. Connecting Sisense with other applications allows for seamless data exchange, automation, and collaboration.

  • To connect Sisense with other applications, start by reviewing the data model and understanding the specific integration requirements.

  • Sisense provides pre-built connectors for popular applications such as Salesforce, Google Analytics, and Zendesk, making the integration process straightforward.

  • Access the Sisense administration panel and navigate to the application integration settings. Here, you can select the desired application from the available options and provide the necessary authentication credentials or API keys.

  • Within the Sisense administration panel, explore the available settings and options for the integrated application. This may include selecting specific data sources or entities to integrate, defining data synchronization schedules, or configuring authentication and security settings.

  • Sisense also allows for customization of the integration through its APIs and SDKs. Developers can leverage these resources to build custom connectors or extend the functionality of existing integrations. This opens up endless possibilities for integrating with proprietary or niche applications.

  • Sisense offers SDKs in popular programming languages, including Python, JavaScript, and .NET. These SDKs provide pre-built libraries and code samples that simplify the integration process and accelerate development.

Key takeaways for businesses considering Sisense integrations

For businesses considering Sisense integrations, there are several key takeaways to keep in mind:

  1. Scalability: Sisense is designed to scale alongside your business. Whether you are a small startup or a large enterprise, Sisense can accommodate your growing data needs, ensuring that you can continue to derive insights as your business expands.

  2. Customizability: Sisense offers a high level of customization, allowing businesses to tailor the platform to their specific needs. From personalized dashboards to customized data visualizations, Sisense empowers organizations to create a data analytics solution that aligns with their unique requirements.

  3. Collaboration: Sisense promotes collaboration by enabling users to easily share insights and reports with colleagues. This fosters a collaborative environment where teams can work together to uncover insights and drive data-informed decision making.

  4. Integration capabilities: Sisense seamlessly integrates with a wide range of data sources, including databases, cloud applications, and third-party tools. This ensures that businesses can leverage all their data assets, regardless of where they are stored, to gain a comprehensive understanding of their operations.