Keap to Tableau

Automatically Export & Sync Keap Data to Tableau

Keap
a black arrow pointing to the right
Tableau
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

Companies
Contacts-Alltime
Contacts-Last X days
Date Rangable
Opportunities
Filterable
OpportunityStagePipeline
Orders-Last X days
Date Rangable
Subscriptions
Products
Transactions-Last X days
Date Rangable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Keap.

If you only need to export your data one time, check the website of Keap to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Keap.
Keap offers a marketing and sales platform for small businesses.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Tableau reads flat files directly from Google Sheets, Google Cloud Storage or Google Drive.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Keap from the Data Source dropdown and Tableau from the Data Destination dropdown.

Step 2

Authorize Keap with your credentials using the OAuth flow.

Step 3

Authorize Tableau with your credentials using the Basic, OAuth or Service Account Authentication flow.

Step 4

Select your Data Set from the 9 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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