When adding widgets to your dashboards in Numerics, you will be required to connect Numerics to your account with the service of the widget. You can add multiple accounts for a single service in Numerics and track numbers from each of them in separate widgets. For example, if you have a personal and business account with one service, you can add both accounts to track your KPIs.
Depending on the service and the type of authentication offered by them, you will be guided to connecting your account with the service to authenticate and authorize Numerics to bring in your KPIs. Numerics does a direct device to service connection. There are no servers in between and all your credentials are stored securely and exclusively on your device.
Some services require you to login via the web, others might need an API key from the service to allow Numerics to bring in your numbers. Each of the types are detailed below:
API Key Type
Services like Active Campaign, Alpha Vantage, Amazon API Gateway, Chargify, Envato, Flurry, HelpScout, HockeyApp, Jira Cloud, Paypal, PipelineDeals, Pivotal Tracker, Stripe, WooCommerce, Zendesk require the user to enter their API key to authenticate Numerics and bring in your data from the service. Based on the service requirements, you might also be asked to provide additional service specific information like sub-domain.
Each account adding screen has service specific help content and links to enable you to quickly navigate to the location of the API key on the service page. If you’d like to copy the API key from the site on your desktop, we recommend you to use a clipboard tool to easily copy from your desktop to your iPhone or iPad.
Basic authentication
Custom JSON with Basic Auth uses the basic authentication mechanism whereby you simply need to provide your username and password to authorize Numerics to access your KPIs from the systems behind login.
Web based authentication
Services like AppFigures, Basecamp, Facebook, Foursquare, Github, Google, Instagram, Intercom, MailChimp, Pinterest, Podio, Rebrandly, Salesforce, Trello and WordPress require you to enter your login and password to the service and authorize Numerics access to your account on the service. For these account connections, Numerics navigates you to the service login page via the in-app browser. The service shows you the list of permissions that Numerics is requesting for and you will be required to authorize Numerics.
For Google Apps, since Numerics integrates with multiple Google Apps including Spreadsheets, Analytics, YouTube, BigQuery and Gmail, Numerics asks for permissions for all the Google Apps all at once. Numerics does this as the same Google account works with all the Google Apps. Requesting for permissions separately for each app would result in adding duplicate accounts in Numerics. However, Numerics only gets the numbers from these services, only when you add a widget for that Google app.
Manage connected accounts
All the accounts you’ve connected in Numerics are listed in the Accounts section under settings. Tap the ‘Settings’ button on the dashboards list screen to access your Accounts. Here you can browse through all the accounts you’ve added and edit the account name as it appears. You can also choose to remove an account that is no longer being used. Tap the account name and then hit Remove. On removing an account, all the widgets using it will no longer have access to the KPIs associated to the account. You can re-add your account and associate the widgets to the newly added account.
