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Integration Recordsets

Updated over 2 months ago

Integration recordsets automatically sync data from connected platforms.

How They Work

  1. Connect Integration - Link Meta Ads, Shopify, etc. in Settings

  2. Auto-Create Recordsets - Vendro creates recordsets for each data type

  3. Automatic Sync - Data refreshes periodically

  4. Read-Only - Integration records can't be manually edited (they reflect platform data)

Available Integration Recordsets

Meta Ads Integration:

  • Campaigns recordset (all campaigns with performance data)

  • Ad Sets recordset (targeting and budget info)

  • Ads recordset (creative performance)

Shopify Integration:

  • Products recordset (catalog, pricing, inventory)

  • Orders recordset (transactions, fulfillment status)

  • Customers recordset (purchase history, contact info)

Viewing Integration Records:

  • Same interface as manual records

  • Shows platform-specific fields

  • Links back to source platform (when available)

  • Cannot be edited in Vendro (edit in source platform)

Integration Record Uses

Reporting:

  • Pull integration data into analytics

  • Combine with manual recordsets

  • Track performance metrics

  • Build custom dashboards

Creating Actions:

  • Create tasks from campaign data

  • Route issues to team members

  • Track follow-ups

Cross-Platform Insights:

  • Combine Meta Ads + Shopify data

  • Attribute sales to campaigns

  • Calculate true ROAS

  • Identify top products

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