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Connecting a marketing platform to a client is a two-step process. First, you authorize the platform — through OAuth or an API key — which creates a reusable connection (an auth profile) in your workspace. Second, you link a specific account, property, or page from that connection to the client. Once linked, that data source is available when you build widgets for that client.
Oviond requests read-only access to the platforms you connect. Oviond cannot make changes to your campaigns, budgets, or account settings.

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Where data sources live

You manage data sources in three places:
  • A client’s Data sources page — open the client and click Data sources in the sidebar. Every platform is listed as a card, connected ones first. This is the primary place to wire up data, and it works before the client has a single report. See Client Data Sources.
  • A report’s Data Sources tab — open a report, then click Data Sources in the editor sidebar. The same flow, scoped to that report’s client, for when you’re already building.
  • Settings → Data sources (/settings/data-sources) — a workspace-wide table of every connection. Use it to rename, refresh, or delete connections and to see which clients use each one.

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Step 1: Connect the platform

1

Open the data sources list

Open the client and click Data sources in the sidebar — or, from inside a report, click Data Sources in the editor sidebar.
2

Find the platform

Use the Search data sources… box to find the platform you want (for example, Google Ads or Facebook Ads).
3

Click Connect

Click Connect next to the platform. Oviond shows a Profile Name field so you can label this connection (for example, Acme — Main Account). A default name like Default Google Analytics Connection is prefilled.
4

Authorize

For an OAuth platform, click Connect to open the authorization popup. Log in with the account that has access to this client’s data, review the read-only permissions, and authorize. For an API-key platform, enter the credentials in the fields shown and click Next or Save.
5

Return to Oviond

After authorization, Oviond stores the connection. If the platform exposes multiple accounts, Oviond advances to account selection (Step 2). Otherwise the connection is saved and a connected confirmation appears.
A connection is reusable. If you already have a connection for this platform (for example, you authorized Google Ads for another client), you don’t need to authorize again — select the existing profile and skip to linking in Step 2.
After connecting, you pick which specific account, property, or page maps to this client.
1

Select the connection

Under Select Profile, choose the connection to use. If you have several connections for the same platform, pick the one with access to this client’s account. The connection already linked to this client sorts to the top.
2

Click Link

Click Link on the connection. Oviond loads the accounts available under that connection.
3

Select the account

Under Select Account, choose the specific account, property, or page for this client. Some platforms use a two-step pick — for example, Google Analytics 4 (analytics account, then property), Google Business Profile (account, then one or more locations), and Meta/Instagram Ads (Business Manager, then ad account). Use Search… to narrow the list.
4

Save

Click Save. Oviond links the account to the client and shows a linked confirmation. The data source is now available in this client’s widgets.

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Check the connection status

Each connection shows a status badge so you can tell at a glance whether its token is healthy:
  • Token Valid — the connection is authorized and data should flow.
  • Token Expired — the token has expired or been revoked; refresh it.
Status is set automatically by a daily auth-test check and by the OAuth token refresher. When a token expires, widgets that depend on the connection stop returning data.

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Refresh an expired connection

OAuth tokens expire or are revoked when you change a password, revoke app access inside the platform, or the platform’s token policy ends the session. When that happens, the connection shows Token Expired.
1

Find the connection

Open the client’s Data sources page (or Settings → Data sources) and look for a connection showing Token Expired.
2

Refresh

Click Refresh (on the connection) or Refresh token (in Settings). Oviond reopens the OAuth popup.
3

Re-authorize

Complete the OAuth flow again with the same account. Oviond updates the connection with a fresh token, and the badge returns to Token Valid.
Refresh is shown only for OAuth platforms. API-key connections are updated by clicking Edit and re-entering credentials. Refreshing a connection restores every client and widget that uses it — you don’t re-link each client.

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Common connection issues

If you have multiple accounts on a platform (for example, both a personal and a work Google account), the OAuth popup may default to the wrong one. To fix this:
  1. Delete the incorrect connection from Settings → Data sources (Delete profile).
  2. Start Connect again from the client’s Data sources page.
  3. In the OAuth window, use the account switcher or Use a different account and log in with the correct credentials.
Oviond requires read access to the account you connect. If authorization succeeds but no data loads, confirm the account you used has at least read-level access in the platform. For Google Ads the account needs Read only access or higher; for Facebook Ads the user needs the Analyst role or higher on the ad account.
If the account you expect doesn’t appear after connecting:
  • Confirm the account is accessible under the login you used (for manager accounts, check the sub-account is linked to your manager account).
  • Use Refresh to re-authorize the connection.
  • For a Google Ads manager account, allow a few minutes for the full account hierarchy to load. If accounts fail to load, Oviond shows Unable to load accounts for .
A Token Valid badge confirms the authorization works, but a widget can still be empty if:
  • The widget’s date range covers a period with no activity.
  • The selected campaign, property, or segment has no data for that period.
  • The account was created recently and hasn’t accumulated data yet.
Check the widget’s date range and data source settings before troubleshooting the connection.
Some browsers block popups by default. If clicking Connect does nothing, allow popups for your Oviond domain and try again.