Submit a data request when you need data that you don't see in Funnel yet. Funnel sets up the data for you and adds it to your workspace.
Guidelines and requirements
You need a Business or Enterprise plan.
Each request covers one connector. Submit a separate request for each connector you need.
Funnel doesn't save the form while you fill it in. Gather the details below before you start.
If the source's card on the Connect data source page shows Connect now, connect it yourself instead. It's faster than a data request.
Fill out every field in the form. Describe how you plan to use the data, what you want to achieve and whether other users are likely to need the same data. Examples and context help Funnel understand your need.
Types of data requests
The more detail you give, the fewer questions Funnel needs to ask before it can start. Include an example report or screenshot with every request, even if Funnel has already built the connector. The form asks you to select one of three request types. Choose the one that matches your situation, then gather what it needs.
Modify your existing data sources
Select this type when you already have a data source, but some of the data you need isn't coming in. For example, a field is missing or has the wrong format. When you submit this request, add the following details for quicker evaluation:
An example of the updated report, or the updated query if the data source uses one.
The data sources to change. You select them in the form. If they aren't listed or are in another workspace, paste their links, separated by commas.
Important: If you send the data to Funnel yourself, don't change the report until Funnel has reconfigured the data source. A changed report can break the data source, and Funnel can't import new files until it's fixed.
Request new data source
Select this type when Funnel already has a connector for the source, for example one you use in another workspace, and you need a data source from it in this workspace. When you submit this request, add the following details for quicker evaluation:
The connector you need more data sources from.
Number of data sources you need.
The workspace to connect them to. If you don't mention the workspace details, Funnel connects them in the workspace you submitted the request from.
Request new connector
Select this type when Funnel doesn't have a connector for the source. Funnel checks whether it can connect to the source and builds the connector for you.
Tell Funnel which data you need. Add an example report or screenshot and how Funnel can get it from the source. The form asks you to pick one of these methods:
Method | What to include |
Scheduled email reports | The report in the exact format you'll send. Funnel creates a unique email address to send it to. Each report becomes its own data source. |
API | A link to the API documentation, the data or endpoints you need and a contact email at the provider. Funnel can't receive data that the provider pushes to it. |
SFTP |
For each option, include the report in the exact format it will have. Each report becomes its own data source. |
SQL or ODBC (internal database) | The database type, hostname, port and the full SQL query. List the fields you need in the query instead of using |
Cloud storage | The storage service (Amazon S3, Google Cloud Storage or Microsoft Azure Blob Storage) and the details the form asks for. |
Other | How the source lets you export data. |
For email and SFTP, keep each file at or below 500 MB so Funnel can import it. If your data is larger, split it into daily files.
If you aren't sure which methods the source offers, ask the provider first. If they can't help you, submit the request anyway and Funnel will look into it with you.
Step 1: Open the data request form
You can start from one of these pages in Funnel:
Go to Data > Connect > Data requests and click New data request. If this is the first request in your workspace, click Submit your first request instead.
Go to Data > Connect > Data sources and click + Connect data source. Then do one of the following:
Select a connector card that shows Request connector and click Create a data request. The form opens with that connector selected, so you skip the request type step.
Scroll to Want a new platform or more fields? and click Create a data request.
Step 2: Complete the form
In the Select request type step, select Modify your existing data source(s), Request new data source or Request new connector, and click Continue.
In the Describe your need step, describe the data you need and how you'll use it. Upload an example report or screenshot, and click Continue.
Note: Don't enter usernames, passwords or API keys in the description fields. You add credentials in the next step.
In the Provide access credentials step, add the credentials Funnel needs to access the data and click Continue. If you don't have them yet, click Continue and add them after you submit.
In the Review summary step, check your details and confirm the email address Funnel should use for updates.
Click Submit.
Step 3: Track your request
Go to Data > Connect > Data requests to see your open and closed requests. The STATUS column shows where each one is:
Status | What it means and what to do |
Request Submitted | Funnel has your request. Funnel contacts you if it needs more details. |
Request In Progress | Funnel is working on your request. |
Awaiting Your Response | Funnel needs more information from you. Reply to the email from Funnel to continue. |
Action Required - Awaiting Response | Funnel has sent a final reminder. Reply soon, or Funnel closes the request. |
Request Temporarily Paused - Flexpoints Needed | Your subscription doesn't have enough flexpoints for the work. Contact your account manager. If you think you have enough, contact support. |
Data Available for Validation | The data is in your workspace. Compare the values in Data Explorer with the source to check they match. |
Request Completed | Your connector or change is live in Funnel. |
Request Closed Due to Inactivity | Funnel closed the request because it didn't get a reply. Submit a new request when you have the details. |
Request Closed | Funnel has closed the request. |
To add or replace credentials after you submit, click Add in the CREDENTIALS column for that request.
If you forgot something, reply to the email from Funnel. For more fields or data sources after a request is completed, submit a new request.
Step 4: Check the status of your data source
When the request is completed, check that the data source is importing data:
Go to Data > Connect > Data sources.
Find the data source and check its Status. If you don't see the Status column, click Columns and select Status.
Status | What it means |
OK | The data source is working as normal. |
Downloading | Funnel is downloading historical data. For large data volumes, this can take a few minutes. |
Verifying connection | Funnel is checking the connection to the source. For large data volumes, this can take a few minutes. |
Reconfiguring | Funnel is applying changes to the data source. |
Paused | Downloads are paused. You can resume them at any time. |
Data delayed | The download is temporarily delayed. Funnel retries automatically. |
Quota Issues | The credentials have reached their quota on the source. Check the source's limits or try again later. |
No Access | Access to the data source was revoked or has expired. Reconnect to grant access again. |
Error | Something went wrong, so Funnel can't import new data. Check the rules under "Keep your data source importing" at the end of this article, then contact support if you need help. |
What to expect
Funnel sends a confirmation email when you submit. Funnel contacts you by email when it needs more information, so check your spam folder if you don't see a reply. When the data is ready, the status changes to Data Available for Validation, and after you confirm the data, Funnel maintains the connector for as long as your subscription is active.
Keep your data source importing
After Funnel sets up your data source, these rules keep it importing:
Keep sending files in the format Funnel set up the data source for. If the file type or fields change, for example from CSV to XLSX, Funnel stops importing. To change the format, submit a new data request so Funnel can update the data source.
If the files are on an SFTP server that someone else manages, ask them to remove or correct files that don't match the agreed format.
Send one file per email. If an email has more than one file, Funnel doesn't import any of them.
If you change the credentials or permissions Funnel uses to access your data, the data source stops importing. Contact support before you change them, and don't share credentials in plain text.
If the data in Funnel doesn't match the source, troubleshoot the data mismatch.