Step 3: Add data connections

Next you need to add data connections Method of connecting with Nintex platform capabilities e.g. a Nintex Workflow Cloud tenant that Nintex Insights displays data for in your dashboard. for your Nintex platform capabilities to display data in the insights Dashboards. We recommend adding data connections for all of your Nintex platform capabilities in a single workspace An instance of Nintex Insightcs that consists of dashboards for the data connections you have added on your Nintex platform, which specified users can access. to get a full view of your Nintex platform data.

Currently you can add data connections for the following Nintex platform capabilities:

Nintex platform capability Data connection type
Nintex Automation Cloud Nintex Automation Cloud
Nintex for Office 365 SharePoint Online

Nintex for SharePoint 2019

Nintex for SharePoint 2016

Nintex for SharePoint 2013

SharePoint
Note: 

  • Only Nintex workflow data currently displays in Nintex Insights.

  • You can add data connections for Nintex capabilities that are not associated with your customer account if you have the required access.

  • Nintex Insights updates data in near-time, between 2 to 4 hours on average. Data availability is also dependent on the size and volume of data sent to Nintex Insights. The process will take longer for larger data volumes.

1

Access the data connections page
  1. On the upper-right of your Nintex Insights workspace home page, click Settings.
  2. Click Data connections in the side navigation menu.

2

Add your data connections
  1. Click Add data connection.
  2. Select Nintex Automation Cloud for the Data connection type.
  3. Click Connect.

    4. Note: You must have the administrator role in Nintex Automation Cloud to add a data connection for Nintex Automation Cloud. See the User management Nintex Automation Cloud help topic.

  4. The Nintex Automation Cloud sign in window is displayed. Sign in to Nintex Automation Cloud.
    1. Type your Email.
    2. Type your Password.
    3. Click Sign In.

The data connection is created and displays in the Data connections page. Nintex Automation Cloud data will display in your Dashboards.

  1. Click Add data connection.
  2. Select SharePoint Online for the Data connection type.
  3. Type the SharePoint Online tenant URL.
  4. Click Connect.

    5. Note: You must be a global administrator or SharePoint Online or Office 365 user with Sites.Read.All permissions for the SharePoint Online or Office 365 tenant for which you are creating a data connection. See the Applications permissions section of the Microsoft Graph permissions reference.

  5. Sign in to SharePoint Online.
    1. Type your Email address.
    2. Type your Password.
    3. Click Sign in.

The data connection is created and displays in the Data connections page. SharePoint Online data will display in your Dashboards.

Note: To copy the Isolation ID and Access token that is required to create the data connection, you must access the Nintex Insights page from the Central Administration page of your SharePoint tenant. For instructions, see Activate Nintex Insights in your SharePoint tenant.

  1. Click Add data connection.
  2. Select Nintex for SharePoint for the Data connection type.
  3. Type the Name for the connection.
  4. Select the Region.
  5. Paste or type the Isolation ID.
  6. Paste or type the Access token.
  7. Click Connect.

    8. Note: You must be an administrator of the SharePoint tenant you are creating a data connection for.

  8. The SharePoint sign in window is displayed. Sign in to SharePoint.
    1. Type your Email address.
    2. Type your Password.
    3. Click Sign in.

    The data connection is created and displays in the data connections page. Nintex for SharePoint data will display in your Dashboards.

Next step:

Step 4: Add users to Nintex Insights