Schedule your Imports, Snapshots, and Automation
When you begin a Notion import for the first time, you will need to go through a few steps to connect Notion as a data source for Coefficient.
Open the Coefficient Sidebar and click the Menu.
Select “Connected Sources”.
Select “Add Connection*”* at the bottom and then “Connect” to Notion.
“Authorize” the connection*.*
You will be redirected to the permissions page. Then, click "Select pages".
Select the pages that contain your databases, then select "Allow Access.” to grant access to Coefficient.
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NOTE: Only databases selected/given access will be available for Coefficient/Notion imports. If you need to add a new database (that was not in your initial selection) you will need to REAUTHORIZE the Notion connection, then select the databases to add for Coefficient. DO NOT DISCONNECT as it will break all your existing Coefficient+Notion imports. (This cannot be undone 😵😵💫😱**)**
From the sidebar, select “Import from…”
Select “Notion” from the list.
Select “From Tables & Columns”.
Select or search the database (eg. Updated Employee Data) from the Import Preview window then hit “Next”.
Check the box(es) corresponding to the fields you would like to include in this import. The fields selected will appear in the data preview. (The data preview shows a sample of the results and not the complete query results)
Customize your import by adding filters, sorts, or limits as needed. Then…“Import”.
