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Data Sources

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General

Data Sources | General

Fields & Formulas

Data Sources | Fields & Formulas

Connections

Data Sources | Connections

Reports

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Creating & Sharing

Reports | Creating & Sharing

Report Editing

Reports | Editing

Report Config

Reports | Report Config

Chart Cards

Reports | Chart Cards

Content Cards

Reports | Content Cards

Data Chat

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General

Data Chat | General

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General

AI | General

MCP

AI | MCP

Clients

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General

Clients | General

Integrations

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General

Integrations | General

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Other

Integrations | Webhook — Other

Settings

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Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

KPI Forecasting

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General

KPI Forecasting | General

Settings & Status

KPI Forecasting | Settings & Status

Seasonality

KPI Forecasting | Seasonality

Metrics by Source

KPI Forecasting | Metrics by Source

Budget Tracking

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General

Budget Tracking | General

Anomaly Detection

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General

Anomaly Detection | General

Automation Jobs

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General

Automation Jobs | General

Change History

Automation Jobs | Change History

URL & Page Checkers

Automation Jobs | URL & Page Checkers

Local & Reviews

Automation Jobs | Local & Reviews

Search Console

Automation Jobs | Search Console

Insights

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Managing Insights

Insights | Managing Insights

Change History

Insights | Change History

URL & Page

Insights | URL & Page

Local & Reviews

Insights | Local & Reviews

Other Insight Types

Insights | Other Insight Types

Local Listings

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General

Local Listings | General

Profiles & Content

Local Listings | Profiles & Content

Performance & Activity

Local Listings | Performance & Activity

Media

Local Listings | Media

Categories & Services

Local Listings | Categories & Services

Reviews

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General

Reviews | General

General

Social Posts | General

Creating Posts

Social Posts | Creating Posts

Managing Posts

Social Posts | Managing Posts

Data Warehouse

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Pipelines

Data Warehouse | Pipelines

Access & Credits

Data Warehouse | Access & Credits

Source Fields

Data Warehouse | Source Fields

Data Studio

Data Warehouse | Data Studio

BigQuery

Data Warehouse | BigQuery

General

Clients | General

General

Integrations | General

MCP

Integrations | MCP

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Other

Integrations | Webhook — Other

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

Recent Updates

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Account Settings

Settings | Account & Billing

Acknowledging and Resolving Insights

Insights | Managing Insights

Add comment from Slack

Integrations | General

Add comment from Zapier

Settings | Comments & Notes

Adding a User

Settings | Users

AI Analysis Generation

Reports | Creating & Sharing

AI Credits

AI | General

AI Models

AI | General

Analysis Card

Reports | Content Cards

Anomalies Bulk Action

Anomaly Detection | General

Anomaly Algorithm

Anomaly Detection | General

Anomaly Detection

Anomaly Detection | General

Anomaly Detection Insight

Insights | Other Insight Types

Anomaly Detection Settings

Anomaly Detection | General

Anomaly Detection Webhook Payload

Integrations | Webhook — Other

Anomaly Job Common Errors

Anomaly Detection | General

An overview of Local Listings

Local Listings | General

An overview of Reviews

Reviews | General

Area Chart Card

Reports | Chart Cards

Attributes

Local Listings | Profiles & Content

Automatic Schema Updates

Data Warehouse | Pipelines

Automation: Facebook Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Ads Change History

Integrations | Webhook — Automation Payloads

Automation: Google Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Analytics Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Answer

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Pending Updates

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Question

Integrations | Webhook — Local & Reviews

Automation: Google Review

Integrations | Webhook — Local & Reviews

Automation: Google Review Change History

Integrations | Webhook — Automation Payloads

Automation Job Common Errors

Automation Jobs | General

Automation Jobs

Automation Jobs | General

Automation: Microsoft Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Page Status Checker

Integrations | Webhook — Automation Payloads

Automation: Robots.txt Change Detection

Integrations | Webhook — Automation Payloads

Automations Bulk Action

Automation Jobs | General

Automation: Search Console Activity

Integrations | Webhook — Automation Payloads

Automation: Search Console Keyword Movement

Integrations | Webhook — Automation Payloads

Auto Resolving

Insights | Managing Insights

Bar Chart Card

Reports | Chart Cards

Branding

Reports | Creating & Sharing

Budget Campaign Dynamic Filter

Budget Tracking | General

Budget Common Errors

Budget Tracking | General

Budget history

Budget Tracking | General

Budgets Bulk Actions

Budget Tracking | General

Budget Settings

Budget Tracking | General

Budget Status

Budget Tracking | General

Budget Tracker Webhook Payload

Integrations | Webhook — Other

Budget Tracking

Budget Tracking | General

Budget Webhook URL

Budget Tracking | General

Bulk Action

Local Listings | General

Bulk Upload Images

Local Listings | Media

Calendar

Social Posts | General

Cancel Subscription

Settings | Account & Billing

Card Chat

Reports | Editing

Card Data Filters

Reports | Creating & Sharing

Data Sources

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A data source is a named connection that lets Jepto query a platform or table for a client. Native sources (Google Ads, Meta, GA4, Search Console, Business Profile, …) map to one ad account, property, or location. External sources — BigQuery and Google Sheets — map to a table or spreadsheet you already own, so the same field schema can be reused while each client keeps different connection details.

Find it: open Data Sources. With a client selected you see Active Data Sources. With All Clients selected you see Template data sources (account-wide BigQuery / Sheets definitions) plus clients that already have those sources configured.

Two kinds of data source

Kind	What you connect	Schema	Per-client difference
Native	Google Ads, Meta, GA4, Search Console, Business Profile, LinkedIn Ads, Microsoft Ads, TikTok, X, Instagram Ads	Jepto’s built-in fields for that platform	Which account, property, or location is attached to the client
External	BigQuery table or view, or a Google Sheets tab	Columns you load and map (type, aggregation, hide)	Project / dataset / table, or spreadsheet / worksheet — same column names

Native sources do not use the template toggle. Only BigQuery and Google Sheets can be saved as a template data source so a master report can reuse one schema across clients. See Template Data Sources.

How data flows

From login to a chart

Connection
Google, Meta, GCP, and so on — stored at the workspace

↓ attach to a client

Data source
Which account, table, or sheet this client uses

↓ fields appear in

Data Model
Metrics and dimensions reports and AI can pick

↓ a card stores a

Data query
What to measure, filter, and date-range

The Data Model is the catalog of fields. The data query is the recipe on each chart or table. Connecting a source does not copy rows into Jepto — it lets Jepto query that source when a report, Data Chat, or AI request runs. See Data Model and Data Query.

Native platforms

Authenticate the platform once under Data Sources → Connections (or from the connect drawer), then share the right account or property to each client. Setup: Connect a data source.

For platforms with multiple properties, each selected account or location counts as one data source. For Google Business Profile, each location is 1 data source.

Data source limits: each plan includes a set number of data sources — see the pricing page. You can add more on the subscription page.

Example data sources connected to a client — *Example: Active Data Sources on a client*

In the example above there are 9 data sources in use (3 Google Analytics 4, 1 Google Ads, 1 Google Search Console, and 4 Google Business Profile). A source that shows an error still counts toward the limit.

External data sources (BigQuery and Sheets)

Use these when the numbers you need already live in your warehouse or spreadsheet — CRM orders, offline revenue, a modeled table — and you want them in reports next to Ads and GA4.

One table or view (BigQuery) or one worksheet (Sheets) per data source. You map columns; you do not write SQL.
Jepto reads the schema when you click Load fields, then you set type, aggregation, and hide unused columns.
Fields show in that client’s Data Model after save. Template sources also need Client Config on each other client.
This is a pull into analytics. Data Warehouse pipelines that write marketing extracts into BigQuery are a different path — see Connect to Google BigQuery.

Step-by-step: Connect to Google BigQuery · Connect to Google Sheets.

Template data sources

A template data source is an external source whose schema is shared (name, fields, types, aggregations) while each client binds its own connection details — a different BigQuery project / dataset / table, or a different spreadsheet / tab. That is what makes the same master report work for many clients without rebuilding charts.

Turn on Make this data source a template in the BigQuery or Sheets create drawer. Leave it off if the table should exist for one client only; client-only sources cannot be used on a master report.

Same schema, different connection details

Template definition
Shared field names, types, and aggregations

↓ reused on a master report

Client A
Their GCP project + table (or sheet)

Client B
A different project + table, same columns

↓ Client Config status

Configured or Needs setup
Linking a master report requires Configured

	Client-only (toggle off)	Template (toggle on)
Who can use it	The client you created it on	Any client with complete Client Config
Master reports	Not available in the field picker	Selectable — required for multi-client linking
What is shared	Nothing — one binding	Schema only. Connection details stay per client
Where you edit the schema	That client’s data source card	All Clients → Template data sources → Edit
Where you set the table or sheet	The create / edit drawer	Client Config on each client (create-time client is saved automatically)

This is not the same as Enable for All Clients on a custom formula field. That toggle shares a formula. Template data sources share an external schema and still need a table or sheet per client. Full walkthrough: Template Data Sources. Linking rules: Report Linking.

Where they appear in the app

A specific client — Active Data Sources lists native connections plus that client’s BigQuery / Sheets cards. Template sources show Configured or Needs setup.
All Clients — Template data sources lists the shared definitions. Expand a client to see their bindings. Edit the shared schema from the template card, not from one client.

End to end

Connect the platform or GCP / Google account under Connections.
Add the data source to a client (native account picker, or BigQuery / Sheets form).
For BigQuery or Sheets that should power a master report, turn on Make this data source a template, load fields, and save.
On every other client, open Client Config and point at their table or sheet — same column names and types.
Use the fields in reports, Data Chat, and AI. Link a master report only after every required template source is Configured.

Troubleshooting

Problem	Likely cause	Fix
Field missing in reports	Source not connected, column hidden, or template not configured for this client	Check Active Data Sources and the Data Model for the same client; finish Client Config
Cannot use BigQuery / Sheets on a master report	Created with the template toggle off	Recreate with Make this data source a template on
Card shows Needs setup	No project/table or spreadsheet bound for this client	Open Client Config and save the connection details
Cannot link a master report	A template source used on the master is incomplete, or a native source is missing	Complete Client Config and native connections for that client
Numbers look wrong after switching a client’s table	Column names or types do not match the shared schema	Align the client table or sheet with the template fields
Looking for warehouse export tables	Mixing pull (Data Model) with push (Data Warehouse)	Use Data Warehouse pipelines to write into BigQuery; register a table here to read it in reports

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