> ## Documentation Index
> Fetch the complete documentation index at: https://help-empuls.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User data, integrations and connections

> Upload user and sales data, add integrations, and create connections in Compass — walked through with a test user, Carol.

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This video walks through user data, sales data, integrations, and the joins (connections) that link them together — using a test user, Carol, so you can see exactly what each screen looks like.

## Steps

<Steps>
  <Step title="Understand user data">
    User data is your HR data — the fields that uniquely identify each user (like partner code) and the email IDs used to log in to Compass. Under the **Partners** template, each user has entries such as `Carol01` (partner code) and their work email.
  </Step>

  <Step title="Open Data and integrations">
    Go to **Data and integrations** → **Data sources** to see every table available in Compass. Tables are grouped into three sections:

    * **CSV** — tables you defined by manually uploading a CSV
    * **Integrated data** — tables populated via native or custom integrations
    * **Derived data** — tables derived from an existing Compass table using a group-by function
  </Step>

  <Step title="Create a new data template">
    When you upload data for the first time, Compass asks you to define the table template:

    * **Field label** — the column name
    * **Field type** — `string`, `float`, `integer`, or `date` (for dates, pick the format)
    * Mark one field as the **mandatory unique identifier** for each row
  </Step>

  <Step title="Review the uploaded data">
    Once the template is applied, your data appears with each field in its defined format. In Carol's row, you can see her partner code alongside her performance fields.
  </Step>

  <Step title="Create a connection">
    A connection is a join between two tables. Click **New connection**, then:

    * Pick a data source (e.g. **Partners**)
    * Pick a second table (e.g. **Additive invoice data**)
    * Set the join key — for example, `Partners.partner_code = Additive invoice data.partner_code`
  </Step>

  <Step title="Choose a join type">
    Compass supports three join types, covering most use cases:

    * **Left join** — all rows from the left table + matching rows from the right
    * **Inner join** — only rows that match in both tables
    * **Full outer join** — all rows from both tables
  </Step>

  <Step title="Use the connection as a view">
    Once saved, the joined output becomes a named view (for example, `Active data`). This view combines the user's identifying fields (first name, email, phone, partner code, role) with their performance data — giving you the base needed to compute KPIs and metrics in the next step.
  </Step>
</Steps>
