Chapter 2—Import and manage your data
- Kaitlyn Buls
- Boris Georgiev
To begin importing your data, use the onboarding setup guide on Settings overview. Follow our integration guides to guide you through the process. Return to these guides at any time.
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Import your data
Once you've completed the first three configuration steps on Settings overview, you're ready to import your data. Follow steps 4 through 7 on Settings overview to add your integrations and prioritize your repositories.
Add integration
In step 4, add your integrations.
Before adding integrations:
Review the git and ticket host permissions required to connect to Flow.
Create a service account within your git and ticket host to reduce potential errors. Learn more about creating service accounts.
Click Add integration. As you add integrations, enable the services needed from an integration, such as repos, tickets, and pull requests. For a guide on specific integrations, see our integration guides.
Prioritize repos
In step 5, select the repos your organization wants ingested first. Your organization may want to prioritize repos with recent activity before importing older repos. By prioritizing a smaller set of repos, more relevant data will be available faster. Adding too many repos at once delays processing immensely.
Click Select repos to import to go to the Repos page to import prioritized repos. Use the quick filters to view repos modified within the last month or six months.
Once you've imported your priority repos, they'll begin processing. After the repo is ingested, Flow imports associated PR projects.
As you finish the remaining onboarding steps, Flow continues to process your imported repos. Repo processing may take longer than the onboarding process.
Flow sends an email to your inbox when the prioritized repos are ready to view in your reports.
You can add more repos at any time after the onboarding process.
Managing your data
Once you've created your integrations and imported your repositories, you should see data in your reports. You're now ready to manage your report data.
Check out how to:
What's next?
The initial setup is now complete. Flow will continue processing your repos and ticket data. Processing time may vary depending on the size and number of imported repos. Flow sends you an email when your prioritized repos are processed and ready to be viewed in your reports.
To review your initial configurations, visit the Settings overview page.
To use your reports more efficiently, organize your users and teams.
Need support? Create a request with our support team.