Pardot Setup Guide
  • 09 Jul 2021
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Pardot Setup Guide

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To configure this data source and collect Pardot data:

  1. On the Data Sources page, click Add Data Source.
  2. Search for Pardot, then select the Pardot source.
  3. Click Login and follow the Salesforce authorization process to allow Panoply to access your data.
  4. Enter your Business Unit ID
  5. Select from the Data Available.
  6. Click Save Changes and then click Collect.
    • The data source appears grayed out while the collection runs.
    • You may add additional data sources while this collection runs.
    • You can monitor this collection from the Jobs page or the Data Sources page.
    • After a successful collection, navigate to the Tables page to review the data results.

This is all that is necessary to start collecting your data from Pardot, however there are a number of Advanced Settings you can use to customize your data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.


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