Guides
Connecting your tools
How to connect your existing tools so WarTable can unify your data.
WarTable is only as useful as the data it can see. Connecting your tools is what turns a dozen scattered sources into one unified picture of the business.
Where to start
You don't need to connect everything on day one. Start with the tool that holds the most operational truth — usually your CRM or project management system — and expand from there.
- Open Settings → Connections in your workspace.
- Choose the tool you want to connect.
- Authorize access. WarTable requests the minimum scope needed to read your data.
- WarTable maps the incoming data to the right engines and their underlying systems automatically.
Good first connections
- CRM — surfaces the Growth engine (leads, sales, pipeline).
- Project / task tool — surfaces the Operations engine (fulfillment, projects).
- Accounting — surfaces the Governance engine (finance, cash).
Each connection you add sharpens your Business Health Index. A single strong connection is enough to get a meaningful first score.
Permissions and security
WarTable only requests the access it needs, and your credentials are never exposed to the browser. See the Security page for how data is handled.
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