Connecting Database Data with Your Wrike Workspace
To connect your database data with Wrike, create a new Link to database field in the Table view. This allows seamless integration of external data, which can then be viewed and utilized in Wrike, enhancing your project management capabilities.
To link a database to a custom field, follow these steps:
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Click the + 1 button in the header to add a custom field. For additional details on adding custom fields, refer to Creating Custom Fields.
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Enter a custom name 2 for your Link to database field.
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Choose Link to database 3 as the field type.
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You can search for the required database by clicking Search Datahub database 4 or select the database you want to link to this custom field 5 .
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Click the + Field 6 button to mirror fields from the database. These mirrored fields 7 will be added as separate custom fields in the table.
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Click Create 8 to link the database with Wrike’s table.
You'll see the custom field created, along with the mirrored fields displayed as separate custom fields in the header.
When you click on custom fields, the linked database will open, allowing you to access the relevant data. You can choose to update Wrike’s table accordingly. Once you update the data in the database, the associated mirror fields in Wrike will automatically reflect the updated information.
When you modify the value of your custom field, the corresponding values in the mirrored fields will automatically update to reflect the changes. This ensures consistency and synchronization across all related fields.
Benefits of Using Mirror Fields:
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Cross-functionality: Mirror fields can be used across various aspects of Wrike, including different views, filters, reports, dashboards, automation rules, and calculations.
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Real-time data updates: Changes made in the database can be reflected throughout Wrike in real-time, ensuring your team always has access to the most current information.
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Improved collaboration: By integrating data from your database, teams can collaborate more effectively, as all members will have access to the same information in a centralized location.
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Enhanced reporting: Incorporating database data into Wrike’s reporting features allows for more comprehensive insights and better decision-making.
Integrating your database with your work in Wrike not only streamlines workflows but also improves data visibility throughout your organization, simplifying project management and progress tracking.
Limitations
Automation actions cannot update link and mirror fields. Additionally, Automation triggers cannot be based on link fields, but they can be based on mirror fields. Currently, it's not possible to use Link to database or Mirror fields as parameters in New Dashboards.
You can also link a database to another database. This process allows you to use data from one database to update relevant fields in another database, facilitating more efficient data management and analysis. For example, if you are working with leads from different companies, you might want to track the industry type they are associated with.
By linking your lead database with an industry classification database, you can automatically update the industry type for each lead based on their company’s information. This ensures that your data remains accurate and up-to-date without manual entry. Additionally, it allows you to generate insights and reports that highlight trends across different industries, helping you to identify potential market opportunities or areas for targeted marketing campaigns.
This approach can save time and ensure the accuracy of your records, especially when dealing with frequently changing data like customer details, pricing, or industry information.