Chapter 2—Import and manage your data

Tags: Flow

To begin importing your data, use the onboarding setup guide on Settings home. Follow our integration guides and video series to guide you through the process. Return to these guides at any time. If you need help connecting to your repositories for the first time, email support@pluralsight.com.

Import your data

Once you've completed the first three configuration steps on Settings home, you are ready to import your data. Follow steps 4 and 5 on Settings home to import your integrations and prioritized repositories.

Add integration

Before adding integrations, review the git and ticket host permissions required to connect to Flow. To reduce potential errors, create a service account within your git and ticket host. Then, click Add integrations. 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

Watch the video guide to view the complete process on creating an integration

Importing your repos

Next, move to step 5 to prioritize repos. Click Select repos to import

Select priority 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 priority repos. Use the quick filters to view repos modified within the last month or six months.

Once you've imported your priority repos, they will begin processing. After the repo is ingested, Flow imports associated PR projects. 

Note: You have the option to enable auto-import later in the onboarding process, process, but reports initially contain data for prioritized repos. You can add more repos at any time after the onboarding process.

As you finish the remaining onboarding steps, Flow continues to process your imported repos. Repo processing may take longer than the onboarding process. 

Flow will send an email to your inbox when the prioritized repos are ready to view in your reports.

Click Next step to add repo exclusion rules.

Watch the video series to view the complete repo import process. 

For more step-by-step videos about Flow, check out our Flow Getting Started video series.

Managing your data 

Once you've created your integrations and imported your repositories, you should see data in your reports. You are 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 home page.

To use your reports more efficiently, organize your users and teams.

back to top


If you need help, please email support@pluralsight.com for 24/7 assistance.