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Connect dashboard data

Choose one route. Consultants connect the published folder; clients use the connection key they were given.

OR

Connect to FolderChoose how the consultant will access the published folder.

Connection key

Paste the complete key beginning DPMS1.

The key identifies the folder. It does not grant access; Microsoft permission is still required.

Select the exact DataPull project folderBrowse My OneDrive, or search by folder name for Microsoft folders shared with this account.

Search uses Microsoft Graph read access only. It can find matching folders in your OneDrive and folders shared with the signed-in Microsoft account.

Dashboard logo

Consultant-only branding. Choose your consultancy logo or the client's logo. Clients can see the selected logo but cannot change it.

Logo preview

Choose a PNG, JPG or WebP image. Datplan prepares a small PNG called datplan-dashboard-logo.png. This control is available only in consultant mode.

For a locally connected/synced folder, Datplan can save it directly after browser permission. With a Microsoft cloud connection, the chosen logo is shown in this browser immediately and the prepared PNG can be placed in the exact shared folder so every permitted client sees it. Microsoft dashboard access remains read-only.

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