Jun_Basis
The previous Basis (former Centro) connection loaded data live from the API every time a report opened, which meant slow widgets and frequent drops. The rebuilt integration stores data instead, so reports load reliably and breakdowns that weren't available before (tactic and line item group) are now supported.
Spend figures now align with Basis billing totals, including added value line items, so what clients see in Basis matches what you show them in Whatagraph.
Good to know
  • One source per client — use Source Groups to build an agency-level view
  • Client list and latest data sync immediately after connecting — campaign and line item breakdowns available within a few hours; full ~6-month backfill ready the next morning
  • The previous Basis (legacy) sources remain active and unchanged — switching is manual
Available on Whatagraph Prime plan.