Data, data, dataIn-depth session on data integration

1. What is transactional data?

2. Importing, exporting and managing data

3. Integrating using the Data API

We will look at…

1. What is transactional data?

Email Form data Form data Campaign 1 Campaign 2

Comparing with hybrid data

Each row uniquely identifies a supporter

Activity columns may be appended depending on supporter

We have to concatenate data within cells, and the column structure will change over time.

Supporter ID

Campaign ID

Campaign data

Campaign data

Form data…

Transactional data

Each row uniquely identifies an activity

Biographical data can still be appended if necessary, using a consistent column structure

Consistent data columns

Common transaction data

segments

Activity-specific transaction data

segments

Default supporter data segments

The default data structure

Common

What information does transactional data capture?

2. Importing, exporting and managing dataDefault data record forms the core of your supporter database

Tagging fields marks them for special purposes within Engaging Networks platform

Setting up import formatsYou can set up multiple import formats within the same account

Once set up, these can be used with the import API to post data to the server remotely

EN databaseEN database

Export Supporter Data

Export Supporter Data Export APIExport API

User dataUser data

Transactional data

Transactional data

Hybrid data

Hybrid data

CSV or XLS

Automated ftp/sftpAutomated ftp/sftp

https GET

request

https GET

request

CSV or XML

Export methods

3. Integrating using the Data API

Setting up the export

HTTPS method

Set up private key in admin dashboard

External client calls data for a date range using the

private key

HTTPS method

Set up private key in admin dashboard

External client calls data for a date range using the

private key

SFTP methodSet up an external sftp

folder

Enter sftp credentials in dashboard and choose an

export frequency

Use ftp test function to check the connection

SFTP methodSet up an external sftp

folder

Enter sftp credentials in dashboard and choose an

export frequency

Use ftp test function to check the connection

API customisation options

NamingCampaign/question/broadcast namesColumn headersAction types

Structure/formatOutput columnsXML/CSVCSV delimiter

Filtering Action typesOpt-in

Individual customisation

• Specific in-house/third party data protocol

• Re-ordering of columns

• Mapping of non-standard output

• Multiple file output (e.g. Main data file + Activity file)