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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)
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