Note:
This article addresses changes that you can make to the data connector after the initial selection and authentication. To learn how to make the initial selection, see the dedicated articles for each connector.
Background
In the SundaySky platform, a data connector is classified as either a SundaySky connector or a third-party connector.
If you want to use a SundaySky connector, you need to only select your preferred data connector. See Selecting a Data Connector to learn how.
To use a third-party connector, you must first perform an authentication process that connects your SundaySky account with the relevant third-party account.
Currently, these are the data connectors that can be implemented in the SundaySky platform:
| SundaySky | Third-Party |
| File Upload | Google Sheets |
| SundaySky API | HubSpot |
| URL Parameters | Marketo |
| Salesforce |
Once the data library is set up, you may need to make changes to the data connector. These changes include:
In addition, if your account is connected to a third-party connector, the following two actions can also be performed.
Viewing Data Connector Details
After accessing the data library, you can view important information pertaining to the data connector and associated data libraries. As a reminder, a data connector is attached to a data library while the same data library can be used for many videos.
As any change made to a data connector can have far-reaching implications, we recommend that you first review the data connector details before making any change.
Following is the information that you should note:
At the top of the data library, you'll see the data connector type attached to this data library. In the example below, it is URL Parameters.
Just above the data connector type, you'll see the names of the videos using this data library. This is important to note as any change you make to the data connector will affect these videos. In the example below, there are three videos using this data library: Job Fair, Job Recruiting, and New Employees - January.
Clicking the link listing the videos displays the video thumbnails and each video's status. In addition, you can click the arrow in the relevant row to access the video in the Studio.
Finally, by selecting Manage connector from the three-dot Actions menu, you can see all the data libraries in your account that are using this data connector.
In the example below, all the data libraries in your account using URL Parameters are displayed.
Clicking the link in the Used in column displays the videos using each data library and each video's status. In addition, you can click the arrow in the relevant row to access the video in the Studio.
Switching the Data Connector in a Data Library
Warning:
A data connector is a component of a data library. The same data library can be used in multiple videos. If you switch the data connector, it affects all the videos using the same data library. We therefore recommend proceeding with caution.
When you switch a data connector, the previous mapping is not saved. After selecting a different connector, you will need to review the mapping and make any needed edits.
| 1. | Open the relevant video in the Studio. |
| 2. | Select Data in the sidebar. |
| 3. | Click the three-dot Actions menu in the upper right corner. |
| 4. | Select Switch connector. |
| 5. | Select the data connector that you want to switch to and then click Switch at the bottom of the window. ▶ Note that some connectors require an authentication process before they can be used. |
| 6. | Take note of the videos that will be affected by the connector change and then click Switch Anyway if you want to proceed. |
| The data connector is switched and a message similar to the one below is displayed. | |
| 7. | Click Edit Mapped Fields to continue directly to field mapping. ▶ If you prefer mapping at a later time, click Got It! to return to the data library. |
| 8. | Republish all the videos that are linked to this data library. |
Removing the Data Connector From a Data Library
Warning:
A data connector is a component of a data library. The same data library can be used in multiple videos. If you remove the data connector, it affects all the videos using the same data library. A data library without a data connector cannot be used for personalizing videos. We therefore recommend proceeding with caution.
| 1. | Open the relevant video in the Studio. |
| 2. | Select Data in the sidebar. |
| 3. | Click the three-dot Actions menu in the upper right corner. |
| 4. | Select Remove [current data connector] from data library. |
| 5. | Take note of the videos that will be affected by the removal of the connector and then click Remove Anyway if you want to proceed. |
| The data connector is removed, together with the mapping. | |
| 6. | Republish the video. |
Reauthenticating a Third-Party Data Connector
An initial authentication with a third-party service (e.g. HubSpot) is done only once.
After this initial authentication, you will typically need to reauthenticate if any of the following occur:
- The credentials of the third-party service have changed.
- The environment to which you initially authenticated has changed. For example: you authenticated to a sandbox environment and would now like to authenticate to a production environment.
After the reauthentication process, it is essential to review the mapping of all videos that are connected to a data library using this connector. This is important to do as different third-party accounts may differ in the permissions that they have as well as in their access to objects.
Reauthentication may also impact published videos that are in production if different records or entities are used.
Only by reviewing the mapping of each video can you be sure that the mapping is intact and nothing has been broken.
To reauthenticate:
| 1. | Open the relevant video in the Studio. ▶ As you are using the video only as a gateway to reauthenticate, you can open any video that uses a data library with the data connector that you want to reauthenticate. |
| 2. | Click the three-dot Actions menu in the upper right corner. |
| 3. | Select Manage connector. |
| Note the last authentication timestamp as well as the data libraries in your account that are using this data connector. | |
| 4. | Click Actions in the upper right corner. |
| 5. | Select Re-authenticate. |
| 6. | A message is displayed listing the published videos that use this data connector. As the reauthentication takes immediate effect, it is important to note these videos and to review the mapping of each video (after reauthenticating) to ensure that the mapping is accurate. |
| 7. | If you are sure that you want to continue, click Proceed. |
| 8. | Reauthenticate to the third-party service using the same steps as in the initial authentication. Refer to the third-party connector articles for more information. |
| After successfully completing the reauthentication, the timestamp is updated accordingly. | |
| 9. | Review the mapping of the published videos. |
Removing a Third-Party Data Connector From Your Account
When you remove a third-party connector from your account, the connector is removed from all the data libraries with which it was connected.
Although the connector and mapping are removed from all videos that are in draft mode, videos that have been published to production are not affected and will continue to play as before.
If you would like to remove the authentication details completely, contact SundaySky Support.
To remove a third-party connector:
| 1. | Open the relevant video in the Studio. ▶ As you are using the video only as a gateway to remove the connector, you can open any video that uses a data library with the data connector that you want to remove. |
| 2. | Click the three-dot Actions menu in the upper right corner. |
| 3. | Select Manage connector. |
| 4. | Note all the data libraries in your account that are currently using this connector. |
| 4. | Click Actions in the upper right corner. |
| 5. | Select Remove from account. |
| 6. | If you are sure that you want to delete this data connector, type REMOVE in upper case letters. |
| 7. | Click Remove. |
| A confirmation message, similar to the one below, is displayed. | |
| 8. | Republish any published video that used the connector that you just removed. |
| In all data libraries that used the connector that you removed, the data connector is no longer displayed and the data fields are not mapped. | |