Overview
A data connector is the mechanism that links data from a source (e.g. Salesforce) to SundaySky, where it is used to personalize videos for your viewers.
In the SundaySky platform, a data connector is classified as either a SundaySky connector or a third-party connector.
To use a SundaySky connector, you only need to select it.
Using a third-party connector requires that you first perform an authentication process, following which you can select the connector.
Below are the data connectors that can currently be used for personalizing a video in the SundaySky platform.
| SundaySky | Third-Party |
| File Upload | Google Sheets |
| SundaySky API | HubSpot |
| URL Parameters | Marketo |
| Salesforce |
The topics in this article address how to manage a data connector after its initial selection and authentication (when required). These actions include:
- Switching the data connector used in a data library
- Removing the data connector from the data library
- Reauthenticating a third-party connector
- Removing a third-party connector from your account
For step-by-step instructions on how to initially select and authenticate a connector, see the relevant dedicated article according to connector.
Viewing Data Connector Details
A data connector is attached to a data library. Inside the data library, you can view various details relating to the data connector.
The data connector type is displayed at the top of the data library window.
In the example below, the data library Company Roles is using the File Upload data connector.
In some cases, there will be additional data libraries in your account using the same data connector. You can access this information by using the Manage connector option.
In the example below, the active data library, Company Roles, is displayed along with all the other data libraries using the File Upload data connector.
Switching the Data Connector Used 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.
in a data library, we need both data fields and the connector for the data library to be functional.
When you switch a data connector, the previous mapping is not saved. After selecting a different connector, you will need to redo the mapping according to the new source.
| 1. | Open the relevant video in the Studio. |
| 2. | Select Data in the sidebar. |
| 3. | Click the Options 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 as you will need to review the distribution and data settings in each of them to ensure continuity. If you want to proceed, click Switch. |
| Once the data connector is switched, a message is displayed according to the selected connector. | |
| 7. | Click Edit Mapped Fields to remap the data fields according to the new connector. ▶ If you prefer mapping at a later time, click Got It! to return to the data library. |
| 8. | Reapprove all the videos that use the data library whose connector you just switched. |
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 Options 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. | Reapprove all the videos that use the data library whose connector you just removed. |
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 only need to reauthenticate if any of the following occur:
- The credentials of the third-party service have changed (i.e., new credentials are issued or past credentials have expired).
- The environment to which you initially authenticated has changed. For example: you authenticated to a sandbox environment to test the connection and would now like to authenticate to a production environment for video distribution.
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 approved 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.
| 1. | In the Studio, open any video using the data connector that you want to reauthenticate. |
| 2. | Select Data in the sidebar. |
| 3. | In the data library, click the Options menu in the upper right corner. |
| 4. | Select Manage connector. |
| 5. | Note the last authentication timestamp as well as the data libraries in your account that are using this data connector. |
| 6. | Click Actions in the upper right corner. |
| 7. | Select Re-authenticate. |
| 8. | Note the approved videos that are using this data connector. As the reauthentication takes immediate effect, it is important to review the mapping of each video (after reauthenticating) to ensure that the mapping is accurate. |
| 9. | If you are sure that you want to continue, click Reauthenticate. |
| 10. | 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. | |
| 11. | Review the mapping of the approved 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. The implications for the linked videos are as follows:
In videos that are in draft mode, the connector and mapping are removed.
Approved videos are not affected and will continue to play without interruption until they are re-approved, either with a new data connector or as static videos without personalization.
Although the connector and mapping are removed from all videos that are in draft mode, approved videos are not affected and will continue to play without interruption.
If you would like to remove all your authentication details from SundaySky, contact SundaySky Support.
| 1. |
In the Studio, open any video using the data connector that you want to remove. |
| 2. | Select Data in the sidebar. |
| 3. | In the data library, click the Options menu in the upper right corner. |
| 4. | Select Manage connector. |
| 5. | Note the data libraries in your account that are using this data connector. |
| 6. | Click Actions in the upper right corner. |
| 7. | Select Remove from account. |
| 8. | If you are sure that you want to remove this data connector, type REMOVE in upper case letters. |
| 9. | Click Remove. |
| A confirmation message, according to the data connector that was removed, is displayed. | |
| 10. | Re-approve any approved videos that used the connector that you just removed. |
| In all data libraries that used the removed connector, the data connector is no longer displayed and the data fields are not mapped, meaning that no personalization can be used in the linked videos. They will remain static until data is reconfigured. | |