Setting up Data Integration in a Data Library

Introduction

A data library in the SundaySky platform includes three components: a collection of data fields, a data connector, and a mapping configuration.

When creating a new data library, we recommend that you perform the following actions in this order:

  1. Add the data fields
  2. Select a data connector (data source)
  3. Map the data fields

Data integration is considered complete after selecting a data connector and mapping the data fields (both addressed in this article).

After the initial data integration, you can always switch the data connector and edit the mapping as required. When making any change to a data library—involving the data fields, connector, or mapping—always remember that any change will affect all the videos that have selected this data library. We recommend that you consider the implications carefully before making any change.

If this is the first time that you are setting up a data integration, we recommend that you first read Video Personalization—How It Works and Managing the SundaySky Data Library.


Selecting a Data Connector

The connector is what enables the connection between the data fields that you have defined and the actual data sets that you hold. Put simply, the connector is what determines how data flows from your data source to your data library.

1.

Open the relevant video in the Studio.

2.

Select Data in the sidebar.

 

The data library selected for the video is displayed. Note the status of the data fields. The icon by the first four data fields indicates that the field is neither mapped nor in use in the video.

 

Unmapped_data_fields.jpg

3.

Click Select in the data connector section.

 

click_select_new.jpg

4.

Select the data connector that you want to use and then click Select at the bottom of the window.
▶ Note that some connectors require an integration process before they can be used.

 

select_connector_120.jpg

 

The data connector is attached to the library and a message similar to the one below is displayed.

  Connector_added.jpg

5.

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.

 

edit_mapped_fields.jpg


Mapping the Data Fields

The mapping process specifies what field in your source data corresponds to the data field that you created in the data library. A precise mapping ensures that the right data is pulled from your data set to populate a personalized video.

The mapping process differs slightly depending on the connector that you are using.

Data Connector Mapping Method
HubSpot Mapping Method #1
Salesforce Mapping Method #1
File Upload Mapping Method #2
SundaySky API Mapping Method #2
URL Parameters Mapping Method #2


Refer to the Important Notes below for additional guidelines.

Mapping Method #1 Mapping Method #2
1.

Open the relevant video in the Studio.

2.

Select Data in the sidebar.

3.

Make sure that you have selected a data connector for the data library.

4.

Click Map Fields in the data connector section.

 

HubSpot_map_fields.jpg

 

In the mapping window, the data fields created for the data library are displayed on the right side. For each of these data fields, you'll need to select the field in your data source (in the example below, HubSpot) to which you want to map this field.

 

HubSpot_field.jpg

5.

For each data field, select the field in your data source to which it should be mapped.

  drop_down_field.jpg

 

6. After all the fields are mapped, click Save at the bottom of the window.

Important Notes:

a.

For File Upload, the source fields need to match the column headers in the file.
For SundaySky API, the JSON file needs to use the source fields.
For URL Parameters, the keys need to match the source fields.

b.

The source field name is case-sensitive. This means that the letter case of the source field name must match that of the source data.

c.

If you rename a data field after the mapping process, the source field name is not changed. This name change will not impact the existing mapping.

d.

If you add a data field after the mapping process, you will need to map the new field according to the relevant mapping method.

e.

After any change that you make—including changing and removing a data connector—you'll need to republish the video if you want your viewers to see the updated content. See Publishing and Sharing a Video—Overview to learn more.


Changing a Data Connector

Warning:

A data connector is a component of a data library. The same data library can be used in multiple videos. If you change the data connector, it affects all the videos using the same data library. We therefore recommend proceeding with caution.

When you change 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 menu in the upper right corner and then select Switch data source.

 

change_connector.gif

4.

Select the data connector that you want to change to and then click Switch at the bottom of the window.
▶ Note that some connectors require an integration process before they can be used. 

 

click_switch_120.jpg

5.

Take note of the videos that will be affected by the connector change and then click Switch Anyway if you want to proceed.

  switch_anyway.jpg

  The data connector is changed and a message similar to the one below is displayed.

  connector_change_confirmation.jpg

6. 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.

  mapping_after_change.jpg

Removing a Data Connector

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 menu in the upper right corner and then select Remove [current data connector] from data library.

 

remove_data_connector.gif

4. 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.

 

remove_confirmation.jpg

 

The data connector is removed, together with the mapping.

 

connector_removed.jpg

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