The data source helps you easily filter or delete imported data. Sitefinity Insight uses the data source value together with the UniqueId value to form the identity of the record that you are saving to Sitefinity Insight. As a result, you can:
The following table summarizes the sources where you can integrate and connect to data from.
To connect your data center to Sitefinity CMS, you use the Sitefinity Insight connector. Once you connect, Sitefinity CMS starts pushing data to Sitefinity Insight straight away. Communication with Sitefinity CMS is constant and is not configured in the cloud – it is controlled by the connector. That is why Sitefinity CMS is considered to be externally configured, in relation to Sitefinity Insight. For more information, see How do I connect.
None required. You need administrative experience with Sitefinity CMS.
To import interactions or contacts data with CSV files, you need to make sure the data to be imported is in a specific format, so that Sitefinity Insight can process and use this data. For more information, see CSV files format.
You import contact and interaction data from other systems by uploading CSV files. You can create the CSV files from many data sources, for example Excel.
For more information, see Import data from a CSV file.
To connect to any other system, you need the relevant system credentials and the Sitefinity Insight API key.
For more information, see API key.
RECOMMENDATION: We recommend using Azure Data Factory to automate the importing of data from other cloud systems.
For more information, see Import Salesforce data into Sitefinity Insight using Azure Data Factory, Work with the Sitefinity Insight API and Capture server-side data with .NET SDK.
Following are the best practices for creating and managing data sources for different use cases:
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