Importing Data in the Dataflow
Overview
Dataflow allows you to import data from the relevant sources, transform, and load it into the Lakehouse. Skypoint AI imports raw customer data from across systems and applications with over 200 connectors spanning e-commerce platforms, marketing automation tools, email service providers, cloud platforms, and many more.
To add new Dataflow
- In the left pane, go to Dataflow > Imports.
The Dataflow window appears.
- Click New Dataflow to create dataflow.
- Enter a Name to identify your Dataflow.
The name must start with a letter and can only contain letters and numbers, with no spaces between the characters.
- Click Next.
Add connectors
- Choose one of the existing Connectors to access the data.
Connector type | Description |
|---|---|
| All Categories | Displays all types of connectors that are available on the Skypoint AI platform. |
| Analytics | You can simplify big data and run parallel data transformation and processing programs. These connectors enable you to connect with analytics-based connectors. |
| Cloud | The Cloud connector is used to integrate with cloud providers. |
| Data Warehousing | You can connect to the data management system that is designed to enable and support Business Intelligence (BI) activities. These connectors enable you to import data from data warehouses. |
| Developer Tools | This is a set of services and features that connect you to develop a software application. |
| Ecommerce | These connectors allow you to integrate with various eCommerce platforms and marketplaces for data exchange. |
| Healthcare | These connectors allow you to connect with a health organization or insurer. Also, you can exchange Electronic Health Records (EHR). |
| Marketing | You can import marketing data into Skypoint AI Lakehouse to gain new business insights. Marketing connectors synchronize data between a marketing environment and the Skypoint AI platform. |
| Sales | You can import data with Sales connectors to build relationships and increase your sales. |
- You can use the search function to find the available connectors. For more information about different type of connectors and their configuration, refer to the Connector section.
- Enter the Display Name and the Description of the connector.
- Click Next.
- Enter the account credentials to configure with the selected connector.
For each connector, credentials may differ. You need to enter the relevant information based on the connector to configure and import the data. In this example, we have selected the Azure Data Lake Storage Gen2 connector to import data. For the Azure Data Lake Storage Gen2 connector, you need to enter the Storage account name, Account key, and Storage path to import the data.
- If you want to keep the same date-time format for all the tables, select the check box.
- Click Save
- Select the Table Details to process the data.
After configuration, all tables that are part of the connector are listed in the Table Details. By default, it displays a single table upon successful connection, showing information specific to the client connector and the tables it supports. For multiple tables, you can select only those tables you want to import and process. For example, to import customer data, choose the tables that contain customer information such as name, email, address, and contact details.
| Item | Description |
|---|---|
| Purpose | Option to assign a purpose (Data or Metadata) for each table. |
| Data | Load customer data |
| Metadata | Load Metadata |
| File name | Indicates file extension and the name of the file that you imported. |
| Table name | Displays the imported table name by default. You can rename it later as required. |
| Datetime format | Option to select the Datetime data in a different format. |
| Delimiter | Indicates characters that separate text strings. |
| First row as header | Indicates the first row of data as a header. |
You can select the Datetime in MM/DD/YYYY format, for example, 11/25/1979. It helps the system to understand the data format and apply further formatting if required during downstream processes. The same Datetime format as set in the instance settings can be seen for the Datetime fields in the profile card. If you wish to see the profile card with Datetime as imported from the source, you can unselect the option in Stitch > Map > advanced settings.
- If necessary, apply the Advance settings to modify the default settings.
Advanced settings allow you to modify the default settings. It gives more flexibility to apply advanced use cases. However, the default settings are adequate to perform the task.
| If you want to | Then |
|---|---|
| Modify data types such as fixed or variable data types. | Select from the Compression type. It allows you to reduce the size of data by removing the number of bits. |
| Change the delimiter | Click Row delimiter. By default, a column delimiter is selected, and each row is separated with a comma. |
| Change information or instruction | Choose from the Encoding list. By default, UTF-8 encoding is selected. |
| Modify the escape character such as backslash (\) or slash (/) | Select from the Escape character. |
| Apply different quote characters such as Single quote (') or Double quote ("). | Select from the Quote character. |
- Click Save to apply the changes.
Run, edit, and delete the imported data
- After saving the connection, imported data appears on the Dataflow page. Also, you can see a list of the created tables in the Databases section.
| Item | Description |
|---|---|
| Name | Displays the name of the imported Dataflow. |
| Type | Displays connector type symbol. |
| Status | Indicates whether the data is imported successfully. |
| Tables Count | Displays the number of tables. |
| Created Date | Displays date of creation. |
| Last refresh type | Displays the refresh value. After the last data refresh, it will indicate whether the value is Full or Incremental. |
| Updated Date | Displays last modified date. |
| Last Refresh | Displays the latest refresh date, which updates each time you refresh the data. |
| Group by | Option to view the items in a specific Group (For example, name, type, status). |
- Select the horizontal ellipsis in the Actions column and do the following:
| If you want to | Then |
|---|---|
| Modify the Dataflow | Select Edit and modify the Dataflow. Click Save to apply your changes. |
| Execute the Dataflow | Select Run. |
| Bring the data to its previous state | Select Rollback. |
| Delete the Dataflow | Select Remove and then click the Delete button. All tables in the data source get deleted. |
| See the run history of the Dataflow | Select Run history. Run history for Dataflow imports is available for the last three runs. |
The Run history for SQL connector import in Dataflow shows all the states for ingestion and the completion time reflects the complete time for the pipeline completion. Also, you can see the error message corresponding to failure while importing data from a data source under Description.
Next step
After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.