Set Up Data Sources in Data Flow
Provides a high-level roadmap of the steps required to ingest external data and align it with Mobio's data structure.
1. Overview
- Definition: Data Flow connects, collects, and syncs data from external systems to Mobio.
- Value: Provides a clear setup roadmap, automates data ingestion, and ensures customer profiles are updated in real time or on a set schedule.
- Users: System Admin, Data Engineer.
2. Terminology & Configuration Parameters
- N/A
3. Prerequisites
- Permissions: Your Mobio account must have the
INTEGRATIONRBAC permission. - Access Path: Go to Settings → Data Integration → Data Flow.
4. Implementation Flow
Setting up a data source involves three core phases. Completing them in sequence is required to avoid data flow interruptions.
4.1. Connect a Data Source (Create a Connector)
- Purpose: Authorize the connection between external systems and Mobio.
- Action: Configure the appropriate connector type based on your data input:
4.2. Set Up Sync & Data Mapping
- Purpose: Map fields from data source to Mobio fields and events.
- Action: Complete these configuration steps step-by-step:
4.3. Monitor Reports & Sync Logs
- Purpose: Monitor sync process and data quality.
- Action: Track daily updated records and check sync logs in the reporting interface.
- Detailed guide: Monitor Sync Process & Troubleshoot Issues.
5. Operational Rules
- N/A
6. Frequently Asked Questions (FAQ)
- Q: Should I grant connector permissions to the entire team or only to Admins?
- A: Restrict connector creation and editing permissions to only System Admins or Data Engineers. Executives such as Marketers or Sales should only have view access. This prevents accidental changes to Data Mapping that could lead to widespread corruption of the data sync process.