1. Overview

• Definition: Covers the end-to-end framework for setting up a sync from your source into Profile attributes in Mobio.
• Value: Gives you the full picture of how to set up a customer data sync, so data comes in accurately and automatically.
• Users: Admin, Data Engineer.

2. Terminology & Configuration Parameters

• Data type — The format of an attribute: text, number, array, date, and so on.

3. Prerequisites

• Related article: You need at least one Connector already set up. (See the Create Connector series.)
• Permissions: Your Mobio account must have the INTEGRATION RBAC permission. See the RBAC permissions guide.
• Access Path: Go to Settings → Data Integration → Data Source → select Data Mapping.

4. Step-by-step instructions

This article is a basic 5-step framework. Each step (mapping, sync rules, sync schedule, and more) is covered in the linked articles below.

Step 1: Select an Entity

• Under Entity, select Profile → Under Data type, select Profile Attributes

Declare the source data structure

• Your next step depends on your Connector type:
  • Database Connectors (Oracle, MySQL, PostgreSQL, SQL Server, etc.): Select the table containing the data you want to sync (Table, View, or Materialized View). You can select only one table/view at a time, and you can’t change it after you save the configuration. Mobio extracts 1,000 sample records for preview.
  • HTTP API Connectors: Declare your source data structure with a JSON Schema, in one of two ways:
    • Paste valid JSON into the JSON Data field.
    • Upload a sample file (up to 1 MB).
• Click Continue when you’re done.

Step 2: Set the source’s trust level

• Toggle Trusted Source on or off. Off by default. When on, data from this Connector is treated as the most authoritative, which means data from other sources can’t overwrite its Verified attributes.
• Click Continue.
• You can skip this and keep the default, or read the full mechanism in Configure Trusted Sources & Overwrite Rules.

Step 3: Map the data

• Map fields of Source Column to fields of Destination Column (CDP Base Service).
• See Configure Data Mapping Rules for details.

Step 4: Set attribute record & update rules

• Customize your pre-check rules (overwrite, ignore empty data, overwrite, add new value).
• See more in Configure Trusted Sources & Overwrite Rules.

Step 5: Configure Profile sync rules

This step controls how Mobio decides whether to update or create a new Profile, plus consent settings:

Consent information (according to Decree 13/2023/ND-CP):

• Set the default Consent value assigned to a new Profile created from this source. Configure 3 types:
  • Tracking Consent: Yes/No (default: Yes)
  • Analytics Consent: Yes/No (default: Yes)
  • Marketing Consent: Yes/No (default: Yes)

Profile sync rules: Matching conditions:

• If a Profile already exists and meets the configuration, Mobio updates it. If no matching Profile is found, Mobio creates a new one from the synced data.
• Select the Identification Information used to merge Profiles (e.g., phone number). Click Add Rule for more conditions.

Step 6: Set the sync schedule

• Choose your sync mechanism:
  • Snapshot
  • Streaming
• Click Finish to save your sync configuration.
• See Set Up Sync Mechanisms & Schedule for details.

5. Operational Rules

• Source data quality: To avoid mapping errors, column names in your source table should follow the standard format (no accents or spaces — only letters, numbers, and underscores).

6. Frequently Asked Questions (FAQ)

• Q: Can I change the source table/view after setup is complete?
  • A: No. Once you save the configuration, the selected table or view can’t be changed. To use a different table, create a new connector.

7. Next Steps

Once your sync process is running, check the Reports area to monitor incoming records: Overview of Data Flow synchronization reports