1. Overview

• Definition: Covers the end-to-end framework for setting up a sync of product/service ownership data from an external system into a Profile in Mobio.
• Value: Records and consolidates the products/services your customers use — a strong foundation for remarketing, cross-selling, and upselling.
• Users: Admin, Data Engineer.

2. 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.

3. Step-by-step instructions

This article is a basic 4-step framework. Each step is covered in the linked articles below.

Step 1: Select an Entity

Select the entity to sync

• Under Entity, the system displays: “Please select the target entity you want to sync data into the system.”
• Select Profile → Product Holding.
• After selecting Product Holding, the system shows an additional required Product Category: select the product Category you want to sync (e.g., Loan, Account, Investment, Card). If there’s no matching Product Category yet, click Add New to create one.
• Note: each Connector can only sync one Product Category.

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 your product data from the source (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 Schema box.
    • Upload a sample file (up to 1 MB).
• Click Continue when you’re done.

Step 2: Map the data

Mobio displays a side-by-side mapping screen: Source Column on the left, CDP Base Services (destination fields in Mobio) on the right.

For each mapping row, configure:

• Source Column: Select a column from your database table or a key from your JSON schema.
• Overwrite rules: See Configure Trusted Sources & Overwrite Rules for details.
• Target Entity:
  • Select Product Holding to map product-related fields, or
  • Select Profile to map customer-related fields.
• Destination Field: Select the specific field to map data into (e.g., Product Code, Product Name, Validity Date).

Click Add New to add another mapping row. See Configure Data Mapping Rules for details.

Click Continue when you’re done.

Step 3: Set the data sync rules

Product Holding sync rules

Mobio applies two fixed rules (no configuration needed):

• Product Holding data is matched to a product using its product code. If no matching product code is found, Mobio automatically creates a new product under the Product Category being configured.
• A Profile’s Product Holding data is updated if the synced data meets the configuration. Otherwise, Mobio creates new Product Holding data for the Profile.
• Select the identifier field used to match Product Holding records (e.g., Product Holding ID). Click Add Field if you need more matching conditions.

Profile check rules

Consent information (per Decree 13/2023/ND-CP): Set the default Consent value assigned to a new Profile created from this source (when the Profile has no Consent info yet). Configure 3 types:

• Tracking Consent: Yes/No (default: Yes)
• Analytics Consent: Yes/No (default: Yes)
• Marketing Consent: Yes/No (default: Yes)

Matching conditions: Product Holding data is recorded to an existing Profile if that Profile meets the configuration below. If no matching Profile is found, Mobio creates a new Profile from the synced data.

• Select the Identification Information used to merge Profiles (e.g., CIF, phone number). Click Add Rule if you need more matching conditions.

Rules for determining Product Category

A customer is recorded as using a Product if their product data meets the configured condition. Click Show Configuration Details to set the condition (e.g., product status is: Active).

Click Save when you’re done.

Step 4: Set the sync schedule

• Set up the mechanism and schedule for Mobio to automatically pull data into the CDP. See Set Up Sync Mechanisms & Schedule for details.
• Click Finish to save your entire sync configuration.

4. Frequently Asked Questions (FAQ)

• Q: Does Product Holding overwrite Profile attributes?
  • A: No. Product Holding is independent of Profile Attributes. A Profile can own multiple products/services.

5. Next Steps

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