Configure Trusted Sources & Overwrite Rules
Data doesn't always agree with itself — two sources can report different values for the same customer, and one of them has to win. This guide explains how Mobio decides which source to trust and how new data overwrites what's already there.
1. Overview
- Definition: Governs how Mobio handles incoming data when records from the Connector you’re configuring are duplicated or conflict with data from other sources — this logic is called the Unification Rule (Pre-check & Merge Rules).
- Purpose: Prevents inaccurate data from less-trusted sources from overwriting data already verified from trusted sources.
2. Prerequisites
- Related article: Set up Data Sync: Profile Attribute.
- Permissions: Your Mobio account must have the
INTEGRATIONRBAC permission. See the RBAC permissions guide. - Determine whether the source you’re configuring is trusted.
3. Steps to Set Up Trusted Sources and Overwrite Rules
Set up a Trusted Source
The Trusted Source rule is configured in Step 2 (identify a trusted source) when you create a Connector. If you turn ON the trust setting for this Connector, Mobio applies a fixed set of rules:
- Data from this Connector (when turned ON) is treated as verified, authoritative information.
- Fields already marked Verified from this source can only be updated by records from itself, or from an equally trusted Connector.
- If a customer submits a fake form (from an untrusted source) trying to change a phone number or email that’s already Verified, Mobio doesn’t update the existing Profile — it creates a new Profile instead.
- This trust rule only applies to Profile and Company; it doesn’t apply to Oppty/Ticket.
Set Up Data Overwrite Rules
On the Mapping screen, you can adjust the Overwrite Rules for each field individually. Mobio supports 3 options:
| Rule | What it does | Example |
|---|---|---|
| Overwrite | Completely replaces the existing value with the new incoming value, regardless of what the new data is (even if it’s empty). | Profile A’s phone number is 0901234. The source pushes an empty (null) value. Result: 0901234 → empty/null. |
| Overwrite & ignore empty data (Default) | Replaces the existing value with the new value. If the new value is empty (null), Mobio doesn’t update it — it preserves the existing data. | Profile A’s phone number is 0901234. The source pushes an empty (null) value. Result: Profile A’s phone number stays 0901234. |
| Add new value (only for Array fields and fields with a multiple data type) | Doesn’t delete or overwrite existing values. Only adds the new value if it hasn’t already been recorded in the field. | Profile A’s other phone number has 2 values: 0901234 and 0905678. The source pushes an additional value, 0905555. Result: the field now has 3 values: 0901234, 0905678, 0905555. |
4. Frequently Asked Questions (FAQ)
- Q: If I initially set up a Connector with Trusted Source turned off, can I turn it on later?
- A: Yes. However, once you turn Trusted Source ON, you can’t turn it off again later. Turning it off after it’s been on affects the data update logic — especially for data that was already updated while Trusted Source was active.