Data integration and data imports


Sitefinity Insight provides insights to marketing professionals by analyzing broad range of data to deliver reports and recommendations for optimizing the customer experience across channels. Since data is spread across disparate systems, you need a way to integrate the data coming from different data sources, that is, systems or sites, so that marketing professionals get reports and information for exactly what they need.

For example, for the specific needs of acquiring comprehensive data and reports about contacts on your site, your data center may import data from both Sitefinity CMS and Salesforce. Out of the box, Sitefinity CMS provides you with data tracking of the visitors’ behavior on your site, sending the collected data to the dedicated data center. In addition, Sitefinity Insight synchronizes basic information about visitors with Salesforce. As a result, all acquired data about visitors is centralized, unified, and set in the dedicated data center for further analysis and reporting.

Data sources and data integration

The following table summarizes the sources, from which you can integrate and connect to data.

Data source  Connection  Data import query 
Sitefinity CMS 

To connect your data center with Sitefinity CMS, you use the Sitefinity Insight connector. Once you connect, Sitefinity CMS starts pushing data to the Sitefinity Insight straight away and communication with Sitefinity CMS is constant and is not configured in the cloud, but rather controlled by the connector. That is why Sitefinity CMS is considered to be externally configured, in relation to Sitefinity Insight.

For more information, see How do I connect.  

None required.

You need administrative experience with Sitefinity CMS. 
Salesforce  To connect your data center with one of these system, you use the system-specific credentials.  

You need basic knowledge in SQL language to write SQL data queries. For details, see Overview: Data import queries.   

Each SQL query extracts a specific set of data. 

Oracle Eloqua  To connect your data center with one of these system, you use the system-specific credentials.
You use JSON templates to compose data import queries. Each JSON template extracts a specific set of data from Eloqua that Sitefinity Insight uses in further reports and analysis. For details, see Overview: Data import queries.       

NOTE: You can write your own JSON query from scratch, validated by Sitefinity Insight. 

CSV files  To import interactions or contacts data with CSV files, you need to make sure the data to be imported is in a specific format, so that Sitefinity Insight can process and use this data. For details, see CSV files format.   

You import contact and interaction data from other systems by uploading CSV files. You can create the CSV files from any data file, for example Excel or a text file.

For details, see Import data from a CSV file

Other data source  To connect to any other system, you need the relevant system credentials and the Sitefinity Insight API key. For details, see API key For more information, see Work with the Sitefinity Insight API and Capture server-side data with .NET SDK.  


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