Sitefinity Insight actions

Within your recipe, you can also configure actions. Actions are tasks that are executed in the target application, which is Sitefinity Insight.
For more information about actions, see Workato’s documentation » Actions.

Sitefinity Insight offers the following types of actions:

Get latest imported timestamp

You use this action to retrieve the most recent timestamp on the imported items for a specific import type in Sitefinity Insight. Later, you use this timestamp to filter the source system, thus ensuring that only newly changed records are imported into Sitefinity Insight.

For example, you can query Salesforce for interaction data happening only after the timestamp returned by this action.

Perform the following:

1. In the Progress Sitefinity Insight app, under Action, select Get latest imported timestamp.
2. In the Data center dropdown, select the data center that you want to save your data to.
   The data centers, which are available, depend on the access key that you have used to connect Sitefinity Insight and Workato.
   For more information, see Access keys.
3. In Import type, enter the data type you want to import.
   For more information, see Design your automated integration strategy » Import types.
4. In Fallback date, enter the fallback date.
   This date is used when the import type has never run or the timestamp is not yet recorded.
   For more information, see CSV files format » Create record values.

Post data

You use this action to quickly send small portions of data to Sitefinity Insight when you require real-time data integration.

EXAMPLE: A typical use case for this action is to quickly import interactions from Salesforce into Sitefinity, which would help classify a specific visitor into a marketing persona and trigger personalized experiences for them in your Sitefinity CMS site.

NOTE: This action supports importing up to 150 separate interactions in Sitefinity Insight.

To configure the Post data action, perform the following:

1. In the Progress Sitefinity Insight app, under Action, select Post data.
2. In the Data center dropdown, select the data center that you want to save your data to.
   The data centers, which are available depend on the access key you have used to connect Sitefinity Insight and Workato.
   For more information, see Access keys.
3. In Data source, select an existing Sitefinity Insight data source or create a new one.
   For more information, see Data sources for importing data.
4. In Data to send, choose whether you want to send Interactions and metadata or only Metadata (contact properties).
   For more information, see Developer terminology.
   The Data mapping fields change depending on your choice.
5. In Data mapping source list, you can bind your action to a source list.
6. In Data mapping fields, you configure the mapping of data types from your source to Sitefinity Insight.
   
   NOTE: Sitefinity Insight requires each data record to have UniqueId and Predicate fields. For more information, see CSV files format.

Import CSV file

You use this action to bulk-import CSV data and associate it with a specific import type in Sitefinity Insight data center. You can use this action to import a bigger set of data relative to Post data action.

NOTE: Sitefinity Insight has a limit of 512 MB of data imported in a single action.

Perform the following:

1. In the Progress Sitefinity Insight app, under Action, select Import CSV file.
2. In the Data center dropdown, select the data center that you want to save your data to.
   The data centers, which are available depend on the access key you have used to connect Sitefinity Insight and Workato.
   For more information, see Access keys.
3. In Import type, enter the data type you want to import.
   For more information, see Design your automated integration strategy » Import types.
4. In Data source, select an existing Sitefinity Insight data source or create a new one.
   For more information, see Data sources for importing data.
5. In CVS file contents, configure Workato to use the data coming from the previous action in your Workato recipe.
6. In CVS columns, you define the format of the data contained in the CSV file.
   You can paste the header row of an existing file or upload an existing file and Workato will automatically figure out the data format.
   Alternatively, you can manually build the data schema column by column. To do this, click the Add column button.
   For more information about manipulating CSV files in Workato, see Workato’s documentation » Handling CSVs.
7. In Data mapping, you create a mapping between the data coming from the CSV file and the data format Sitefinity Insight requires.

   IMPORTANT: Sitefinity Insight requires your CSV data to contain specific columns, depending on what kind of data you are importing. When importing interactions, your data must contain columns named UniqueId, Timestamp, and Predicate. When importing contact information, your data must contain columns named UniqueId, Timestamp, and at least one column with contact information, such as Email or FirstName. In both cases, we recommend that your data contains an Email column. This ensures that the imported record will be linked to an existing contact in Sitefinity Insight.
   For more information, see CSV files format.
   If you import data that has this information stored in columns with different names, you need to create the mapping to ensure that Sitefinity Insight will be able to import the data.
   Mapping for other columns is optional and results in renaming the columns in Sitefinity Insight. For example, if a column is named FirstName and the same name is acceptable in Sitefinity Insight, you do not need to create a mapping for this column.