IdentitySync is Gigya's ETL solution (Extract, Transform, Load) that offers an easy way to transfer data in bulk between platforms. Use it to transfer user data from Gigya to a third-party platform or vice versa, or even from one Gigya database to another.
With IdentitySync, you can:
- Take all the permission-based social and profile identity information stored at Gigya and channel it into another platform, such as an ESP, CRM, or marketing automation system.
- Get up-to-date data from a 3rd party platform, such as newsletter subscription status, survey responses or account balance, and import it into Gigya.
IdentitySync jobs can be carried out on a one-time basis, for example if migrating data, or they can be scheduled to run on a regular basis in order to keep your platforms synchronized.
Each IdentitySync job runs a dataflow. The building blocks of the dataflow are dedicated components. A component is a pre-configured unit that is used to perform a specific data integration operation. The components include readers, writers, transformers and lookups. Each component is responsible for performing a single task, such as:
- Extracting accounts from Gigya based on specific parameters
- Changing some field names
- Creating a CSV file
- Uploading a file to a given FTP
Components can be added to the dataflow, removed or changed as needed.
The following chart is a visualization of a dataflow in IdentitySync. This dataflow exports user accounts from Gigya to a partner platform (Krux).
Each step in the dataflow runs a separate component.
The above flow demonstrates a split dataflow. Dataflows are split using the next parameter. For more details, see Customize the Dataflow.
IdentitySync gives you the flexibility to use your data in any way you need. For example, with IdentitySync, the following scenarios are supported:
- Retrieve all accounts that have remained unverified or unregistered for over a week (isVerified==false or isRegistered==false and created>'one week ago'), export the relevant email addresses to an ESP, from which to send follow-up emails.
- As a sports club, regularly import accounts from an external ticketing system, thus fortifying your fanbase.
- Query the audit log to retrieve deleted users, and use a batch job to other external systems so that they can be deleted from there, too.
User Segmentation and Progressive Profiling
- Set up data fields for segmenting users according to certain types of behavior in your site - such as Loyalty interactions, purchases or page visits (people who like and share content related to tabi socks, or have purchased said socks) then use an IdentitySync job to send only users that match these criteria to a marketing system for a targeted campaign (50% off in our summer sock sale).
- Use a Gigya-toGigya IdentitySync job to query users by Facebook likes stored in their profiles - for example, people who like vampire and zombie related content - and to plant a value (e.g. "horrorFic") in a Gigya data field. Then launch a gruesome Halloween marketing campaign targeting these users.
- Use an IdentitySync job to initialize default data to a Boolean field (e.g. set to null), and using a custom component that is activated according to this value, trigger a progressive profiling screen that requests more information from site visitors.
For full, up-to-date details of the service's capabilities, see the Component Repository.
|Main Supported Data Sources/Targets||Sample Transformations||Main File Formats|
Main file formats supported:
A dataflow is a complete definition for a transfer of information between Gigya and a third-party platform in a specific direction.
The dataflow includes all the necessary information about where the data is extracted from, which data is extracted, how the data is processed, and where the data is transmitted.
For details, see Dataflow Object
Steps are the building blocks of the dataflow. Each step is a call to a component that performs a specific task, such as extracting accounts from Gigya, or compressing a file in GZIP format. The step calls the component with specific parameters, and the output is passed on to the next step in the dataflow for further processing. For example, "datasource.read.gigya.account" is a component that searches the Gigya account database and returns all accounts that match specific parameters (an SQL-like search query). This component will typically be called in the first step in a dataflow that exports accounts from Gigya to a partner platform. Each step includes the following attributes:
- id: the unique identifier of the step within a given dataflow. Each step has to have an ID so it can be called by other steps in the "next" attribute.
- type: the ID of the IdentitySync component used in this step (see Component Repository).
- params: an object defining the parameters passed in this IdentitySync component.
- next: an array containing one or more IDs of the next step(s) to be carried out.
- A step to which no other step refers in the next attribute is automatically considered the entry point of the dataflow.
- Steps which do not have a next attribute are automatically considered end-points of the dataflow.
- Assign multiple values to a next attribute to split the dataflow. See example.
Data File Example
The following is an example of a data file in DSV format. The quotes around each field can be removed.
IdentitySync includes a built-in capability for separating failed records and writing them to a file, so that they may be reviewed and handled, and fed back into the flow.
Handling failed records is done by adding an additional step after a "writer" step, for writing to a separate file the records that did not complete the flow successfully. For detailed instructions, follow the implementation flow below (under Complete the Dataflow). For a code sample of a flow that writes failed records to SFTP, see the Component Repository.
Note that IdentitySync jobs are scheduled in UTC time. Therefore, the platform participating in the flow should be set to the UTC timezone to ensure that file requests are handled properly.
To create an integration based on IdentitySync, complete the following process:
1. Arrange Permissions
Partner ID Permissions
Before IdentitySync can work with any specific partner ID, it needs to be given permissions to the partner.
- If you don't have the necessary permissions (extended permissions) to the partner ID, request them.
If you have permissions to do so, call admin.updateGroup. If you do not, open a SalesForce case requesting to add this partner to the IDX system. Include the following details in your request:
|partnerID||The partner ID.|
|groupID||_idx_application_viewers - for jobs that read data from Gigya|
_idx_application_editors - for jobs that write data to Gigya
- Go to the Admin tab of the Gigya Console and select Permissions Groups.
- Click the Edit button for the relevant group.
- Under Identity Sync, make sure Identity Sync Permissions is selected.
2. Create Data Flow
Open IdentitySync Data Flows in Gigya's Console. Make sure your are signed in and have selected the relevant site. The IdentitySync dashboard may also be accessed by clicking Settings in the upper menu and then IdentitySync Data Flows in the left menu.
In the dashboard, click Create Data Flow.
In the Create Data Flow window, select the data flow integration from the dropdown. If the flow you wish to create is not available in the dropdown, select any available flow: it is customized in the next steps. For more information, see Dataflow Templates.
Select the data flow template: the direction of the flow, whether from or into Gigya. Note that at the bottom of this window, you can see an outline of the flow that will be created (e.g., Account > rename > dsv > gzip >sftp).
Click Continue. As a result, the IdentitySync Studio screen opens in the dashboard.
3. Complete the Data Flow
The data flow you created is built of the required steps for data transfer between Gigya and the selected vendor. Use the Component Repository to understand the structure and parameters required in each step.
Using IdentitySync Studio, you can:
- Specify passwords, IDs, API keys etc. required for accessing each system and customer database.
- Add the names of fields included in the data flow.
- Flatten fields, remove non-ASCII strings, specify the compression type, parse in JSON or DSV format, etc.
- Change the name of the data flow.
- Split a data flow, for example if you want to create two duplicate files and upload each file into a different destination. To do so, simply drag and drop the relevant step into the flow, and add connecting arrows as needed. In the code for the flow, this will be expressed in the next attribute, where you will find reference to the next two steps rather than just one. For a sample dataflow which employs this method, see the Epsilon Dataflow.
- Add Custom Scripts.
- Write failed records, that did not complete the flow successfully, to a separate file for review.
To do so:
- If it's more convenient, you can work in full screen mode by clicking the full-screen toggle on the top rigt corner.
- Double-click any of the steps to add or edit its parameters. Click OK when finished.
- To add a new step, start typing its name in the Search component box. Drag the step from the list of components into the canvas.
- Drag arrows from/to the new step and from/to existing steps, to include it in the correct place in the flow. Make sure the "Success path" arrow is selected, under Connector Type.
- To add a custom step, locate the record.evaluate step in the list of components and drag it to the canvas.
- To split the data flow (for example to write to two target platforms), add the relevant step (e.g. another "write" step) and draw arrows accordingly:
- Handling failed records: You can add additional steps after a "writer" step, for writing to a separate file the records that did not complete the flow successfully. To do so:
- Add the relevant components to the flow (for example, a file.format step to write the records to a file, and a writer to write the file to the relevant destination).
- Under Connector Type, select the "Error path" connector.
Draw a connection from the original writer, to which successful records will be written, to the next step that handles failed records (e.g., the file.format step).
You can add an error path only after a writer step.
Under Connector Type, select the "Success path".
Connect the next steps that handle the failed records (e.g., the writer) using the "Successful path" connector.
- Delete a step by selecting it and hitting the Delete button on your keyboard.
- If necessary, click Source to review the data flow code , and edit the code as needed.
- Click Save.
Your dashboard should now look something like this:
The following actions are available:
|Edit||Opens the current data flow in IdentitySync Studio and change any of its attributes, steps and parameters.|
|Run Test||Runs the data flow once on 10 records for test purposes. If the test was successful, after refreshing the dashboard, you will see the timestamp of the test run under Last Successful Run. Use the Status button to view the details of the run. See Job History section on this page.|
|Duplicate||Useful for creating a new data flow based on a flow which has already been customized, if you wish to create a similar flow with slight variations.|
|Status||Displays the status of the current jobs running in your IdentitySync configuration. See Job History section on this page.|
|Delete||Deletes this data flow.|
4. Schedule the Dataflow
- Under Actions, click (schedule) to open the Scheduler.
- Click Create Schedule.
- Configure the schedule:
- Enter a schedule name
- Change the start time as needed
- Choose whether to run once or at scheduled intervals
- "Pull all records" should usually be selected only in the first run, when migrating records from one database to the other, and in any case should be used with caution. If the checkbox is not selected, and this is the first time this dataflow is run, records will be pulled according to the following logic:
- If the dataflow is set to run once, all records from the last 24 hours will be pulled.
- If the dataflow is recurring, records will be pulled according to the defined frequency. For example, if the dataflow is set to run once a week, the first time it is run, it will pull all records from the previous week.
- (Optional) Enter the email adress(es) for success and failure of the dataflow run.
- (Optional) Limit to a specific number of records. This is usually used for test runs: when running a test from the dashboard, a one-time schedule is created which runs immediately for 10 records.
- Click Create, and, once you are back in the Schedule dashboard, click the Refresh button.
- The status of the scheduling is indicated in the Status column.
Test and Monitor
Test the data flow by clicking(run test) under Actions. This creates an immediate one-time run for 10 records. If the run was successful, after refreshing the dashboard (with the Refresh button) you will see its timestamp under Last Successful Run.
You can monitor data flows by reviewing previous runs (jobs). The job history displays the status of each run, its start and end times, and the number of records for which the data flow was completed successfully (under Processed).
Under Actions, click the Status buttonto open the Job History screen.
For advanced debugging, click the info icon for the relevant job under Details, and the Job Status Detail screen opens.
Depending on your networking policies, you may have to add the IPs of IdentitySync servers to a whitelist in order to allow IdentitySync to upload/pull information. The relevant IPs are: EU Data Center: US Data Center: AU Data Center: CN Data Center: RU Data Center
Depending on your networking policies, you may have to add the IPs of IdentitySync servers to a whitelist in order to allow IdentitySync to upload/pull information.
The relevant IPs are:
EU Data Center:
US Data Center:
AU Data Center:
CN Data Center:
RU Data Center