In Magento BI, data sources are called integrations. After an integration is successfully connected, you’ll be able to browse the tables available for syncing in the Data Warehouse Manager.
Integrations are added and managed using the Connections page, which can be accessed by clicking Manage Data > Connections. Here, you’ll see a list of all the integrations connected to your account, the integration type, status ("Google Analytics" and "Data Import API" connections will have blank status fields), and the last time a connection test (Last Connection Started column) was performed.
Types of Integrations
There are four ways to get your data into Magento BI: connect a database, connect a SaaS integration, upload a CSV file, or use our API.
While you can directly connect your database to Magento BI using database credentials, we recommend you use a proven encryption method like an SSH tunnel. This will ensure that your data stays safe and secure as it makes its way into your data warehouse.
Depending on the connection method and type of database, some tech expertise might be required to complete the setup.
SaaS integrations are services like Google Adwords, Salesforce, and Zendesk. It’s important to note that because third-party data lives on the vendor’s server, you can’t directly access it like you can with the data in a database.
In most cases, setting up an integration in Magento BI is as easy as simply entering your account credentials. Some services might require an API key to complete the authorization - check out the integrations section for instructions on generating any credentials you need.
Not sure how to get data from a supplementary source into your data warehouse? Using the File Upload feature is a good way to pull in data that you don’t need for everyday decision making. Following our formatting rules, you can quickly upload CSV files into your data warehouse and join them with other data sources.
Magento BI Import API
If you’d rather automate the retrieval of data from one of your own sources, you can use the Magento BI Import API. Basically: if it’s not in a database or a SaaS integration, the Import API is your best bet.
Using the API requires a bit of technical expertise - someone who’s comfortable with writing and maintaining a small Ruby or PHP script will be more than qualified.
Add an Integration
To add an integration, click Manage Data > Connections and then the Add a New Data Source button. Click the icon of the integration you want to add and follow the instructions in our help articles to set things up:
- Integration FAQ
- Available SaaS and database integrations
- Consolidating your tables
- Restricting access to your database
Not seeing an integration you want? Some integrations have to be activated for them to be visible in your account. If you’re looking for something - for example, Facebook - but it isn’t listed, submit a support ticket.
If you see an error status for an integration, don't panic - check out the Troubleshooting section for help.