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Gainsight Inc.

Unified Connectors

In the near future, Gainsight intends to provide Unified Connectors that will contain multiple connectors, such as Mixpanel, Amazon S3, Segment.io, Google Analytics and so on. However, in this release Unified Connectors contains Mixpanel only.

The Mixpanel connector can be used to fetch event and people data from Mixpanel to an MDA object. The MDA object can then be used to perform various analytics on the data gathered. For example, you can analyze the fetched usage data, and if the metrics are below expectations, you can take necessary steps for customer retention.

Benefits of Using Unified Connectors

  • New UI for Unified Connectors along with in-line help.
  • Flexibility to define an MDA object, and to map the required fields between the MDA object and Mixpanel.
  • Create multiple connections in Unified Connectors.
  • Automatic field mapping between Mixpanel and the MDA object on the required fields.
  • Preview of the imported data in the Review Data Imported & Reports section.
  • Out-of-the-box Data validation Reports.
  • Improved logs to view the Successful and Failed records with the ability to download the failed records and data anomalies.
  • Automatic time zone conversion for the data being imported to the Org time zone.

Note:

The Mixpanel connector at Administration > Connectors does the aggregation job and performs the following activities:

  • Account Lookup
  • Contact Lookup (optional)
  • Aggregates the Timestamp data to Day level
  • Pivots events as Measures

However, Mixpanel at Administrator > Connectors 2.0 BETA cannot perform any of the above mentioned activities. Gainsight expects the Admins to use Rules Engine for creating rules that can perform such activities.

This article covers the following topics:

Prerequisites

  • Create an object to import data from Mixpanel using Data Management.
  • Use only one object for an import job. In other words, you cannot use a Gainsight Data Management Object in two different jobs, as this leads to data corruption

Sample Object Structure

While creating an object, ensure that the following fields are included, at a minimum:

  • ACCOUNT_IDENTIFIER
  • EVENT_IDENTIFIER
  • TIME_IDENTIFIER
  • USER_IDENTIFIER
  • USER_FIRST_NAME
  • USER_LAST_NAME
  • USER_EMAIL

In addition, you can add any field that you feel is necessary for mapping the Mixpanel project.  

Create Connection

  1. Navigate to Administration > Operations > Connectors 2.0 BETA > CONNECTORS > Mixpanel.
  2. Click the Add Connection icon.    

  1. In the Create a Connection window, enter or select the following details:
    • Name: The name of the connection that you want to create.
    • API Secret Key: The API Secret Key.
    • Time Zone: Select the appropriate time zone from the drop-down list.

Note: This must be the Mixpanel project’s time zone from which you are about to import the data.

  1. Click TEST CONNECTION. If the connection is successful, Connection successful appears. Otherwise, Connection failed appears.
  2. Click CREATE. The connection is created.

Create Import Job in Connection

The following procedure describes how to create an import job in an existing connection.

To create an import job in a connection:

  1. Job Details
  2. Get MetaData
  3. Map Metadata
  4. Import Data
  5. Review Data Imported & Reports

Note: A connection can have only one job.  

Job Details

  1. Navigate to Administration > Operations > Connectors 2.0 BETA > CONNECTORS > Mixpanel.
  2. Hover over the appropriate connection name and click Add Job.

  1. Under Job Details, enter the following details:
    • Connection: Select the appropriate connection name.
    • Job Name: Enter an appropriate name for the job being created.
    • People Details: Select this check box if you want to fetch people details that are associated with events.

  1. Click SAVE.

Get MetaData

  1. Enter the following details:
    • Date: Select the date range for fetching metadata from Mixpanel.
    • Email on Success: Enter the email ID to which the email has to be sent If metadata is fetched successfully.
    • Email on Failure: Enter the email ID to which the email has to be sent if fetching of metadata fails.

Note: You can have multiple email IDs by separating each of them by a comma.

Click FETCH METADATA. The request to fetch the metadata is submitted. You receive an email when the request is executed. Also, you can navigate to LOGS > JOB LOGS to check the status of the request, which is available only when data import completes.

  1. Click SHOW MAPPINGS. This populates data in the Map Metadata section. Otherwise, the metadata is unavailable.

Map Metadata

  1. From Object, select the object that you created for storing Mixpanel data. For example, Data Management Object.

Note: The Object drop-down list populates all the Gainsight Data Management objects, which are custom objects, and are in Redshift.

  1. For the Events Mapping section, under REQUIRED, map Source Field (Mixpanel properties) to Target Field (Data Management Object fields). You must map ACCOUNT_IDENTIFIER, EVENT_IDENTIFIER, and TIME_IDENTIFIER to the appropriate Data Management Object fields.

Note: Fields available in the Required tab are mandatory fields for the events to be mapped from Mixpanel to the Data Management object.

You may add and map additional fields under the ADDITIONAL tab.

Note:

  • Map string with sfdcid, email, percentage, currency, or string data types.
  • Map number with Number, Currency, and Percentage.
  1. For the People Mapping section, under REQUIRED, map Source Field (Mixpanel properties) to Target Field (Data Management Object fields). You must map USER_IDENTIFIER, USER_FIRST_NAMEUSER_LAST_NAME, and USER_EMAIL to the appropriate Data Management Object fields.

You may add and map additional fields under the ADDITIONAL tab.

  1. Click SAVE MAPPINGS.

Transform Data

While mapping MetaData, you can also transform the data for String, Number, and Boolean data types. This data transformation rule enables you to modify data during an import.

Note: Hover over the fields of String, Number, and Boolean data types to access the Transform icon as shown in the following image. The following image also displays the fields available in it.

Optional steps:

  • Default Value: User can assign a default value at a field level adhering to the data type, which will be ingested in the case of null value.
  • Change Case(Case Transformation): Case transformations supported are lowercase and uppercase
  • Replace ....... With ......: Find and replace exact match 

Note: The transformation is applicable for data that is fetched during Import Data only.

Import Data

You can import the data from Mixpanel immediately by selecting the Import Now option, or you can schedule the import by selecting the Scheduled Import option.

Import Now

To import the data immediately:

  1. Select Import Now.
  2. In the From and To date fields, select the desired date range for which you want to import the data.
  3. Under Send Email Notification, enter the email IDs to receive notifications for Email on Success (an email is sent on successful data import) and Email on Failure (an email is sent on failed data import).
  4. Click START DATA IMPORT.

Schedule Import

To schedule the data import:

  1. Select Schedule Import.
  2. From the Import data of drop-down list, select the number of days prior to the scheduled date for which you want to import the data. For example, if you select the number of days as 1, the previous day’s data will be fetched.
  3. Enter the desired time in Time. For example, 12 PM Asia/Calcutta.
  4. Under Send Email Notification, enter the email IDs for Email on Success (an email is sent on successful data import) and Email on Failure (an email is sent on failed data import).
  5. Click START DATA IMPORT.

Notes:

  • When you click START DATA IMPORT, the data is imported every day automatically.
  • You must delete the job to delete the scheduler.

Review Data Imported & Reports

The Review Data Imported & Reports section displays the imported data in tabular format. In addition, the Data Anomalies link displays a few out-of-the-box reports.

When you click the Data Anomalies link, you can see Invalid Account Identifier, Invalid User Identifier, Invalid User Identifier, and Invalid Account Lookup Keys reports that are available out-of-the-box.The following image displays an anomaly report on Invalid Account Identifier.

Logs 

LOGS is available at Administration > Operations > Connectors 2.0 > LOGS.

  • LOGS: Displays job logs and provides the detailed information about the job status. In Administration > Unified Connectors > Logs tab, a chronological view is there for a better understanding/visibility of the operations related to Mixpanel Jobs. This view provides consolidated info on both Execution & Auditing (operations performed).

Unified Connector's auditing service provides a complete audit information around connection and job.

  1. Navigate to Administration > Connectors 2.0 > Connectors tab.

  2. Click the horizontal bars icon to access the Mixpanel connections log window, which is introduced in this release, and contains more detailed information as shown in the following image.

 

Data Jobs List View

Navigate to Administration > Operations > Connectors 2.0 BETA > DATA JOBS to access the list view of all the data jobs. This list view displays Job Name, Connection, Last Run Status, and Last Run Date. An example of the data job’s list view is shown below.

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