Data Links

Overview

The Data Links feature in the EDP allows you to synchronize data from EDP to Cheetah Messaging. If you create or update a Person record in EDP, the platform will send an API message to Cheetah Messaging to create or update the corresponding record in the Messaging database. The Data Link controls the Messaging table that you want to update, which EDP People Attributes and point Metrics to include in the API message, and the mapping between the EDP fields and the Messaging table fields.

Please note the following restrictions when using Data Links:

Data Links are one-way only. Data from EDP can be used to update Messaging tables. Conversely, Data Links will NOT update the EDP Person table based on new or updated information in Messaging.
Data Links can be used only for demographic information and point Metrics related to a consumer; Data Links are not used to update Activity data.
If you simultaneously make a large number of updates, the platform will automatically use a batch update, instead of sending individual API messages.

Note: When you create or edit a Data Link, you must deploy metadata for the changes to take effect. Please see Deployments for more details.

The Cheetah Learning portal provides access to a wide range of training videos on how to use Cheetah Digital's products. Click here to view a training video on how to use Data Links. Please note that you must have a free Cheetah Learning user account in order to access this video.

Access

To access the Data Links screen, select Integrations from the Main Navigation Menu, then select Data Links from the Sub-Category menu.

Additional Resources

Data Links Quick Start Guide

Features

The Data Links screen provides the following features:

Create a New Data Link

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To create a new Data Link:

Enter the Display Name value for the new Data Link.
Click create. The "Add Data Link" pop-up window is displayed.
The "Label" field is populated with the value you entered above; optionally edit this value.
The "Internal Name" is automatically populated based on the "Label" value. This field is disabled by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.
In the "Target Table" field, enter the name of the Messaging destination table.
From the "Connection Profile" drop-down menu, select a Messaging Connection Profile.

Note: Connection Profiles control the connection and authentication between EDP and other external systems (including Messaging). To use Data Links, you must have a Connection Profile set up to integrate with Messaging.

Click save.

View or Edit a Data Link

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To view or edit the details of a Data Link:

Click on the desired Data Link name.
The Data Link Details screen is displayed and populated with all of the information about this Data Link.

Back to Integrations Overview

Last Updated: April 2022