Features
| Feature | Supported | Notes |
|---|---|---|
| Set pipeline frequency | Yes | For more details, see the guide. |
| Full load synchronization | Yes | See the tables |
| Incremental synchronization | Yes | See the tables |
| API Token connection | Yes | Follow the steps to generate your API Token here. |
Quick Start
To create a pipeline, open the Collect module, go to "Pipelines", and click "New Pipeline".
Choose the Data Source
Use an existing source or register a new one
Connection Parameters (Source Registration)
| Field name | Description | Example |
|---|---|---|
| Subdomain | Initial part of your URL. | empresa |
| API Token | To generate an API token, you must be an administrator and API token access must be enabled. Follow the steps to generate your API Token here. | THISISAVERYLONGTOKEN |
| Used to access the account. | nome.sobrenome@dominio.com |
Pipeline Information
Assign a name and a brief description to your pipeline.
Pipeline Configuration Parameters
| Field name | Description | Example |
|---|---|---|
| Start date | Determines how much historical data will be extracted. | dd/mm/aaaa |
Click "Save and Continue".
Specify Objects
Synchronization available for each object:
agents_activity- Replication strategy: FULL_TABLE
articles- Replication strategy: INCREMENTAL | FULL_TABLE
organizations- Replication strategy: INCREMENTAL | FULL_TABLE
users- Replication strategy: INCREMENTAL | FULL_TABLE
tickets- Replication strategy: INCREMENTAL | FULL_TABLE
ticket_audits- Replication strategy: INCREMENTAL | FULL_TABLE
ticket_metrics- Replication strategy: INCREMENTAL | FULL_TABLE
ticket_comments- Replication strategy: INCREMENTAL | FULL_TABLE
ticket_metric_events- Replication strategy: INCREMENTAL | FULL_TABLE
satisfaction_ratings- Replication strategy: INCREMENTAL | FULL_TABLE
groups- Replication strategy: INCREMENTAL | FULL_TABLE
macros- Replication strategy: INCREMENTAL | FULL_TABLE
tags- Replication strategy: FULL_TABLE
ticket_fields- Replication strategy: INCREMENTAL | FULL_TABLE
ticket_forms- Replication strategy: INCREMENTAL | FULL_TABLE
group_memberships- Replication strategy: INCREMENTAL | FULL_TABLE
sla_policies- Replication strategy: FULL_TABLE
After entering the credentials, you can view and select the entities and columns from the connected source to import during data collection.
You can also define the synchronization mode per object. For more information, see the guide.
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When selecting more than one entity, a separate dataset is created in the catalog for each imported table or view.
Frequency
- Finally, configure how often your pipeline should run. Choose one of the available options or enter a custom frequency using a cron expression. For more information, see the guide.
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- The default time zone for scheduling is UTC.
- All frequency methods define when extractions begin. They do not control how long replication runs or when the data actually reaches its destination.
Done! Wait for collection to run on the scheduled day and time.
To run the pipeline immediately, you can start it manually within 30 seconds after creating it. Go to "Pipelines", "List", and "Synchronize Pipeline".
After a few minutes, your pipeline will be cataloged as a Data Asset in the Explore tab.
You can also open "View pipeline" in the pipeline list to review the summary, collected entities and columns, execution history, and micro-transformation history.