Documentation

Flat Data Ingestion: Email Integration

Requirements

1. Your data provider (platform) should be able to send reports via email automatically and regularly.

2. Only one file should be attached to an email or one link should be in the email body

3. Supported file formats include:

  • .CSV, .XLSX
  • their compressed versions, such as .ZIP, .RAR, etc.

4. If you’re sharing your file via a link, it should be available directly without authorization and not require any credentials to be accessed.

5. The links must always follow the same format.

  • for example, if the initial link has the format https://amazon.com.(.*).csv, we expect to be getting the same-format links for as long as this integration is enabled.
  • if you plan to change the link format, inform Improvado about it in advance by submitting the Change Flat Data Ingestion request.

6. Improvado creates a report (data table) from one tab of your .XLSX file.

  • Each file tab requires its own separate email integration to be set up.

How to Set Up an Email Integration?

Step 1. Create a New Flat Data Ingestion request using Improvado Service Desk:

  • provide us with the required details about this integration by filling out all the request fields.
  • make sure you have attached an example of the data table you want to see.
  • specify the update logic you want for your table:
    - append (new data rows are added to the end of the table)
    - incremental (records get modified, but the old data is saved too)
    - snapshot (overwriting of all the data each time)
  • if your file has multiple date columns, specify which one should be the Date Key (the main date column).

Step 2. Get a confirmation from Improvado whether we can ingest your data or instructions on what needs to be changed in order to make it possible.

Step 3. Send test email with your file or link to a pre-determined email address

  • a typical address looks like this: report+{company name}+{report type}+{platform}@improvado.io

Step 4. Once again get a confirmation from Improvado that we have successfully loaded the data.

Step 5. Schedule reports delivery from your data platform to the email address provided to you.

IMPORTANT: