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Adaptive Insights LLC.

Navigation Quick Tour for Integration

When you have Integration, the navigation menu shows three options under Integration Management: Run Tasks, Design Integrations, and Notification logs. 

You must have the Integration Tasks and Data Designer role permissions to see these links.

Integration Management Menu

Select Run Tasks to navigate to the Task Overview page for all integration tasks. See Tasks for more.

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Select Design Integrations to view the Data Designer. Use the Data Designer to create, manage, and edit data sources, loaders, integration tasks, data agents, external systems, and data source credentials. What you see in the Data Designer varies depending on what you select in the Component Library.

Integration Designer Tour

1 Actions Pane: Save settings, import structure and data from sources or loaders, view logs, grant edit permissions, manage data source objects or reports, and more.

2 Data Components Pane: View data source table columns and drag them into the staging area for importing or creating custom columns.

3 Settings: Select and edit settings for data sources, loaders, tasks, external systems, and credentials.

4 Tables to Import (Staging Tables): View a preview of the data coming from a data source, drag in columns from the Data Components pane. For Loaders, manage how columns and tables map to Adaptive Insights levels, accounts, dimensions, attributes and more. 

5 Staging Data: After importing from a data source, view and filter it before bringing it into a loader.

6 Component Library: Manage or create data sources, loaders, integration tasks, data agents, external systems, and data source credentials.

Read more about Data SourcesLoaders and Data Agents.

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