Insider

Insider's customer data platform (CDP) enables enterprise marketers to connect customer data across channels and systems, predict customer behavior, and individualize customer experiences across channels.

Antavo’s Insider integration synchronizes events and customer profile data from Antavo to Insider in real time. It also provides detailed logs of the synchronization history and any errors that occur. This ensures transparency and makes troubleshooting easier.

To access the configuration interface, navigate to the Modules menu and search for Insider integration in the list.

Configuring the connection from Antavo to Insider

Generate the Insider API key

The module configuration requires an API key for the specific Insider workspace, which can be found in Insider accounts's Integration Settings. To obtain it, follow the steps below:

• In your Insider account, click your email address, then select Settings > Inone Settings from the dropdown

• Select the Integration Settings tab

• Scroll down to the API keys section, then click Generate API Key

• Select Unified Customer Database as the type of the API key, then click Next

• Copy the generated API key
  This key is required to set up the Insider integration in Antavo.

Configure the connection in Antavo

In Antavo's Management UI, go to the Insider module's configuration page, then follow the steps below:

• Under General Settings, set up the customer ID mapping:

  • Select the Antavo identifier attribute you want to use to identify the customer. This can be the Antavo customer ID or a customer attribute which has been set as an external ID.

  • Select the respective Insider identifier attribute - a UUID or an email address, or type a custom identifier attribute.

• In the Insider partner name field, enter the name of your Insider account

• In the Insider API key field, paste the API key you have copied from the Insider workspace's integration settings

• Click Save

Customer synchronization

To configure the customer data mapping between the two systems:

• Click Add mapping next to Outbound profile mapping

• In the field under Antavo, select a customer attribute from the dropdown list

• In the field under Insider, type the corresponding customer attribute as used in Insider

• If the added attribute is a custom field in Insider, mark the Custom checkbox

• To map additional customer attributes, click Add mapping, then provide the Antavo attribute name and its corresponding Insider attribute in the respective fields

• Click Save

Event synchronization

To configure the event property mapping between the two systems:

• Click Add event next to Outbound event mapping

• In the field under Antavo, select the Antavo event you want to synchronize from the dropdown list

• In the field under Insider, type the name of the corresponding Insider event

• To map the event parameters, click Add mapping

  • Select the Antavo event parameter from the dropdown list under Antavo

  • Type the name of the corresponding Insider event parameter under Insider

  • If the added parameter is a custom parameter in Insider, mark the Custom checkbox

• To map additional event parameters, click Add mapping, then provide the Antavo event parameter and its corresponding Insider event parameter in the respective fields

• To add additional events, click Add event, then select the Antavo event and type its corresponding Insider event in the respective fields
  If necessary, map the specific event parameters using the Add mapping button for this event.

• Click Save

Outbound logs

Once synchronization is set up and running, you can track the outbound traffic activity on the Outbound logs page of the Insider integration in the Management UI.

For each outbound API request to Insider, the following information is displayed:

You can expand each log entry to see the request and response body for the specific outbound request.

Filter the outbound logs

• On the Outbound logs page, use the Search field at the top to enter one or more filter criteria.
  You can filter the results by:

  • Identifier

  • Customer ID

  • Error

  • Status code

• Click Search to display the filtered results.

• To reset the filter, click the X button at the end of the search field.