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Create a Data Upload Connection

Connectors are a system for all batch data file transfers between impact.com and brands, partners, or other parties. Each connection (an individual connector) has certain attributes, such as the data type (clicks, conversions, product catalogs, etc.), direction (inbound or outbound), method (email, SFTP, FTP), and more.

The Connector wizard allows you to set up connections to other platforms so that impact.com can automatically batch process the data for you. Either receiving data to enhance reporting in the impact.com platform or to deliver enriched data to your systems.

Example: Suppose you are collecting conversion data (i.e., Actions) on the server-side or through a cookie. In that case, you can submit your data to impact.com so you can visualize your program's performance, attribute credit to partners, and modify or reverse any actions before they lock.

Create an inbound connection

  1. From the left navigation menu, select ellipsis-v-solid.svg [Menu] → Settings.

  2. On the left, under AccountTechnical, select Connections.

  3. Select Create Connection in the top right to access the Connector wizard.

Connector terminology

Term

Description

Name

Provide a name that describes the connection. E.g., Upload Aggregate Performance Data.

Data Type

The type of data this connection processes (E.g., conversion data, action modifications, etc.).

Direction

The direction of the data that this connection supports: Inbound is data coming into impact.com, Outbound is data going out of impact.com to another platform.

Method

The transfer method this connection uses, E.g., FTP, SFTP, or Email.

Methodology

The transfer methodology. Inbound connections support “Push to Impact” and “Pull from 3rd Party”. Outbound connections support “Pull from Impact”.

Connection Details

The connection details that will be required is dependant on a combination of the chosen Direction, Method and Methodology. In some cases the you will need to provide details and in other cases impact.com will provide the details.

Step 1: Direction

  1. Enter the connection name and select the Direction of the data, in this instance select Give data to impact.com.

  2. Select Next to continue.

    connectors_1.png

Step 2: Type

  1. Select the type of data that the connection will support, e.g., Conversions.

  2. Select Next to continue.

    connectors_2.png

Step 3: Method

  1. Select the Method to use to give data to impact.com: Email, SFTP, or FTP.

    The Email method requires that you add a wildcard pattern that matches filenames of attachments within the email, e.g., Conversions_202?_*.csv.

    • * represents any sequence of characters.

    • ? represents any single character.

    Warning: All attachments in an email should match the wildcard pattern, or the email will be ignored. Attached files prefixed with receipt_ or result_ will be ignored, because they are reserved for receipt or result files.

  2. Select the Methodology to use, either Push to impact.com or Pull from third party.

    • The Pull from third party methodology requires that you enter a Folder with the absolute directory path that contains the file, e.g., /home/AcmeAdvertiser/Conversions.

  3. Select Next to continue.

    connectors_3.png

Step 4: Credentials

  1. Either select existing credentials, or create new credentials.

  2. The credential screens may look different depending on the selected method. Enter values into the Username and Password fields if required. These may be populated for you.

  3. Select Next to continue.

  4. Enter the credential's name and the return email address, then click Create.

    email_cred.png
  5. You will see a popup displaying your provisioned credentials. Select Copy to proceed. The credentials will be copied to your clipboard and the modal will close when you select Copy.

  6. Select Next to continue.

Step 5: Review

Review the configuration to ensure all details are captured correctly and then select Create to create the connection. Once your connection has been created, you can use this connection to upload data to impact.com.

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