Welcome to Connectivity! Connectivity connects your Permutive account to other platforms for importing and exporting data.
We're excited to have you join us during this Beta phase. While we've worked hard to ensure a smooth experience, you may encounter some minor hiccups or unexpected behavior as we continue to refine and improve the product. Your feedback is invaluable during this time, so please don't hesitate to share your thoughts and experiences with us.
Catalog
Use the Catalog page to browse, filter, and search for platforms you want to connect to. When you discover a platform you want to connect to, click the ‘Connect’ button on that platform's card to begin the new connection workflow.
NOTE: You can create multiple connections to a single platform. Thus, even if you are already connected to a platform (ex. BigQuery), you’ll continue to see the opportunity to ‘Connect’ to that platform from within the Catalog.
Connectors
- Connect to Google BigQuery
- Connect to Snowflake
- Connect to Databricks
- Connect to Amazon S3 (Coming Soon)
Connections
Use the Connections page to browse, filter, and search for connections between your Permutive account and other platforms. The tableview provides a summary of your connections:
Name: The name you authored for this connection.
Source: The name of the platform you’ve connected to.
Category: The category of the platform you’ve connected to (i.e. Data Warehouse, CDP, CRM, etc.)
Type: Indicates whether the connection is a “Source” (available for imports), “Destination” (available for exports), or both.
Created: Date stamp of when the connection was created.
Status: Indicates the availability of the connection to be used.
- Active: The connection is available to be used.
- Inactivate: The connection is unavailable, as it has been set inactive by you.
- Processing: Your new connection request is being processed by Permutive, and will be ready for use in a few minutes.
Imports
Use the Imports page to 1) begin a new import workflow, 2) browse, filter, and search for imports from your connections.
To create a new import, begin by clicking the “Create Import” button.
The tableview provides a summary of your imports:
Name: The name you authored for this import.
Source: The name of the platform you’ve connected to.
Connection: The name you authored for this connection.
Frequency: The frequency in which data will synchronize between Permutive and the source for this import.
Created: Date stamp of when the import was created.
Status: Indicates the availability of the import to be used.
- Active: The import is available for use.
- Inactivate: The import is unavailable, as it has been set inactive by you.
- Processing: The new import request is being processed by Permutive, and is not yet ready for use. This process may take several hours, or up to 24 hours, depending on the amount of data you’re importing.
Create Import
Note: To create an import, your account must have at least one connection to another platform. To create a connection, visit the Catalog page. Multiple imports can be created from one connection. Use the Create Import page to construct a new import. The page contains form fields that must be completed:
- Import Name: Provide a name for the import. This name does not come from your connection, it is authored by you to be your reference for the import within Permutive moving forward.
- Source: The name of the platform you wish to import from.
- Connection: The name of the connection you wish to use to import from the source.
- Table: The name of the database table you wish to import from.
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Import Type:
- User Profile = Import audience data representing the traits of users (ex. age). The values of traits (ex. age > 35) you wish to apply can be defined after importing when creating a new custom cohort.
- User Activity = Import audience data as time-bound events of users on your media (ex. users that visited the homepage in the past 7 days
- Select ID field: Indicate which column within your table contains the user ID
- Select ID type: Indicate the name of the ID within the Permutive Identity Graph the ID you’re importing represents (ex. Permutive ID)
Note: Indicating multiple ID fields in a single import is not available at this time.
The import table provides a view into your data source. Select the columns you wish to import by clicking their corresponding checkbox in their row. When you’ve completed your selections, click “Save And Continue” to begin your import.
Import Details
Import Details
The Import Details section provides a summary of your imports metadata.
- Name: The name you authored for this import.
- Source: The name of the platform you’ve connected to.
- Frequency: The frequency in which data will synchronize between Permutive and the source for this import.
- Created: Date stamp of when the import was created.
- Status: Indicates the availability of the import to be used.
- Active: The import is available for use.
- Inactivate: The import is unavailable, as it has been set inactive by you.
- Processing: The new import request is being processed by Permutive, and is not yet ready for use. This process may take several hours, or up to 24 hours, depending on the amount of data you’re importing.
Properties
The Properties section provides a summary of the columns you imported.
“Which of the following would you like to create?”
Use this section to action your imported data for audience and model creation.
- Custom Cohort (Available now)
- Select this option if you’d like to create a new Custom Cohort audience using the data in this import. After selecting this action, click the “Create” button below to proceed. You’ll be redirected to the Create a New Cohort page to build your audience.
- Lookalike Model (Feature coming later)
- Classification Model (Feature coming later)
Creating New Custom Cohorts from Connectivity Imports
In the Custom Cohort builder, use the 'OR' or 'AND' options to access the "Import Expression" option. Import expressions enable you to apply expressions like "more than", "less than", "between", to your audience data, and build many audiences from a single import.
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