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Connect Bombora Intent to Experience Platform using the UI

Read this guide to learn how to connect your Bombora Intent account to ÃÛ¶¹ÊÓƵ Experience Platform using the user interface.

Get started

This tutorial requires a working understanding of the following components of Experience Platform:

  • Real-Time CDP B2B Edition: Real-Time CDP B2B Edition is purpose-built for marketers operating in a business-to-business service model. It brings together data from multiple sources and combines it into a single view of people and account profiles. This unified data allows marketers to precisely target specific audiences and engage those audiences across all available channels.
  • Sources: Experience Platform allows data to be ingested from various sources while providing you with the ability to structure, label, and enhance incoming data using Experience Platform services.
  • Sandboxes: Experience Platform provides virtual sandboxes which partition a single Experience Platform instance into separate virtual environments to help develop and evolve digital experience applications.

Prerequisites

Read the Bombora Intent overview for information on how to retrieve your authentication credentials.

In the Experience Platform UI, select Sources from the left navigation to access the Sources workspace. You can select the appropriate category in the Categories panel. Alternatively, you can use the search bar to navigate to the specific source that you want to use.

To use Bombora, select the Bombora Intent source card under Data & Identity Partners and then select Add data.

TIP
Sources in the sources catalog display the Set up option when a given source does not yet have an authenticated account. Once an authenticated account exists, this option changes to Add data.

The sources catalog with the "Bombora Intent" card selected.

Authentication authentication

Use an existing account existing

To use an existing account, select Existing account and then select the account that you want to use from the list of accounts on the interface.

Once you have selected your account, select Next to proceed to the next step.

The existing account interface in the sources workflow.

Create a new account create

If you do not have an existing account, then you must create a new account by providing the necessary authentication credentials that correspond with your source.

To create a new account, select New account and then provide an account name and optionally, a description for your account details. Next, provide the appropriate authentication values to authenticate your source against Experience Platform. To connect your Bombora account, you must have the following credentials:

  • Access key ID: Your Bombora access key ID. This is a 61-character alphanumeric string that is required to authenticate your account to Experience Platform.
  • Secret access key: Your Bombora secret access key. This is a 40-character, base-64-encoded string that is required to authenticate your account to Experience Platform.
  • Bucket name: Your Bombora bucket from which data will be pulled from.

The new account interface in the sources workflow.

Provide dataflow details provide-dataflow-details

Once your account is authenticated and connected, you must now provide the following details for your dataflow:

  • Dataflow name: The name of your dataflow. You can use this name to search for your dataflow in the UI, once it has been created and processed.
  • Description: (Optional) A brief explanation or additional information for your dataflow.
  • Domain source: The domain or website field that matches your source account records against Experience Platform accounts. This value can depend on your configurations. If unprovided, the domain defaults to accountOrganization.website.

The dataflow details interface of the sources workflow.

Schedule dataflow schedule-dataflow

Next, use the scheduling interface to configure an ingestion schedule for your dataflow.

  • Frequency: Configure frequency to indicate how often the dataflow should run. You can schedule your Bombora dataflow to ingest data at a weekly rate.
  • Interval: Interval represents the amount of time between each ingestion cycle. The only supported interval for a Bombora dataflow is 1. This means that your dataflow will ingest data once a week, every week.
  • Start time: The start time dictates when the first run iteration of your dataflow will occur. Bombora drops data to ÃÛ¶¹ÊÓƵ once a week, on Mondays, at 12:00 PM UTC. Therefore, you must set your ingestion start time after 12:00 PM UTC. Additionally, you must confirm the ingestion time with Bombora as they may alter their schedule, when dropping files to ÃÛ¶¹ÊÓƵ.

Once you have configured your dataflow’s ingestion schedule, select Next.

The scheduling interface of the sources workflow.

Review dataflow review-dataflow

The final step in the dataflow creation process is to review your dataflow before executing it. Use the Review step to review the details of your new dataflow before it runs. Details are grouped in the following categories:

  • Connection: Shows the source type, the relevant path of the chosen source file, and the number of columns within that source file.
  • Scheduling: Shows the active period, frequency, and interval of the ingestion schedule.

Once you have reviewed your dataflow, select Finish.

The review interface of the sources workflow.

Next steps

By following this tutorial, you have successfully created a dataflow to bring intent data from your Bombora source to Experience Platform. For additional resources, visit the documentation outlined below.

Monitor your dataflow

Once your dataflow has been created, you can monitor the data that is being ingested through it to view information on ingestion rates, success, and errors. For more information on how to monitor dataflow, visit the tutorial on monitoring accounts and dataflows in the UI.

Update your dataflow

To update configurations for your dataflows scheduling, mapping, and general information, visit the tutorial on updating sources dataflows in the UI.

Delete your dataflow

You can delete dataflows that are no longer necessary or were incorrectly created using the Delete function available in the Dataflows workspace. For more information on how to delete dataflows, visit the tutorial on deleting dataflows in the UI.

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