Drift Collect Slice

Overview

Drift is a conversational marketing platform that uses targeted messaging and intelligent chatbots to engage with people when they’re on a business website.

This datasource slice collects data from Drift and writes it to S3 and chosen Warehouses.

Steps to add this slice to your installation

The steps to launch your slice are:

  1. Generate Drift App (preferably named as datacoral) and get clientID and secretID from the App
  2. Add the Drift slice

1. Generate Drift App

Prerequisites

Please refer to the documentation at https://devdocs.drift.com/docs/authentication-and-scopes#section-scopes to understand and obtain the tokens/urls needed for the slice to pull data from Drift. You will need to obtain the clientId, clientSecret.

Necessary input parameters:

  • clientId - The Consumer Key from the connected App definition.
  • clientSecret - The Consumer Secret from the connected App definition.

Instructions for setting an App in drift

Step 1. create new App named datacoral and look for clientID and secretID in App Credentials

Step 1

Step 2. Add two redirectURLs in Oauth & Scopes https://app.datacoral.io/connector/ingest_drift/oauth/callback https://reefapp.datacoral.io/connector/ingest_drift/oauth/callback Step 2

Step 3. Add below listed permissions in Drift Scopes
`

  • contact_read
  • conversation_read
  • user_read
  • account_read
  • playbook_read
  • all_contact_read `

Step 3

2. Add the Drift slice

Step 1. Select the drift slice type from the available list

Step 1

Step 2. Add drift slice by providing slice name and and selecting TargetWarehouse(s)

Step 2

Step 3. Provide ClientID and SecretID. Select Schedule and Token refresh Schedule or use defaults.

Step 3

Step 4. Drift has default 8 loadunits, please remove unused ones if any. Hover over any loadunit to edit any property related to the loadunit.

Step4 Step4

Step 5. Next screen will show data layout for each loadunit.

Step5

Step 6. Next screen will show warehouse configuration for each loadunit.

Step6

Step 7. Confirm all changes and click Next. Tables are created in chosen warehouse(s) and you will be re-directed to the connector page

Step7

Supported load units

  • accounts
  • contacts_attributes
  • conversations
  • contacts
  • messages
  • meetings
  • playbooks
  • users

Slice output

Output of this slice is stored in S3 and chosen warehouse(s).

AWS S3 Data stored in AWS S3 is partitioned by date and time in the following bucket s3//:datacoral_installation_name.datacoral/<sliceName>

AWS Redshift: Schema - Schema name is same as the name of the slice. Tables produced by the slice are:

- schema.accounts
- schema.contacts_attributes
- schema.conversations
- schema.contacts
- schema.messages
- schema.meetings
- schema.playbooks
- schema.users

Important to Note

Drift access tokens expires after every two hours hence token refresh schedule needs to be less than or equal to two hours

Questions? Interested?

If you have questions or feedback, feel free to reach out at hello@datacoral.co or Request a demo

← DelightedFacebook →