Onboarding & Integrations Set Up

This guide outlines the collaboration framework during the integration setup phase.

General Responsibilities

To ensure a smooth onboarding process, the following responsibilities are established:

Optimove will provide all necessary technical documentation and guidance.
The partner will provide Optimove access to the necessary systems and documentation.
Both the partner and Optimove must ensure that responses to technical queries are provided in a timely manner.

Integration Process

Sandbox Environment

When necessary for testing, Optimove will provide a sandbox environment. Please contact your representative at Optimove to discuss the need for a sandbox and the next steps involved.

Batch Data Integration

The setup process for batch data integration follows these steps:

Data Delivery Method: The partner and Optimove will align on the method for data delivery. Optimove's supported data delivery methods can be found here.
Provide Test Data: The partner will share test data with Optimove. Guidelines for the required tables and fields can be found here.
Data Quality Assurance (QA): Optimove will perform QA on the test data and share feedback. Partners are encouraged to review our QA checklist to help minimise the number of QA iterations.
ETL Automation: The partner will automate the data delivery process (ETL).
Sandbox Update: When required, Optimove will update the sandbox site with the test data and create an ETL process. Please reach out to your Optimove contact for an ETA for this update.

Streaming Data Integration

For integrations involving streaming data, the detailed setup steps can be found here.

Other Integrations

Full technical details for other types of integrations (e.g., bonus integration, channels integration) and the partner onboarding process can be found here.