MYSQL

What is it?

MySQL Server is a relational database that stores and manages data. MySQL is often used to store:

• Critical customer information
• Customer interaction data
• Transactional data

Integration with internal MySQL Servers enables Resulticks to consolidate customer data, provide a broad range of analytics such as journey reporting, augment customer data, and create or trigger campaigns.

Accessing this section

1. Select the preferences module.
2. Select data exchange.

Configuring a new connection

1. Select the database menu from the left panel in the Data Exchange.
2. Select MySQL by clicking on the plus icon.



3. Enter the requested account details and click “Connect” to establish a connection. The supplied credentials will be validated by the CRM system being integrated with.
   • IP address
   • Port number
   • Database name
   • Instance name
   • Username, with appropriate access to a MySQL account. The username will be validated by the MySQL system.
   • Password, which in combination with the username should provide appropriate access to MySQL.



4. Select the database table(s) and attributes from the drop-down lists to identify data to be imported into Resulticks.



5. Add or remove the columns (attributes) to be imported from the selected tables using the “>” and “<” buttons
6. Specify import preferences to permit or reject the upload of the new record when matches are found
7. Specify the update cycle and the key field/column to use to identify records for update
8. Reset table and data selection, if need be, by clicking on the “Reset” icon. To filter data for viewing, click the “Filter” icon.
9. Click “Upload” to initiate the import.



10. Manage the data imported using the following options available with the list:-
    • Map each import data column to a data header from the system using the first row. The defaulted suggestions for Email and Mobile contact handles can be changed manually. All other attributes must be mapped using the drop-down list available.
    • Identify an attribute/column as the unique identifier for this audience by selecting the highlight icon. This is a mandatory requirement.
    • Identify an attribute/column as sensitive data by selecting the safe box icon on the column header. Sensitive data, flagged in this manner, will be hashed and encrypted to preserve privacy.
    • Flag double opt-in for the entire list by ticking the checkbox below the table. Note that the box must be checked for the data to upload as the Resulticks platform will reject data without contact consent.
    • Complete import by clicking the “Save” button.



11. Confirm the connection is successful by validating that the connection is shown in the Integrated Systems section at the top of the Data Exchange page.

Making changes

Integrating a MySQL Server account can be done by an Administrator or the Key Contact for the account. Once done, the MySQL Server integration cannot be deleted.

Changing specifications here can have a follow-on impact within the Audience, Campaign, and Analytics modules of the Resulticks platform. Please discuss implications with the Resulticks Account Manager before making any changes.

Changes that can be done:

• Add a new table
• Add new attributes from an existing table
• Delete attributes

Adding a new table

1. Open the table and attribute screen by clicking on the edit icon on the MySQL Server tile in the Integrated Systems section of Data Exchange.
2. Select a new table from the drop-down list.
3. Select attributes, upload, map attributes, confirm and proceed using the same process as for creating a new connection.

Adding new attributes from an existing table

1. Open the table and attribute screen by clicking on the edit icon on the MySQL Server tile in the Integrated Systems section of Data Exchange.
2. Select the same table used when setting up the connection from the drop-down list.
3. Select additional attributes, upload, map attributes, confirm, and proceed using the same process as for creating a new connection.

Deleting attributes

1. Open the table and attribute screen by clicking on the edit icon on the Microsoft SQL Server title in the Integrated Systems section of Data Exchange.
2. Select the table used when setting up the connection from the drop-down list.
3. Choose already selected attributes and remove them using the “>” and “<” buttons.
4. Upload, map attributes, confirm and proceed using the same process as for creating a new connection.

It is to be noted that a table cannot be deleted but its attributes can be deleted.