Create a source connection and dataflow for Shopify Streaming data using the UI
This tutorial provides steps for creating a Shopify Streaming source connection and dataflow using the Platform user interface.
Getting started getting-started
This tutorial requires a working understanding of the following components of Experience Platform:
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Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
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Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
Connect your Shopify Streaming account
In the Platform UI, select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources with which you can create an account.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the eCommerce category, select Shopify Streaming, and then select Add data.
Select data
The Select data step appears, providing an interface for you to select the data that you bring to Platform.
- The left part of the interface is a browser that allows you to view the available data streams within your account;
- The right part of the interface lets you preview up to 100 rows of data from a JSON file.
Select Upload files to upload a JSON file from your local system. Alternatively, you can drag and drop the JSON file you want to upload into the Drag and drop files panel.
Once your file uploads, the preview interface updates to display a preview of the schema you uploaded. The preview interface allows you to inspect the contents and structure of a file. You can also use the Search field utility to access specific items from within your schema.
When finished, select Next.
Dataflow detail
The Dataflow detail step appears, providing you with options to use an existing dataset or establish a new dataset for your dataflow, as well as an opportunity to provide a name and description for your dataflow. During this step, you can also configure settings for Profile ingestion, error diagnostics, partial ingestion, and alerts.
When finished, select Next.
Mapping
The Mapping step appears, providing you with an interface to map the source fields from your source schema to their appropriate target XDM fields in the target schema.
Platform provides intelligent recommendations for auto-mapped fields based on the target schema or dataset that you select. You can manually adjust mapping rules to suit your use cases. Based on your needs, you can choose to map fields directly, or use data prep functions to transform source data to derive computed or calculated values. For comprehensive steps on using the mapper interface and calculated fields, see the Data Prep UI guide.
Once your source data is successfully mapped, select Next.
Review
The Review step appears, allowing you to review your new dataflow before it is created. Details are grouped within 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.
- Assign dataset & map fields: Shows which dataset the source data is being ingested into, including the schema that the dataset adheres to.
Once you have reviewed your dataflow, select Finish and allow some time for the dataflow to be created.
Get your streaming endpoint URL
With your streaming dataflow created, you can now retrieve your streaming endpoint URL. This endpoint will be used to subscribe to your webhook, allowing your streaming source to communicate with Experience Platform.
To retrieve your streaming endpoint, go to the Dataflow activity page of the dataflow that you just created and copy the endpoint from the bottom of the Properties panel.
Next steps
By following this tutorial, you have established a source connection and dataflow to your Shopify Streaming account. For instructions on how to connect your Shopify Streaming account using the API, please read the tutorial on creating a source connection and dataflow to stream Shopify data using the Flow Service API.