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Best practices for submitting a data request

Here’s how to smoothly submit a new data request.

Updated yesterday

Introduction

If you're new to Funnel or didn't need a custom connector before, see the Introduction to data requests help article.

If you need to make any changes to an existing integration using a custom connector, be it an already connected data source or the whole connector type, a new data request is required. This is also the case whenever you want a new data source connected to a Funnel workspace.

Data request process

The steps needed to request new data in Funnel can be found in this article. Include as much information with your request as possible. The more we know, the better we can help you. It’s always helpful to include an example report with your data request. This is true even for cases where the custom connector already has been built.

Important: In cases where you are sending the data to Funnel, making changes to the report being sent before the data source is reconfigured may cause the data source to break. Once the data source breaks, it will need to be resolved before future files can be ingested.

Edit configuration or schema change

When a custom connector type needs to be reconfigured to ingest a report with new or different fields, provide the following information:

  • What changes need to be applied?

    Attaching an example of the updated reports that will be sent is the easiest way to understand the necessary changes. If the data source is instead using a query to get the data, then provide the updated query instead in addition to the report.

  • Which sources do these changes need to be applied to?

    An easy way to identify a source is by its Data Source ID. You can find this information as a Dimension in the Funnel Data Explorer, underneath the Data Source drop-down menu.

Additional data sources of existing custom connector source type

If additional sources of an existing custom source type are needed, then a data request is necessary to start the process. Provide the following information:

  • What existing source type do you need additional sources of?

    The easiest way to identify a source type is by its Data Source Type. This can be found as a Dimension in Funnel Data Explorer, underneath the Data Source drop-down menu.

  • The number of sources required; in cases where it’s more than 1.

  • In which Funnel workspace the new data sources should be connected.
    Note: If unspecified, by default any new sources will be connected in the same Funnel workspace you submitted the data request from.

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