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How to Prepare for a Custom Connector Request
How to Prepare for a Custom Connector Request

Learn what information to include in your Custom Connector request to enhance your experience and expedite the process

Kelsey Maynard avatar
Written by Kelsey Maynard
Updated over a week ago

To begin investigating a Custom Connector request, the Integration Engineering Team needs to know the following

  • What data is needed from the requested platform

  • What methods are available to export the data from the requested platform

For information on submitting a Custom Connector request, please refer to the following article: How do I request new data in Funnel

Tell Us What Data is Needed

When submitting a Custom Connector request, you will be prompted to "Tell us about the data you need" by uploading a file or screenshot of the requested data.

Please provide an example report or screenshot of the requested data if possible. Alternatively, the Integration Engineering Team will work with you to understand what fields are needed for your Custom Connector.

Tell Us How Funnel Can Get the Data

Please provide information on what methods the requested platform offers to export data out of the platform if possible.

Common Export Methods

Toggle each option listed below to see more information:

Scheduled Email

Check out Funnel's self-service File Import feature: File import - Import your own data which allows you to govern the configuration of the data yourself or within your team.

For cases where your file is not compatible with the File Import feature, please submit a Custom Connector request with the following information if possible:

  • The report(s) in the exact format you intend to transport them

The report(s) will be used to configure the Custom Connector. Then a unique email address will be generated to address the report. Once the report is emailed, the data will be uploaded to Funnel almost immediately. Please note that each unique report will require its own Data Source and unique email address.

API

If the requested platform supports an API, please provide the following information in your Custom Connector request if possible:

  • A link to or copy of the API Documentation

  • What data/endpoints are required

  • Your API credentials (please do not submit credentials in plain text)

  • A contact email at the platform

Please note Funnel does not yet support PUSH API.

SFTP

Funnel supports both PUSH (Funnel hosts an SFTP server where you can drop the files) and PULL (Funnel retrieves the files from an SFTP hosted externally) SFTP.

For PUSH SFTP, please provide the following information if possible:

  • The report(s) in the exact format you intend to transport them

The report(s) will be used to configure the Custom Connector. Then unique SFTP credentials will be generated. Once a report is dropped to the SFTP, the data will be uploaded to Funnel almost immediately. Please note that each unique report will require its own Data Source and unique SFTP credentials.

For PULL SFTP, please provide the following information if possible:

  • The report(s) in the exact format they will be placed on the SFTP server

  • The username of the SFTP

  • The host of the SFTP

  • The path of the files to be retrieved from the SFTP

  • The port of the SFTP

  • The password of the SFTP (please do not submit credentials in plain text)

Once the Data Source has been configured, Funnel will check the respective SFTP every 4 hours for any new or updated files. Subsequently, the data in those files will be updated to Funnel. Please note that each unique report will require its own Data Source.

Internal Database

Funnel currently supports BigQuery, MySQL, PostgreSQL, Maria DB, Amazon Redshift, Microsoft SQL Server, and Azure SQL.

For BigQuery requests, please provide the following information if possible:

  • The hostname

  • The port

  • The user

  • The password (please do not submit credentials in plain text)

  • The SQL query to fetch the data

Please note that each unique SQL Query will require its own Data Source.

For non-BigQuery requests, please provide the following information if possible:

  • The catalog

  • The SQL query to fetch the data
    The driver

Please note that each unique SQL Query will require its own Data Source.

What if I Don't See the Export Option Available to me Listed Above

If the platform offers an alternative method to export the data, please provide details to the Integration Engineering team so they can investigate.

What if I am Unsure of the Available Export Methods

If feasible, we suggest contacting the platform in question to clarify the process for exporting the required data. Alternatively, our Integration Engineering team will collaborate with you, leveraging their expertise to explore potential methods. It's important to note that this investigation will commence once the team gets to your request.

What if I Forgot to Include Something in my Custom Connector Request

If you inadvertently omitted crucial details from your Custom Connector Request, please feel free to connect with our Integration Engineering team through support. They will incorporate the missing information into your request. Alternatively, you also have the option to furnish any necessary details when the Integration Engineering team contacts you in the course of handling your request.


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