To begin investigating a data request, Funnel 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 data request, see How do I request new data in Funnel.
Tell us what data is needed
When submitting a data request, you will be prompted to Tell us about the data you need by uploading a file or screenshot of the requested data.
Provide an example report or screenshot of the requested data if possible. Alternatively, Funnel will work with you to understand what fields are needed for your custom connector.
Tell us how Funnel can get the data
Provide information on what methods the requested platform offers to export data out of the platform if possible.
Common export methods
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, submit a data request with the following information if possible:
The reports in the exact format you intend to transport them
The reports 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.
Note: Each unique report will require its own data source and unique email address.
API
If the requested platform supports an API, provide the following information in your data request if possible:
A link to or copy of the API documentation
What data or endpoints are required
Your API credentials (do not submit credentials in plain text)
A contact email at the platform
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, provide the following information if possible:
The reports in the exact format you intend to transport them
The reports 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.
Note: Each unique report will require its own data source and unique SFTP credentials.
For PULL SFTP, provide the following information if possible:
The reports 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 (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.
Note: 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, provide the following information if possible:
The hostname
The port
The user
The password (do not submit credentials in plain text)
The SQL query to fetch the data
Note: Each unique SQL Query will require its own data source.
For non-BigQuery requests, provide the following information if possible:
The catalog
The SQL query to fetch the data
The driver
Note: Each unique SQL Query will require its own data source.
What if I do not see the export option available to me listed above
If the platform offers an alternative method to export the data, provide details to support so they can investigate.
What if I am unsure of the available export methods
If feasible, contact the platform in question to clarify the process for exporting the required data. Alternatively, Funnel will collaborate with you to explore potential methods. This investigation will commence once the team gets to your request.
What if I forgot to include something in my data request
If you inadvertently omitted crucial details from your data request, contact support. They will incorporate the missing information into your request. Alternatively, furnish any necessary details when Funnel contacts you in the course of handling your request.