Using Spiro's Data Collector
Overview
The data collector is Spiro's simple data solution that allows Spiro customers to bring data to Spiro from any external platform. By setting up a Data Collector Job, you will be able to set up automatic imports and updates to Spiro from any data source that you choose, into any Spiro destination that you wish, without requiring any additional engineering or customization from Spiro's side.
How It Works:
- The Customer will provide Spiro with a file template for a table that you want to be importing into Spiro.
- Spiro will help you with mapping columns from your file template to the corresponding fields in Spiro.
- Spiro produce a folder destination for you to drop files.
- The Customer will drop files at this folder destination, and Spiro will pick up these files and use them to upsert Spiro on a daily basis.
Before Setting Up a Data Collector Job
Data Collector must be enabled for your organization - If you are not sure if your organization has access to Data Collector, please contact your Customer Success Manager.
Data Collector Jobs can only be set up by a Spiro Administrator.
Data Collector connects to Dropbox.- you are responsible for getting your data into the provided Dropbox folder. Once there, Data Collector will collect any file that is there on a daily basis.
Data Collector jobs are available out of the box for the Company and Contact tables. If you want to enable one of your custom list entities for the Data Collector, you must navigate to that entity and turn it on, using the following steps:
Setting Up Your First Data Collector Job
The following demo shows how to setup Spiro Data Collector for import into the Orders entity:
Use Cases
Spiro Data Collector can be used to collect data from any data source - as long as you can export data from that data source. Some common applications for use are:
- Integrating Customer and Order data from your ERP on a daily basis
- Integrating project or lead data from a lead database/software
- If you have