How to integrate a new enterprise product in three simple steps

Blog > How to integrate a new enterprise product in three simple steps

Most enterprises moment face the challenge of integrating data from different sources, including legacy applications, as a first step toward generating meaningful business intelligence.

Still, your database could end up being full of inaccurate data, If you don’t have the right data integration tool. As a result, it isn’t useful for analysis. Read this guide to learn how to use DataFinz to transfer data from an old application to a new one. In this scenario, the client needs to migrate data from PostgreSQL( Postgres) to a new CRM product, UpLyft.  

The good news is that products like UpLyft come with an API that can be exposed to produce a connection for migrating the applicable data.  

Step 1: Configuring the Connections

  1. Login to DataFinz.

Datafinz Login page

2. Navigate to the Configuration page from the home page.


3.The Configuration page lists the connections established, and you can create a new connection by clicking on that option (on the right-hand side of the screen). This example uses UpLyft Accounts.

Datafinz Configuration page lists

4. Click on the “ Edit ” button for theUpLyft_Accounts connection to confirm the connector type, message URL, and host address. Note that the Emblematic State Transfer( REST) API makes it easy to prize large data volumes, indeed if the data is distributed across runners. The OAUTH2.0 – JWT data connector enables stateless authentication. A necessary message URL generates deliverer authentication commemoratives automatically. 

Datafinz Connection edit page

After confirming the connection specifications, test the connection by clicking on that button.

5. Go back to the Configuration page and select the Postgres connection. Make sure the connection specifications are correct, then test the connection.

Datafinz config page

Datafinz completion the step

This completes the first step of the enterprise product integration process.

Step 2: Modeling, via generating the Design Template

  1. Developing the model helps understand the structure of the API. This stage creates a JSON Entity Relationship Diagram( ERD) that highlights parent and child realities. ERDs are a  point exclusive to DataFinz and generally not offered by other vendors.
  2. To create the model, select the API Pipeline option from the top bar in Data Finz and choose the Produce New Model option( seen on the right-hand side of the interface). To configure the parameters for the theUpLyft_Accounts model, select it from the list and choose the edit option. 

Datafinz model creation

3. In the Edit Model Configuration screen, add or edit the model’s name, its description, the system for creating the model, and the data source. Note that the source of the data might be the JSON  train, the JSON schema placed into the Model Input box, or the REST API. Swagger and XML can also generate models.

Datafinz pipeline model

4.  Click on the Generate button to begin parsing the JSON schema and create the ERD. Next, click on the Download button to save the generated ERD, along with the SQL statement and the data template files. The diagram for the sample JSON schema is shown below.

Datafinz ERP Diagram1

Note that this ERP diagram shows data structured in a regularized format, with the top layer and subsidiary layers delineated to reflect the data relationships.  Operation development or data teams may find it easier to follow the ERD when mapping data from the legacy operation instead of the JSON schema or XML structure.

This completes the second step of the enterprise product integration process.

Step 3: Integrating by building the pipeline between the source and the target

  1. The last step in integrating Data Finz’s REST API with a legacy application is to create a pipeline connecting the two.

2. To understand the data transfer enabled by building this pipeline, check the data already on UpLyft, as illustrated below for the example in discussion. Adding newer data records should result in a successful data transfer. These records will be shown at the top of the listing.

Datafinz Pipeline building

3. To create a pipeline, click Integrate under API Pipeline and pick Create New Pipeline. Then, use the edit button for the pipeline created (UpLyft_Migrate_Accounts in this example) to configure its parameters.

Datafinz Api integration

4. Step 1 of configuring the pipeline requires specifying the source and target connections. Further, since the pipeline is bound to the model created in the previous step, the name of the model (UpLyft_Accounts in this example) is included in the configuration. Note that if the target connection is not the REST API (also called UpLyft_Accounts in this example), a Target File Name is also required.

Data Finz is the Target Process

Rows Features

1. The Target Process Split Rows feature is also unique to Data Finz. It can automatically figure out how many data objects the API can get at once. In the above configuration, the API is set up to receive 1 object each time. Choosing 0 would mean sending all objects at once, which might require multiple calls if there are more than 100 objects.

2. Next, Step 2 then confirms the data object mapping and adds any appropriate filters. Based on the model in the ERD, there are spaces between the destination objects to show that they are related as parents and children.

A drop-down menu shows the object names from the source connection, which in this case is Postgres. It allows mapping the source object to its corresponding API destination object. Note that the application will look for an object with the same name as the destination object by default if no destination object name is specified.

DataFinz data object mapping

Choose which objects to map, and filter data if necessary. For POST requests, in case the modelled structure is not in line with the legacy data, write semantic views instead of choosing a source object name.

3. Once the data objects are mapped, the next step – Step 3 – requires mapping the data fields for each object. Edit the mapping if the destination field names vary from the source field names as the application looks for the destination field name by default.

Datafinz mapping the fields

4. Choose Mask Option or Transformation to encrypt or convert data while configuring fields.

5. Step 4 is optional and meant for developers who want to carry out further pre or post processing of the database using a custom ELT script. The example under discussion does not involve any such processing.

Datafinz Elt script page

This completes the third step of the enterprise product integration process.

Using the pipeline to migrate data

  1. After integrating, start the data migration pipeline (UpLyft Migrate Accounts in this example).

Datafinz data migration

2. Once the run is complete, on the Pipeline Status page, click on the Refresh option. The Pipeline Status summarises each run’s history when refreshed. The pipeline run in discussion resulted in the migration of 5 data records as seen under Records Transformed.

Datafinz Pipeline Status

3. Refreshing the data listed on UpLyft should confirm the creation of 5 new records.

UpLyft Confirmation

4. Click on any of the newly created records to confirm the accurate migration of data from the source. Select each of the objects to check the data migrated into subsidiary fields.

Uplyft record creation

The data migration process is now complete. Other corporate tools, such as Salesforce or Workday, include APIs that can link to any internal system.