Accounts Overview

Rebekah Garner
Rebekah Garner
  • Updated

 

Administrators and Managers with Account-management permission can create a connection between Claravine and another account or platform. An Account will use an API connection to pull data into Claravine or push data from Claravine.

Examples of Account types:

What is the difference between inbound and outbound?

  • Inbound can pull in fields of data from an external solution which prepopulates information for review, modification and enrichment that the user would otherwise need to add manually
  • Outbound can send out fields of data to an external solution to replace or enrich data.

 

 

Inbound

Outbound

Adobe Analytics

Import classifications, not fields of data

Outbound

Adobe Experience Manager

Inbound

Coming Soon

Adobe Workfront

Inbound 

Outbound

Amazon S3

Inbound 

Outbound

Bitly

  Outbound

Box

 

Outbound

Branch

  Outbound

Meta Ads Manager (includes Instagram)

Inbound

Outbound URL

Google Ads (formerly AdWords)

Inbound

 

Google Analytics

Import dimensions, not fields of data

Outbound

Google Campaign Manager 360 (formerly DoubleClick)

Inbound

Outbound URL

Google Cloud Storage

 

Outbound

Microsoft Azure Blob Storage

 

Outbound

Pinterest

Inbound

 

QRCode Monkey

 

Outbound

SFTP (not FTP)

Inbound 

Outbound

Snapchat

Inbound

 

 

 mceclip3.png Integration availability varies by contract. Please reach out to your CSM and/or Account Executive for more details.

 

Viewing an Account

To view an Account:

  1. Click Settings in the Navigation menu.

  2. Click Accounts in the Integrations Sub-Navigation menu.

               The Accounts page displays.


You can view the following information about Accounts:

  • Name
  • Type
  • Description
  • Date Added


The sort feature is available for all columns. You can sort all columns in ascending or descending order.

 

Creating an Account

To create an Account:

  1. In the Accounts page, click to create a new Account.
      The Edit New Account menu displays.
    mceclip0.png

  2. Enter the following information for the Account:
    1. Name
    2. Description

  3. Select one of the following account types:
    1.  

Account Types

Required Account Information

Adobe Analytics

Company Name

Username

API Shared Secret

Adobe Experience Manager

Company Name

Username

Hosted URL

Adobe Workfront

General Claravine API access

AWS S3

AWS Key

AWS Secret

User permission either s3:ListAllMyBuckets or enter bucket manually on each template

(How To Article: Applying Custom Permissions for AWS Accounts)

Azure Blob Storage

Azure Account Name

Storage Key

Bitly

Auth0 - Log in to authorize Claravine access

Box

Auth0 - Log in to authorize Claravine access

Branch
1 Account per App

Branch Key

Branch Secret

Campaign Manager 360

Service Account Key JSON File

Profile ID

Connected Email Address

Ads Manager (Meta)

Auth0 - Log in to authorize Claravine access

Google Ads

Customer ID

Manager Account ID

Google Analytics

Auth0 - Log in to authorize Claravine access

Google Cloud Storage

Service Account Key JSON File

   (How to Article: Applying Custom Permissions for Google Cloud Accounts)

Pinterest

Auth0 - Log in to authorize Claravine access

QRCode Monkey

API Key

SFTP

Host       
     (Note: Do not include "sftp://" at the front of the host URL)

Username

Password

Port

Snapchat

Client ID
Client Secret
     (How to Article: Applying Custom Permissions for Google Cloud Accounts)

 

 mceclip3.png Secrets are securely stored and never viewable.

4. Click Save.

 

 

Watch the Video

 

 

 

Editing an Account

To edit an Account:

  1. On the Account page, click the name of the Account you want to modify.
      The Edit Account menu displays.
    mceclip0.png

  2. You must enter the Required Account Information to make any changes to the Account.

  3. Click Save.

Deleting an Account

To delete an Account:

  1. On the Account page, click the name of the Account you want to remove.

  2. Click Screen_Shot_2018-09-15_at_1.19.24_PM.png Delete.
    A confirmation message displays.


  3. Click Confirm.

 

What's next: Read the inbound and outbound template configuration Knowledge Base articles:

AWS S3 Inbound Configuration
SFTP Inbound Configuration
Google Campaign Manager 360 Inbound Integration
Workfront Inbound Configuration
Ads Manager (Meta) Inbound Integration
Adobe Experience Manager Inbound Integration
Google Ads Inbound Integration

 

AWS S3 Outbound Configuration
Azure Blob Outbound Configuration
Bitly Outbound Configuration
Box Outbound Configuration
Campaign Manager Outbound Configuration
Meta Outbound Configuration
Google Cloud Outbound Configuration
QR Code Monkey Outbound Configuration
SFTP Outbound Configuration
Workfront Outbound Configuration
Google Analytics Data Import Outbound Configuration

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