Configuring a new data source

Overview

Data sources are systems or files that provide information to Ortto. Data sources are where person (contact) records and other relevant data originate. These can include customer relationship management (CRM) tools like Salesforce, analytics platforms like Segment, e-commerce platforms, or CSV file uploads.

By connecting data sources to your CDP, you can centralize and unify data from various channels, enabling a more complete and accurate view of your customers. This centralized data can then be used for analysis, segmentation, personalization, and other key marketing and business activities.

Accessing data sources

To access the data sources page, click on CDP from the sidebar > select Data sources.

Managing data sources

The Data sources page allows you to connect and integrate your data sources with Ortto, as well as import data from a data source.

To configure a new data source integration in Ortto:

1. On the Data sources page, click on the + New data source button.
2. On the Connect a data source page:
   • Click the data source you want to integrate with Ortto, or whose data is to be imported, from the Popular tab.
   • Otherwise, if the data source is not available on this tab, click the tab that best represents your company’s type of business or category of data source.



Supported data sources

E-commerce data sources

Supported e-commerce platforms:

• PrestaShop
• Shopify
• BigCommerce
• Magento 2 
• Squarespace
• WooCommerce — if you already have an operating WooCommerce site and have installed the Ortto plugin to this site, you can proceed directly to connect to WooCommerce from Ortto.

Payments  data sources

Supported payment platforms:

• Raisely
• Stripe
• Recurly
• Chargebee

CRM  data sources

Supported customer relationship management (CRM) platforms, and related applications/sources of data:

• Spreadsheet (CSV)
• Salesforce
• HubSpot
• Pipedrive

Customer support data sources

Supported customer support platforms:

• Zendesk
• Intercom
• Help Scout
• Gorgias

Advertising data sources

Supported social media and advertising platforms:

• Google Ads
• Facebook
• LinkedIn Ads

Integrations data sources

Supported 3rd party integration platforms:

• Segment (Classic)
• Calendly
• Typeform
• Slack
• Segment (Actions)

Other data sources

Other integration mechanisms and sources of data:

• Custom API
• Zapier
• Segment webhook
• Webhook
• AWS S3
• Google Cloud Storage

Tracking code

Install and configure the tracking code associated with your account.

Learn about using the stock-based activities for e-commerce data sources in the Managing activities section.