Extracting Data From Eloqua
Prior to setting up data extraction from Eloqua familiarize yourself
with the latest implementation notes at About
the Eloqua Connector.
To extract data from Eloqua
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1.
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On the Home
page select a space or create a new one. This is the space to which the
data will be uploaded. |
|
2.
|
Go to Admin
- Define Sources - Application Connectors. Alternatively, click the Use
Extractors link on the Admin Navigation page. |
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3.
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Click New
in the Connections panel. |
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4.
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In Connection
Details name the connection. |
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5.
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Select Eloqua
as the Connector Type. |
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6.
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Set the Connector
API Version. |
For
new spaces, select the latest API version (highest version number).
For
existing spaces, test the latest API version before changing from the
default API version to the latest API version.
Birst determines which
version is the default. If the selected API version is no longer available
in Birst, the default
API version will be automatically assigned. If the default API version
is selected, when Birst
changes to a new API version as the default, existing spaces will be automatically
upgraded to the new default API version.
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7.
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Login to Eloqua.
Then: |
|
h.
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Enter your
Eloqua user name and password. |
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i.
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Enter the
Eloqua site name that your company uses to connect to your Eloqua site.
Eloqua refers to this as your Company Name. |
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j.
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Choose
either the Production or Sandbox environment. |
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k.
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Specify
a Source File Prefix. Use an alphanumeric string that Birst
will prepend to the Eloqua data source names so that you can easily recognize
them and differentiate objects that may have similar names. For example,
use the string "ELOQ" to easily identify Eloqua objects. |
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l.
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Click Login.
Birst shows the list
of data objects available from Eloqua, as indicated by the Show All Objects
option. For example:
|
|
13.
|
Select the
objects you want to upload to Birst.
Tip: For better performance, use the Add Object
feature to select only the columns that are required for reporting rather
than extracting all columns from an object. However, Eloqua objects added
using Add Object cannot be incrementally updated. See Adding
a Source Based on an Eloqua Object. |
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14.
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Click Show
Selected Objects. |
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15.
|
Optionally,
specify the name of one or more extract groups, separated by commas, for
each object In the Extract Group Name(s) field. Extract groups make it
possible to extract specific objects and process them separately
from other objects. See Creating
Extract Groups. For example, a Campaign object and an Google
Account object that was created using the Add Object feature:
|
|
16.
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Click the
Save button after adding extract group names. Tip: To remove an object from the extraction list,
click the icon in the Remove column on the right. |
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17.
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Click Extract
to upload the selected objects to Birst.
If you have extract groups defined, you will be prompted to select the
extract group or groups to use.
Selecting All in the Extract Group dialog box will extract all selected
objects, even those that do not belong to extract groups. |
|
18.
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Click Extract.
Depending on the size of the data objects, the extraction may take a few
minutes. When the extraction completes Birst
lists the date and time of the extraction in the Data Sources table of
the Show Selected Objects view. |
Tips:
You
can safely log out of Birst
while the extraction takes place and log back in later.
To
cancel the extraction, click the Cancel Extract link under the progress
bar.
Click the
Last Extract Log link to view the logs from the data extraction and check
for errors.
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19.
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Look at the
raw data in Manage Sources page. Iterate the extraction process, if needed,
to get the data you expect. |
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20.
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Process the
data in the Process Data, Process New Data page. See Processing
Data. |
See Also
About
the Eloqua Connector
Adding a Source
Based on an Eloqua Object
Setting Up Incremental
Extractions from Eloqua