Documentation

Syncing Contact Data from DXP

After connecting your Liferay DXP instance to Analytics Cloud, you can begin syncing contact data. The latest releases of Liferay DXP gives you fine grained control over what fields to sync from your contact data into Analytics Cloud.

Note

Selecting contact fields to sync is available in the following releases or higher:

  • Liferay 7.3 Fix Pack 1

  • Liferay 7.2 Fix Pack 9

  • Liferay 7.1 Fix Pack 20

  • Liferay 7.0 Fix Pack 97

Initial Sync of Contact Data

  1. In your Liferay DXP instance, navigate to Control PanelInstance SettingAnalytics Cloud.

  2. Click Select Contacts.

  3. Click on Sync Contacts.

  4. Use the switch to enable Sync All. Alternatively click on Sync by User Groups or Sync by Organization if you prefer to sync a subset of your contacts.

    Sync all your contacts or sync groups or organizations.

    Click the Save and Next button.

  5. Liferay DXP stores contact data in two separate tables (Contact and User). Switch between the Contact tab and User tab to select the fields to sync. Analytics Cloud requires some fields to be synced; those are grayed out.

    Select the fields to sync for your contacts.

    Note that any custom field created for users is available to sync. Learn more about adding custom fields to users.

    Click the Save button at the bottom of the page after making your selections.

Modifying Sync of Contact Data Fields

  1. Navigate to Control PanelInstance SettingAnalytics CloudSynced Contact Data in your Liferay DXP instance.

    Navigate to the Synced Contact Data section in the Control Panel.

  2. Click on Sync Data Fields.

  3. Make your modifications and click the Save button.