Connecting to Dataverse

Overview

Dataverse is an easy to use, easy to manage, compliant, secure, scalable, and globally available SaaS data service that stores your data within a set of tables. It helps you to acquire insights and motivate corporate action by enabling the use of any sort of data or app.

Prerequisite

You will need the following details to configure and import data using Dataverse connector:

Import data using Dataverse connector

Follow the below steps to create a new dataflow for the Dataverse import connector:

  1. Go to Dataflow > Imports.
  2. Click New dataflow.

The Set dataflow name page appears.

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  1. Enter Dataflow name in the Name text area.
  2. Click Next.

The Choose connector page appears.

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To add Dataverse connector

  1. In the Choose connector page, select Dataverse connector.

❕ Note: You can use the Search feature too to find the connector. Also, the Dataverse connector can be found under Developer Tools and Sales categories.

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  1. Enter Display Name for your dataflow in the text area.
  2. Enter Description for your dataflow in the text area.
  3. Click Next.

The Connect to Dataverse page appears.

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To configure Dataverse

Follow the below steps to configure the connection to Dataverse:

  1. Enter the Service Uri details in the text area.
  2. Select an Authentication Type option from the drop-down list.
  3. Enter your Username and Password.
  4. Click Connect.

The Table Details columns appear.

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  1. Enter the Table Details to process the data.
Item Description
Purpose Option to assign a purpose (Data or Metadata) for each table.
Data
 Loads customer data.
Metadata
 Loads Metadata.
File name Displays the name of the file that you imported.
Table name Displays the imported table name.
  1. Click Save.

Run, edit, and delete the imported data

Once you save the connector, the Dataverse connector gets displayed in the list of tables created in the Dataflow page.

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Item Description
Name Displays the name of the imported Dataflow.
Type Displays connector type symbol.
Status Indicates whether the data is imported successfully.
Tables Count Displays the number of tables.
Created Date Displays date of creation.
Last refresh type Displays the refresh value. You can see the value is Full or Incremental after the last refresh of data.
Updated Date Displays last modified date.
Last Refresh Displays the latest refresh date. This date will get updated whenever you refresh the data.
Group by Option to view the items in a specific Group (For example, name, type, status).
  • Select the horizontal ellipsis in the Actions column and do the following:
If you want to Then
Modify the Dataflow Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow Select Run.
Bring the data to its previous state Select Rollback.
Delete the Dataflow Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow Select Run history.

Next step

After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.