Connector Setup

To setup the connector you will need a Partner Name and Request Token, both of which should be provided by Insider.

  1. Locate the Insider connector in the Cyclr console.

    Cyclr Console > Connectors > Connector Library > Insider

  2. Click the open padlock and on the next page enter the Partner Name and API Key (your Insider Request Token).

The connector is now authenticated and ready to use.

User Guide

Unifier Field (Required)

In order to send data to Insider, you must first define a Unifier Field:

  1. Go to https://{AccountName}.inone.useinsider.com/crm-attributes

  2. Click Create New CRM Attribute

  3. Set the Data Type

  4. When setting the Attribute Name for the Unifier Field you have the choice of one of the default Unifier Field names (email, phone_number), or you can use a custom name of your choice

  5. Make sure this has been selected as the Unifier

unifier field

This is what will be referenced by Identifier Type in the Cyclr methods which is a required field.

Sending Custom Data (Optional)

In order for Insider to accept your custom attribute fields they must first be defined in the InOne console.

  1. Go to https://{AccountName}.inone.useinsider.com/crm-attributes

  2. Click Create New CRM Attribute

  3. Set the Data Type and Attribute Name for your custom attribute

Now from the Edit Connector page within the Cyclr console:

  1. Select the method you want to add custom fields to

  2. Click the + sign to bring up the Add Method Field form

    add custom field add custom field

  3. For a custom user attribute the Field Location must be:

    • [users].attributes.custom.AttributeName (eg. [users].attributes.custom.hair_color)

    Note: The Attribute Name must be exactly as defined in the InOne console. Eg. case sensitive etc.

  4. For a custom event parameter the Field Location must be:

    • [users].[events].event_params.custom.EventParameterName (eg. [users].[events].event_params.custom.payment_type)

    Note: The Event Parameter Name does not need to be defined in the InOne console.

  5. Enter a Display Name, Description and Data Type

    Note: To integrate properly with the Insider API, the Data Type as set in this drop-down can only be Text, Integer, Boolean or DateTime.

Your custom field is now initialized and ready to use.

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