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Connecting to WelcomeHome

WelcomeHome offers a customized CRM platform designed specifically for senior living operators. This platform helps sales and marketing teams improve conversion rates and community economics. You can connect the WelcomeHome to skyData Studio and perform various tasks such as data ingestion, unification, transformation, and enrichment to gain insights from the data. You can use SkyPoint AI’s built-in connector for importing data from WelcomeHome. This document will guide you through the process of connecting WelcomeHome to the skyData.

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Prerequisite

You need the following details to configure and import data using the WelcomeHome⇗ connector:
  • API Token
  • Activity Start Date

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To import data using the WelcomeHome connector

Follow the below steps to create and configure a new dataflow for the WelcomeHome import connector:
  1. Go to Dataflow > Imports.
  2. Click New dataflow.
The Set dataflow name page appears. Alt image
  1. Enter the dataflow name in the Name text area.
  2. Click Next.
The Choose connector page appears. Alt image

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Add WelcomeHome connector

  1. In the Choose connector page, select WelcomeHome connector. You can use the Search feature to find the connector. Also, the WelcomeHome connector can be found under the Cloud category.
Alt image
  1. Enter the Display Name for your dataflow in the text area.
  2. You can add a Description in the text area.
  3. Click Next.
The Configuration page appears. Alt image

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Connect to the WelcomeHome account

Log in to your WelcomeHome account using your username and password. If you do not have an account, you can create one by visiting the WelcomeHome #x21D7; website.
  1. Enter API Token the unique identifier assigned to your application.
  2. Click Connect.
Once the connection is established, you can use the connector to import data from a table in WelcomeHome. Alt image
  1. In the Table details section, click the checkbox for the tables you wish to import, then use the dropdown to mark them as either Data or Metadata.
In the Table Details section, by default, all tables are selected. You can mark only those tables that you want to import and process the data. For example, to import customer data, you can check those tables which contain customer information, such as name, email, address, and contact details.
  1. Click Save to apply the changes.
After saving the connection, the WelcomeHome connector appears on the Dataflow > Imports page.

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Run, edit, and delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:
  1. Go to the Dataflow > Imports page.
Alt image
  1. Select the horizontal ellipsis under the Actions column and do the following:
You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run History > Description. Also, you can see the status, start time, and end time for the execution of the data pipeline.

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Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With SkyPoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.