> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# 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.

## Prerequisite

You need the following details to configure and import data using the <a href="https://www.welcomehomesoftware.com/" target="_blank">WelcomeHome⇗</a> connector:

* API Token
* Activity Start Date

## 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeSetDataflowName.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=b71ae488a3ae6da2c0cadbf68b882ebe" alt="Alt image" width="790" height="372" data-path="doc_snippets/welcomeHomeSetDataflowName.png" />

3. Enter the dataflow name in the **Name** text area.
4. Click **Next**.

The **Choose connector** page appears.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeConnector.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=fd41f4b6c84af944a796d3a124b35e0b" alt="Alt image" width="753" height="777" data-path="doc_snippets/welcomeHomeConnector.png" />

## 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeConnectorDisplayName.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=5d5a497f3781807e843def96f2db790e" alt="Alt image" width="524" height="687" data-path="doc_snippets/welcomeHomeConnectorDisplayName.png" />

2. Enter the **Display Name** for your dataflow in the text area.
3. You can add a **Description** in the text area.
4. Click **Next**.

The **Configuration** page appears.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeConfiguration.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=05c27998d68e0226d1b289b230f3bfd7" alt="Alt image" width="624" height="447" data-path="doc_snippets/welcomeHomeConfiguration.png" />

## 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 <a href="https://www.welcomehomesoftware.com/" target="_blank">WelcomeHome #x21D7;</a> 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeTableDetails.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=42e5a412ae1ceb0d016c0136a225051b" alt="Alt image" width="1544" height="1018" data-path="doc_snippets/welcomeHomeTableDetails.png" />

3. 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**.

<Note>
  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.
</Note>

| 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.                            |
| Entity name | Displays the imported table name by default. You can rename it if required. |

5. Click **Save** to apply the changes.

After saving the connection, the WelcomeHome connector appears on the **Dataflow** > **Imports** page.

## 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/welcomeHomeImportOutput.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=7278c659747e20916aff9745cc912ff9" alt="Alt image" width="2147" height="620" data-path="doc_snippets/welcomeHomeImportOutput.png" />

| 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 imported.                                                     |
| Created Date      | Displays date of creation.                                                                  |
| Last refresh type | Displays the refresh value: Full or Incremental.                                            |
| Updated Date      | Displays last modified date.                                                                |
| Last Refresh      | Displays the latest refresh date, which updates each time you refresh the data.             |
| Group by          | Option to view the items in a specific group. For example, type, status, tables count, etc. |

2. Select the horizontal ellipsis under 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**.                                                                            |

<Note>
  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.
</Note>

## Next step

After completing the data import, start the [Master Data Management (MDM) - Resolve](https://docs.skypointcloud.com/docs/stitch.html) 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.