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 Skypoint AI 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 Skypoint AI.

Prerequisite

You need the following details to configure and import data using the WelcomeHome⇗ 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.

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

The Choose connector page appears.

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.

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.

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.

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.

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.

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.

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.