RD Station as a data source

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1. Add account access

1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the RD Station option from the list of connectors.
2. Click Next and you’ll be prompted to login with your account to grant permissions for Nekt to extract data from your RD Station Marketing account.
3. After successful authentication, you’ll be prompted to configure additional settings:
   • Start Date: The earliest record date to sync. This defines the starting point for data extraction - only records created or modified after this date will be synchronized.
   • Enable Contact Custom Fields: Define whether the user should have access to details about contacts or not. Should be used with caution since the extraction time can increase significantly when enabled, as it requires an additional request for each contact.
   • Contacts Extraction Mode: Define which segmentation lists the connector should extract. Each segmentation will be extracted to a separate table in your Lakehouse.
     • Entire Lead Base: Extract all contacts from your account.
     • Segmentation Lists: Extract only contacts from specific segmentation lists.
     • Entire Lead Base and Segmentation Lists: Extract contacts from both the entire base and from specified segmentation lists.
   Please note contacts who are in different segmentation lists may be extracted multiple times.
   • Segmentation List IDs: The IDs of the segmentation lists to extract contacts from if you want to filter only specific lists to speed up extraction. If not provided, contacts from all segmentation lists will be extracted.
4. Click Next.

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2. Select streams

1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

   Tip: The stream can be found more easily by typing its name.

   The analytics_funnel stream is only available for RD accounts with access to the Advanced plan.The contact_events and contact_details streams are only available if you extract the entire lead base, either by selecting Entire Lead Base or Entire Lead Base and Segmentation Lists.
2. Click Next.

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3. Configure data streams

1. Customize how you want your data to appear in your catalog. Select the layer, a name for each table (which will contain the fetched data) and the type of sync.

• Layer: companies in the Growth plan can choose in which layer the tables with the extracted data will be placed.
• Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
• Sync Type: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL_TABLE. Read more about Sync Types here.

2. Click Next.

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4. Configure data source

1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
2. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).
3. Optionally, you can define some additional settings (if available).

• Configure Delta Log Retention and determine for how log we should store old states of this table as it gets updated. Read more about this resource here.
• Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

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Check your new source!

1. Click Next to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!
2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!