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Sansan Data Hub Import Integration

Sansan Data Hub helps you organize and integrate customer data within your company and transform it into optimal data for marketing purposes. With this integration, you can import Sansan Data Hub content into Treasure Data.

Prerequisites

  • Basic Knowledge of Treasure Data™.
  • Basic knowledge of Sansan Data Hub

Requirements and Limitations

  • Only supports fetching data that is earlier than 90 days

Static IP Address of Treasure Data Integration

If your security policy requires IP whitelisting, you must add Treasure Data's IP addresses to your allowlist to ensure a successful connection.

Please find the complete list of static IP addresses, organized by region, at the following link:
https://api-docs.treasuredata.com/en/overview/ip-addresses-integrations-result-workers/

Import from Sansan Data Hub via TD Console

Create Authentication

  1. Perform the following steps to create a new authentication with a set of credentials.
  2. Select Integrations Hub.
  3. Select Catalog.
  4. Search for your Integration in the Catalog; hover your mouse over the icon and select Create Authentication.
  5. Ensure that the Credentials tab is selected and then enter credential information for the integration.

New Authentication Fields

ParameterDescription
Client IDYour account client ID
Client SecretYour account client Secret
  1. Enter a name for your authentication, and select Done.

Create a Source

  1. Open TD Console.
  2. Navigate to Integrations Hub > Authentications.
  3. Locate your new authentication and select New Source.
ParameterDescription
Data Transfer NameYou can define the name of your transfer.
AuthenticationThe authentication name that is used to a transfer.

Conneciton

  1. Type a source name in the Data Transfer Name field.
  2. Select Next.

The Create Source page displays with the Source Table tab selected.

Source Table

  1. Edit the parameters

The customer has to complete output settings on the Configuration Sheet (Change Feed API) and submit to Sansan before data integration. Sansan returns the configuration sheet, including feedID and how to get a client ID and Client Secret, etc. You need to the set client ID and client secret to authentication on the Integration hub and set the feedID according to the configuration sheet that they want to import. There are five types of feedIDs on each configuration sheet: - 会社(法人・組織)単位 (Organization Unit) - 拠点単位 (Branch/Location Unit) - 人物単位 (Individual Unit) - 名刺単位 (Name Card Unit) - 取込CSV (Import CSV)

ParameterRequiredDescription
Feed IDYesID of the object to be imported
Start DateYesStart date
End DateNoEnd date
IncrementalNoEnable job to run in incremental mode
  1. Select Next.

Data Preview

You can see a preview of your data before running the import by selecting Generate Preview. Data preview is optional and you can safely skip to the next page of the dialog if you choose to.

  1. Select Next. The Data Preview page opens.
  2. If you want to preview your data, select Generate Preview.
  3. Verify the data.

Data Placement

For data placement, select the target database and table where you want your data placed and indicate how often the import should run.

  1. Select Next. Under Storage, you will create a new or select an existing database and create a new or select an existing table for where you want to place the imported data.

  2. Select a Database > Select an existing or Create New Database.

  3. Optionally, type a database name.

  4. Select a TableSelect an existing or Create New Table.

  5. Optionally, type a table name.

  6. Choose the method for importing the data.

    • Append (default)-Data import results are appended to the table. If the table does not exist, it will be created.
    • Always Replace-Replaces the entire content of an existing table with the result output of the query. If the table does not exist, a new table is created.
    • Replace on New Data-Only replace the entire content of an existing table with the result output when there is new data.
  7. Select the Timestamp-based Partition Key column. If you want to set a different partition key seed than the default key, you can specify the long or timestamp column as the partitioning time. As a default time column, it uses upload_time with the add_time filter.

  8. Select the Timezone for your data storage.

  9. Under Schedule, you can choose when and how often you want to run this query.

Run once

  1. Select Off.
  2. Select Scheduling Timezone.
  3. Select Create & Run Now.

Repeat Regularly

  1. Select On.
  2. Select the Schedule. The UI provides these four options: @hourly@daily and @monthly or custom cron.
  3. You can also select Delay Transfer and add a delay of execution time.
  4. Select Scheduling Timezone.
  5. Select Create & Run Now.

After your transfer has run, you can see the results of your transfer in Data Workbench > Databases.

Import from Sansan Data Hub via Workflow

You can import data from Sansan Data Hub by using td_load>: operator of workflow. If you have already created a SOURCE, you can run it; if you don't want to create a SOURCE, you can import it using a yml file.

Using a Source

  1. Identify your source.
  2. To obtain a unique ID, open the Source list and then filter by Sansan Data Hub.
  3. Open the menu and select "Copy Unique ID".
  4. Define a workflow task using td_load> operator.
+load:
   td_load>: unique_id_of_your_source
   database: ${td.dest_db}
   table: ${td.dest_table}
  1. Run a workflow.

Using a yml file

  1. Identify your yml file. If you need to create the yml file, review Amazon S3 Import Integration Using CLI for reference.
  2. Define a workflow task using td_load> operator.
+load:
   td_load>: unique_id_of_your_source
   database: ${td.dest_db}
   table: ${td.dest_table}
  1. Run a workflow

Parameters Reference

NameDescriptionValueDefault ValueRequired
client_idclient idtrue
client_secretclient_secrettrue
feed_idid of feed want to fetch datatrue
start_datestart date to fetch datatrue
end_dateend date to fetch datafalse
incrementalenable to run in incremental modefalsefalse
columnscolumns name and datatypetrue

Sample Workflow Code

Visit Treasure Boxes for sample workflow code.

Import from Sansan Data Hub via CLI (Toolbelt)

Before setting up the connector, install the most current TD Toolbelt.

Create Seed Configuration File (seed.yml)

in:  
  type: sansan_datahub
  client_id: ***
  client_secret: ***
  feed_id: feed_id
  start_date: "2023-07-22T00:00:00.000Z"
  end_date: "2023-08-22T00:00:00.000Z"
  incremental: false
out:
  mode: append

Parameters Reference

NameDescriptionValueDefault ValueRequired
client_idclient idtrue
client_secretclient_secrettrue
feed_idid of feed want to fetch datatrue
start_datestart date to fetch datatrue
end_dateend date to fetch datafalse
incrementalenable to run in incremental modefalsefalse
columnscolumns name and datatypetrue

The data connector imports all files that match the specified prefix.

Example

path_prefix: path/to/sample_ –> path/to/sample_201501.csv.gz, path/to/sample_201502.csv.gz, …, path/to/sample_201505.csv.gz

Generate load.yml

Use connector:guess. This command automatically reads the source files and uses logic to guess the file format and its field/columns.

$ td connector:guess seed.yml -o load.yml

You can open the load.yml to review the file format definitions including file formats, encodings, column names, and types.

Example

in:  
  type: sansan_datahub
  client_id: ***
  client_secret: ***
  feed_id: feed_id
  start_date: "2023-07-22T00:00:00.000Z"
  end_date: "2023-08-22T00:00:00.000Z"
  incremental: false
  columns:
   - {name: tdb.latestIncomeAccountingTerm, type: string}
   - {name: nta.addressInside_postalCode, type: long}
   ...
out:
  mode: append

To preview the data, use the td connector:preview command.

$ td connector:preview load.yml
+-------+---------+----------+---------------------+
| id    | company | customer | created_at          |
+-------+---------+----------+---------------------+
| 11200 | AA Inc. |    David | 2015-03-31 06:12:37 |
| 20313 | BB Imc. |      Tom | 2015-04-01 01:00:07 |
| 32132 | CC Inc. | Fernando | 2015-04-01 10:33:41 |
| 40133 | DD Inc. |    Cesar | 2015-04-02 05:12:32 |
| 93133 | EE Inc. |     Jake | 2015-04-02 14:11:13 |
+-------+---------+----------+---------------------+

The guess command requires more than 3 rows and 2 columns in the source data file because the command assesses the column definition using sample rows from the source data.

If the system detects your column name or column type unexpectedly, modify the load.yml file and preview again.

Execute Load Job

Submit the load job. It might take a couple of hours depending on the size of the data. Be sure to specify the Treasure Data database and table where the data should be stored.

Treasure Data also recommends specifying --time-column option because Treasure Data’s storage is partitioned by time (see data partitioning). If this option is not provided, the data connector chooses the first long or timestamp column as the partitioning time. The type of the column specified by --time-column must be either of long and timestamp type.

If your data doesn’t have a time column, you can add a time column by using add_time filter option. For more details see add_time filter plugin.

$ td connector:issue load.yml --database td_sample_db --table td_sample_table \
  --time-column created_at

The connector:issue command assumes that you have already created a *database(td_sample_db)*and a table(td_sample_table). If the database or the table does not exist in TD, this command fails. Create the database and table manually or use --auto-create-table option with td connector:issue command to auto-create the database and table.

$ td connector:issue load.yml --database td_sample_db --table td_sample_table
 --time-column created_at --auto-create-table

The data connector does not sort records on the server side. To use time-based partitioning effectively, sort records in files beforehand.

If you have a field called time, you don’t have to specify the --time-column option.

$ td connector:issue load.yml --database td_sample_db --table td_sample_table

Import Modes

You can specify file import mode in the out section of the load.yml file. The out: section controls how data is imported into a Treasure Data table. For example, you may choose to append data or replace data in an existing table in Treasure Data.

ModeDescriptionExamples
AppendRecords are appended to the target table.in:   ... out:   mode: append
Always ReplaceReplaces data in the target table. Any manual schema changes made to the target table remain intact.in:   ... out:   mode: replace
Replace on new dataReplaces data in the target table only when there is new data to import.in:   ... out:   mode: replace_on_new_data

Scheduling Executions

You can schedule periodic data connector execution for incremental file import. Treasure Data configures our scheduler carefully to ensure high availability.

For the scheduled import, you can import all files that match the specified prefix and one of these fields by condition:

  • If use_modified_time is disabled, the last path is saved for the next execution. On the second and subsequent runs, the connector only imports files that come after the last path in alphabetical order.
  • Otherwise, the time that the job is executed is saved for the next execution. On the second and subsequent runs, the connector only imports files that were modified after that execution time in alphabetical order.

Create a Schedule Using the TD Toolbelt

A new schedule can be created using the td connector:create command.

$ td connector:create daily_import "10 0 * * *" \
    td_sample_db td_sample_table load.yml

Treasure Data also recommends that you specify the --time-column option, because Treasure Data’s storage is partitioned by time (see also data partitioning).

$ td connector:create daily_import "10 0 * * *" \
    td_sample_db td_sample_table load.yml \
    --time-column created_at

The cron parameter also accepts three special options: @hourly, @daily, and @monthly.

By default, the schedule is set up in the UTC timezone. You can set the schedule in a timezone using -t or --timezone option. --timezone option supports only extended timezone formats like 'Asia/Tokyo', 'America/Los_Angeles', etc. Timezone abbreviations like PST, CST are not supported and might lead to unexpected schedules.

List All Schedules

You can see the list of currently scheduled entries by running the command td connector:list.

$ td connector:list
+--------------+--------------+----------+-------+--------------+-----------------+------------------------- ------+
| Name         | Cron         | Timezone | Delay | Database     | Table           | Config                                   |
+--------------+--------------+----------+-------+--------------+-----------------+--------------------------------+
| daily_import | 10 0 * * *   | UTC      | 0     | td_sample_db | td_sample_table | {"in"=>{"type"=>"s3",       "access_key_id"... |
+--------------+--------------+----------+-------+--------------+-----------------+--------------------------------+

Show Schedule Settings and History

td connector:show shows the execution setting of a schedule entry.

% td connector:show daily_import
Name     : daily_import
Cron     : 10 0 * * *
Timezone : UTC
Delay    : 0
Database : td_sample_db
Table    : td_sample_table
Config
---
in:
  type: sansan_datahub
  client_id: ***
  client_secret: ***
  feed_id: feed_id
  start_date: "2023-07-22T00:00:00.000Z"
  end_date: "2023-08-22T00:00:00.000Z"
  incremental: false
  columns:
   - {name: tdb.latestIncomeAccountingTerm, type: string}
   - {name: nta.addressInside_postalCode, type: long}
   ...

td connector:history shows the execution history of a scheduled entry. To investigate the results of each individual run, use td job jobid.

% td connector:history daily_import
+--------+---------+---------+--------------+-----------------+----------+---------------------------+----------+
| JobID  | Status  | Records | Database     | Table           | Priority | Started                   | Duration |
+--------+---------+---------+--------------+-----------------+----------+---------------------------+----------+
| 578066 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-18 00:10:05 +0000 | 160      |
| 577968 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-17 00:10:07 +0000 | 161      |
| 577914 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-16 00:10:03 +0000 | 152      |
| 577872 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-15 00:10:04 +0000 | 163      |
| 577810 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-14 00:10:04 +0000 | 164      |
| 577766 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-13 00:10:04 +0000 | 155      |
| 577710 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-12 00:10:05 +0000 | 156      |
| 577610 | success | 10000   | td_sample_db | td_sample_table | 0        | 2015-04-11 00:10:04 +0000 | 157      |
+--------+---------+---------+--------------+-----------------+----------+---------------------------+----------+
8 rows in set

Delete Schedule

td connector:delete removes the schedule.

$ td connector:delete daily_import