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1. Access Goals Section
Click on the Goals module present on the left-hand side of the homepage to begin configuring your integration settings
2. Open Integrations Page
Within the Goals module, click on the Integrations tab to view and manage goal integrations
3. Initiate New Integration
Click on Create Integration to get started with your first integration and automatically sync goal check-ins from your data source
4. Add Integration Name
Provide a name for your integration to easily identify it later
5. Configure Integration Details
Under Integration Details, choose how you would like the integration to run
You can set it up as a Manual integration, where syncs are triggered by an admin whenever needed, or as a Scheduled integration, which automatically runs every day at 3:00 AM UTC
6. Select Manual Integration
For this setup, select Manual as the integration type
7. Choose Integration Source
Under Choose Your Integration Source, click the dropdown to view the available integration options. Here, select MySQL as the data source from which you want to import goal check-in data
8. Proceed to Next Step
Once you have completed the integration setup, click "Save & Next" to proceed to the database connection step
9. Connect Your Data Source
Enter the database credentials and then click Test Connection to verify the connection. All fields marked with "*" are mandatory. These credentials should belong to the database where your goal check-in data is stored
10. Verify Connection and Continue
Once the connection is successful, a successfully connected message will be displayed. Click "Save & Next" to proceed to the query configuration step
11. Review Query Requirements
Before creating your query, review the Query Requirements section on the right side. To import and map your data correctly, your query must include a valid goal identifier using either an External Goal ID or a unique combination of Goal Title and Goal Owner
Note: If duplicate Goal Title and Goal Owner pairs are found, those goals will be excluded from the bulk integration
12. Preview Query Results
Enter your SQL query in the query editor and click Preview Query Results to validate the query and review the data that will be imported
13. Validate Query Results
Once you preview the query results, a sample of the returned data will be displayed below under Validation of Data. Review the data carefully to confirm that the query is returning the correct information before proceeding
14. Save Query Configuration
Click "Save & Next" to save your query settings and move forward
15. Map Query Fields to Peoplebox Fields
In the mapping step, the fields on the left side represent the data fields accepted by Peoplebox, while the fields on the right side represent the data returned by your SQL query
Map the corresponding query fields to the appropriate Peoplebox fields. You can map all available goal identifier fields. However, if an External Goal ID is provided, Peoplebox will prioritize it for goal matching. All the fields available for mapping are pulled directly from the query configured in the previous step
Once the mapping is complete, click "Save & Next" to confirm and save the field mapping details for your integration
16. Field Mapping Saved
Once the field mapping is successfully saved, a confirmation message will be displayed on the right side of the screen
17. Run Final Validation
Click Run Validation to validate the dataset and field mappings before enabling the sync. This ensures that the integration is configured correctly and ready to import data
18. Confirm Successful Validation
If the validation completes successfully, a confirmation message will be displayed indicating that the integration setup has passed all validation checks
19. Proceed To Next Step
Click "Save & Next" to save the current integration status and move forward in the setup process
20. Create or Update Integration
Once all the setup steps are complete, click "Create Bulk Integration" to create a new integration. If you are modifying an existing integration, click "Update Integration" to save your changes
21. Manage and Monitor Integrations
After the integration is created, you can view it in the Integrations list. The page displays details such as the sync type, last sync time, and the number of goals synced
You can also edit or delete an integration as needed. By clicking Sync History, you can view previous sync runs, download reports, and review the sync status of individual goals
