Storing and transferring data

Introduction

Why should I store or transfer my data?

After collecting and harmonizing your data in Adverity, it is ready to be stored or transferred for further processing, either in Adverity or in another tool.

You can store your data in Adverity Data Storage, or transfer it to an external destination. Before transferring your data, you can download your collected data extracts in CSV format - but using Adverity to transfer your data is a quicker, easier way to make it available in your tool of choice.

What is Adverity Data Storage?

Data that you store in Adverity Data Storage is available for analysis in Adverity. After collecting data and applying Data Mapping, store your data in Adverity Data Storage in order to use it in the following pages:

  • Data Explorer
    Here, you can create widgets (tables and charts) that show your data, or parts of your data, in order to analyze it.

  • Dashboards
    Here, you can create dashboards from the widgets you created in the Data Explorer to present your findings.

  • Proactive Analytics
    Here, you can get automatic insights into your data provided by Adverity.

What are external destinations?

External destinations are tools outside Adverity that allow you to further process and analyze your data. After collecting data and applying Data Mapping, you can immediately transfer it to an external destination.

Storing data in Adverity Data Storage

You need to create a datastream, fetch data, and apply Data Mapping to the collected data extract before you can store the collected data in Adverity Data Storage. For instructions, see Creating a datastream and Applying Data Mapping.

To store your data from a datastream in Adverity Data Storage, follow these steps:

  1. In the platform navigation menu, click Datastreams.

  2. Click the datastream that contains the data you want to analyze in Data Explorer & Dashboards.

  3. In the Store section of the datastream overview, enable the toggle for Adverity Data Storage.

  4. To store the data you have already collected, scroll down the page to the All tasks tab to find the data extract you want to store in Adverity Data Storage, then click Requeue for Import to the right of the task.

  5. After the Store & Transfer process is finished, in the Store section of the datastream overview, click Explore data to go straight to Data Explorer and start analyzing your data from this datastream.

Transferring data to an external destination

You need to create a datastream, fetch data, and apply Data Mapping to the collected data extract before you can transfer data to an external destination. For instructions, see Creating a datastream and Applying Data Mapping.

To transfer data from a datastream to an external destination, follow these steps:

  1. In the platform navigation menu, click Datastreams.

  2. Click the datastream that contains the data you want to transfer to your chosen destination.

  3. In the Transfer section of the datastream overview, click + Assign destination.

  4. If you are transferring data to your chosen destination for the first time, in the drop-down menu, click Create new destination.

This opens the destination creation wizard.

  1. In the Type step, search for and click your chosen destination.

    You can filter Adverity's destinations according to their type by clicking the gray destination type options under the search field.

  2. In the Authorization step, choose whether to use your credentials or someone else's credentials to authorize Adverity to access your chosen destination.

    Click Next and follow the instructions to complete the authorization process.

    If you ask someone else to authorize the connection, you will receive a notification once the authorization has been granted. Until then, you cannot continue creating your destination.

    To continue creating a destination, follow the steps above to start the destination wizard again, select your destination, and then in this step, choose the new authorization from the list of existing authorizations.

  3. In the Configuration step, adjust the settings for your destination.

    Our individual destination guides contain detailed information about the configuration steps for each destination.

After you have created your destination, it is automatically assigned to the datastream you selected in step 2. It will now appear in the Transfer section of the datastream overview.

  1. In the Transfer section of the datastream overview, enable the toggle next to the destination to enable this destination.

  2. After you have enabled the destination, to transfer the data you have already collected, scroll down the page to the All tasks tab to find the data extract you want to transfer, then click Requeue for Import to the right of the task.

After the Store & Transfer process is finished, your data will be available in your chosen destination.

Assigning an existing destination to a datastream

After creating a destination, you can assign it to another datastream. To do this, follow these steps:

  1. Complete steps 1-3 in Transferring data to an external destination above.

  2. In the drop-down menu, click Assign existing destination.

  3. In the dialog box, select the checkbox for the destination you created.

  4. Click Save.

The destination will be automatically assigned to your chosen datastream. It will now appear in the Transfer section of the datastream overview.

What's next?

Click the button below to go to the next Getting Started guide: Creating widgets and a dashboard.

For more information about Adverity Data Storage, see Storing data in Adverity Data Storage.

If you want to know more about creating and configuring destinations, see our individual destination guides.