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Import data from Optimizely Customized Commerce

You can import your customer list, product catalog and order data into Optimizely Data Platform (ODP) using our Optimizely Customized Commerce integration.

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Note

These instructions are for the built-in Optimizely Customized Commerce application in Optimizely Data Platform (ODP), which works with Optimizely Customized Commerce 13 and 14.

For a more stable integration between ODP and Optimizely Customized Commerce 14, see Customized Commerce + ODP. You can only use one of the two integration options.

With this integration, import your existing customer list, product catalog, and order data from your Optimizely Customized Commerce account into ODP continuously.

Integrating Optimizely Customized Commerce has the following values and benefits:

  • Unify your data across multiple sources and gain access to comprehensive, persistent customer profiles. ODP combines online and offline, historical and real-time customer data to get a complete view of your customers.
  • Leverage important analytics, enhanced by AI-driven segmentation, to understand how your organization performs against its goals, including customer behavior and engagement.
  • See the complete customer journey and understand how your various channels are performing.
  • Enrich your customer understanding and segmentation with predictive insights, including Time to Next Order, Likelihood to Purchase, and Winback Zone.
  • Refine your segmentation strategy based on your customersโ€™ on-site and buying behaviors through ODPโ€™s data science-driven insights.
  • Use customer data to personalize messages, content and recommendations, and create relevance at every customer interaction.
  • If you have multiple Optimizely Customized Commerce markets, you can select specific markets to import to ODP. This way, you can split your market data between various ODP accounts.

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    Note

    For markets support, you must have version 6.3.0 or later of the Customized Commerce Service API.

Requirements

  • You must have an existing Optimizely Customized Commerce storefront with the Service API installed.
  • If you have multiple sites to integrate into ODP, you must request an ODP account for each site.
  • Before installing the Optimizely Customized Commerce app in ODP, you must get the Optimizely Service API NuGet package. If you are using .NET 5.0 or .NET 6.0, use this NuGet package. For information on installing and configuring the Service API, see the Optimizely Customized Commerce developer documentation.

Configure the integration

Step 1. Authorize connection in ODP

  1. In ODP, go to App Directory > Optimizely Commerce Cloud.
  2. Click Install App.
  3. On the Settings tab, complete the following fields:
    • Site URL โ€“ Enter the URL for your ecommerce site.
    • Authentication Type โ€“ Select your preferred authentication type. Service API is the default. However, if you use the Content Delivery API, select Delivery API.

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      Delivery API

      If you select Delivery API, the Client ID field displays. Enter Default into this field.

    • Username โ€“ Enter your Optimizely Customized Commerce username.
    • Password โ€“ Enter your Optimizely Customized Commerce password.
  4. Click Authorize.

Step 2. Configure data imports

  1. Expand the Imports section.
  2. Choose which objects to manage through the integration. ODP enables imports by default.
  3. Click Import.

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Note

You can track the progress of the data imports using the Activity Log.

Step 3. Configure on-site tracking

To track Optimizely Customized Commerce events on your site, you must add ODPโ€™s JavaScript tag to your site. If you want to track other events including:

  • Product detail viewed
  • Checkout started
  • Checkout completed
  • Add to cart
  • Add to wishlist
  • Remove from cart
  • Remove from wishlist

See Web SDK events.

Customized Commerce and ODP fields

Each row in the table below shows a field from Optimizely Customized Commerce used in this integration and the corresponding field in ODP.

Optimizely Customized Commerce fieldODP fieldField type
Contact.PrimaryKeyIdopticommerce_idCustomers
Contact.EmailemailCustomers
Contact.FirstNamefirst_nameCustomers
Contact.LastNamelast_nameCustomers
Contact.RegistrationSourceopticommerce_sourceCustomers
OrderForm.OrderNumberorder_idOrders
OrderForm.TotaltotalOrders
OrderForm.SubTotalsubtotalOrders
OrderForm.TaxTotaltaxOrders
OrderForm.ShippingTotalshippingOrders
OrderForm.Discounts.DiscountNamecoupon_codeOrders
OrderForm.LineItem.Codeproduct_idEvents
OrderForm.LineItem.DiscountedPricepriceEvents
OrderForm.LineItem.QuantityquantityEvents
OrderForm.LineItem.ExtendedPricesubtotalEvents
Entry.Codeproduct_idProducts
Entry.NamenameProducts
Entry.Assets.Titleimage_urlProducts
EntryRelation.ParentEntryCodeparent_product_idProducts