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This article describes how to add and connect  data sources to your Customer Data Hub profile.

If you are using iQ Tag Management for your website or mobile app, you technically already have a data source installed. If desired, you may still create a data source for the appropriate platform and then follow the guide to Data Sources for iQ.

To add a data source using a CSV file, see File Import Data Source.

In this article:

 Adding a Data Source

Adding a web, mobile, server-side, or webhook API data source requires only three main steps: select a platform, choose the events you want to track (event specifications), and get the code for your installation.

Use the following steps to add a data source:

  1. In the sidebar, select Sources > Data Sources.
  2. Click + Add Data Source.
    The Add Data Source dialog displays.
  3. From the Select a Platform screen, select a language or platform for your installation. To filter selections by category, click a category in the left panel.
  4. In the Name field under Summary, enter a name and click Continue. This is a required field.
  5. Click Continue. The dialog advances to the Choose Event Specifications step.
    You can optionally click Skip to skip this step, otherwise continue with the following steps.
  6. To continue, select one or more event specifications.
    To filter event specification types, click a category in the left panel.
    WhiteUI_ChooseEventSpecifications.png

    Clicking Select All in filtered categories selects only the specifications that display.
    Clicking Deselect All in filtered categories deselects the specifications in all categories.

  7. Click Continue.
    The dialog advances to the Get Code step and displays the data source key and installation code or instructions.
    WhiteUI_GetCode.png
    Optional. To download installation instructions, including the data source key, base code, and event tracking code, click Download as PDF.
  8. Click Save & Continue.
    A summary displays details and successful addition of the new data source and event specifications.
  9. Click Close.
    The new data source displays with a summary of actionable items.
    To expand or collapse the details of a data source, click the data source name.

From the detailed data source view you can perform the following actions:

  • View and copy the data source key
  • View installation instructions
  • Return to the Get Code page
  • Open the Get Code pop-up/dialogue
  • Edit the data source settings
  • Duplicate the event source
  • Delete the data source
  • Add or remove event specifications
  • View event specification details
  • View live events related to an event specification

Editing Data Source Settings

In this step, you can edit your data source settings to add notes, labels, a custom logo URL, or a custom homepage URL to link to your homepage.

Use the following steps to edit the data source settings:

  1. Click the name of the data source to expand the details for that data source.
  2. Click the pencil icon in the toolbar that displays on the bottom right of the data source.
    The Data Source Settings dialog displays.

    You can optionally hover over the logo to display a pencil icon over the logo and then click.

    WhiteUI_EditDataSource.png
  3. In the Notes field, enter helpful note related to the data source.
  4. In the Labels field, click Add Labels.
    • To add an existing label, select the label and click Apply.
    • To add a new label, click Manage Labels.
      The Manage Labels dialog displays.
      • Click + Add Label.
      • In the Color field, select a color from the drop-down list.
      • In the Label field, enter a name for the label.
      • Click Save.
  5. To delete a label, click Add Label from the Labels field.
    • Uncheck the label to delete and click Delete.
    • Click Yes to confirm the deletion.
  6. In the Custom Logo URL field, enter a valid URL to display your custom logo.

    Logo file names must end with jpg, png, or gif.
    All URLs must be valid, secure addresses prefaced with https://

  7. In the Custom Homepage URL field, enter a valid URL for your homepage.
  8. Click Save.
  9. Click Finish.

Connecting Your Customer Data Hub Profile to a Data Source 

Webhooks

Adding a webhook API data source to your Tealium Customer Data Hub profile generates a unique URL to use in your webhook configuration in following format:

https://collect.tealiumiq.com/integration/event/ACCOUNT/PROFILE/DATA_SOURCE_KEY

After adding and connecting the data source, save and publish your profile then configure your webhook using the instructions available in the Get Code screen.

Web, Mobile, or Server-side Data Sources

To install the code for the data source, first connect your Customer Data Hub profile to data source. You will need the data source key and links to the installation guides.

Use the following steps to connect your iQ profile to a new or existing data source:

  1. In the sidebar, select Sources > Data Sources.
  2. Click the name of the data source you want to install to expand the details.
  3. From the detailed view, copy the Data Source Key value.
    WhiteUI_ViewDataSource_DataSourceKey.png
  4. Use the installation instructions for your platform to paste the data source key value into your code.

Installing the Code for the Data Source

After you enter the data source key, you can install the code for the data source. You will need the sample code snippet and links to the installation guides.

Use the following steps to install the code for the data source:

  1. With the data source details expanded, click Get Code.
    WhiteUI_EditDataSource_GetCode.pngThe Get Code dialog displays. From this dialog, you can download a PDF with installation instructions, view and copy the base code, or view and copy event tracking code.
    WhiteUI_GetCode.png
  2. Copy the code displayed in the window.
  3. Use the installation instructions for your platform to install the code.
  4. Click Close to close the Get Code dialog.

Verifying the New Data Source

Once you have saved and published your Customer Data Hub account with the new data source and installed the data source key in the relevant platform, you can verify the setup using Live Events.

Use the following steps to view live events and verify your data source:

  1. With the data source details expanded, click the Live Events chart icon to view live events filtered to this data source.
  2. In your installation, trigger test events and view them as they display in the Live Events feed.
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