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Pendo

How to configure a Pendo Connection

This document describes the Dataworkz connector configuration required to access Pendo.

Prerequisite

Before configuring Dataworkz for Pendo, configure an API key in Pendo. Follow the steps below.

  1. Log in to your Pendo account at https://app.pendo.io/login.

  2. Click the Profile icon at the top right and select Settings.

  3. In the left sidebar, locate the API section (under Integrations).

  4. Generate or copy your API key.

  5. Add the following sample script to your website to track events in your Pendo instance:

<script> (function(apiKey){ (function(p,e,n,d,o){var v,w,x,y,z;o=p[d]=p[d]||{};o._q=o._q||[]; v=['initialize','identify','updateOptions','pageLoad','track'];for(w=0,x=v.length;w<x;++w)(function(m){ o[m]=o[m]||function(){o._q[m===v[0]?'unshift':'push']([m].concat([].slice.call(arguments,0)));};})(v[w]); y=e.createElement(n);y.async=!0;y.src='
https://cdn.pendo.io/agent/static/
'+apiKey+'/pendo.js'; z=e.getElementsByTagName(n)[0];z.parentNode.insertBefore(y,z);})(window,document,'script','pendo'); // This function creates anonymous visitor IDs in Pendo unless you change the visitor id field to use your app's values // This function uses the placeholder 'ACCOUNT-UNIQUE-ID' value for account ID unless you change the account id field to use your app's values // Call this function after users are authenticated in your app and your visitor and account id values are available // Please use Strings, Numbers, or Bools for value types. pendo.initialize({ visitor: { id: 'VISITOR-asd-123' // Required if user is logged in, default creates anonymous ID // email: // Recommended if using Pendo Feedback, or NPS Email // full_name: // Recommended if using Pendo Feedback // role: // Optional // You can add any additional visitor level key-values here, // as long as it's not one of the above reserved names. }, account: { id: 'ACCOUNT-asd-123' // Required if using Pendo Feedback, default uses the value 'ACCOUNT-UNIQUE-ID' // name: // Optional // is_paying: // Recommended if using Pendo Feedback // monthly_value:// Recommended if using Pendo Feedback // planLevel: // Optional // planPrice: // Optional // creationDate: // Optional // You can add any additional account level key-values here, // as long as it's not one of the above reserved names. } }); })('3308639a-4b64-4922-5322-5e4f05cf699f'); </script>

Configuring Pendo in Dataworkz

  1. Navigate to the Configuration section of the Dataworkz platform (gear icon).

  2. Click SaaS Applications.

  3. Select Pendo.

  4. Click the + icon to add a new Pendo connection.

  5. Enter the Pendo instance name.

  6. Enter the API Key.

  7. Select the Workspace to connect to.

  8. Select the Collection that the dataset should belong to.

  9. Click Test Connection.

  10. If the connection succeeds, click Save.

The newly created connection appears in the list of Pendo configurations.

Add Task Configuration

Click the newly created connector, then click the + icon to add a new task configuration for Pendo.

  1. Enter a name for the dataset.

  2. Select the Pendo entity to access.

  3. Select the fields of that entity to read.

  4. Select the appropriate option for reading all historical data or a date range.

  5. Select the incremental pull criteria:

    • Created At

    • Updated At

  6. Enable or disable the Recurring Job toggle.

  7. Click Add to save the configuration.

This completes the Dataworkz configuration for Pendo.

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