Pendo

How to configure a Pendo Connection

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

Prerequisite

Before configuring Dataworkz for Pendo, API key needs to be configured in Pendo. Follow the steps listed below to configure the same in Pendo.

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

2. Click on your Profile icon at the top-right and choose Settings.

3. In the left sidebar, look for the API section (under "Integrations").

4. Select the option, generate or copy your API key.

5. Following sample script need to be added in 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 configurations section of the Dataworkz platform (Gear Icon)

2. Click on SaaS Applications

3. Select Pendo

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

   
5. Add the Pendo instance name

6. Add the Api key

7. Select the Dataworkz workspace you would like to connect to

8. Select the Dataworkz collection that you want dataset to be part of

9. Test the connection

10. If the connection is successful, save the configuration

11. Newly created connection would show up in the list of Pendo configurations.

Add Task Configuration

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

1. Enter name for the dataset

2. Select the Pendo entity that you need to access

3. Select the fields of the entity that need to be read

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

5. Select the incremental pull criteria

   • Created At

   • Updated At

6. Enable/disable recurring job

7. Click Add to save the configuration

This would complete the Dataworkz configuration for Pendo