Database Sources

The data from all campaigns within an organization will live in your Database Source section of Pingtree.

Database Sources Overview

Database sources will provide you with a table of all database sources that have been created for all campaigns in an organization.

The table will include the source name, date of creation, posting API and fetch API URLs and bearer tokens, enable/disable functionality, and data uploads.

You will also be able to see the total amount of API calls and API failures within active, paused and inactive sources.

How Sources Attribute

These data sources are attributed to a campaign by the API URL that's automatically assigned to the source when it's created.

Creating A Source

Creating a source is simple and can happen in two ways.

The first involves creating a campaign. Within the early steps of campaign creation, a modal will pop up requesting you to add a data source.

The second way you can create a new source is directly from Database Source view.

Source Validation

When creating a new source, you are able to indicate any required fields which will populate based on previously created custom fields and system fields in your organization.

Uploading Data

Select the "Upload Data" button in your Database Source view. Within the pop up modal titled "Add File to Database Source" you may drag and drop or select "Browse Files" in order to attach a CSV file to upload. To complete the import follow the steps below.

Add a file name which is how it will be seen once it's imported.
Select which database source this import should be attributed to.
Select the data upload time (At the current moment, Pingtree only has the option for an instant import)
Enable a header (Optional)
Select "Next"
Map each first or second row of data types from your CSV to the proper fields
Submit

Database Source API

When a database source is created, it will have an API URL automatically applied. It will also come with a unique bearer token for authorization purposes.

Two seperate APIs will be applied:

Lead Create API Fetch API

Database Source - Request

Each database source will have a small icon next to the API URL.

Selecting this icon will open up a modal with your API instructions.

In this modal, view all of the field names and descriptions of the field.

Pingtree has also provided you with an example of the request and response format.

Database Source - Response Format

Each database source will have a small icon next to the API URL.

Selecting this icon will open up a modal with your API instructions.

In this modal, view all of the field names and descriptions of the field.

Pingtree has also provided you with an example of the request and response format as well as the response codes and what they indicate.

Database Source API - Response Codes

RESPONSE CODE RESPONSE TYPE DESCRIPTION

201 Success Lead successfully created 400 Error Database source not found 500 Error Internal Server Error