Overview

DataChannel is a cloud-based ETL platform that allows businesses to integrate and load data from various sources, such as CleverTap, into data warehouses such as Amazon Redshift, Google BigQuery, or Snowflake.

With CleverTap and DataChannel integration, you can:

• 360-Degree Customer View: Sync CleverTap user profiles (demographics, preferences, activity) with a data warehouse to unify customer data across multiple sources for better personalization.
• Behavioral Analytics & Funnel Optimization: Export CleverTap event data (app visits, purchases, drop-offs) to analyze user journeys, identify friction points, and optimize conversion funnels.
• Cross-Channel Attribution & Campaign Performance: Merge CleverTap events (email opens, push notifications, in-app actions) with CRM and ad platform data to measure marketing impact and refine targeting.

This powerful combination boosts customer engagement and drives impactful marketing and business results.

Prerequisites for Integration

The following are the prerequisites:

• Ensure you have a DataChannel account.
• Ensure you have a destination data warehouse (for example, Amazon Redshift, Google BigQuery, Snowflake) set up and accessible in DataChannel account.
• Ensure you have a CleverTap account with a valid Account ID, Passcode, and Region.

🚧

Support For Integration

This integration is managed and continuously improved by DataChannel. The CleverTap and DataChannel integration has undergone stringent testing to ensure seamless functionality. For any questions or issues, contact DataChannel for support and resolution.

Integrate DataChannel with CleverTap

This process involves the following three major steps:

1. Add CleverTap as a Source on DataChannel
2. Configure the Data Warehouse as a Destination on DataChannel
3. Create and Configure Data Pipelines

Add CleverTap as a Source on DataChannel

To add CleverTap as a source in DataChannel for exporting data from CleverTap to Datachannel:

1. Go to Exporte Connections from your DataChannel dashboard and search for CleverTap.
2. Click icon to create a new pipeline.

3. Enter the following details:

4. Click Save to add CleverTap as a source once the connection is verified.

Configure the Data Warehouse as Destination on DataChannel

After adding CleverTap as a source, configure the data warehouse to store the extracted data from CleverTap. To do so, follow these steps:

❗️

Data Warehouse selection

Data Warehouse once selected cannot be changed.

1. Navigate to the Connect Your DataSource section in DataChannel.
2. Select your preferred Data Warehouse from the available options (for example, Amazon Redshift, Google BigQuery, Snowflake, Azure Synapse, and MySQL).

3. Add your data warehouse as a destination by providing the required connection details and click Continue.

Create and Configure Data Pipelines

Once CleverTap is connected and the data warehouse is set up, configure data pipelines to determine what data should be extracted from CleverTap and sent to the data warehouse.

Considering a use case to create and configure data pipelines:

Tracking User Engagement Trends: To illustrate the process, consider a business that wants to track daily user engagement trends from CleverTap and store them in Google BigQuery for analysis. To do so, follow these steps:

1. Define Data Sources: Select a data pipeline that suits your use case, and refer to List of Available. In this use case, we will select Trend Analysis - Daily to track daily user engagement trends from CleverTap

2. Report Details Configuration: This pipeline can be used to request and retrieve the details of user events from CleverTap. Enter the following details:

3. Schedule Data Sync: Choose a schedule for running the data pipeline:
   • Manual Run: Manually trigger the pipeline whenever required.
   • Scheduled Run: Select a predefined schedule from the dropdown options.

4. Entering Dataset Details:
   1. Provide a Name for the dataset.
   2. (Optionally) Add a Description for better identification.
   3. Check mark the Run after save to save the integration.

5. Click Submit to finalize the setup and run the data export.
6. Select Numbers of Runs to monitor the pipeline and check the status of your pipeline in the dashboard.
   The statuses include:
   • Running
   • Successful
   • Error (if there are issues)

7. Select Data Preview to preview the data once the pipeline has successfully run.

FAQs

What should I do if my data is not syncing properly?

If your data is not syncing, try the following steps:

1. Check Pipeline Status – Ensure the data pipeline is active.
2. Verify Destination Setup – Confirm that the data warehouse is correctly configured.
3. Review Logs – Check logs in DataChannel for errors or failures.
4. Confirm API Access – Make sure CleverTap API access is enabled.
5. Check Sync Schedule – Ensure the pipeline is running at the scheduled time.

If the issue persists, contact DataChannel Support for assistance.