Sending Data to Unit21

After you finalize your data schema above, you may start sending your data into Unit21’s sandbox. To send data, you have a few options:

DDO

You may send large data files through our DDO import tool (upon request):

1. Export your raw customer/user, account and transaction data from your databases/software
2. Unit21 will integrate by ingesting the data files & build the mappings on the your behalf with an aim of fitting your data into the Unit21 data schema.
3. Save your engineering resources for other important priorities

APIs

You may use our APIs to get data into the Unit21 system.

• Create Entity
• Create Instrument
• Create Event

JSON file

You may use the following methods to upload JSON files.

• You may drag & drop a JSON file on Unit21’s user interface
• You may set up an API to batch upload the file

Note: see Best Practices when sending data into the system.

After you have loaded data, log onto the user interface and validate your entities, instruments and transactions.

• On the left navigation, go Data Explorer > Entities > click on an entity and see if there are values in the fields that are defined in the entity data schema sheet
• Data Explorer > Instruments >> click on an instrument and see if there are values in the fields that are defined in the entity data schema sheet
• Data Explorer > Transactions >> click on an transaction and see if there are values in the fields that are defined in the entity data schema sheet

Your Unit21 Implementation Manager will also set up a session to review your data with you and compare the data on your UI against your data schema document. The goal is to see uniformity between the UI and the data schema. If it is, then you can sign off the data pipeline before moving to production.