# Integration Setup

## Step 1: Navigate to Integrations

Navigate to the Integrations screen by clicking **Connect** then **Integrations** on the left nav bar

<figure><img src="/files/3CwEZjzPfuZGcmZaygm6" alt=""><figcaption></figcaption></figure>

## Step 2: Select New Integration

Click on New Integration on the top right

<figure><img src="/files/DZv7lk6CpLDx3TCy0fz2" alt=""><figcaption></figcaption></figure>

## Step 3: Type HEB Circana

In the search box, type "heb circana" and you will see two integration options:

* HEB Circana Data
* HEB Circana Products

<figure><img src="/files/D8bxWsdKUwcZPwKGCjkn" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Important:** You must add both integrations for HEB Circana to work. Add them one at a time.
{% endhint %}

## Step 4: Click HEB Circana Data

Select the HEB Circana Data tile

<figure><img src="/files/3A0HpVRBi5tHTTi543KY" alt=""><figcaption></figcaption></figure>

## Step 5: Configure Integration

A) Set integration name

B) Add a 'source name' for data uniqueness. e.g Canada, USA

C) \[Optional] Click link for the option to 'edit' connection - where you can rename the data source connection if needed (defaults to integration name) and test connection

D) File Name Pattern: Ensure your uploaded files match the expected naming pattern:

> For HEB Circana Data:
>
> * Pattern: heb\_circana\_data\*.csv
> * Examples: heb\_circana\_data\_20240115.csv, heb\_circana\_data\_20240201.csv
> * Date format: YYYYMMDD (8 digits, no separators)
> * Wildcard \* allows for date suffix or other identifiers

{% hint style="info" %}
Important File Format Notes:

* Files must be CSV format
* Header row must be on row 2 (not row 1) - the first row may contain metadata or be blank
* Files must include all required columns (see Integration Specifications section)
  {% endhint %}

<figure><img src="/files/K3GxoPl005D2b34niWgo" alt=""><figcaption></figcaption></figure>

## Step 6: Create Connection

Click 'Create' to establish the connection

<figure><img src="/files/POUnMTzCkE67vvgEcsPV" alt=""><figcaption></figcaption></figure>

## Step 7: Select HEB Circana Products

Return to the New Integration screen then click on HEB Circana Products and complete its setup

<figure><img src="/files/Sk2dZ675X3Z61NWtNEOc" alt=""><figcaption></figcaption></figure>

## Step 8: Configure Integration

A) Set integration name

B) Add a 'source name' for data uniqueness. e.g Canada, USA

C) \[Optional] Click link for the option to 'edit' connection - where you can rename the data source connection if needed (defaults to integration name) and test connection

D) File Name Pattern: Ensure your uploaded files match the expected naming pattern:

For HEB Circana Products:

> * Pattern: heb\_circana\_products\*.csv
> * Examples: heb\_circana\_products\_20240115.csv, heb\_circana\_products\_20240201.csv
> * Date format: YYYYMMDD (8 digits, no separators)
> * Wildcard \* allows for date suffix or other identifiers

<figure><img src="/files/yyQ3u1yMMWoXMXc4XDrW" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Important File Format Notes:

* Files must be CSV format
* Header row must be on row 2 (not row 1) - the first row may contain metadata or be blank
* Files must include all required columns (see Integration Specifications section)
  {% endhint %}

## Step 9: Create Connection

Click 'Create' to establish the connection

<figure><img src="/files/POUnMTzCkE67vvgEcsPV" alt=""><figcaption></figcaption></figure>


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