# 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2F5OWp4xojdZnpOqz0uEq0%2Fimage.png?alt=media&#x26;token=d4faf8b1-8c17-4f11-9902-ffe0e931e70d" alt=""><figcaption></figcaption></figure>

## Step 2: Select New Integration

Click on New Integration on the top right

<figure><img src="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2F9dB0t8tkXBtkTR1MtgFZ%2Fimage.png?alt=media&#x26;token=f27fabdd-896a-4921-bfdd-92f6c546e872" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2FveAm668EX4MdyscQI6Nq%2Fimage.png?alt=media&#x26;token=6461b219-dc4c-4392-95b4-e557a79dd00d" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2F34RmaH5zCDqVPLOiU1dA%2Fimage.png?alt=media&#x26;token=4fc5fa2d-17e5-443a-959a-550b944ed9f4" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2Fg5LLu9nz29gKJl8JcGxn%2Fimage.png?alt=media&#x26;token=618b33d1-e414-4a08-ba78-eb79ad38c294" alt=""><figcaption></figcaption></figure>

## Step 6: Create Connection

Click 'Create' to establish the connection

<figure><img src="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2FV3jVxjOar3Mv8dLjI46f%2Fimage.png?alt=media&#x26;token=fc67c99d-7863-49c0-9d4e-0a4721f1cd18" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2FA17B5pcPQbkDBj2ZJU0c%2Fimage.png?alt=media&#x26;token=61b2300d-65c6-45e8-816c-d74ee276e5b5" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2F1DLCAdVH1f7gQ7wri52a%2Fimage.png?alt=media&#x26;token=03b3c775-59df-4010-a700-bbf3d9f4e683" 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="https://410725593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FamTMWiPne1v1V3L7mbuj%2Fuploads%2FV3jVxjOar3Mv8dLjI46f%2Fimage.png?alt=media&#x26;token=fc67c99d-7863-49c0-9d4e-0a4721f1cd18" alt=""><figcaption></figcaption></figure>
