Integration Setup

To connect H-E-B Circana please follow the steps below

Step 1: Navigate to Integrations

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

Step 2: Select New Integration

Click on New Integration on the top right

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

Important: You must add both integrations for HEB Circana to work. Add them one at a time.

Step 4: Click HEB Circana Data

Select the HEB Circana Data tile

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

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)

Step 6: Create Connection

Click 'Create' to establish the connection

Step 7: Select HEB Circana Products

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

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

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)

Step 9: Create Connection

Click 'Create' to establish the connection