Run a Data Connector Extraction Job

Configure and run a job to extract data through a connector.

Overview

Extraction jobs retrieve data from a third-party source system through Visier data connectors. For more information about data connectors, see Data In Connectors.

In a project, you can run or schedule an extraction job for a specific connector. You have the following options to run an extraction job:

  • Quick onboarding: Select a data topic to onboard and the amount of time to retrieve data from. This automatically includes data tables that are recommended for the best experience in the selected topic.

    Note: Quick onboarding is only available for Workday, Salesforce, ServiceNow, SAP SuccessFactors, and Oracle Fusion Service connectors.

  • Custom: Schedule an extraction job to run now, later, or recurrently.

    Note: Recurrent jobs can only be scheduled in the production project.

Run a quick onboarding extraction job

Note: Quick onboarding is only available for Workday, Salesforce, ServiceNow, SAP SuccessFactors, and Oracle Fusion Service connectors.

Quick onboarding extraction jobs allow you to work with connector data sooner. We recommend that you run quick onboarding as the first extraction job for a new connector.

  1. In a project, on the navigation bar, click Data > Connectors.
  2. Select a connector.
  3. In the connector, click Schedule Job > Quick onboarding.
  4. In the Quick onboarding dialog, in Data topic, select a data topic to onboard.
  5. In Data history, select the number of months to retrieve data from.

    Note: This option is not available for all connectors.

  6. When finished, click Next.

  7. In the next page, click Run to start the extraction job. You can also click Back to change the job configuration before running the job.
  8. Review the progress of quick onboarding. Click Done to close the dialog. The job will continue running if you close the dialog. To see the job's progress, navigate to Data > Jobs on the navigation bar. For more information about jobs, see Jobs.

Run a custom extraction job

Custom extraction jobs let you run a job immediately, later, or on a recurring schedule. You can schedule an extraction job in the Connectors room or the Jobs room in a project.

  1. Do one of the following:
    • In a project, on the navigation bar, click Data > Connectors. In the Connectors room, select a connector and then click Schedule Job > Custom.
    • In a project, on the navigation bar, click Data > Jobs. In the Jobs room, click Schedule > Schedule job.
  2. Complete steps 4 to 10 in Schedule a Job.

Troubleshoot an extraction job

If the connector is pulling incorrect or incomplete data, try troubleshooting in the Request Sandbox tab. You can send a request for a specific record to see the response from the source system's API and see what data is being extracted. The required request parameters for each connector may vary, but they all include the record ID and effective date.

Note:

  • Request Sandbox is only available for Medallia, Oracle Fusion, UKG Pro, and Workday connectors.
  • To use Request Sandbox, users need:
    • Profile capabilities: Data: Write, Detailed
    • Profile additional capabilities: Internal Debugging
    • Access to all data such as the Super Admin permission