Auth0 Connection

Screen_Shot_2021-10-06_at_2.21.54_PM.pngWhat: The Auth0 connection allows you to enrich BlueConic profiles with data from Auth0. This connection supports scheduled batch import, webhook import, web sync.

Why: By exchanging profile data between BlueConic and Auth0, you can share first-party customer data from BlueConic profiles using data stored in Auth0, and vice versa.

Adding an Auth0 connection

  1. Click Connections in the BlueConic navigation bar.
  2. Click Add Connection.
  3. A pop-up window appears. Enter "Auth0" in the Search bar.Auth04.png
  4. Click the Auth0 connection.
    • The Auth0 connection page opens. You can expand or collapse the metadata fields (to mark it as a favorite, add labels, or write a description) by clicking the gray chevron icon.
  5. In the metadata section you can choose whether to get email notifications when the connection runs or fails to run.
  6. Enter a name for your connection at the top of the page and save your settings.

Configuring an Auth0 connection to BlueConic

To set up a connection between BlueConic and Auth0, you need to add your Auth0 account credentials in order to authenticate the connection. 

Setting up an Auth0 connection

  1. Select Set up and run in the Setup section in the left panel.
  2. In the Auth0 authentication section, enter your Domain, Client ID, and Client Secret.Auth05.png
  3. Save your settings.

Once the authentication is complete, you'll create at least one import or export goal, turn the connection on, and either schedule or run the connection. Follow the steps outlined below.

Make sure the Auth0 API has the following permissions:

read:client_grants
read:users
read:users_app_metadata
read:user_custom_blocks
read:connections

Creating import goals

Select "Import data into BlueConic" in the left panel to open the page to configure your data import from Auth0 to BlueConic.

  1. Select the location of the data in Auth0.
    Here you can tell BlueConic where to find the data to be imported, by selecting your Auth0 database, and allowing you the option to save the database name to a profile property.Screen_Shot_2021-10-08_at_11.18.12_AM.png
  2. Webhook and Batch options.
    To enable the import options in this goal, you will see checkboxes to “Enable Batch feature” and “Enable Webhook feature.” When one option is selected or both options are selected, you will be prompted with extra instructions to select the segment and trigger profile property. Screen_Shot_2021-10-08_at_11.18.40_AM.png
    • Enable Batch feature - Check this option for daily scheduled batch imports. Based on the schedule settings on the Set up and Run page, BlueConic will request Auth0 data in batch, and update the related BlueConic profiles with the given data set in the import mappings.
    • Enable Webhook feature - Check this option for real-time requests to Auth0, to retrieve data for a specific profile, for the profile that performed an action, that caused a trigger. For this feature, you are able to specify who is able to request a trigger to Auth0. In order to do this, you need to select the segment of profiles in the "Segment" selector and select the trigger property that calls this action once it is changed.
  3. Link identifiers between Auth0 and BlueConic.
    To match customer data between the two systems, enter one or more customer identifiers. Use the dropdown menu in the BlueConic field to select either the BlueConic profile identifier or a profile property. 
    Screen_Shot_2021-10-08_at_11.19.10_AM.png
    Use the "Allow creation..." checkbox to allow BlueConic to create new profiles for data that does not match an existing BlueConic profile.
  4. Map Auth0 data to BlueConic profile properties.
    Match Auth0 fields on the left with BlueConic profile properties on the right. Use the dropdown menu to specify how imported content should be added to existing values: added, summed, set only if the profile property is empty, or to set or clear (if the Auth0 field is empty). 
    Screen_Shot_2021-10-08_at_11.20.03_AM.png
    Use the Add mapping button to create additional mapping rows. You can add multiple mapping rows at once with the "Add remaining fields" option. BlueConic detects the remaining Auth0 fields and matches them with BlueConic profile properties. You can set the merge strategy for imported field (set, add, sum, set if empty, set or clear) and also provide a custom prefix to the names of BlueConic profile properties (optional).
  5. Run the connection.
    See Scheduling and running connections for details.

Creating web goals

Select "Web sync to Auth0" in the left panel to open the page to configure your data export from BlueConic to Auth0.

  1. Map BlueConic data to Auth0.
    Match the BlueConic data fields you are exporting to Auth0 fields.Screen_Shot_2021-10-08_at_11.21.26_AM.png
  2. Enable Rule option.
    Once enabled there will be a step-by-step guide to follow with where to make code changes to the Auth0 App and to create a rule. You are able to copy and expand the code in order to use it.
    To create a “Auth0 Rule” read more information here.
  3. Enable Token option
    Once enabled there will be a step-by-step guide to follow with where to make code changes. You are able to copy and expand the code to use this feature.

Scheduling the batch run

You'll notice the arrows running between BlueConic and Auth0 in the upper left corner of the page. Green arrows in the direction indicate active import goals, ready to be run.

Auth03.png

See Scheduling and running connections for details.

Data exchange

Once the connection has been run, the data exchange section in the Setup page shows the number of unique BlueConic profiles imported from and exported to Auth0 via this connection.

Auth02.png

Scheduling the Auth0 connection

To run the connection on a schedule, follow these steps:

  1. Click Set up and run in the left-hand panel.
  2. Click the settings icon in the Run history section of the Set up and run page.
  3. Schedule the connection to run by choosing options in the Schedule window.
  4. Click OK.
  5. Switch the connection On and Save your settings.
  6. To run the connection immediately, click Run now.
    After the connection has run, scroll down to the Run history section. This table shows all past and scheduled runs for the connection. In the details column, it also lists the last five created or updated profiles and links to the profile identifier so you are able to see exactly how and whether profiles were created or updated correctly.

Auth01.png

Learn more about scheduling and running BlueConic connections.

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.