How to Integrate Birdie + Sprinklr
Leonardo Miasiro
Last Update hace 8 meses
This integration is designed to import posts, comments, and replies from Sprinklr Dashboards into Birdie.
Below are the key details on how to set up the integration and how the data is imported.
Note: You will need 2 types of accounts:
- One for Sprinklr UI
- One for Sprinklr Developer Portal
Currently, Birdie supports the following social media sources and specific types of content:
- Facebook
- Posts, Comments, and Replies
- Instagram
- Posts, Comments, and Replies
Necessary credentials:
- env: Sprinklr environment.
- Note 1: A key generated for one environment, cannot be used in another environment and URL conventions are different for each environment.
- Note 2: No need to enter {env} in case of Production(prod) environment, remove {env} from URL.
- apikey: The key you get after registering your application on developer portal.
- secret: The secret you received upon application activation.
Before making API requests, you need to identify the environment (env) where your Sprinklr instance is hosted.
This information is required because API URLs can differ depending on your environment.
Follow these steps on the Sprinklr UI:
- Login to the Sprinklr UI platform.
- Right-click anywhere on the page.
- Select “View Page Source” from the dropdown menu.
- Open the search engine (Ctrl+F (Windows/Linux) or Cmd+F (Mac)) and search for “sentry-environment”.
- The value displayed next to “sentry-environment” indicates where your Sprinklr instance is hosted.
To integrate Sprinklr with Birdie, you need to create an application in the Sprinklr Developer Portal.
This process will provide you with the API Key and Client Secret that will be required to integrate with Birdie.
Follow these steps on the Sprinklr Developer Portal:
- Click on your email address at the top-right corner.
- Select “Apps” from the dropdown menu.
- Click on the “+ New App” button to create a new application.
- During the proccess to create a new application, you will have a field called "Callback Url". Since we won't actually use the callback, you can use any valid URL.
- After completing the process, your can get the API Key and Client Secret.
To enable Birdie's integration with Sprinklr, you need to send an email to Sprinklr support requesting that the User ID associated with your client ID be allowed to use the Client Credentials authentication method.
Follow those steps to find User ID:
- Login to the Sprinklr UI platform.
- Go to "All Settings" and click on "Users" icon within "Manage Workspace".
- Using the Search bar, find the user you want to set up client credentials for.
- Click on the three vertical dots besides the User Name and choose "Details" option from the drop down menu
- You can find the user Id as part of the browser URL in this format: /users/1000127865/overview. Here 1000127865 is the user Id.
Once you have the Client ID and User ID, send an email similar to the one below:
API Key: {API key}
User Id: {User ID}
To create a new dashboard in Sprinklr, go to the Home Page and follow these steps:
- Click the “+” button at the top of the page to create a new page.
- On the new page, locate the Engage section.
- Click on "Engagement Dashboards" to view all your existing dashboards.
- Click the “+ Create Dashboard” button in the top-right corner.
- Fill in the required information: the dashboard name, folder, and tag.
To add a new column to an existing dashboard, go to the dashboard you want and follow these steps:
- Inside the dashboard, click the “+ Add Column” button.
- Select the social media source you want to collect data from.
- Choose the type of data the column will display.
- (Optional) On the next screen, configure filters to customize the data you want to retrieve. For example, you can choose to display only customer comments from a post.
To retrieve information from your columns, Birdie needs 2 information:
- The name of the dashboard where the columns are located.
- The IDs of the columns from which you want to retrieve data.
Go to the Home Page in Sprinklr, click the “+” button at the top of the page to create a new page, then navigate to the Engagement Dashboards section. Finally, locate the dashboard you want to work with and note its name.
You can retrieve the column ID by making the following API request:
Note: The {dashboardName} must be URL-encoded.
