Doceree Connector Setup Guide

Connector Actions

Configure Settings

Navigate to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see About Connectors.

After adding the connector, configure the following settings:

• Username
  Required: Username for your Doceree account.
• Password
  Required: Password for your Doceree account.
• Environment
  Required: Select the environment you are using at Doceree. Use Production unless your Tealium and/or Doceree representative tells you to use Demo.

To add an audience list:

1. Click Add Audience List.
2. Enter the Doceree account name associated with the audience.
3. Enter the audience name to create.
4. Click Add.

Click Done when you are finished configuring the connector.

Action Settings — Parameters and Options

Click Continue to configure the connector actions. Enter in a name for the action and then select the action type from the drop-down menu.

The following section describes how to set up parameters and options for each action.

Action — Add User NPI

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. For more information, see Batched Actions. Requests are queued until one of the following thresholds is met or the profile is published:

• Max number of requests: 1000
• Max time since oldest request: 10 minutes
• Max size of requests: 1 MB

Parameters

Action — Remove User NPI

Parameters