Facebook Inbound Connector

About the Facebook Inbound Connector

You can use the Facebook inbound connector to load Facebook posts, comments, and reviews into XM Discover.

The Facebook inbound connector enables you to retrieve two types of data:

• Public posts and comments from a news feed associated with a Facebook profile or a page.
• Public reviews for your pages.

Setting Up a Facebook Inbound Connector Job

1. On the Jobs page, click New Job.
   
2. Select Facebook from the source options.
   
3. Give your job a name so you can identify it.
   
4. Choose the project to load data into.
5. Give your job a description so you know its purpose.
6. Click Next.
7. Choose a Facebook account to use, or select Add New to add a new one.
   
8. If adding a new account, enter the connection name.
9. Click Authorize to login to your account and follow the steps to set up the Facebook connection.
   Qtip: While logging into Facebook, you will select the pages you want to use with XM Discover v2.0. If you do not have any pages, you can still pull public posts from a page’s news feed.
   
10. If you want your credentials to expire, then configure the following options:
    • Send Expiration Notifications: Click this checkbox to allow your credentials to expire.
    • Days prior to expiration: Enter the number of days prior to expiration that you want to receive a notification.
    • Expiration Date: Select the expiration date.
11.  Click Next.
12. Select the type of feedback you’d like to receive from Facebook.
    
    • Feed: Retrieve public posts from the news feed of a Facebook profile or page.
    • Ratings: Retrieve public reviews from a Facebook page.
13. Click Next.
14. Depending on the type of feedback you selected, there are additional settings for you to choose:
    • Query Configuration: Enter the name of the Facebook profile or page. You can get the name by opening the page on Facebook then copying the URL after facebook.com.
      
    • Select Facebook Page: Select the Facebook page. You can only upload reviews from pages selected during the account connection in Step 3.
      Qtip: The Facebook account in this connector must be the admin for the Facebook page in order to pull in Ratings.
15. Click Next.
16. If needed, adjust your data mappings. See the Data Mapping support page for detailed information on mapping fields in XM Discover. The Default Data Mapping section has information on the fields specific to this connector and the Mapping Conversational Fields section covers how to map data for conversational data.
    
17. Click Next.
18. If desired, you can add data substitution and redaction rules to hide sensitive data or automatically replace certain words and phrases in customer feedback and interactions. See the Data Substitution and Redaction support page for more information.
    
19. Click Next.
20. If desired, you can add a connector filter to filter the incoming data to limit what data is imported.
    
21. You can also limit the number of records imported in a single job by entering a number in the Specify Record Limit box. Enter “All” if you would like to import all records.
    Qtip: ​​For conversational data, the limit is applied based on conversations rather than rows.
22. Click Next.
23. Choose when you’d like to be notified. See Job Notifications for more information.
    
24. Click Next.
25. Choose how duplicate documents are handled. See Duplicate Handling for more information.
    
26. Choose Schedule Incremental Runs if you’d like your job to run periodically on a schedule, or Set Up One-Time Pull if you’d like the job to run just once. See Job Scheduling for more information.
27. Select additional days to process during each incremental run, if you’d like. This additional time range ensures that any data that might be delayed is included.
28. Click Next.
29. Review your setup. If you need to change a specific setting, click the Edit button next to that section.
30. Click Finish.

Default Data Mapping

This section contains information on the default fields for Facebook inbound jobs.

• natural_id: A unique identifier of a document. It is highly recommended to have a unique ID for each document to process duplicates correctly. For Natural ID, XM Discover uses source IDs prefixed by the connector’s name.
• parent_record_id: Parent Record ID serves as a unique identifier of a parent Facebook post when uploading comments.
• document_date: The primary date field associated with a document. This date is used in XM Discover reports, trends, alerts, and so on. You can choose one of the following options:
  • created_time (default): The date and time the post was published.
  • updated_time (Feed data type only): The date and time the post was last updated, which occurs when a user comments on the post.
  • You can also set a specific document date.
• feedback_provider: Identifies data obtained from a specific provider. For Facebook uploads, this attribute’s value is set to “Facebook” and cannot be changed.
• source: Identifies data obtained from a specific source. This can be anything that describes the origin of data, such as the name of a survey or a mobile marketing campaign. By default, this attribute’s value is set to “Facebook.” Use custom transformations to set a custom value, define an expression, or map it to another field.
• feedback_type: Identifies data based on its type. This is useful for reporting when your project contains different types of data (for example, surveys and social media feedback). By default, this attribute’s value is set “Social”. Use custom transformations to set a custom value, define an expression, or map it to another field.
• job_name: Identifies data based on the name of the job used to upload it. You can modify this attribute’s value during the setup via the Job Name field that is displayed at the top of each page during the setup.
• loadDate: Indicates when a document was uploaded into XM Discover. This field is set automatically and cannot be changed.