Integration Setup

Purpose

Guide users through setting up a complete data integration -- from creating auth credentials to configuring connections and creating jobs. Handles both imports (data flowing into Lytics) and exports (data flowing out to external platforms).

Environment

Requires authenticated API access. See ../references/auth.md for credential resolution.

Inputs

• Description of the desired integration (platform, direction, data type)
• Optional: credentials, segment to export, schedule preferences

Setup Flow

Step 0: Consider Using the Integration Advisor

If the user's request involves choosing a workflow, mapping fields, or setting up a new integration from scratch, suggest starting with the integration-advisor skill:

"For new integrations, I can help you choose the right workflow, map fields, and configure everything optimally. Would you like strategic guidance first?"

If the user has a specific, well-defined setup request (e.g., "create a job with workflow X and auth Y"), proceed directly.