Symbiosys requires two event-level datasets, which are used for reporting, attribution, and optimization:
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page views – visit/click events, includes subsequent page views for web integration
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orders – purchase events
Event data can be integrated using one or more of the below methods:
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[Preferred] BigQuery Transfer – Send data directly from your data warehouse (or via GA4) to Symbiosys via BigQuery transfer.
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[Preferred] File Dump – Send CSV file dumps to Symbiosys via shared cloud storage bucket (e.g., GCS, S3, Azure).
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Event API Integration – Use the Symbiosys Event API to stream data directly from your site/app to Symbiosys via client- or server-side tag.
High-Level Guidance
To ensure accurate attribution, clean event data, and seamless troubleshooting, follow these best practices when integrating visit and order data:
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Start early. Event data integration runs independently of feed/channel setup—handling both in parallel ensures a faster launch. Integration and validation may take longer than feed/channel setup, so an early start is key.
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Track web and app data. While web tracking is the focus in the pilot phase, collecting app data is essential for optimizing performance, especially if most purchases occur in-app.
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Include all campaign traffic (Symbiosys & non-Symbiosys). Sending event data from all campaigns helps diagnose tracking issues, assess data health, and improve performance evaluation.
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Ensure full-site tracking. Capture all key page views—not just landing pages and orders—to prevent session mismatches and incomplete attribution.
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Monitor user/session identifiers. Ensure Visitor IDs persist across sessions and correctly transition to CRM IDs. Conduct internal audits for issues like ID duplication, session-based generation, or bot anomalies, and report any concerns to your Symbiosys SE.
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Comply with privacy rules. Inform Symbiosys of any tracking restrictions due to user agreements or privacy laws. Symbiosys does not collect PII.
Instructions
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Review data requirements.
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See POST Endpoint Reference for expected data points*.
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Choose an integration method.
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See Methods & Data Sources to determine the best approach.
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Ensure complete and accurate user/event coverage.
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See Ensuring Accurate Tracking & Data Integrity for user/event tracking guidance.
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Integrate Using Your Chosen Method(s).
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Validate event data integration.
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Work with your Symbiosys SE to validate and fine-tune the integration.
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*The example requests in the POST Endpoint Reference contain parameter requirements that are specific to the Event API, including your public API key. You will not require a key if integrating via data dump or direct transfer. However, independent of integration method, your event data should contain all other fields in the expected format