Integration Setup

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.

Step 1: Identify Integration Type

Parse the user's description to determine:

• Platform: Facebook, Google, Salesforce, Klaviyo, etc.
• Direction: Import (into Lytics) or Export (from Lytics)
• Data type: Audiences, events, profiles, conversions

Step 2: Check Available Providers

curl -s "${LYTICS_API_URL:-https://api.lytics.io}/v2/provider" \
  -H "Authorization: ${LYTICS_API_TOKEN}"

Find the matching provider for the target platform.

Step 3: Check Existing Auth

curl -s "${LYTICS_API_URL:-https://api.lytics.io}/v2/auth" \
  -H "Authorization: ${LYTICS_API_TOKEN}"

Check if valid auth already exists for the target platform.

Step 4: Create Auth (if needed)

Use connection-manager skill to create auth credentials. Guide the user on what credentials are needed for their platform.

Step 5: Create or Select Connection

# Check existing connections
curl -s "${LYTICS_API_URL:-https://api.lytics.io}/v2/connection" \
  -H "Authorization: ${LYTICS_API_TOKEN}"

Use existing connection if available, or create new one.

Step 6: Configure Job

Use job-manager skill to create the job with:

• Workflow matching the integration type
• Config specific to the platform
• Auth IDs linking to the credentials
• Segment ID (for exports)

Step 7: Confirmation Gate

Present the complete integration setup:

• Auth provider details (type, not credentials)
• Connection configuration
• Job settings (workflow, schedule, segment)
• Raw API payloads for each resource to create

Step 8: Execute on Approval

Create resources in order:

1. Auth (if new)
2. Connection (if new)
3. Job

Report success with links to each created resource.

Common Integration Patterns

Audience Export

1. User selects/creates a segment
2. Configure export job with segment_id
3. Set schedule (continuous, daily, etc.)

Data Import

1. Configure connection to data source
2. Scan connection to discover available data
3. Create import job with field mappings

Conversion API (CAPI)

1. Configure auth for the ad platform
2. Create conversion export job
3. Map Lytics events to platform conversion events

Error Handling

• Missing credentials: Guide user on where to find them in the target platform
• Invalid auth: Suggest re-creating credentials
• Workflow not found: List available workflows for the platform
• Segment not found: Help create the segment first using audience-builder

Dependencies

• Composes: connection-manager skill, job-manager skill, ../references/confirmation-gate.md
• References: ../references/auth.md
• Related: audience-builder skill (for creating segments to export)