XO Integration Checklist
The XO Integration Checklist walks you through each step of the integration process for XO, ensuring you've the right information and resources for a smooth onboarding without delays.
Overview
Make sure that all prerequisites are met before starting the hands-on implementation work to ensure a smooth integration process without delays.
Send your item data to XO, ensuring it's properly formatted and structured for a seamless ingestion.
Track customer activity on your application.
Confirm that relevant business use cases are configured in the XO Console so you can run accurate query tests during front-end integration.
Add the XO front-end components to your application.
Make sure everything is working properly so you can launch with confidence.
Prepare for integration
Make sure that all prerequisites are met before starting the hands-on implementation work to ensure a smooth integration process without delays.
Tasks to complete
Ensure you've a solid understanding of your own XO business use cases.
Familiarize yourself with the general functionalities of XO.
As you read through the documentation, take note of any questions you might have to discuss them in the kick-off meeting or during the requirements gathering phase with your Crownpeak Technical Consultant.
Connect and sync item data
Send your item data to XO, ensuring it's properly formatted and structured for a seamless ingestion.
Before you begin
Confirm which method you will be using to transfer data from your sources to Fredhopper, i.e. full flat files (CSV or JSON) or the Items API.
Ahead of the Data Integration Session with your Crownpeak Technical Consultant, familiarize yourself with the ideal data format for the chosen method.
Tasks to complete
Your Crownpeak Technical Consultant will provide a detailed task breakdown based on the specifics of your integration.
Test your work
In the XO Console, check the completeness of attributes for various products.
Set up customer activity tracking
Track customer activity on your application.
Before you begin
Discuss with your Crownpeak Technical Consultant how many tracker keys you will require. This will depend on whether/how many countries you want to track separately. However, keep in mind that algorithms work based on individual tracker keys. Your Crownpeak Technical Consultant will provide the keys accordingly.
Tasks to complete
Set up the front-end tracker according to the instructions provided.
Test your work
In the XO Account Portal (Account Management > Monitoring > Tracking), select a tracker key and verify whether activities are sent correctly or inspect potential errors.
Verify XO Console readiness
Confirm that relevant business cases are configured in the XO Console so you can run accurate query tests during front-end integration.
Tasks to complete
Coordinate with your merchandisers and your Crownpeak Technical Consultant to ensure that multiple representative use cases have been successfully set up in the XO Console.
Implement front-end components
Before you begin
You must have successfully implemented the front-end tracker.
At least one business use case should already be set up in the XO Console to test your front-end implementation once ready.
Tasks to complete
Start trying out and sending query examples.
Implement the query response into your front-end application.
Test your work
Check the XO Chrome extension to verify that everything has been queried correctly.
Check the details of the XO Recommendations API calls.
In the XO Account Portal (Account Management > Monitoring > Recommendation), check the performance for all API calls and investigate potential errors.
Test and validate your integration
Make sure everything is working properly so you can launch with confidence.
Tasks to complete
Ensure you test and check all items listed on the go-live checklist provided to you by your Crownpeak Technical Consultant.
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