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

1

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.

2

Connect and sync item data

Send your item data to XO, ensuring it's properly formatted and structured for a seamless ingestion.

3

Set up customer activity tracking

Track customer activity on your application.

4

Verify XO Console readiness

Confirm that relevant business use cases are configured in the XO Console so you can run accurate query tests during front-end integration.

5

Implement front-end components

Add the XO front-end components to your application.

6

Test and validate your integration

Make sure everything is working properly so you can launch with confidence.

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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.

You can always contact your Crownpeak Technical Consultant with any questions that may come up during the integration process.

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 on sending data, implementing the front-end and sending events, 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.

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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.

Your Crownpeak Technical Consultant will have advised you on which method to use to integrate your catalog.

• 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

Flat file (CSV, TXT or JSON)

• Your Crownpeak Technical Consultant will provide a detailed task breakdown based on the specifics of your integration.

Items API

Test your work

Flat file (CSV, TXT or XML)

• In the XO Console, check the completeness of attributes for various products.

If necessary, you can adjust the mapping of your item files in the XO Console.

Items API

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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.

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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.

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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.

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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.