# XO Integration Checklist

## Overview

{% stepper %}
{% step %}
[**Prepare for integration**](#prepare-for-integration-1)

Make sure that all prerequisites are met before starting the hands-on implementation work to ensure a smooth integration process without delays.
{% endstep %}

{% step %}
[**Connect and sync item data**](#connect-and-sync-item-data-1)

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

{% step %}
[**Set up customer activity tracking**](#set-up-customer-activity-tracking-1)

Track customer activity on your application.
{% endstep %}

{% step %}
[**Verify XO Console readiness**](#verify-xo-console-readiness-1)

Confirm that relevant business use cases are configured in the [XO Console](https://support.crownpeak.com/hc/en-us/articles/11135755245597-Getting-Started-with-XO) so you can run accurate query tests during front-end integration.
{% endstep %}

{% step %}
[**Implement front-end components**](#implement-front-end-components-1)

Add the XO front-end components to your application.
{% endstep %}

{% step %}
[**Test and validate your integration**](#test-and-validate-your-integration-1)

Make sure everything is working properly so you can launch with confidence.
{% endstep %}
{% endstepper %}

***

## 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.

{% hint style="info" %}
You can always contact your Crownpeak Technical Consultant with any questions that may come up during the integration process.
{% endhint %}

### 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](/product-discovery/sending-and-managing-product-data/what-is-the-items-api.md), [implementing the front-end](/product-discovery/building-the-front-end-experience-with-xo/readme-first.md) and [sending events](/product-discovery/tracking-and-sending-events/sending-events.md), 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.

{% hint style="info" %}
Your Crownpeak Technical Consultant will have advised you on which method to use to integrate your catalog.
{% endhint %}

* Ahead of the Data Integration Session with your Crownpeak Technical Consultant, familiarize yourself with the [ideal data format](https://early-birds.gitbook.io/developer-journey/technical-requirements-1/product-feed) for the chosen method.

### Tasks to complete

{% tabs %}
{% tab title="Flat file (CSV, TXT or JSON)" %}

* Your Crownpeak Technical Consultant will provide a detailed task breakdown based on the specifics of your integration.
  {% endtab %}

{% tab title="Items API" %}

* Follow instructions provided in the [step by step guide](/product-discovery/sending-and-managing-product-data/what-is-the-items-api/step-by-step-guide-for-fredhopper-customers.md).
  {% endtab %}
  {% endtabs %}

### Test your work

{% tabs %}
{% tab title="Flat file (CSV, TXT or XML)" %}

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

{% hint style="info" %}
If necessary, you can adjust the mapping of your item files in the XO Console.
{% endhint %}
{% endtab %}

{% tab title="Items API" %}

* <img src="/files/yiJMnutHmq4qoCmEnQD6" alt="" data-size="line"> In the XO Account Portal (*Account Management > Monitoring > Catalog*), monitor your feed and investigate potential errors.
  {% endtab %}
  {% endtabs %}

***

## 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](/product-discovery/tracking-and-sending-events/sending-events.md).

### Test your work

* &#x20;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](https://support.crownpeak.com/hc/en-us/articles/11135755245597-Getting-Started-with-XO).

***

## Implement front-end components

### Before you begin

* You must have successfully implemented the [front-end tracker](#set-up-customer-activity-tracking-1).
* At least one business use case should already be set up in the [XO Console](https://support.crownpeak.com/hc/en-us/articles/11135755245597-Getting-Started-with-XO) to test your front-end implementation once ready.

### Tasks to complete

* Start trying out and sending [query examples](/product-discovery/building-the-front-end-experience-with-xo/using-the-recommendations-api.md).
* Implement the query response into your front-end application.

### Test your work

* Check the [XO Chrome extension](/product-discovery/building-the-front-end-experience-with-xo/setting-up-the-chrome-extension.md) to verify that everything has been queried correctly.
* Check the details of the XO Recommendations API calls.
* <img src="/files/yiJMnutHmq4qoCmEnQD6" alt="" data-size="line"> 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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