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New Client Integration Guide for Customer Analytics

Initial Data Integration​

Because Customer Analytics works off of both held and aggregated transaction and account data, MX must have access to this data. There are several ways to do this including one or multiple recommended options used together, and a standalone option.

Customer Analytics is most powerful when it also has access to both aggregated data and information about how clients are interacting with various other MX products. Purchasing and integrating one or multiple products (such as Data Access or Personal Finance Management) automatically gives Customer Analytics the data it needs. Thus, you can choose from one or a combination of the following:

MX integration engineers will work with you throughout this process to make sure we achieve the optimal integration for you.

Standalone Option​

Customer Analytics can be used as a standalone product. However, this limits the potential of the information that can be provided to you about your customers.

In this case, the best option is to provide your held data to MX through our MDX v5 Real Time API. In certain situations, the Batch API may also be an option. Please see the documentation for these APIs for details on how they work.

Kickoff Meeting​

Once an initial integration is complete, MX will enable Customer Analytics and perform the required work on our end to get it up and running. After the integration and validation work is complete, MX will schedule a training and kickoff event with your organization. During the kickoff, the MX team will walk through each dashboard, answer questions, and provide the training necessary to use the product effectively.

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