Customer Use Case Summaries

Each month we highlight some of the interesting use cases we have been helping customers with.

May 2024

Client Use Case #1

Client: Salesforce-based CRM purpose-built for manufacturers and wholesale distributors.

Problem to Solve: 

  • Their company implements a CRM solution (built on Salesforce) for their clients. Clients need to send LeadSmart their data in daily files.
  • They were using another Salesforce integration solution, but the jobs were failing if the files were too big.
  • The data can be messy, so they need a way to cleanse and standardize it before loading it to Salesforce.

Why Integrate.io?

  • Easy to use UI, especially the Salesforce destination component.
  • Many transformation capabilities. For example, their client data frequently contains custom string timestamps, which they routinely need to standardize to a datetime datatype.
  • They liked the Salesforce output error file. They need to be able to contact their clients when the data is bad and needs to be fixed, and the file gives them that ability.

Client Use Case #2

Client: Develops fleet management software solutions.

Problem to Solve: 

  • Client was looking for a solution to power the trucking management platform they were building.
  • They needed to move their clients’ data into their platform, where they would visualize it so that their clients could easily monitor trucks, drivers, shipments, etc.
  • They needed a solution that offered many transformation capabilities since the two systems were very different, with different schemas, etc.

Why Integrate.io?

  • Wide range of connectors (their client systems might be a database, file storage, API, etc)
  • Lots of transformations (CASE statements, filters, aggregation, window functions, Curl, etc)
Apr 2024

Client Use Case #1

Client: Major insurance broker.

Problem to Solve: 

  • Manually preparing enrollment data received from Benefit Administration platforms and formatting to meet insurance carrier requirements with some files having 400+ columns. 
  • There will be new carriers and employee HR systems in the future, so it is necessary to ensure that they can connect to those. 

Why Integrate.io?

  • Streamlined file data ingestion from the SFTP server and then delivered to carriers via SFTP integration.
  • Rich transformation layer supported all standardization requirements across all of their current and future carriers. 

Client Use Case #2

Client: Leading weather intelligence platform.

Problem to Solve: 

  • Needed to build out new integrations to weather systems for every new country they launched in. This was laborious and took up too much developer time. 
  • Had a wide range of integration and data cleansing requirements. 
  • Wanted to build in an easy-to-use UI but schedule the orchestration of pipelines through Airflow.

Why Integrate.io?

  • Supported all their data ingestion requirements - APIs, JSON, CSV, XML.
  • The business team could build out new integrations using UI, and the DevOps team could use our API to orchestrate their pipelines.
Mar 2024

Client Use Case #1

Client: Big 4 consulting firm.

Problem to Solve: 

  • Client tech services team looking for no/low-code tool for business users to ingest and prepare data.
  • They want to reduce engineering team dependency and increase their bandwidth for more complex client work.

Why Integrate.io?

  • Low and no-code transformations - Matillion and Talend were ruled out because they are too complex. Rivery was ruled out because their transformations require SQL knowledge.
  • Visual, intuitive GUI

Client Use Case #2

Client: Leading collectibles platform for collectors and investors.

Problem to Solve: 

  • Needed CDC database replication to Snowflake with support for Slowly Changing Dimensions (SCD).
  • Had a lot of data transformation needs, but not everyone on their team was comfortable working with SQL.

Why Integrate.io?

  • CDC replication and then SCD achieved using our ETL transformation layer.
  • Our low-code transformation layer allowed their whole team to perform data transformations without having to write any SQL.
Feb 2024

Client Use Case #1

Client: Specialty Insurance Brokerage firm.

Problem to Solve: 

  • Homegrown ETL solution breaking down.
  • Needed to be able to ingest BAI2 files from banks and load the data to Salesforce.
  • Needed a low-code solution for non-developer users to manage.

Why Integrate.io?

  • Ingesting the BAI2 file in a raw format and transforming it with a selection of string functions (SUBSTRING, STRSPLIT, etc), we were able to parse the required data.
  • Salesforce destination connector for loading the transformed data to Salesforce.

Client Use Case #2

Client: A premium, full-service solar provider.

Problem to Solve: 

  • Needed to load their Salesforce data to their data warehouse.
  • Salesforce data required cleansing before loading it to their data warehouse, and they wanted an easy way for non-technical users to do that.

Why Integrate.io?

  • They were able to use our REGEX_EXTRACT function to remove emojis that their Sales team was using in their notes, as the emojis were not compatible with the datatypes in their data warehouse. 
  • Ease of use of the platform along with the training received from their dedicated Integrate.io Solutions Engineer.

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