Get started with Optimizely Connect Platform

  • Updated

The OCP database is not included in the free version of OCP. The free version syncs data in real-time without using the OCP database, letting you access public apps and data syncs.

Contact your Customer Success Manager if you have any questions.

Optimizely Connect Platform (OCP) provides multiple options for importing and managing your data so that you can choose the best fit for your organization.

Get started

  1. Give users access to OCP in Opti ID. See Invite users. OCP has the following two roles:
    • All Access – Can access everything in OCP.
    • User Admin – Can manage OCP users in the Opti ID Admin Center.
  2. Create any necessary objects and fields on the Data Setup > Objects & Fields page.
    • If you only plan to install apps through the OCP App Directory, you can skip this step because the apps manage your OCP data schema for you. If you later decide to also import data through CSV files or the API, you can revisit this step at that time.
    • If you want to import using CSV files or the API, you must first create any corresponding objects and fields in the OCP database. See Create custom objects and fields.
  3. Connect your data to OCP using any of the following options:
  4. Create data syncs on the Data Setup > Sync Manager page to sync data between OCP and other Optimizely products.

Get started building apps

OCP provides point-and-click apps for you, but you can also build your own custom apps using the OCP developer platform. See the OCP developer documentation to get started building apps.