Synchronization Behaviors

An Activation fetches all the new and changed data from your data warehouse. However, the data that is loaded to the Target CRM app is decided by the sync behavior you specify.

Activate supports the following sync behaviors:

  • Insert New and Update Existing Rows: New records are added and existing records are identified based on primary key information and updated.

  • Update Existing Rows: Existing records are identified based on primary key information and are updated.

  • Add New Rows: The new records are added; however, no existing records are updated.

Read through the following sections to understand these behaviors in more detail.

Insert New and Update Existing Rows

In this sync behavior, new records received from the data warehouse are inserted at the end, and any existing records that have changed are updated. Note: Hevo currently does not handle deletes.

For example,

insert and update

Update Existing Rows

In this sync behavior, the updated records from the data warehouse are synchronized with the Target. Any new records found in the data warehouse are not added to the Target and are marked as Failed.

For example,

Update existing rows

Add New Rows

In this sync behavior, new records from the data warehouse are inserted and synchronized with the Target. Selecting this option does not synchronize the existing records that are updated in the data warehouse and mark them as Failed.

For example,

Add new rows

Viewing Failed Records

Records may not get inserted or updated in the Target CRM app due to the Sync Behavior that you have selected. These records are marked as Failed and are added to the failure count shown in Sync History.

To view the failed records:

  1. Click on Sync History in the Asset Palette.

  2. Click on the Records Failed count in the desired sync details row.

    Failed records in Activation

  3. Click VIEW DETAILS.

  4. Click REPORT to download the report of failed records in CSV format.



Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Jul-12-2021 1.67 New document.
Last updated on 12 Jul 2021