Creating and Modifying Activations

Using Hevo Activate, you can create Activations to synchronize data from your Activate Warehouse to a Target CRM application. Activations are incremental in terms of the data that is loaded. You can schedule an Activation to run at a pre-defined frequency. However, you can also restart an (incremental) Activation or use the Run Now option to run it on-demand.


Prerequisites

  • A CRM database is configured as the Target system.

Creating an Activation

Perform the following steps to create an Activation:

Select the data warehouse to load data from

  1. In the Asset Palette, click ACTIVATE.

  2. If you are creating your first Activation, click +CREATE ACTIVATION in the Activate home page.

    First Activation

    Else, click + CREATE ACTIVATION in the Activations List View.

    Create Activation

  3. In the Select Warehouse page, select an existing data warehouse where the data to be activated is present. Else, click ADD WAREHOUSE to configure one now.

    Data warehouses set up as Destinations for Hevo Pipelines are also available for selection.

    Select Warehouse

    Note: Hevo supports Amazon Redshift, Google BigQuery and Snowflake as Activate Warehouses.

Read Activate Warehouses for detailed steps to configure the data warehouses.


Specify the Target details

In the Select a Target page, select a Target CRM application where the data is to be loaded. Alternatively, click + ADD TARGET to configure one now.

Select Target

Read Activate Targets.


Select the Data to be Synchronized

In the Select the Data to Synchronize page:

Select Data to synchronize

  1. Create the SQL Query to fetch data from one or multiple tables of your data warehouse.

    In case of Amazon Redshift and Google BigQuery data warehouses, you must prefix the dataset name to the table name. In the image above, DEMO.DB is the dataset name.

    Note: The UNVERIFIED CHANGES label is displayed on the SQL Query dialog if you modify a saved query, till it is tested and verified.

  2. In the right pane, select the Target object and verify that it contains the fields to which you want to map the corresponding Activate Warehouse fields.

    Note: If you have added a new field to your Target object since the last refresh, click the Refresh icon to get the changes.

  3. Click TEST QUERY to validate the query.

    Note: For a Google BigQuery data warehouse, you must have an active Google Service Account.

  4. After the query is successfully tested, click TEST & MAP FIELDS.


Map Source fields to Target fields

In the Field Mapping page:

Field Maping

  1. In the Select the Sync Behavior field, select an option to define how the data must be loaded:

    • Add New Rows: Directly add new rows after the last record.

    • Update Existing Rows: Look for existing records based on primary key information to update them. If no existing records exist, the new fields are inserted as new records.

    • Insert New and Update Existing Rows: Adds new rows after the last record and updates existing records.

  2. Under Query Fields, select the check box next to the fields to be mapped. All unselected fields are dropped.

    If the sync mode is Update Existing Rows or Insert New and Update Existing Rows, you must select at least one unique identifier field based on which the records are updated in the Target CRM application. The unique identifier cannot be changed once the Activation is created and is disabled during the Change Mapping action.

  3. Under Target Fields, select the respective fields to which you want to map the query fields.

    Note: Activate automatically selects the best matching Target object fields by default. You can change the selection from the drop-down.

  4. Specify a unique Activation Name.

  5. Click CREATE ACTIVATION.


Modifying an Activation

You can modify an Activation to change the:

  • Activation Name

  • Frequency of ingesting data

  • Mapping of the ingested fields to the CRM object.

  • SQL Query for fetching data. The UNVERIFIED CHANGES label is displayed till the new query is tested and validated.

    Modify mapping of an Activation


Revision History

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

Date Release Description of Change
Aug-23-2021 1.70 Modified the note in Step 2 of section, Select the Data to be Synchronized to inform about refreshing the Target schema.
Jul-12-2021 1.67 Updated the steps for creating an Activation.
- Moved Scheduling an Activation to a new section.
May-18-2021 1.63 Updated the content to reflect the latest user interface.
Last updated on 12 Oct 2021