Creating and Modifying Activations

Using Hevo Activate, you can create Activations to synchronize data from your Activate Warehouse with a Target CRM application. Activations are incremental in terms of the data that is synchronized. 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 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, do one of the following:

    Warehouse Validate Permissions

    • Select an existing data warehouse that holds the data to be activated. This could be an Activate Warehouse or a data warehouse configured as a Destination for Hevo Pipelines. Hevo supports Amazon Redshift, Google BigQuery, and Snowflake as Activate Warehouses.

      Hevo validates the permissions granted to the configured database user in the selected Warehouse. If the database user does not have the necessary permissions to access the selected Warehouse, then an error as shown in the following image is displayed:

      Warehouse Insufficient Permissions

    • Click +ADD WAREHOUSE to configure a new data Warehouse.

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 with which you want to synchronize the data. 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 the 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 the changes are validated and saved.

  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 Warehouse fields to Target fields

Perform the following steps to map the Warehouse fields with the Target fields. For some Targets, the Field Mapping page may differ. Read the respective Target’s Field Mapping section for the specifics.

In the Field Mapping page, specify the following:

Field Mapping

  • Select the Target Object: Select the Target object to synchronize data with. Once you do this, the synchronization behaviors get enabled for selection. If you had selected a Target object in the Select the Data to be Synchronized step, the same object is displayed here. You can change this value.

  • Select the Sync Behavior: Select an option to define how the data must be synchronized. Only the available synchronization behaviors are enabled for the selected Target object.

    For example, in the image above, the HubSpot contacts object does not support the Delete Records and Archive Records synchronization behaviors. Hence, they are disabled.

  • Query Fields: Select the check box next to the fields to be mapped. All unselected fields are dropped.

    Note: For all except the Add New Records sync behavior, you must select at least one identifier field. Activate updates the records in the Target object based on this field. The identifier cannot be changed once the Activation is created and is disabled during the Update Existing Mapping action.

  • Target Object 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.

  • Specify a unique Activation Name.

  • Click CREATE ACTIVATION.


Modifying an Activation

You can modify an Activation to change the:

  • Activation name.

  • Data synchronization frequency.

  • Mapping of the query fields to the Target object. Read Updating Field Mapping.

  • SQL query for fetching data. The UNVERIFIED CHANGES label is displayed till the new query is validated and saved. Read Modifying the Activation query.

    Modifying an Activation

Modifying the Activation query

You can modify the SQL query of your current Activation from the QUERY sub-tab in the Activations Detailed View.

Modify the Activation Query

When you make changes to the SQL query, the UNVERIFIED CHANGES label is displayed on the SQL QUERY dialog, until you VALIDATE & SAVE QUERY. The LAST SAVED QUERY is the query in use by the Activation, and any changes made in the SQL QUERY editor are lost if you revert to this query.

Unverified query changes

After you VALIDATE & SAVE QUERY, if there are unmapped columns in your query, then the Field Mapping dialog is displayed. Here, you can select the check box next to the fields that you want to map.

Update Field Mapping

If you close the dialog box without mapping the fields, then the query is put into DRAFT mode. To use this query in the Activation, you must MAP NEW FIELDS.

Map New Fields

If, however, there are no mapping changes required, then the Activation query is updated and used immediately. It also becomes the LAST SAVED QUERY.


Revision History

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

Date Release Description of Change
Jan-24-2022 1.80 Updated section, Map Warehouse fields to Target fields to include a reference to the Target documentation pages.
Dec-06-2021 NA Updated the screenshots and content to reflect the latest user interface and functionality.
Nov-22-2021 1.76 - Renamed the section, Map Source fields to Target fields to Map Warehouse fields to Target fields
- Updated the step, Select the Sync Behavior to include the new sync modes and inform about them being dynamically displayed.
- Added the sub-section, Modifying the Activation query.
- Updated the screenshots to reflect the latest user interface and functionality.
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 24 Jan 2022