- Introduction
- Getting Started
- Creating an Account in Hevo
- Subscribing to Hevo via AWS Marketplace
-
Connection Options
- Connecting Through SSH
- Connecting Through Reverse SSH Tunnel
- Connecting Through VPN
- Connecting Through Mongo PrivateLink
- Connecting Through AWS Transit Gateway
- Connecting Through AWS VPC Endpoint
- Connecting Through AWS VPC Peering
- Using Google Account Authentication
- How Hevo Authenticates Sources and Destinations using OAuth
- Reauthorizing an OAuth Account
- Familiarizing with the UI
- Creating your First Pipeline
- Data Loss Prevention and Recovery
- Data Ingestion
- Data Loading
- Loading Data in a Database Destination
- Loading Data to a Data Warehouse
- Optimizing Data Loading for a Destination Warehouse
- Deduplicating Data in a Data Warehouse Destination
- Manually Triggering the Loading of Events
- Scheduling Data Load for a Destination
- Loading Events in Batches
- Data Loading Statuses
- Data Spike Alerts
- Name Sanitization
- Table and Column Name Compression
- Parsing Nested JSON Fields in Events
- Pipelines
- Data Flow in a Pipeline
- Familiarizing with the Pipelines UI
- Working with Pipelines
- Managing Objects in Pipelines
- Pipeline Jobs
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Transformations
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Python Code-Based Transformations
- Supported Python Modules and Functions
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Transformation Methods in the Event Class
- Create an Event
- Retrieve the Event Name
- Rename an Event
- Retrieve the Properties of an Event
- Modify the Properties for an Event
- Fetch the Primary Keys of an Event
- Modify the Primary Keys of an Event
- Fetch the Data Type of a Field
- Check if the Field is a String
- Check if the Field is a Number
- Check if the Field is Boolean
- Check if the Field is a Date
- Check if the Field is a Time Value
- Check if the Field is a Timestamp
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TimeUtils
- Convert Date String to Required Format
- Convert Date to Required Format
- Convert Datetime String to Required Format
- Convert Epoch Time to a Date
- Convert Epoch Time to a Datetime
- Convert Epoch to Required Format
- Convert Epoch to a Time
- Get Time Difference
- Parse Date String to Date
- Parse Date String to Datetime Format
- Parse Date String to Time
- Utils
- Examples of Python Code-based Transformations
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Drag and Drop Transformations
- Special Keywords
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Transformation Blocks and Properties
- Add a Field
- Change Datetime Field Values
- Change Field Values
- Drop Events
- Drop Fields
- Find & Replace
- Flatten JSON
- Format Date to String
- Format Number to String
- Hash Fields
- If-Else
- Mask Fields
- Modify Text Casing
- Parse Date from String
- Parse JSON from String
- Parse Number from String
- Rename Events
- Rename Fields
- Round-off Decimal Fields
- Split Fields
- Examples of Drag and Drop Transformations
- Effect of Transformations on the Destination Table Structure
- Transformation Reference
- Transformation FAQs
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Python Code-Based Transformations
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Schema Mapper
- Using Schema Mapper
- Mapping Statuses
- Auto Mapping Event Types
- Manually Mapping Event Types
- Modifying Schema Mapping for Event Types
- Schema Mapper Actions
- Fixing Unmapped Fields
- Resolving Incompatible Schema Mappings
- Resizing String Columns in the Destination
- Schema Mapper Compatibility Table
- Limits on the Number of Destination Columns
- File Log
- Troubleshooting Failed Events in a Pipeline
- Mismatch in Events Count in Source and Destination
- Audit Tables
- Activity Log
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Pipeline FAQs
- Can multiple Sources connect to one Destination?
- What happens if I re-create a deleted Pipeline?
- Why is there a delay in my Pipeline?
- Can I change the Destination post-Pipeline creation?
- Why is my billable Events high with Delta Timestamp mode?
- Can I drop multiple Destination tables in a Pipeline at once?
- How does Run Now affect scheduled ingestion frequency?
- Will pausing some objects increase the ingestion speed?
- Can I see the historical load progress?
- Why is my Historical Load Progress still at 0%?
- Why is historical data not getting ingested?
- How do I set a field as a primary key?
- How do I ensure that records are loaded only once?
- Events Usage
- Sources
- Free Sources
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Databases and File Systems
- Data Warehouses
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Databases
- Connecting to a Local Database
- Amazon DocumentDB
- Amazon DynamoDB
- Elasticsearch
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MongoDB
- Generic MongoDB
- MongoDB Atlas
- Support for Multiple Data Types for the _id Field
- Example - Merge Collections Feature
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Troubleshooting MongoDB
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Errors During Pipeline Creation
- Error 1001 - Incorrect credentials
- Error 1005 - Connection timeout
- Error 1006 - Invalid database hostname
- Error 1007 - SSH connection failed
- Error 1008 - Database unreachable
- Error 1011 - Insufficient access
- Error 1028 - Primary/Master host needed for OpLog
- Error 1029 - Version not supported for Change Streams
- SSL 1009 - SSL Connection Failure
- Troubleshooting MongoDB Change Streams Connection
- Troubleshooting MongoDB OpLog Connection
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Errors During Pipeline Creation
- SQL Server
-
MySQL
- Amazon Aurora MySQL
- Amazon RDS MySQL
- Azure MySQL
- Generic MySQL
- Google Cloud MySQL
- MariaDB MySQL
-
Troubleshooting MySQL
-
Errors During Pipeline Creation
- Error 1003 - Connection to host failed
- Error 1006 - Connection to host failed
- Error 1007 - SSH connection failed
- Error 1011 - Access denied
- Error 1012 - Replication access denied
- Error 1017 - Connection to host failed
- Error 1026 - Failed to connect to database
- Error 1027 - Unsupported BinLog format
- Failed to determine binlog filename/position
- Schema 'xyz' is not tracked via bin logs
- Errors Post-Pipeline Creation
-
Errors During Pipeline Creation
- MySQL FAQs
- Oracle
-
PostgreSQL
- Amazon Aurora PostgreSQL
- Amazon RDS PostgreSQL
- Azure PostgreSQL
- Generic PostgreSQL
- Google Cloud PostgreSQL
- Heroku PostgreSQL
-
Troubleshooting PostgreSQL
-
Errors during Pipeline creation
- Error 1003 - Authentication failure
- Error 1006 - Connection settings errors
- Error 1011 - Access role issue for logical replication
- Error 1012 - Access role issue for logical replication
- Error 1014 - Database does not exist
- Error 1017 - Connection settings errors
- Error 1023 - No pg_hba.conf entry
- Error 1024 - Number of requested standby connections
- Errors Post-Pipeline Creation
-
Errors during Pipeline creation
- PostgreSQL FAQs
- Troubleshooting Database Sources
- File Storage
- Engineering Analytics
- Finance & Accounting Analytics
-
Marketing Analytics
- ActiveCampaign
- AdRoll
- Amazon Ads
- Apple Search Ads
- AppsFlyer
- CleverTap
- Criteo
- Drip
- Facebook Ads
- Facebook Page Insights
- Firebase Analytics
- Freshsales
- Google Ads
- Google Analytics
- Google Analytics 4
- Google Analytics 360
- Google Play Console
- Google Search Console
- HubSpot
- Instagram Business
- Klaviyo v2
- Lemlist
- LinkedIn Ads
- Mailchimp
- Mailshake
- Marketo
- Microsoft Ads
- Onfleet
- Outbrain
- Pardot
- Pinterest Ads
- Pipedrive
- Recharge
- Segment
- SendGrid Webhook
- SendGrid
- Salesforce Marketing Cloud
- Snapchat Ads
- SurveyMonkey
- Taboola
- TikTok Ads
- Twitter Ads
- Typeform
- YouTube Analytics
- Product Analytics
- Sales & Support Analytics
- Source FAQs
- Destinations
- Familiarizing with the Destinations UI
- Cloud Storage-Based
- Databases
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Data Warehouses
- Amazon Redshift
- Amazon Redshift Serverless
- Azure Synapse Analytics
- Databricks
- Firebolt
- Google BigQuery
- Hevo Managed Google BigQuery
- Snowflake
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Destination FAQs
- Can I change the primary key in my Destination table?
- How do I change the data type of table columns?
- Can I change the Destination table name after creating the Pipeline?
- How can I change or delete the Destination table prefix?
- Why does my Destination have deleted Source records?
- How do I filter deleted Events from the Destination?
- Does a data load regenerate deleted Hevo metadata columns?
- How do I filter out specific fields before loading data?
- Transform
- Alerts
- Account Management
- Activate
- Glossary
Releases- Release 2.30.2 (Nov 25-Dec 02, 2024)
- Release 2.30.1 (Nov 18-25, 2024)
- Release 2.30 (Oct 21-Nov 18, 2024)
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2024 Releases
- Release 2.29 (Sep 30-Oct 22, 2024)
- Release 2.28 (Sep 02-30, 2024)
- Release 2.27 (Aug 05-Sep 02, 2024)
- Release 2.26 (Jul 08-Aug 05, 2024)
- Release 2.25 (Jun 10-Jul 08, 2024)
- Release 2.24 (May 06-Jun 10, 2024)
- Release 2.23 (Apr 08-May 06, 2024)
- Release 2.22 (Mar 11-Apr 08, 2024)
- Release 2.21 (Feb 12-Mar 11, 2024)
- Release 2.20 (Jan 15-Feb 12, 2024)
-
2023 Releases
- Release 2.19 (Dec 04, 2023-Jan 15, 2024)
- Release Version 2.18
- Release Version 2.17
- Release Version 2.16 (with breaking changes)
- Release Version 2.15 (with breaking changes)
- Release Version 2.14
- Release Version 2.13
- Release Version 2.12
- Release Version 2.11
- Release Version 2.10
- Release Version 2.09
- Release Version 2.08
- Release Version 2.07
- Release Version 2.06
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2022 Releases
- Release Version 2.05
- Release Version 2.04
- Release Version 2.03
- Release Version 2.02
- Release Version 2.01
- Release Version 2.00
- Release Version 1.99
- Release Version 1.98
- Release Version 1.97
- Release Version 1.96
- Release Version 1.95
- Release Version 1.93 & 1.94
- Release Version 1.92
- Release Version 1.91
- Release Version 1.90
- Release Version 1.89
- Release Version 1.88
- Release Version 1.87
- Release Version 1.86
- Release Version 1.84 & 1.85
- Release Version 1.83
- Release Version 1.82
- Release Version 1.81
- Release Version 1.80 (Jan-24-2022)
- Release Version 1.79 (Jan-03-2022)
-
2021 Releases
- Release Version 1.78 (Dec-20-2021)
- Release Version 1.77 (Dec-06-2021)
- Release Version 1.76 (Nov-22-2021)
- Release Version 1.75 (Nov-09-2021)
- Release Version 1.74 (Oct-25-2021)
- Release Version 1.73 (Oct-04-2021)
- Release Version 1.72 (Sep-20-2021)
- Release Version 1.71 (Sep-09-2021)
- Release Version 1.70 (Aug-23-2021)
- Release Version 1.69 (Aug-09-2021)
- Release Version 1.68 (Jul-26-2021)
- Release Version 1.67 (Jul-12-2021)
- Release Version 1.66 (Jun-28-2021)
- Release Version 1.65 (Jun-14-2021)
- Release Version 1.64 (Jun-01-2021)
- Release Version 1.63 (May-19-2021)
- Release Version 1.62 (May-05-2021)
- Release Version 1.61 (Apr-20-2021)
- Release Version 1.60 (Apr-06-2021)
- Release Version 1.59 (Mar-23-2021)
- Release Version 1.58 (Mar-09-2021)
- Release Version 1.57 (Feb-22-2021)
- Release Version 1.56 (Feb-09-2021)
- Release Version 1.55 (Jan-25-2021)
- Release Version 1.54 (Jan-12-2021)
-
2020 Releases
- Release Version 1.53 (Dec-22-2020)
- Release Version 1.52 (Dec-03-2020)
- Release Version 1.51 (Nov-10-2020)
- Release Version 1.50 (Oct-19-2020)
- Release Version 1.49 (Sep-28-2020)
- Release Version 1.48 (Sep-01-2020)
- Release Version 1.47 (Aug-06-2020)
- Release Version 1.46 (Jul-21-2020)
- Release Version 1.45 (Jul-02-2020)
- Release Version 1.44 (Jun-11-2020)
- Release Version 1.43 (May-15-2020)
- Release Version 1.42 (Apr-30-2020)
- Release Version 1.41 (Apr-2020)
- Release Version 1.40 (Mar-2020)
- Release Version 1.39 (Feb-2020)
- Release Version 1.38 (Jan-2020)
- Early Access New
- Upcoming Features
Outreach
Outreach is a sales engagement platform that allows sales and business development representatives to automate sales, manage their prospects and leads, and derive insights into data.
Outreach uses OAuth 2.0 to identify Hevo and authorize the request for accessing account data.
Prerequisites
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An active Outreach account.
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You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.
Configuring Outreach as a Source
Perform the following steps to configure Outreach as the Source in your Pipeline:
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Click PIPELINES in the Navigation Bar.
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Click + CREATE PIPELINE in the Pipelines List View.
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On the Select Source Type page, select Outreach.
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On the Configure your Outreach account page, do one of the following:
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Select a previously configured account and click CONTINUE.
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Click + ADD OUTREACH ACCOUNT and log in to your Outreach account:
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On the Configure your Outreach Source page, specify the following:
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Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.
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Authorized User Account: The Outreach account that you configured. This field is non-editable.
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Click CONTINUE.
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Proceed to configuring the data ingestion and setting up the Destination.
Data Replication
For Teams Created | Default Ingestion Frequency | Minimum Ingestion Frequency | Maximum Ingestion Frequency | Custom Frequency Range (in Hrs) |
---|---|---|---|---|
Before Release 2.21 | 1 Hr | 1 Hr | 24 Hrs | 1-24 |
After Release 2.21 | 6 Hrs | 30 Mins | 24 Hrs | 1-24 |
Note: The custom frequency must be set in hours as an integer value. For example, 1, 2, or 3 but not 1.5 or 1.75.
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Historical Data: In the first run of the Pipeline, Hevo ingests all the existing data for the selected objects from your Outreach account and loads it to the Destination.
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Incremental Data: Once the historical load is complete, data is ingested as per the ingestion frequency in Full Load or Incremental mode, as mentioned in the table below.
Schema and Primary Keys
Hevo uses the following schema to upload the records in the Destination database:
Data Model
The following is the list of tables (objects) that are created at the Destination when you run the Pipeline:
Object | Mode | Description |
Account | Incremental | Contains the details of the companies added in your Outreach account and their categorization in an account-based sales strategy. |
Audit | Full Load | Contains the details of the Events that happen in your Outreach account. For example, login, logout, exporting a CSV, and adding or removing users. |
Call Disposition | Incremental | Contains the details of the outcomes of calls made to prospective customers. |
Call Purpose | Incremental | Contains the details of the purpose of calls made to the prospective customers. |
Call | Incremental | Contains the details of inbound and outbound calls made to the prospective customers. |
Compliance Request | Full Load | Contains the details of the privacy compliances laws that define the amount of personal information that can be retained in Outreach. |
Content Category | Incremental | Contains the details of the various categories created in your Outreach account to increase discoverability of the content for your product or service. |
Content Category Membership | Incremental | Contains the details of the category of the product or service content. |
Content Category Ownership | Incremental | Contains the details of the relationship between the content category and the team that created it. |
Duty | Full Load | Contains the details of the job that is to be performed by a user in their organization. |
Email Address | Full Load | Contains the details of the email address of the prospective customer. |
Event | Full Load | Contains the details of any actions that are done by users in their Outreach account. For example, creating mailbox, adding mail alias, and creating a template. |
Favorites | Incremental | Contains the details of the records marked as favorite in your Outreach account. For example, prospects, accounts, and template. |
Mail Alias | Incremental | Contains the details of the alternative email used in the Outreach mailbox. |
Mailbox | Incremental | Contains the details of the email service provider integrated in your Outreach account. |
Mailing | Incremental | Contains the details of the email sent to prospective customers. |
Opportunity | Incremental | Contains the details of a sale or a pending deal with a prospective customer. |
Opportunity Prospect Role | Incremental | Contains the details of the role of a prospect and their relationship with an opportunity. |
Opportunity Stage | Incremental | Contains the details of the stage that an opportunity is in. |
Persona | Incremental | Contains the details of the prospective customers. |
Phone Number | Full Load | Contains the details of the prospect’s phone number. |
Profile | Full Load | Contains the details of permissions that define what you can do within your Outreach account. |
Prospect | Incremental | Contains the details of the users or organizations interested in your product or service. |
Recipient | Full Load | Contains the details of any communication received in your Outreach account. |
Role | Full Load | Contains the details of your organization’s hierarchical structure. |
Ruleset | Incremental | Contains the details of the various settings configured for sequences in your Outreach account. |
Sequence State | Incremental | Contains the details of the prospects for whom sequences are built. |
Sequence Step | Incremental | Contains the details of a step in sequences automated for prospect engagement. |
Sequence Template | Full Load | Contains the details of templates being used, and the steps of the sequence they are being used in. |
Sequence | Incremental | Contains the details of a set of emails sent sequentially to prospects, to increase engagement. |
Snippet | Incremental | Contains the details of an email content that can be reused in the future. |
Stage | Incremental | Contains the details of a status in the sales process. |
Task Priority | Incremental | Contains the details of the categorization of tasks. |
Task | Incremental | Contains the details of the various actions that can be taken for engaging prospective customers. For example, emailing or calling a prospect. |
Team | Incremental | Contains the details of the different group of users in your Outreach account. |
Template | Incremental | Contains the details of a pre-defined email layout that can be reused in the future. |
User | Incremental | Contains the details of the persons who can access your Outreach account. |
Additional Information
Read the detailed Hevo documentation for the following related topics:
Source Considerations
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Pagination: An API response for each Outreach object fetches one page with up to 1000 records.
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Rate Limit: Outreach imposes a limit of 10000 API calls per hour. If the limit is exceeded, Hevo defers the ingestion till the limits reset. Read Rate Limiting to know more about rate limits in Outreach, and configure a suitable ingestion frequency for your Pipeline.
Limitations
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Hevo currently does not support deletes. Therefore, any data deleted in the Source may continue to exist in the Destination.
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Hevo does not provide you with the option to select the historical sync duration for loading historical data. All the historical data in your Outreach account is loaded.
Revision History
Refer to the following table for the list of key updates made to this page:
Date | Release | Description of Change |
---|---|---|
Mar-05-2024 | 2.21 | Updated the ingestion frequency table in the Data Replication section. |
Nov-23-2022 | 2.02 | New document. |