Who can use this feature?
- Admins
- Available on all plans
Connections allow you to bring data into Unison from another source. Once connected, you can create one or more integration jobs to determine the scope and frequency for the following objects:
Add a BigQuery connector
A BigQuery connection is based on OAuth credentials and requires a BigQuery admin permission to add it.
- In Unison, click Settings from the left nav.
- Click Integrations.
- Click Add a Connection.
- Locate the BigQuery data source, and click Connect.
- Enter a name and description for the connection (e.g., Acme BigQuery Production).
- Click Next: Authenticate.
- Follow the prompts to sign into your Google BigQuery account and authorize the connection.
You can now configure a BigQuery integration job using the connection.
Configure a BigQuery integration job
A connected BigQuery integration pulls your accounts, contacts, opportunities, and relevant activities to be analyzed for your health score. Any updates you make in BigQuery will automatically be updated here and reflected in your score.
- In Unison, click Settings from the left nav.
- Click Integrations.
- Click the connected BigQuery data source.
- For each object (account, contact/user, opportunity), ensure the Incoming fields that you want in Unison are mapped to the appropriate BigQuery field.
- From the connections settings, choose your Active Customer Field to determine which account records and related objects to use for scoring in Unison.
- Click Save.
The sync is scheduled to run every 30 minutes. Job history for each object is available for review and download.