Build smarter CRM campaigns on Batch with real-time customer data from your Data Warehouse
Overview
This integration lets you send server-to-server events, attributes, and custom audiences to Batch without writing a custom pipeline.
Supported syncing
| Type | Description | Supported Sync Modes |
|---|---|---|
| Attributes | Sync data from any source to your Batch users | Upsert |
| Events | Sync records as events to Batch | Insert |
| Custom Audience | Sync users to a custom audience in Batch | Add, Remove |
For more information about sync modes, refer to the sync modes docs.
Connect to Batch
Go to the Destinations overview page and click the Add destination button. Select Batch and click Continue. You can then authenticate Hightouch to Batch.
To get your API and project keys, navigate to Settings and copy your REST API key and Project key into Hightouch.
If you plan on using custom audience syncing, you also need to provide your SDK Key. You can find this in your Batch settings page.
Sync configuration
Once you've set up your Batch destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Batch destination you want to sync to.
Events
Any records added to your source are treated as new events and are sent to Batch when your sync runs.
Event name andCustom ID fields are the minimum required fields to make the API call to Batch. For richer analytics, we recommend that you provide all relevant fields in your use case.
The Custom ID field is used to deduplicate events sent to Batch.
If you don't map the timestamp field, it will default to the time Hightouch processes the event.
Attributes
In this mode each record in your source is treated as a user and sent to Batch when your sync runs.
Record matching
You can match rows from your model to users in Batch on any column in your model and any field in Batch. Ensure the data types of the model column and Batch field you select match.
Refer to the record matching docs for more information.
Field mapping
Hightouch lets you sync user fields via field mapping.
You can map data from any of your model columns to any user attribute. For a reference of natively supported user fields see Batch's docs.
If you send data for a custom field, Hightouch adds the field and automatically detects its type.
Custom Audiences
In this mode, you can add or remove users from a custom audience in Batch.
Record matching
You can match rows from your model to users in Batch on any column in your model and any field in Batch. Ensure the data types of the model column and Batch field you select match.
Refer to the record matching docs for more information.
Audience Selection
You must select the custom audience you want to sync users to. You can select an existing audience from the dropdown or create a new one.
Tips and troubleshooting
Common errors
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Live debugger
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.
Sync alerts
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.