Batch

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 and users to Batch without writing a custom pipeline.

Supported syncing

Getting started

Start by creating an instance of Batch destination in Hightouch. Upon creating your instance, you must enter a Batch API key for authentication.

Authenticating with an API key

To get your API and project keys, navigate to Settings and copy your REST API key and Project key into Hightouch.

Syncing data

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.

Users

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 use any field to map to Batch's Custom ID field. It is recommended to use a unique field like email or userId. If multiple records send the same Custom ID, both will affect the same user and the properties of the latest record will overwrite any old properties.

Field mapping

You can sync columns from your model to Batch user's data fields. 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.

Tips and troubleshooting

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.