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Ortto

Ortto brings the customer data platform, customer journey marketing, and customer journey analytics together to grow your SaaS business.

Overview

Enrich people and organization objects in Ortto and keep them up-to date with changes from your data warehouse. This destination also empowers you to customize your audiences by subscribing or unsubscribing people from them based on custom criteria.

Supported syncing

Sync TypeDescriptionSupported Sync Modes
PersonSync records to Ortto peopleUpsert, Update
OrganizationSync records to Ortto organizationsUpsert, Insert
AudienceSubscribe or unsubscribe people from audiencesInsert

Getting started

Connecting Ortto to Hightouch requires an Ortto API Key. You can retrieve it by following these steps:

  1. Navigate to Data sources under More in the Ortto UI.
  2. Create a new data source by selecting Custom API (advanced).
  3. Enter an API name, for example "Hightouch."
  4. Copy your Private API key into Hightouch.
  5. Select the region of your Ortto instance from the dropdown menu.

If you need further details on creating an Ortto API key, check out the Ortto documentation.

Syncing data

Hightouch supports syncing to the following to Ortto people, organizations, and audiences. You need to setup a separate sync for each object type you want to sync to.

People

You can upsert, update, or insert people in Ortto based on records in your query results.

Record matching

You can match rows in your model with people on the following fields:

  • Email
  • External ID

Field mapping

You can sync columns from your query results to people's default and custom fields.

Delete behavior

You have the following options for how Hightouch should handle rows leaving your query results:

BehaviorDescriptionSupported Sync Modes
Do nothingKeep the person object in OrttoAny
ClearClear the mapped fields but keep the person object in OrttoUpdate
DeleteDelete the person object from Ortto completelyUpsert

Organization

You can perform upsert or insert organizations in Ortto based on records in your query results.

Record matching

You can match rows in your model with organization on the following fields:

  • Name
  • Website

Field mapping

You can sync columns from your query results to an organization's default and custom fields.

Audiences

Subscribe people to audiences in Ortto when records for them appear in your query results.

Record matching

You can match rows in your model with people in Audience on email only.

Delete behavior

Records that no longer appear in your query results are unsubscribed from Ortto audiences.

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.

Ready to get started?

Jump right in or a book a demo. Your first destination is always free.

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Need help?

Our team is relentlessly focused on your success. Don't hesitate to reach out!

Feature requests?

We'd love to hear your suggestions for integrations and other features.

Last updated: Nov 16, 2023

On this page

OverviewSupported syncingGetting startedSyncing dataPeopleOrganizationAudiencesTips and troubleshootingCommon errorsLive debuggerSync alerts

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