Overview

HighTouch, a modern data integration platform, enables you to sync customer, product, or proprietary data from your warehouse to any app you choose. The CleverTap and HighTouch integration allows seamless syncing of customer data from your data warehouse to CleverTap. This ensures data consistency and helps deliver superior customer experiences.

With this integration, you can:

• Sync user data from your data warehouse into CleverTap to create targeted, personalized campaigns.
• Sync customer events from HighTouch to CleverTap, ensuring your events are always up-to-date and consistent.
• Enhance user engagement by integrating data from other touchpoints, helping you deliver richer, more relevant experiences.

Prerequisites for Integration

The following are the prerequisites for integration with HighTouch:

• Ensure you have access to your HighTouch account.
• Ensure you have a CleverTap account with valid Account ID, Passcode, and Region.

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Support For Integration

This integration is managed and continuously improved by HighTouch. The CleverTap and HighTouch integration has undergone stringent testing to ensure seamless functionality. For any questions or issues, contact HighTouch for support and resolution.

Integrate HighTouch with CleverTap

The integration process involves the following three steps:

1. Set Up CleverTap As Destination.
2. Create a Model to Sync Data with CleverTap.
3. Synchronize Data with CleverTap.

Set Up CleverTap As Destination

Configure CleverTap to HighTouch for data transfer and enable data flow between them.

1. Go to Integrations > Destination on the HighTouch dashboard.
2. Select Add destination, search for CleverTap and select it as your Destination.
3. Enter the following details:

4. Test the connection, assign a name to this Destination, and click Finish to save the configuration.

Create a Model for Data Synchronization

Create a model to define how data is prepared and structured before syncing it to CleverTap as the destination. To do so:

1. Go to Activations > Models and click Add Model.
2. Select the required Data Source and define and finalize the model. For more information, refer to Creating Models.

Synchronize Data with CleverTap

With your model and destination ready, you can sync data to CleverTap. For example, in an e-commerce use case, you can configure and synchronize transaction data, such as the Charged event. This ensures accurate data flow and improves user engagement.

Sync Data

1. Set Up the Sync

   1. Go to Activations > Models from the HighTouch dashboard and locate the model you created.
   2. Click Add Sync.

2. Select CleverTap and Data Type
   1. Select CleverTap as your sync destination.
   2. Choose the type of data to sync:

3. Map Data Fields
   1. Match fields from your source to CleverTap:
      • transaction_id → txnId
      • amount → amount
      • currency → currency
      • items → items (e.g., [{"name": "Product 1", "price": 50.25, "quantity": 1}])
   2. Add custom fields such as payment_method for more insights.
   3. Match your primary key (for example, user_id) with CleverTap’s Global Object ID. Enable profile creation for unmatched users.

4. Test the Sync. Run a test to ensure:
   • Correct mapping of user profiles and data fields.
   • Proper formatting for complex fields such as items.
   • No errors during sync.

5. Verify Data in CleverTap. Log in to the CleverTap dashboard and verify the following:
   • Synced events under Events (for example, Charged).
   • Accurate mapping of fields such as txnId, amount, and items.
   • Events linked to the correct user profiles.

Troubleshooting and Best Practices

Here are the best practices to ensure smooth integration and optimize the performance of your CleverTap and HighTouch integration:

• Double-check credentials for both HighTouch and CleverTap connections.
• Ensure accurate field mapping to avoid data inconsistencies.
• Always test sync configurations before executing live syncs.