Product

This sync enables moving data pertaining to products from a user specified data warehouse to the Pipedrive Platform.

SETUP

Configuring the Credentials

Select the account credentials which has access to relevant Pipedrive account from the given list & Click Next

Credentials not listed ?

Click on + for adding new credentials and fill the form that pops-up.

Data Sync Details

Data Sync

Select Product & click Next

pipedrive reverse product list
Sync configuration

Enter the configuration for this sync in the screen that shows up. Detailed description for each parameter is given below.

pipedrive reverse product config
How do you want to fetch data?

Select whether you want to fetch data from the Data Model or from Table/ View.

Data Model

In case you want to fetch data using Data Model, select the data model that you would like to use for this sync. Checkout how to configure a model here.

pipedrive reverse product config 1
Data Warehouse

In case you want to fetch data using Table/ View, select the data warehouse that you would like to use for this sync.

Table / View

Select the Table/ view in the data warehouse that you would like to use for this sync.

pipedrive reverse product config 3
Points to bear in mind when creating a Data Model:

  1. When adding a new product, it is mandatory to mention the name of the product.

  2. When updating one or more properties of an existing product, it is mandatory to mention the ID of the product.

  3. Column prices should be a list of objects with value parameter in it: [{"product_id": 12345, "price": 0, "currency": "USD", "cost": 0, "overhead_cost": 0}]

  4. When adding/ updating a product, overhead_cost must be number; it cannot be NULL.

  5. When updating a product, Price - ID must not be mapped in JSON

  6. When updating a product, Product ID in JSON must also match with the Product ID in the data model column

  7. When updating a product, sample Price Value Object: [{"product_id": 12345, "price": 0, "currency": "USD", "cost": 0, "overhead_cost": 0}]

Setting Parameters

pipedrive reverse product config 2

Setting Parameters

Parameter Description Values

Map Fields

Required

This refers to the manner in which data will get updated from the data warehouse to your Pipedrive Platform. Select a target field and a data model field, and click Add.

{Target Field, Data Model Field}

Fetch Mode

Required

This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch.

FULL, INCREMENTAL

Default Value: FULL

Incremental Key

Dependent Required

This refers to the key using which the rows will be incrementally fetched for upload.

Select an Incremental key.

Insert Mode

Required

This refers to the type of insert operation that you’re performing: With 'Update' selected, the data will be updated (only certain fields in existing records will be changed); and With 'Append' selected, all data fetched will be inserted.

Update, Append

Default Value: Append

Data Sync Scheduling

Set the schedule for the sync to run. Detailed explanation on scheduling of syncs can be found here

Dataset & Name

Give your sync a name and some description (optional) and click on Finish to save it. Read more about naming and saving your syncs including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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