Create Attribute Pipelines

Syncaroo
Syncaroo
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Attribute pipelines are the next level down in your unified customer data model and enable you to interact with the attributes in each entity pipeline. This is where you define the mapping between the attributes within the entities from the various synapses you have connected to Syncari. Attribute pipelines run in response to changes in the attribute.

You can create simple pipelines with the Attribute Mapper or access more advanced features by working on the attribute pipeline in the canvas. If you Created Pipelines Automatically, Syncari set up attribute pipelines for each entity.

 

Configure the Source Side of Attribute Pipelines

Follow these steps to set up an attribute pipeline with a source-side node. See About Attribute Pipelines for details about the features you can use in attribute pipelines.

pt-source-only-attribute.png

➡️ To create an attribute pipeline with a source-side node:

  1. Select the Syncari node in an entity pipeline.
    The right panel shows a list of attributes in the Syncari entity.
    attribute-pipeline-access.png
  2. Click the attribute you want to access from the attribute Pipelines list in the panel on the right.
  3. If prompted, click Create Pipeline draft.
    create-attribute-pipeline-draft.png
  4. Click Sync from Entities.
    synapse-emtities.png
     
  5. Drag a source synapse to the left of the Syncari node on the canvas.
    attribute-pipeline-drag-and-connect.gif
     
  6. Select the node you just dragged to the canvas, and then click Configure Node in the panel on the right.
    attribute-pipeline-configure-node.png
     
  7. Select the attribute from the synapse that matches the attribute in the Syncari entity, and then click Save.
    select-attribute.png
     
  8. If you want to include a destination, go to Configure the Destination Side of Attribute Pipelines. Otherwise, the attribute pipeline is complete. Explore more advanced attribute pipeline features in topics like Attribute Functions.

Configure the Destination Side of Attribute Pipelines

➡️ To configure the destination node in an attribute pipeline:

  1. Click Sync to Entities.
  2. Drag a destination synapse to the right of the Syncari node on the canvas and connect it.
    drag-destination-attribute.gif
  3. Select the attribute from the synapse that matches the attribute in the Syncari entity, and then click Save.
  4. Select the node you just dragged to the canvas, and then click Configure Node in the panel on the right.
    attribute-pipeline-configure-destination-node.png
     
  5. Select the attribute to map in the pipeline. 
    select-attribute-destination.png
  6. Click Save Draft

    Repeat the configuration steps to add an attribute to the destination side. When complete, your attribute pipeline might look like this:

Sources and Destinations

Attribute pipelines inherit the source and destination configuration of your entity pipeline. This means that if you define your entity pipeline with a source node only, then your attribute pipelines will only have those source nodes available for configuration. If you define your entity pipeline with source and destination nodes, then your attribute pipelines will have both source and Destination nodes available for configuration.

Example Source Node Configuration

Let's say your business objective is to sync the value in the Account Name attribute from Salesforce to Syncari.

To achieve this use case, this data pipeline must specify the Salesforce Account Name attribute as a data source for the Syncari Account Name attribute.

Therefore, when an Account record is created or updated in the Salesforce Account object, the sync cycle will recognize the changes on that record and create or update the Account Name value in the Syncari Account Name attribute.

Example Destination Node Configuration

Let's say your business objective is to sync the value in the Syncari Account Name attribute to Salesforce.

To achieve this use case, this data pipeline must specify the Syncari Account Name attribute as a data source for the Salesforce Account Name attribute.

Therefore, when an Account record is created or updated in the Syncari Account entity, the sync cycle will recognize the changes on that record and create or update the Account Name value in the Salesforce Account Name attribute.

 

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