Common configuration
Learn about the common configuration items required for all modes of ZoomInfo integration.
Enable Connections
Attention: This feature is available to limited users through the Reltio Early Access (EA) program. Interested in finding out more about this feature or participating in our EA program? Get details in topic Early Access (EA) features.
Important: This configuration required for all modes of operation.
Enable Connections (, , _Connections).
| Connection Name | Description |
|---|---|
| ZoomInfo | CON | Reltio Platform Connection |
Populate Environment URL Populate Tenant ID Select Yes for Use Client Authorization Fill in the Client ID field Fill in the Client secret field Keep default selection No value selected for Use Custom Authorization Service Select Connect |
| ZoomInfo | CON | ZoomInfo Connection |
Fill in the Username field Fill in the Password field Select Connect |
| ZoomInfo | CON | RecipeOps account |
Select My account from the RecipeOps account dropdown list Select Connect |
Populate Environment Properties
Populate Environment Properties ().
| Property Name | Value | Description |
|---|---|---|
| Email for Reltio Integration Hub (RIH) Job Notifications | e.g. someone@domain.com | Once the job is completed the you'll receive an email on the email Ids provided in Email Notification property in the ZoomInfo Recipe Properties lookup table. The email includes information such as the date, filter, stats, processing mode, duration, and other relevant details. You can add multiple email addresses to receive an email Notification with stats and other information. |
| Reltio Environment URL | e.g. https://dev.reltio.com/ | Populate Reltio's tenant environment |
| Reltio Tenant ID | e.g. fxQ12aCfaq2Zvn9 | Populate Reltio's tenant ID |
Populate Lookups
Populate Lookups (In Tools , navigate to ).
| Property Name | Value | Description |
|---|---|---|
| Organization - Entity Name | Organization | Populate the Entity Name for Organization. This property value is mandatory. |
| Individual - Entity Name | Individual | Populate the Entity Name for Individual. This property value is mandatory. |
| Source Type | ZoomInfo | Populate source name as per Reltio Data Model. This property value is mandatory. |
| RIH Service User | e.g. ZoomInfo_Enrichment_Process | Populate Client ID to avoid the events which are updated/created by this ID. This should be the same ID which we'll be using in the Reltio Connection. |
| Auto Merge - Match Score | 4 (default) | Profiles will be merged only if Do not Merge property is set to false. If any value is not populated in this field, default will be set. Range must be between 1 (min) to 5 (max). Auto Merge - Match Score can't be ≤ Potential Match - Match Score. |
| Potential Match - Match Score | e.g. 2 | This property value is mandatory if the Do not Merge property is set to true. Range must be between 1 (min) to 5 (max). |
| Contact Accuracy Score - Maximum | 90 (default) | Profiles will be merged only if Do not Merge property is set to false. If a value is not populated in this field, default value will be set. Range must be between 75 (min) to 99 (max). Contact Accuracy Score - Maximum can't be ≤ Contact Accuracy Score - Minimum. |
| Contact Accuracy Score - Minimum | e.g. 75 | This property value is mandatory. If the Do not Merge property is set to true. Range must be between 75 (min) to 99(max). |
| Address Type | Business | Based on Address Type, address will be picked as input for enrichment. If not provided, the default behavior is to pick the first address available. For example, Business, Shipping, Mailing. |
| Email Type | Business | Based on Email Type, email address will be picked as input for enrichment. If not provided, the default behavior will be to pick the first email address available. For example, Primary, Work, Home. |
| Phone Type | Business Phone | Based on Phone Type, phone number will be picked as input for enrichment. If not provided, the default behavior will be to pick the first phone number available. For example, Business, Work. |
Enable Recipes
Enable Recipes (In , navigate to , then define {Location}.
| Recipe Name | Location |
|---|---|
| ZoomInfo | FUNC | Batch Notification Handler | _NotificationHandler |
| ZoomInfo | FUNC | Global Error Handler | _ErrorHandler |