Deploy and configure the Veeva Vault CRM integration recipes

Learn how to deploy and configure the prebuilt recipes that enable bi-directional data synchronization between Reltio and Veeva Vault CRM.

Prerequisites

Before you start, ensure you have:

Access to the Reltio Integration Hub (RIH)
Admin credentials for RIH Console
The latest ZIP package containing the prebuilt Veeva Vault CRM recipes if not already deployed in your RIH account
Connection details for:
- Reltio tenant (Client ID, Client Secret, Environment URL)
- Veeva Vault CRM (Username, Password, DNS, API version)
  Note: Veeva Vault CRM currently uses username and password for authentication. OAuth and client credentials are not supported.
AWS SQS, GCP Pub/Sub, or Azure Topic credentials if using real-time queues
Required roles in Reltio: ROLE_INTEGRATION_SPECIALIST or ROLE_INTEGRATION_CUSTOMER_ADMIN

Deployment flow overview

The deployment process involves five key stages, from setting up your project in the Integration Hub to running and monitoring the integration flows. The following diagram provides a high-level view of these steps.

Set up and activate the integration recipes

Follow these instructions to deploy the prebuilt Veeva Vault CRM recipes in your Reltio Integration Hub project. Each step prepares your environment for bi-directional data synchronization. Step 1 and 2 below are optional and required if you don't already have the integration deployed in your RIH account.

Create a new project.
1. Sign in to the RIH Console.
2. In the Projects tab, click the + icon to create a new project.
3. Name the project (example, Veeva Vault Integration) and click Create.
Import the recipe package.
1. Navigate to the new project.
2. Go to Tools > Recipe Lifecycle Management (RLCM).
3. Select the Import tab.
4. Choose Import package to a new folder.
5. Upload the ZIP file provided by Reltio.
6. Select the project folder you just created as the target location.
7. Confirm all recipes and assets are imported successfully.
Configure connections.
1. In the project, open the _Connections folder.
2. For each of the following connections, enter credentials and test the connection:
  - Veeva | CON | Reltio Platform Connection
  - Veeva | CON | Veeva Vault CRM Connection
    Veeva | CON | AWS SQS Connection
  - (for AWS SQS or other queue type)
3. Confirm that each connection returns a Successful status.
Set project properties.
1. Go to Settings > Project Properties.
2. Enter required values such as:
  - Reltio Tenant ID
  - Reltio Environment URL
  - Enable Callback to Veeva
  - Email for RIH Job Notifications
  - VQL Export Filter (optional for Vault CRM)
3. Save your changes.
Activate and test the recipes.
1. Review the imported recipes under your project folders.
2. Activate core recipes such as:
  - Vault CRM | TRG | Real-time Trigger Recipe
  - Vault CRM | PROC | Upsert HCP Account in Vault CRM
  - Vault CRM | PROC | Upsert HCO Account in Vault CRM
3. Monitor the first run and confirm log output in the job execution logs.
4. Run a test by updating a sample record in Reltio and confirming the update in Veeva Vault CRM (or vice versa).

You now have the prebuilt Reltio–Veeva Vault CRM integration recipes deployed in your environment and ready to process real-time or batch data synchronization flows.

Validation steps

Check that the connections are authenticated and green
View job logs in RIH to confirm successful recipe runs
Inspect crosswalks in Reltio or Veeva to verify that synced records show the correct external IDs
If using real-time mode, confirm the event queue is receiving and processing messages

Unify and manage your data

Deploy and configure the Veeva Vault CRM integration recipes

Prerequisites

Deployment flow overview

Set up and activate the integration recipes

Validation steps

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