Prepare your environment for Reltio–Veeva Vault CRM integration
Review the required access, configuration, and system setup before deploying the integration between Reltio and Veeva Vault CRM.
Before you begin deploying recipes or configuring synchronization, make sure your environment meets the required platform access, infrastructure, and credential criteria. These requirements ensure that real-time and batch flows function reliably across systems.
Reltio tenant requirements
Before configuring the integration, your Reltio environment must satisfy several platform-level requirements related to access, modeling, and event readiness. These settings ensure that real-time and batch data flows are enabled and that synchronization operates as expected.
- Reltio Integration Hub (RIH) must be enabled for your tenant
- The
ROLE_INTEGRATION_SPECIALISTorROLE_INTEGRATION_CUSTOMER_ADMINrole must be assigned to users managing the recipes - Your Reltio model must include entity types for HCP, HCO, and Location, with configured relationships
- Your tenant must be configured to publish change events if using real-time queues
- You must have valid credentials for a Reltio API user with
client_credentialsorpasswordgrant access
Veeva Vault CRM access
To enable integration with Veeva Vault CRM, ensure that you have the following credentials and access to a licensed tenant environment.
- A licensed Vault CRM tenant must be available for integration
- An API-enabled user with permission to create, update, and query Vault records
- Veeva Vault DNS (example,
yourvault.veevavault.com) - Vault CRM version number for compatibility with the connector
- Password and user ID for all Vault authentication steps
Queue and environment access
If you're using real-time synchronization from Reltio to Veeva vault CRM, ensure:
- You have one of the following queue services provisioned:
- AWS SQS
- Azure Topic
- GCP Pub/Sub
- Required credentials are available:
- For AWS: Access key, Secret key, Region, and Queue ARN
- For Azure: Namespace, Topic name, and connection string
- For GCP: Service account credentials and topic configuration
- Network access is configured to allow the Reltio Integration Hub to read from your message queue
Deployment package and tools
Before deploying, make sure you have the integration assets and administrative access to all necessary tooling.
- Latest Reltio–Veeva Vault CRM ZIP package (provided by Reltio)
- Access to the Reltio Integration Hub Console
- Admin access to Workato or RIH instance used for recipe configuration
- (Optional) Access to development or sandbox environments for testing
- (Optional) Test data sets in both Reltio and Vault CRM environments