Learn how to configure batch processing for the ZoomInfo integration.

1. To enable the connection, navigate to Base > Recipes. Assets > Recipes > Connections > Disconnected.

   Connection Name	Description
   ZoomInfo | CON | Batch - AWS S3 Connection	Select Connect.

2. To populate the required environment properties, navigate to Tools > Properties.

   Property Name	Example / Description
   Email for Reltio Exports	e.g., "someone@domain.com" Once the job is complete, users receive an email at the addresses specified in the Email Notification property within the ZoomInfo Recipe Properties lookup table.

3. To populate Lookups, navigate to Tools > Lookup tables > ZoomInfo Recipe Properties.

   Property Name	Value	Requirement	Description
   Enrich Company	Yes	Mandatory	Choose "Yes" to Enrich Company Information, else choose "No".
   Enrich Contact	Yes	Mandatory	Choose "Yes" to Enrich Contact Information, else choose "No".
   Enrich Contact Relationship	Yes	Mandatory	Choose "Yes" to Create Relationship between Company and Contact, else choose "No".
   Organization - Reltio Export Filter Conditions	startsWith(attributes.Name,'A')	Mandatory	Populate the Reltio attributes/audit based filter, to enrich the filtered dataset.
   Individual - Reltio Export Filter Conditions	startsWith(attributes.Name,'F')	Mandatory	Populate the Reltio attributes/audit based filter, to enrich the filtered dataset.
   Company - S3 Inbound File Path	ZoomInfo/ZoomInfo_Inbound/Company/	Mandatory	ZoomInfo input file path.
   Company - S3 Outbound File Path	ZoomInfo/ZoomInfo_Outbound/Company/	Mandatory	ZoomInfo output file path.
   Contact - S3 Inbound File Path	ZoomInfo/ZoomInfo_Inbound/Contact/	Mandatory	ZoomInfo input file path.
   Contact - S3 Outbound File Path	ZoomInfo/ZoomInfo_Outbound/Contact/	Mandatory	ZoomInfo output file path
   Batch Size	4000	Mandatory	The maximum batch size for ZoomInfo enrichment to Reltio is 5000 records. If you encounter issues like high memory usage or large request sizes, reduce the batch size to a smaller value.
   Do not Merge	false	Optional	If the flag is set to "true", the match record is created as a potential match. If set to "false", the match record is created based on the match score. The default value is "false" if the property is left blank. For enrichment via REST API, this property is not used from the lookup table.

4. To enable recipes, navigate to Base → Recipes, Assets → Recipes OR Projects, and define {Project Name} > {Location}.

   Table 1. Company

   Recipe Name	Location
   ZoomInfo | FUNC | Company - Prepare Input Parameters for ZoomInfo Request	Batch Processing > Company > Request
   ZoomInfo | PROC | Company - Batch Enrichment (Main Recipe)
   ZoomInfo | PROC | Company - Split Input files into 500K
   ZoomInfo | PROC | Company - Split Reltio Export Data
   ZoomInfo | PROC | Company - Split ZoomInfo Input files into 500K
   ZoomInfo | PROC | Company - Submit Batch
   ZoomInfo | SYS | Company - Export Reltio Entities - Get Download URLs
   ZoomInfo | FUNC | Process ZoomInfo Company Main Recipe	Batch Processing > Company > Result
   ZoomInfo | PROC | Process ZoomInfo Company - Match Records
   ZoomInfo | PROC | Process ZoomInfo Company Response
   ZoomInfo | PROC | ZoomInfo Company - Load CSV files into FileStorage
   ZoomInfo | PROC | ZoomInfo Company - Split CSV File
   ZoomInfo | SYS | Batch Company - Get Entity Responses
   ZoomInfo | SYS | Batch Company - Hierarchy Connections
   ZoomInfo | SYS | Batch Company Hierarchy Connections - Get Entity Responses
   ZoomInfo | SYS | Batch Company Hierarchy Connections - Get Relation Responses
   ZoomInfo | SYS | Batch Company - Hierarchy Connections - Reltio Load
   ZoomInfo | SYS | Batch Update Company Details
   ZoomInfo | SYS | Batch Update Company Details - Not Matched Entities
   ZoomInfo | SYS | Batch Update Company Details - Reltio Load
   ZoomInfo | SYS | Batch Update Company - Hierarchy Connections
   ZoomInfo | SYS | Process ZoomInfo Company - Get Entity Response
   ZoomInfo | FUNC | Batch Company - Execution Report	Batch Processing > Company > Job Stats
   ZoomInfo | FUNC | Batch Company - Job Statistics
   ZoomInfo | FUNC | Batch Notification Handler: Recipe	_NotifcationHandler

   Table 2. Contact

   Recipe Name	Location
   ZoomInfo | FUNC | Contact - Prepare Input Parameters for ZoomInfo Request	Batch Processing > Contact > Request
   ZoomInfo | PROC | Contact - Batch Enrichment (Main Recipe)
   ZoomInfo | PROC | Contact - Split Input files into 500K
   ZoomInfo | PROC | Contact - Split Reltio Export Data
   ZoomInfo | PROC | Contact - Split ZoomInfo Input files into 500K
   ZoomInfo | PROC | Contact - Submit Batch
   ZoomInfo | SYS | Contact - Export Reltio Entities - Get Download URLs
   ZoomInfo | FUNC | Process ZoomInfo Contact Main Recipe	Batch Processing > Contact > Result
   ZoomInfo | PROC | Process ZoomInfo Contact - Match Records
   ZoomInfo | PROC | Process ZoomInfo Contact Response
   ZoomInfo | PROC | ZoomInfo Contact - Load CSV files into FileStorage
   ZoomInfo | PROC | ZoomInfo Contact - Split CSV File
   ZoomInfo | SYS | Batch Contact - Get Entity Responses
   ZoomInfo | SYS | Batch Contact - Hierarchy Connections
   ZoomInfo | SYS | Batch Contact Hierarchy Connections - Get Entity Responses
   ZoomInfo | SYS | Batch Contact Hierarchy Connections - Get Relation Responses
   ZoomInfo | SYS | Batch Contact - Hierarchy Connections - Reltio Load
   ZoomInfo | SYS | Batch Update Contact Details
   ZoomInfo | SYS | Batch Update Contact Details - Not Matched Entities
   ZoomInfo | SYS | Batch Update Contact Details - Reltio Load
   ZoomInfo | SYS | Batch Update Contact - Hierarchy Connections
   ZoomInfo | SYS | Process ZoomInfo Contact - Get Entity Response
   ZoomInfo | FUNC | Batch Contact - Execution Report	Batch Processing > Contact > Job Stats
   ZoomInfo | FUNC | Batch Contact - Job Statistics
   ZoomInfo | FUNC | Batch Notification Handler: Recipe	_NotifcationHandler

5. To enable the trigger recipe, navigate to Base → Recipes, Assets → Recipes OR Projects, and define {Project Name} > {Location}.
   Note: Schedule a batch using a CRON expression or trigger it manually or externally through the API endpoint. For more information, see topic Operate Reltio Enrichment with ZoomInfo.

   Recipe Name	Location
   ZoomInfo | TRG | Company - Scheduler for Batch Enrichment	Batch Processing > Company > Trigger Recipes
   ZoomInfo | API | Company - Batch Enrichment API Trigger
   ZoomInfo | TRG | Company - Process ZoomInfo Trigger Recipe
   ZoomInfo | TRG | Contact - Scheduler for Batch Enrichment	Batch Processing > Contact > Trigger Recipes
   ZoomInfo | API | Contact - Batch Enrichment API Trigger
   ZoomInfo | TRG | Contact - Process ZoomInfo Trigger Recipe

6. To enable APIs, navigate to API platform > API collections > ZoomInfo REST API Collections.

   API Name	Description
   ZoomInfo | TRG | Company - Batch Enrichment - API Trigger	API platform > API collections
   ZoomInfo | TRG | Contact - Batch Enrichment - API Trigger

Trigger jobs by scheduling CRON expressions through the Custom Schedule option or by selecting Daily, Weekly, or Monthly from the Time Unit dropdown.