Prerequisites for Reltio Enrichment with ZoomInfo
Learn about the prerequisites for configuring and using Reltio Enrichment with ZoomInfo.
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.
Ensure you meet the following prerequisites before configuring and using Reltio Enrichment with ZoomInfo:
Licensing Prerequisites
- Reltio license for this add-on product
- Reltio Integration Hub (RIH) license (Reltio Enterprise + API)
- ZoomInfo license to use their services
This pre-built integration requires the following ZoomInfo product:
- Standard API Package
Tenant Prerequisites
Set up your tenant with the following prerequisites:
- Provision or upgrade to MDM B2B v4.1.0 and higher, or FinServ velocity pack v3.4.0, or ensure all required attributes are configured in your tenant.
- Enable SearchByOv , and define
indexOvStrategy= STATIC. - Enable your RIH (Reltio Enterprise + API) license.
- To enable Near Real-Time enrichment, each tenant needs a dedicated Amazon SQS (Simple Queue Service) queue. We recommend this setup:Important: This queue must be separate from the standard tenant queue used by other integrations
- Type Filter: ENTITY_CHANGED, ENTITY_CREATED
- Object Filter:
((equals(type,'configuration/entityTypes/Organization') OR equals(type,'configuration/entityTypes/Individual')) AND NOT equals(sourceSystems,'ZoomInfo'))
User management and Client credential prerequisites
These are the required prerequisites:
-
Assign a administrator role
- Assign the ROLE_INTEGRATION_CUSTOMER_ADMIN role to at least one customer RIH administrator for the tenant.
- Use this role to access RIH and perform administrative tasks for the pre-built integration
- The provisioning team needs to complete this setup.
-
User Roles for On-Demand functionality
- Assign the following roles to users who need access to On-Demand functionality (UI buttons): ROLE_ZOOMINFO_CONNECTOR, ROLE_USER_RIH_INVOKER, and ROLE_API, or an equivalent custom role
- You manage these role assignments.
-
Dedicated Client Credential
- Use a dedicated client credential as a service account to extract data from the customer tenant and write ZoomInfo data back to it.
- Minimum Scope Required: ROLE_API
- If metadata security applies to the tenant, configure the client credential with additional permissions:
CREATE/READ/UPDATE/DELETE/MERGE/UNMERGEfor the Organization, Individual, and Location entity types, as well as for the ZoomInfoHierarchy, OrganizationHasAddress, and IndividualEmployer relationships.
Note: If you applied metadata security to your tenant, configure your credentials with additional permissions: CREATE, READ, UPDATE, DELETE, MERGE, and UNMERGE for the Organization, Individual, and Location entity types, as well as for the ZoomInfoHierarchy, OrganizationHasAddress, and IndividualEmployer relationships.
Example: