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Use Eloqua Custom Objects as robust, multi-value lookup tables right within the Eloqua platform to append data from one custom object to another. Simply create a Custom Object to use as your lookup (the Source), set your match rule, and add all of the Eloqua Custom Object fields you want to append to a matched (the Target) record.
To install the Relationship One Object-to-Object Data Appender app:
- Click on the install URL below:
If you have Eloqua IP allowlisting enabled, please add AppCloud IPs to your allowlist - 184.108.40.206 and 220.127.116.11.
Please note, the installation process must be done by a user with Eloqua Customer Administrator rights.
Log into Eloqua with your Eloqua Credentials, if required.
Click Accept and Install to add the app to your Eloqua instance.
Click Authenticate Me to grant permission for the app to communicate with Eloqua on your behalf.
Click Accept or switch users to allow Eloqua to access the app.
Click Save to finish the app installation process.
You will now see the Relationship One Object-to-Object Data Appender app in the App Catalog inside of your Eloqua instance.
The Relationship One Object-to-Object Data Appender app is now installed in the App Catalog inside of your Eloqua instance which can be found by clicking on Apps under the Settings menu in the Platform Extensions section. You can select the app to view the app description, modify the configuration settings, reinstall, or uninstall it. You can also check its status and dependencies.
Within Program Canvas, find the Object-to-Object Data Appender Cloud Action in the Actions menu area. Double-click on or drag the Object-to-Object Data Appender Cloud Action onto your canvas workspace.
Double click on the cloud action and click the configure button. You will need to save your Program before moving onto Step 2.
Select the “Program Custom Object Match Field” that will be used to match your Eloqua Custom Object records to your lookup custom object field. Next, select the “Custom Object” that will be used as your lookup table, and the “Source Custom Object Match Field” you will use to match against.
You will need to set a "Sort Rule" which will determine which record should be matched if there is more than one that meets your criteria. This can be the earliest or last record based on create date or modified date.
Optionally, you can enable a case-sensitive match. Click the Continue button to save your settings.
To map the source Custom Object fields to the target Custom Object fields, drag the desired source field to its target field. Remove a mapping by dragging a mapped target field to the left. Once you have mapped all of the fields that you want to append, click the Continue button to save your settings.
Please keep in mind, if you change your mapping, the app will need to restart the export process which may cause a delay as records enter the cloud action step. This is only a temporary delay.
Optionally, you can change the default update rule that should be used when updating an Eloqua Custom Object record with data. By default, mapped Custom Object fields will always be updated, but you may rather only update when the new value is not blank, if the existing Eloqua Custom Object field value is blank, or update fields based on the fields individual settings.
The Object-to-Object Data Appender app is designed to process and update large volumes of records. Key to this feature, for both speed and scale, is using a caching database where your mapped custom object data fields are stored. If you periodically delete Custom Object records, you want to make sure they also get purged from this cache. The "True Up Frequency" lets you indicate how often this purge should occur - daily, weekly, or monthly. If you do not delete Custom Object records, you do not have to set this or may choose a monthly frequency as a best practice.
Your Cloud Action has now been configured and is ready for use. You can close the app configuration window by clicking the X in the upper right corner or you can click Back to modify your settings.
The Cloud Action will automatically enable when you activate the Program. Remember, there may be a slight delay when processing the first records as the cache gets created.
Updated over 2 years ago