Connectors (Account-Level)

This Connectors page is where an Administrator can

What are Jobs?

Each "job" is a pre-defined program developed using the Certain API to connect to a target application, such as Marketo or Eloqua. A job runs in the background as a batch job, drawing data from that application into Certain, and/or sending data from Certain to that application.

There are two PDF documents describing and illustrating this. Right-click one of these links to download or print the one applicable to your organization, depending on whether you use Marketo or Eloqua:

Market -> Certain -> Marketo


A job which is an update to Certain includes the definition of the extraction from the target application, the mapping of fields in the target application to equivalent fields in Certain, the logic involved, and adding or updating data in Certain.

Vice versa, a job which is an update of the target application from Certain, still includes pre-configured field mappings and logic, and pushes data to the other application.

See the jobs listed below and on Plan > Configure > Connectors for examples of both types.

The field mappings are set up for your account by your system administrator in Account Settings > Implementation > Plugins.

Recurring Jobs

When you submit a job, you choose whether to do so just the once, or on a recurring basis. If the latter, you have a lot of flexibility about when and at what frequency the job runs; see Schedule Recurring Job below.

Account-Level and Event-Level Jobs

There are two Connectors pages in Certain. This one, on the Account Settings > Implementation page in an account, is for Administrators to run jobs at the account level, such as importing leads/contacts into the account as profiles, or at the event level, such as importing leads/contacts into an event as registrations.

The other one is at the event level, Plan > Configure > Connectors, for Event Builders to run event-level jobs.

Plugin Configuration

Note: For anyone to be able to submit any jobs (at event- or account-level), an Administrator must have set up the relevant plugin for Marketo or Eloqua on Account Settings > Implementation > Third-Party Plugins, with details of your organization's unique connection and the field mappings.

Buttons

Four buttons at top right:

List of Jobs

When you first arrive at the Connectors page, you see a list of jobs, including ones that are running, ended or scheduled to run.

It shows the following information for each one:

Marketo and Eloqua Jobs

Certain includes some pre-built jobs for connecting to the Marketo and Eloqua marketing platforms. These are provided as working examples for more advanced integrations. See Marketo Jobs and Eloqua Jobs below.

New Event Job Configuration

This section is displayed when you click New Event Job.

Here you run a job in a selected event in the current account.

The events in the current account are listed for selection.

New Account Job Configuration

This section is displayed when you click New Account Job.

Here you run an account-level job in the current account.

The fields and options are as described next, under Job Configuration.

Job Configuration

The fields available for configuring jobs are the same, whether you have clicked New Account Job or New Event Job.

Note: In the present implementation, nearly all fields are required.

Click Submit Job to submit your job. It is then included in the list of jobs.

Marketo Account Jobs

This is the job available on Account Settings > Implementation > Connectors if you select Marketo as the target Application.

(For event-level jobs, see Plan > Configure > Connectors.)

Import Marketo Leads as Profiles

Specify a static list of leads from Marketo, to import those leads into Certain as profile records.

Play (icon) Video: Importing Marketo Leads as Profiles (2 min.)

Job-Specific Fields:

Play (icon) Video: Using Job History (2 min.)

Eloqua Account Jobs

This is the job available on Account Settings > Implementation > Connectors if you select Eloqua as the target Application.

(For event-level jobs, see Plan > Configure > Connectors.)

Import Eloqua Contacts as Profiles

Specify an Eloqua Static List Containing Contacts and import those contacts into Certain as profile records.

Job-Specific Fields

Play (icon) Video: Finding Profiles Created by this Account Job (2 min.)

 


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