Synchronize custom objects' data

Overview

In this destination service, DinMo will synchronize rows of a custom object, and optionally, insert new records in this object.

To create such an activation, you will need to go through these three steps:

  • Creating a Zendesk destination specifying the target custom object to update. Refer to the corresponding section for more info.

  • Creating a custom model or custom segment composed of all the data that will populate the custom object.

  • Activating the model or segment to the Zendesk destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

  • If you ticked the insert mode option, all new rows of the model will be inserted in the custom object (upsert)

  • All rows that have changed since the last activation will be updated in Zendesk

If you chose not to insert new records, only records of the model which are already present in Zendesk will be updated (update only).

The target custom object should already exist in Zendesk, it is not possible to create it from DinMo.

Destination setup

To start synchronizing custom objects' data, you are first required to create a Zendesk destination with the corresponding destination service.

In this process, you must specify which custom object will be updated in this destination. If you wish to update different custom objects, please create one distinct destination for each of these objects.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo model created, you can create an activation to start sending data to Zendesk right away.

Learn how to activate a model in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo model corresponding to the external ID of the target object. This field will be used to link the model's records to existing records in Zendesk. Zendesk API also requires that you map a Name field, which should not be blank. This will be the name of the record created in Zendesk side.

You can then map any other fields existing in the custom object. These fields will then be updated by DinMo during each activation.

Custom Attributes

In this section, any field you select will be exported as a new column in the Zendesk custom object. The associated field will have the same name in Zendesk and DinMo.

The values of the attributes selected here will then also be updated during each activation.

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