Overview

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Public Beta

This feature is released in Public Beta. For more information about this feature or any queries, contact Treasure Data Support.

Treasure Data, a Customer Data Platform (CDP), streamlines data transfer between systems. It enables businesses to consolidate data from one source and push it to multiple destinations, such as CleverTap, without requiring manual integration of each system.

The CleverTap and Treasure Data integration allows seamless data synchronization, enabling businesses to efficiently manage customer profiles and enhance targeted marketing efforts across platforms. If you have any issues with this integration, write to Treasure Data support.

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Cloud Mode Integration

This integration uses Cloud-mode integration, which facilitates efficient data synchronization between Treasure Data and CleverTap. If you require a Device-mode integration for more granular control or specific use cases, contact Treasure Data.

Integrate Treasure Data with CleverTap

The integration process involves the following steps:

1. Configure CleverTap Project on Treasure Data.
2. Configure a Query Result for Import. OR
   Activate a Segment from Audience Studio.

Configure CleverTap Project on Treasure Data

To configure CleverTap on Treasure Data:

1. Open TD Console and log in to your Treasure Data account.

2. Select Integrations Hub from the top navigation menu.

3. Click Catalog to view available integrations from the Integrations Hub.

4. Search and select CleverTap from the list.

5. Click Create Authentication and enter the required credential information as follows:

6. Click Continue. You are prompted to enter a name for the authentication setup.
7. Enter a Name for the Authentication and click Done.

Once the setup is complete, save any changes and verify that the integration is successfully set up. For more information, refer to the Treasure Data document.

Configure a Query Result for Import

This section provides information about steps to import user profiles, events, and segments from Treasure Data to CleverTap. This involves running a data query and setting options for the format and destination of the results. This process enables users to easily transfer and share data with other systems or tools.

The following are the steps to import data from the Treasure Data:

1. Go to Data Workbench > Queries.
2. Select New Query and define your SQL query.
3. Click Export Results to configure the data import and enter the required details.

4. Select or create a CleverTap authentication and click Done.

For more information about each Target Data Entity, refer to Detailed Guide for Each Target Data Entity.

Activate a Segment from Audience Studio

You can also import segment data to CleverTap by creating an activation in the Audience Studio.

1. Go to Audience Studio and select a parent segment.
2. Right-click the target segment and select Create Activation.
3. Enter and configure an activation name based on the above configuration parameters from the Details section.
4. Customize the activation output from the Output Mapping section.

• Attribute Columns
  • Toggle ON the Export All Columns to import all columns without making any changes.
  • Click + Add Columns to add specific columns for the import. The Output Column Name pre-populates with the same Source column name. You can update the Output Column Name. Continue to select + Add Columns to add new columns for your activation output.
• String Builder
  Add string to create strings for export. Select from the following values:
  • String: Choose any value; use text to create a custom value.
  • Timestamp: The date and time of the export.
  • Segment Id: The segment ID number.
  • Segment Name: The segment name.
  • Audience Id: The parent segment number.

5. Set a Schedule. Define your schedule and include optional email notifications.

5. Click Create to finalize the activation.

You are now ready to import data into the CleverTap dashboard.