Integrating with Google BigQuery

Step-by-step guide how to export data from Reteno, your CRM, different databases to BigQuery. It allows you to manage and store all data, create multiple additional fields and custom reports, etc. in one place.

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Important

Please note that this integration is available only in the Growth and Enterprise plans

Reteno provides two options for BigQuery integration:

  • Exporting data from Reteno to BigQuery
  • Using data from BigQuery for segmentation and substitution of external data in messages.

To configure the BigQuery integration:

  • Register at Google Cloud Platform
  • Get a project key
  • Create tables in Google BigQuery
  • Configure two-sided BigQuery - Reteno data transfer

If you already have a project key and have configured the BigQuery tables, you can go directly to the connector settings.

Creating a Project Key

  1. Create a Google Cloud Platform account.

  2. Select a project → APIs & ServicesCredentials.

  1. Click Create credentialsService account.
  1. Enter a service account name and click the Create and continue button.
  1. Select BigQuery Admin role, click Continue -> Done.
  1. Click the link Manage service accounts on the main page of the Credentials section.
  1. Click on the three dots opposite created account and select the option Manage keys.
  1. Click on the Add key button and select Create new key option in Keys section.
  1. Select JSON key type and click Create.
  1. The browser will automatically download the key to the download folder.

Setting up BigQuery Connector

  1. Go to your profile > Settings > Connectors > and select Connect BigQuerry.
  1. Fill in the Name field and upload the key file. Set unique contact field: select a table column that contains a unique contact key and Reteno's unique contact key. They should match.

You may click Validate connection to test whether the authorization data is correct. You will see the notification if the connection is successful or not. If the connection fails, check the entered data and contact your system administrator if needed.

  1. Click Save.

You will see created connector in Settings > Connectors. Click the tab with its name to edit the connector’s parameters.

Exporting Data to the BigQuery Table

To regularly update information about the audience, orders and campaign results in BigQuery, set up data export to tables. For example, you can export responses to an NPS survey, purchase history, date of the last click in a message, etc.

Available datasets for export:

  • contactActivities;
  • contacts;
  • orderItems;
  • orders.

This information will be transferred to BigQuery and will update the data in the tables once a day after setting up.

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Important!

You don’t need to pre-create BigQuery tables. They will be generated automatically at the first export, and since that all the incoming data will be updated. All the table names will correspond to the data sets (contact activities, contacts, order items, orders)

Setting up BigQuery Connector for Data Export

  1. Go to Setting_s → _Connectors and click Add data source.
  1. Upload the key file and check the boxes for the data sets you want to upload. Click Save.

The connection will be displayed in ConnectorsExport to BigQuery, here you can edit the settings.

Configuring a Data Source

  1. Go to your profile > Settings > Data sources, click New data source and select External data source.
  1. Select the created connector.
  1. Select dataset and table and enter a source name. Click Save.
  1. Import contacts to Reteno and fill the external source with data. Now you can build segments based on the imported contact fields.

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Important

Connection to the external database doesn’t presuppose contact import. Segmentation is only available for contacts that exist both in your Reteno account and in the external database. Synchronize and update contacts before creating campaigns.

Adding data to a message is similar to adding data from PostgreSQL.