Gratavid Setup - Integrations With Slate

Overview

The Gratavid & Slate integration is broken down into two sections:

1. Importing Data From Slate To Gravid.
2. Triggering Gratavid Actions ( Task & Sends) From Slate Queries

To see an overview watch this video:

Importing Data From Gratavid To Slate

Slate can automatically pull analytics data from Gratavid using the Pull data from a web service into Slate feature. 

To configure automatically importing Gratavid data into Slate:

1) Create a Gratavid Interaction in Slate: Go to Database > Records > Activity & Interaction Codes and then click the 'Insert' button and then populate the fields with these values:

a) Type: "Interaction"

b) Code: "Gratavid"

c) The remaining values can be selected based on your preference

2) Create a new 'Gratavid' Source Format in Slate: The source format in Slate defines where how Gratavid data maps to Slate. To create a new source format, go to Database > Sources / Upload Dataset > Source Formats > click the 'New Source Format' button.

2.1) Populate the fields with these values:

a) Status: "Active"

b) Name: "Gratavid"

c) Format: "JSON"

d) Type: One-time

f) Remap Active: "Active"

g) Unsafe: "Safe: Sources will not update person-scoped data for records with active applications"
(This import will still add interactions to records with active applications. However, since it’s not adding or modifying any biographical information, it’s better to leave it as a safe import.)

2.2) In the Format Definition tab, paste the following code into the XML box:

<layout type="json" node="/row">
   <f id="Record Id" s="recordId" />
   <f id="Interaction Code" s="interactionCode" />
   <f id="Secondary Interaction Code" s="interactionSecondaryCode" />
   <f id="Interaction Date" s="interactionDate" />
   <f id="Interaction Subject" s="interactionSubject" />
   <f id="Interaction Private Comments" s="interactionPrivateComments" />
   <f id="Gratavid Sent By User Email" s="gratavidSentByUserEmail" />
</layout>

2.3) In the "Import Automation" tab, copy/paste the "Import Remote Server" URL from the "Remote Server" tab on the Gratavid integration page. Copy/paste the URL in the "Import Remote Server" field back into Slate. Slate recommends leaving the "Import Frequency (mins)" blank which will import Gratavid data every 24 hours; however, you can opt to pull data more frequently if desired. Gratavid keeps track of what data has already been imported to avoid duplication.  

2.4) Click "Save" which will create your source format. Now click the "Edit" button top right, and add the date for "Remap As of Date" ... Just make it today's date ( i.e. - "9/22/2022"). 

2.5) Refresh the page, and you should now see a "Remap" button on the right. Click "Remap" then and map each field to the correct destination. 

2.5) Start sending Gratavids or create a test user in Gratavid. If you manually add a user in Gratavid, make sure to include their Slate "Ref" id and the Gratavid "Custom User Id" as outlined in 'Keeping Gratavid and Slate Contacts in Sync' below. Wait 24 hours(or use Force Process Pickup/Force Process Import) for Slate to import your data from Gratavid. 

2.6) Data should now be flowing from Gratavid to Slate! You will see the data on your contact's timeline, but we need to do prompt value mappings for the Gratavid data to show as the interaction we created in the first step. 

Go back to your Source Format overview, and click on the "Prompt Value Mappings" link on the right. Click "refresh values", click on the Interaction Code row, map your source value "Gratavid" to the destination value "Gratavid", and finally click the "Retroactive Refresh" link on the right. 

That's it! Slate will now reach out to Gratavid to import key analytics data ( i.e. - Gratavid sent, Gratavid watched, Gratavid reply received) into Slate.

Triggering Gratavid Actions ( Task & Sends) From Slate Queries

Slate can send Gratavid data viaExporting Data with Web Services. 

To configure automatically sending Gratavids from Slate events follow these directions:

1) In Slate, select Queries / Reports on the top navigation bar. Select Query.

2) Click "New Query", give your query a name, select your folder, select your base, and SAVE. 

3) On the "Edit Query" page, click "Edit Properties". We highly recommend selecting "Retrieve only the new records since the query was last run" and click "SAVE" to ensure no duplicate Gratavids are sent.  However, you can toggle this feature on after you have finished testing your integration.  

4) Add the "First", "Last", "Email", and "Ref" columns to your export section. All of these columns are required. Optionally, you can include a column renamed to "gratavidTaskAssigneeUserEmail" if you want to dynamically assign Gratavid tasks. 

5) Create your filter to only return the list of people you want to trigger your Gratavid rules. 

6) Select Schedule Export. Configure the export to only return new records. Note: Users must have the Administrator (All Access) role or the SFTP Access permission in order to access the Schedule Export resource.

7) Select Web Service (Remote) in the Server setting of the popup window.
8) Enter the endpoint found in your Gratavid Slate integration page in the Endpoint setting.

That's it!

Keeping Gratavid and Slate Contacts in Sync

Under each of your Gratavid contacts, you have a property called "Custom User Id." Custom User Id is where you store the Slate "Ref". Make sure to include the Ref when you import data directly from Slate, or if you import data from a spreadsheet. Gratavid will automatically import the Ref if contacts are created from the 'Triggering Gratavid Actions ( Task & Sends) From Slate Queries' integration.