Configure connector notifications

Who can use this feature?

Global admins or users with advanced permissions
Available on all plans

Get full control and visibility into integration activity within Customer Data Hub for the following:

Data files
CRM integrations
Data warehouses integrations
Bulk write-backs

Configure notification settings

From Settings, expand Data Management > Customer Data Hub.
Click Notification Settings.
Configure the following notification options:
- Receive notifications about: Data files upload, CRM integrations, data warehouses integrations, bulk write-back (failure and partial success)
- Receive notifications upon: Start, failure, partial success, success
- Define notification channel:
  - Email: Integration Owner, named Totango user(s), or add a custom email address or distribution list (e.g., ops@mycompany.com).
  - Slack: Requires you to configure Zoe for Slack. Once @zoe is enabled for your workspace, all channel members can ask @zoe any question and be exposed to the information @zoe is allowed to access (only the information belongs to the Totango teams she is part of).
  - Webhook: Enter URL, content type, and test the payload preview. (See below.)
    A received Webhook Notification will have a hardcoded event as the heading - “type”: “upload_event”. Further details of the event are provided in the ensuing fields.
Click Save.

Email notification examples

Upload started notification sample:

Upload completed successfully notification sample:

Upload failed notification sample:

Slack notification samples

Upload started notification sample:

Upload completed successfully notification sample:

Upload failed notification sample:

Use case: Configure a notification via webhook

Consider the following scenario: You want to create a critical task in Jira for the ops team whenever a file upload to Totango fails. Use Zapier to connect company data points, and connect Totango notifications with Jira.

Create a Zapier webhook catch trigger.
Configure the webhook in URL in Customer Data Hub notifications. (See above.)
Configure Jira ticket creation using Zapier. To start configuring this webhook in Zapier, you'll need to send a sample webhook trigger and make sure will "catch" it.
- Activate webhook catching in Zapier (click OK, I did this).
- Click the webhook test button (near the preview payload link) to send a sample payload to the defined Webhook URL. This is how the webhook testing looks like:
- Go back to Zapier, to configure the Jira ticket creation.
- Once the Jira ticket creation action is ready, you only need to test it.

Now whenever a file upload fails, a Jira task is automatically created for your company's ops team.

FAQs

Question: Which email notifications will I get?

Answer: You can choose to receive notifications upon upload process started, failed, partial success, and success.

Question: In case there was a failure, will I get the failure reason?

Answer: Yes, the notification will include all the relevant upload process information.

Question: When should I expect to get the notification email?

Answer: The notification email will be sent immediately when the configured event happened.

Question: The new emails are bypassing my email tool filtering, why is that?

Answer: Ensure your email filters are set to allow a sender named "Totango Integration."

Question: Do I need to configure Slack in Totango in order for the notifications to appear in Slack?

Answer: Yes, Slack notifications are sent using Zoe for Slack.

Question: I cannot see public channels in the Slack channels drop-down.

Answer: You can only select public channels, which Zoe must be a member of. You should invite @zoe to the channel before configuring it in Customer Data Hub notifications slack channels).