Import Contact Relations from Contact Builder
Retrieve manually created contact relations from Contact Builder’s relationships defined in Attribute Groups to Unaric Segment. This data will be used to automatically create Predefined Relations.
Limitations
- You will be able to import only the relations which are manually uploaded to Contact Builder, but not those automatically generated by Salesforce (eg, the attribute group of Synchronized Data Extensions).
- You will be able to import 1-to-1 and 1-to-many relations from Contact Builder.
- You will be able to retrieve relations for Data Extensions in the business unit that you are currently in.
- Should a Predefined Relation between two Data Extensions already exist in Unaric Segment when you are retrieving it from Contact Builder, this will not be duplicated but its data will be updated.
Setup
You need to be an administrator to apply this configuration.
- Navigate to Admin Panel > Relations > Imported Relations.
- Click the Retrieve Contact Relations button.
- All the Contact Relations available in Contact Builder will be retrieved and will be listed under the Relation column.
- You can access or edit the resulting Predefined Relation by clicking on its name.