Integration with Google BigQuery

Step-by-step guide how to export data from Yespo, 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.

Yespo provides two options for BigQuery integration:

• Exporting data from Yespo 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 - Yespo 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 & Services → Credentials.

3. Click Create credentials → Service account.

4. Enter a service account name and click the Create and continue button.

5. Select BigQuery Admin role, click Continue → Done.

6. Click the link Manage service accounts on the main page of the Credentials section.

7. Click on the three dots opposite created account and select the option Manage keys.

8. Click on the Add key button and select Create new key option in Keys section.

9. Select JSON key type and click Create.

10. 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.

2. 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 Yespo'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.

3. 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, contacts' activity in widgets, 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
• revenue.

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

List of Data Export Parameters

ContactActivities

Contacts

OrderItems

Orders

Revenue

Setting up BigQuery Connector for Data Export

1. Go to Settings → Connectors and click Add data source.

2. Upload the key file and check the boxes for the data sets you want to upload. Click Save.

The connection will be displayed in Connectors → Export 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.

2. Select the created connector.

3. Select dataset and table and enter a source name. Click Save.

4. Import contacts to Yespo and fill the external source with data. Now you can build segments based on the imported contact fields.

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