Genesys

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Supported syncing

For more information about sync modes, refer to the sync modes docs.

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Connect to Genesys

Go to the Destinations overview page and click the Add destination button. Select Genesys and click Continue. You can then authenticate Hightouch to Genesys. To create your Genesys OAuth client credentials, follow this Genesys guide. Enter the following fields into Hightouch:

• Region (Required): Find which region to use in the Genesys API docs
• Client ID (Required)
• Client secret (Required)

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Sync configuration

Once you’ve set up your Genesys destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Genesys destination you want to sync to.

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Syncing contacts

Sync data from any source to Genesys external contacts

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Record matching

You can match rows from your model to contacts in Genesys on any column in your model and any field in Genesys. Ensure the data types of the model column and Genesys field you select match. Refer to the record matching docs for more information.

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Field mapping

Hightouch lets you sync contact fields via field mapping. You can map data from any of your model columns to default and custom contact fields. Ensure your model’s columns have the same data types as the fields you want to sync to.

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Delete behavior

The delete behavior you select dictates what to do when a row no longer appears in your model’s query results. You have the following options:

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Syncing organizations

Sync data from any source to Genesys organizations

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Record matching

You can match rows from your model to organizations in Genesys on any column in your model and any field in Genesys. Ensure the data types of the model column and Genesys field you select match. Refer to the record matching docs for more information.

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Field mapping

Hightouch lets you sync organization fields via field mapping. You can map data from any of your model columns to default and custom organization fields. Ensure your model’s columns have the same data types as the fields you want to sync to.

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Delete behavior

The delete behavior you select dictates what to do when a row no longer appears in your model’s query results. You have the following options:

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Tips and troubleshooting

To see the exact API requests and responses from each sync run, use the live debugger. To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up sync alerts. If you run into an issue this page doesn’t cover, .