Add a Vault CRM Bridge

AD
DM

The Network Bridge can be configured to synchronize customer data to Vault CRM.

Prerequisites

Before you create a Vault CRM bridge, complete the prerequisite tasks.

For details, see Vault CRM Bridge setup.

Create a Network Bridge for Vault CRM

When the prerequisites have been completed, create the bridge:

In the Admin console, click System Interfaces > Network Bridge.
Click Add Bridge and choose Vault CRM Bridge.

Note: The Vault CRM Bridge is a multi-country bridge by default.
On the Add Vault Bridge page, add a Name.

The name must be unique; it cannot be the same as any existing Network Bridge in your Network instance.
In the Countries section, click Add Countries to include the countries that will be included in this bridge subscription.

The countries are added to the configuration, but they are pending until the subscription is saved. Countries that are pending can be removed from the bridge configuration. Click the x icon to delete the country.

Note: After the Vault CRM bridge is saved, child bridges can be disabled but cannot be removed.
Define the following settings in the Network Data section:
- System - Select the source system for the subscription. Typically, this is the unique per Vault CRM instance.
- Target Subscription - Select the target subscription for exporting the records. The list is filtered by the selected source system.
  
  Tip: Vault CRM bridges do not require country filters in the Export Options in the target subscription. Country filters are automatically applied when the Bridge job for each country runs.
  
  If the Bridge is linked to an incorrectly configured target subscription, a warning displays. The warnings will prevent data issues in Vault CRM.
  
  Common issues for target subscriptions
  - The Record State setting is set to Valid & Under Review
    
    Records that are INVALID or MERGE_INTO state are not sent downstream so merges don't occur; duplicate records will be created in CRM.
  - The Full Data Extract setting is set to Full instead of Delta
    
    When a full set is exported, entities that haven't changed are continually sent to CRM. This increases the Bridge job time and increases the time to sync and download to mobile devices.
  Click the link in the warning to review the details. On the dialog, click the name of the target subscription to open the subscription details.
  
  Click OK to close the dialog. You can choose a different target subscription or keep the defined subscription understanding that possible issues can occur.
To connect to Vault CRM, expand the External Credential list and select the Vault credential that is stored in Network on the External Credentials page.

Only Vault credentials display in the list.

Click Test Connection to validate the credentials.
The Advanced Settings section contains optional settings.
- Revision Data Value - Type the delta start ID that you want the target subscription to run from. For example, if you want to run a subscription starting with the last record from the previous export, you can add the Network ID of the record here. The Delta start and end IDs are available in the Job History section on the target subscription page or in the Job Details page.
  
  Typically, this value should be left empty.
- Enhanced Inactive Record Sync - Select this option if you want Vault CRM to be updated to reflect inactive records in Network.
  
  In Vault CRM, the setting filter_inactive_network_records_v must also be enabled for the inactive records to sync between the two applications.
In the Job Trigger Configuration section, choose the job schedule. Schedules are set for the multi-country configuration; individual schedules cannot be set for each country.

Optionally choose to trigger an email depending on the job outcome.

Note: Triggers to start a subsequent subscription job when the Network Bridge job completes are not supported for multi-country bridges.
Save your Vault CRM bridge configuration.

When you save the bridge, the included countries will be generated as child bridges. They will be enabled by default.

The list on the Network Bridge page is updated to include the new Vault CRM Bridge subscriptions.

You can select and view the parent Vault CRM bridge or any of the country child bridges.

Edit Vault CRM bridges

Only the Vault CRM (parent) bridge can be edited.

Enabling and disabling bridges

On the Network Bridge list page, click the value in the Status column to enable or disable a Vault CRM bridge or a child bridge.

Enable

Vault CRM bridge - When you enable a bridge, you can choose to enable all child bridges. The child bridges will be listed in the dialog.
Child bridge - When you enable a child bridge, the dialog lists any job schedules or job triggers that are affected.

Note: If the Vault CRM parent bridge is disabled, it will also be enabled when you enable the child bridge.

Disable

When you disable a Vault CRM bridge, all child bridges are also disabled by default.

Vault CRM bridge configuration

After the bridge configuration is saved, the Details page lists the child bridges in the Countries section. You can view the time that the last job ran and the job status for each country.

Vault CRM bridge name

If you change the Vault CRM bridge name after you have created child bridges, the child bridge names will also be updated.

Child bridges

For each country, you can take the following actions on the Vault CRM bridge Details page:

Enable - Select the country and click Enable Countries. Multiple countries can be selected and enabled at the same time.

In the dialog, click Enable Bridge. When you save the Vault CRM bridge configuration, the selected child bridges will be enabled.
Disable - Select the country and click Disable Countries. Multiple countries can be disabled at the same time.
Upload VID File - Click to add a .csv file containing one column of Veeva IDs to export the next time the job runs. When the file is added a confirmation message displays. Click Details to review the VID details.

For detailed information, see Exporting records by VID.
View details - Click the name of the child bridge to open its Details page and review the settings inherited from the Vault CRM bridge. The data is read-only.

Tip: To manually run the child bridge job from this page, click Start.

Validate the Vault CRM Bridge

Run the bridge validation to ensure that it is properly configured and has no missing reference mappings.

On the Network Bridge page, click Validate Vault CRM Bridge.

The validation job creates a report that you can download. If issues are found, you can fix them in the file and upload it to Vault CRM.

For details, see Validate the Vault CRM Bridge.

Run a Vault CRM Bridge

The bridge can run on a schedule or run manually. When it runs, all of the enabled child (country) bridge jobs begin and run in parallel. When the jobs complete, the details are updated for each child bridge.

To review the job details for each child bridge, click the child bridge name or the status in the Last Job Status column.

Vault CRM custom keys

If an account is added to Vault CRM using the bridge, a custom key is created for the record in Network.

Example custom key format: Vault-CRM-account__v-V4T000000008001

custom_key_source_type = system name (for example, Vault-CRM)
custom_key_item_type = account__v
custom_key_value = account ID in Vault (for example, V4T000000008001)

Merging records

The Vault CRM bridge will merge the accounts together in Vault CRM if the accounted is defined as merged in the target subscription. Addresses are also merged.

Object types

The Vault CRM Bridge supports updating multiple object types for HCOs and HCPs.

Configuration requirements

To support multiple object types, Administrators can map the Network fields to the Vault CRM object type field.

Example mapping

If your Vault CRM has different object types for HCPs, you can map them to Network field values.

Vault Object Type	Network hcp_type__v field value
Prescriber	Prescriber
Prescriber	Resident
Non-Prescriber	Non-Prescribing Health Care Professional
Non-Prescriber	Business Professional
Non-Prescriber	Student

For details, see Vault CRM Help: Network Object Mapping.