Extracting data from Vault

Customers that use Network and Veeva Vault can extract object data from Vault and publish the .csv files to Network's FTP server. For example, you might want to extract product data from Vault and load it into a custom object that you have enabled in your Network instance. Using the Veeva Connector, you no longer have to manually create the .csv files in Vault and load them to Network's FTP server.

Overview of tasks

To extract data from Vault, the following tasks must be completed:

  • Add Vault credentials to Network - The credentials are used to connect to Veeva Vault.
  • Create a connector - Connect to Veeva Vault to extract the object data using VQL and publish the files to Network's FTP server.

The following sections describe how to complete these tasks.

Add Vault credentials

Add the login credentials for your Vault application so they are saved in Network and you can refer to them when you are creating the Veeva Connector configuration for Vault.

To add the Vault credentials:

  1. In the Admin console, click Settings > External Credentials.
  2. Click Add Credentials.
  3. In the New External Credential dialog, select Vault. Click OK.
  4. On the New External Credential page, provide the following information:
    1. Name - Type a name for the credential. For example, Verteo Vault US. Names must be unique.
    2. Username - The user name to log into your Vault application.
    3. Password - The password for the Vault user.
  5. In the URL list, type the URL for your Vault application.

    The URL must match the following pattern:

    https://*.veevavault.com
  6. Click Test Connection to ensure that the credentials are correct.

    A panel displays to provide information about the environment the credential is connecting to and to indicate if the credentials are valid or if there were issues connecting to the Vault server (not credential-related). Warnings display if you are potentially connecting to the wrong environment.

  7. Save your changes. If you did not test the credentials, they will be tested now. Invalid credentials will not be saved.
  8. The credentials are stored and can be used in the Veeva Connector configuration for Veeva Vault.

Create a connector to Veeva Vault

Create a Veeva Connector configuration for Vault so you can extract the object data and load it to your Network FTP.

  1. In the Admin console, click System Interfaces > Veeva Connector.
  2. Click Add Veeva Connector.
  3. In the Add Veeva Connector dialog, expand the lists to select the following values:

    • Connector Type - Vault
    • Operation - Extract

    Click Next.

  4. In the Details section, choose Enabled and define the following information:

    • Name - Type a meaningful name for the connector.
    • System - Choose a system. If you do not have a system configured for Vault, navigate to System Interfaces >Systems.
  5. Choose the Vault credentials in the Connection Settings section.

    Click Test Connection to ensure that the credentials are valid.

    A panel displays to provide information about the environment the credential is connecting to and to indicate if the credentials are valid or if there were issues connecting to the Vault server (not credential-related). Warnings display if you are potentially connecting to the wrong environment.

  6. In the Extract Settings section, define the Network FTP path to store the .csv files that will be extracted from Vault.

    Tip: Define the FTP path that you will use to load the data into Network using a source subscription.

  7. Under the Extraction Objects heading, specify the objects to be retrieved from Vault. For each object, define the following details:

    • Object - The Vault object name; for example, product__v.
    • File Prefix - The prefix for the .csv file that will be saved to Network FTP server.

      The .csv file name is the following format: <prefix>_<organization_id>_<timestamp>.csv.

      Example: product_5014000000C8cuI024_20190825_1345.csv.

    • Extraction VQL - The Vault Query Language (VQL) query to extract the object data from Vault.

    To include more objects, click + Add Object.

  8. In the Job Trigger Configuration section, define the schedule for the job and any subsequent actions that will start when this job finishes.

    Job Schedule - Run the job manually or on a scheduled basis. If you select Manual, the job only runs when you click the Start Job button on the configuration page.

    Job Triggers - Trigger other actions to start after a job runs.

    Available triggers:

    • Send email - Specify users that should be notified for successful and unsuccessful job outcomes.
    • Start a job - Start a subsequent job when this job successfully completes. For example, you can start a source subscription to load the data into Network when the Vault exact job completes.

    For more information, see Subscription job triggers.

  9. Save your changes.

The Veeva Vault integration is complete. When the extract job runs, Network will connect to Vault to retrieve the object data and load the .csv files to Network's FTP server. To load the data into Network, create a source subscription. For more information, see Add a source subscription.