Analytics Space : Pass data from BigQuery to Customer.io

For additional segmentation in CRM (Customer.io) we can pass data about users from BigQuery.

Integration works via Customer.io Data Pipeline feature.

Customer has already configured connection to BigQuery dataset g1-site.FOR_CRM so everybody with proper access to Customer can setup data pipeline that uses tables from dataset.

Each brand (project) requires a separate pipeline. You can choose project in the upper left corner of the Customer UI.

1. Setup table with additional user attributes:

2. Go to Customer Data Pipeline / Connections and click ‘View Syncs’ icon on diagram:

3. Add new Sync, select existing BigQuery database and configure:

4. Write an SQL query for BigQuery table. Selected data will be merged into user attributes. Please note - in Customer.IO user IDs starts with brand prefix, so you should transform it:

Example query:

SELECT
  CONCAT('wantedwin:', CAST(User AS STRING)) AS userId,
  Trusted AS trusted_level
FROM `g1-site.FOR_CRM.Trusted_users`
WHERE BrandName = 'Wantedwin';

5. After first sync you can check correctness in Customer.IO Journeys / People page: