Tracxn sync

The Tracxn Sync snap-in automates the discovery and syncing of recently funded startups from Tracxn into DevRev. It helps you capture emerging opportunities and enrich Account and Contact onjects.

Installation

1. In DevRev, go to Settings > Snap-ins and click Explore Marketplace in the top-right corner.
2. In the DevRev marketplace, find Tracxn Sync and click Install.

Configuration

In Settings > Menu, the following configuration options are available:

• Enable Sandbox Environment:
  Use Tracxn’s sandbox environment for testing.

• Enable Account Custom Field Mapping For Tracxn:
  Use the Tracxn-based Account custom field mappings.

• Enable Account Custom Field Mapping For DevRev:
  Use static Account custom field values.

• Enable Contact Custom Field Mapping For Tracxn:
  Use the Tracxn-based Contact custom field mappings.

• Enable Contact Custom Field Mapping for DevRev:
  Use static Contact custom field values.

• Enable Tags For Accounts:
  Apply tags to created Accounts.

• Enable Tags For Contacts:
  Apply tags to created Contacts.

• Account Field Mapping:
  Map fields from Tracxn company objects to DevRev Account fields.

  Format:

  1 { "<Tracxn Field>": "<Account Field API Name>" }
  

  Explanation: Tracxn Field: Tracxn key exactly how it appears in the payload. Account Field API Name: Field API name in the Account object

  Example:

  1 { "name": "display_name", "website": "domains" }
  

• Contact Custom Field Mapping From Tracxn:
  Map Tracxn fields to custom fields in DevRev’s Account object.
  Enable Account Custom Field Mapping For Tracxn to use this.

  Format:

  1 { "<Tracxn Field>": "<Contact Custom Field API Name>" }
  

  Explanation: Tracxn Field: Tracxn key exactly how it appears in the payload. Account Custom Field API Name: Custom field API name in the Account object

  Example:

  1 { "companySize": "tnt__company_size", "industry": "tnt__industry" }
  

• Account Custom Field Mapping Within DevRev:
  Define static custom field values for Accounts.
  Enable Account Custom Field Mapping For DevRev to use this.

  Format:

  1 { "<Account Custom Field API Name>": "<Data to be inserted>" }
  

  Explanation: Account Custom Field API Name: Custom field API name in the Account object Data to be inserted: Exact data to be inserted. It can be of any type like string, boolean, or numbers

  Example:

  1 { "tnt__source": "Tracxn", "tnt__synced": "true" }
  

• Account Tags:
  Comma-separated list of tags to apply to newly created Accounts.

  Example:

  1 startup, funded, prospect
  

• Account Owner:
  Email of the DevRev user who should own the Account.

  Example:

  1 devrev.user@devrev.ai
  

• Contact Field Mapping:
  Map fields from Tracxn employee objects to DevRev Contact fields.

  Format:

  1 { "<Tracxn Field>": "<Contact Field API Name>" }
  

  Explanation:
  Tracxn Field: Tracxn key exactly how it appears in the payload.
  Contact Field API Name: Field API name in the Contact object

  Example:

  1 { "name": "display_name", "linkedin": "linkedin_profile" }
  

• Contact Custom Field Mapping From Tracxn:
  Map Tracxn fields to custom fields in DevRev’s Contact object.
  Enable Contact Custom Field Mapping For Tracxn to use this.

  Format:

  1 { "<Tracxn Field>": "<Contact Custom Field API Name>" }
  

  Explanation:
  Tracxn Field: Tracxn key exactly how it appears in the payload.
  Contact Custom Field API Name: Custom field API name in the Contact object

  Example:

  1 { "title": "tnt__job_title", "seniority": "tnt__seniority_level" }
  

• Contact Custom Field Mapping Within DevRev:
  Define static custom field values for Contacts.
  Enable Contact Custom Field Mapping For DevRev to use this.

  Format:

  1 { "<Contact Custom Field API Name>": "<Data to be inserted>" }
  

  Explanation:
  Contact Custom Field API Name: Custom field API name in the Contact object
  Data to be inserted: Exact data to be inserted. It can be of any type like string, boolean, or numbers

  Example:

  1 { "tnt__source": "Tracxn", "tnt__verified": "true" }
  

• Contact Tags:
  Comma-separated list of tags to apply to newly created Contacts.

  Example:

  1 founder, outreach-target
  

• Contact Owner Mapping:
  Dynamically assign ownership of Contacts based on email.

  Format:

  1 { "<Owner Email>": "<Custom Field API Name>" }
  

  Example:

  1 { "devrev.user@devrev.ai": "tnt__contact_owner" }