CRM Writeback

With Scoop you can blend data with other datasets and create new fields with ease. Scoop's ability to use spreadsheet logic gives you that same spreadsheet flexibility to add arbitrary and powerful calculations to your dataset. It is often useful to then bring those sophisticated calculations back into your source application. Scoop's CRM Writeback feature allows you to take any Scoop dataset and write values back into your CRM application. This means that you can extract data from your CRM (which is necessary to extract the record ID which is required to write back into your CRM), blend it with other data or create new calculations and then push those back into your CRM application.

In order to write back into CRM, you must first establish an API connection to your CRM and extract records that you wish to augment (see above). The Record ID will be part of your extracted dataset. You can either create calculated columns with that dataset, or you can blend that dataset with others in Scoop to create a new dataset. Be sure to make sure that the Record ID stays with your records as you blend them together (i.e. always select that column when building a new blended dataset).

Once that is done, you can now update your CRM whenever your dataset in question is processed. When that connection is established, the following option becomes available on the dataset menu:

You can select "Setup Application Writeback" to create a writeback definition for Scoop. This definition tells Scoop what to do each time that dataset is processed. When processing is done, it will use that dataset and take the fields that you map and write them back to your CRM using the Record IDs that you initially extracted.

The definition essentially allows you to pick fields from one table within your dataset and map those back to fields within your CRM.

So if, for example, you wanted to map a single column in your CRM to a Scoop dataset, you simply select from the dropdown which Scoop dataset column you want to use. Once that is done, each time that dataset is processed, Scoop will update your CRM to ensure that that field will contain the value calculated in Scoop.