Veeva Upsert

Overview

The Veeva Upsert Snap creates or updates records in Veeva Vault objects.

Use this Snap to insert new records or update existing records in Veeva Vault objects based on a unique key field.


Veeva Upsert Snap overview

Supported Accounts

Snap views

Type Description Examples of upstream and downstream Snaps
Input

This Snap has exactly one document input view.

The input document should contain the fields and values for the record. If a record with the specified key exists, it is updated; otherwise, a new record is created.

Output

This Snap has exactly one document output view.

The output document contains the response from Veeva Vault, including the record ID and operation performed.

Learn more about Error handling.

Snap settings

Note: Learn about the common controls in the Snap settings dialog.
Field/Field set Description
Label*

String

Specify a unique name for the Snap. Modify this to be more appropriate, especially if more than one of the same Snaps is in the pipeline.

Default value: Veeva Upsert

API version*

String/Expression/ Suggestion

The Veeva Vault API version to use for this Snap.

Default value: v25.2

Example: v25.2

Batch size*

Integer

The number of records to upsert in a single batch. Batching improves performance by reducing the number of API calls.

Default value: 200

Example: 200

Object type*

String/Expression/ Suggestion

The name of the Veeva Vault object to perform the upsert operation on.

Default value: N/A

Example: product__v

External ID field*

String/Expression/ Suggestion

The external ID field to use for matching existing records. If a record with this external ID exists, it is updated; otherwise, a new record is created.

Default value: N/A

Example: external_id__c

Number of retries

Integer

The number of retry attempts for failed API calls. The Snap retries the request if it receives a transient error from Veeva Vault.

Default value: 3

Example: 5

Retry interval (seconds)

Integer

The time interval in seconds between retry attempts.

Default value: 1

Example: 10

Snap execution

Dropdown list
Choose one of the three modes in which the Snap executes. Available options are:
  • Validate & Execute: Performs limited execution of the Snap and generates a data preview during pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during pipeline runtime.
  • Execute only: Performs full execution of the Snap during pipeline execution without generating preview data.
  • Disabled: Disables the Snap and all Snaps that are downstream from it.

Default value: Execute only