Intellimize

Polytomic connects to Intellimize using an an authorization token:

1. Generate an authorization token in Intellimize by going to Account Settings → Offline conversions tracking authorization token → Add.

2. In Polytomic, go to Connections → Add Connection → Intellimize.

3. Paste the token you generated in Step 1 in Polytomic's API key field:

4. Click Save.

Syncing to Intellimize

Polytomic lets you sync conversion offline conversion events to Intellimize. Here are the steps to do so:

1. Register the event names in Intellimize. Intellimize will reject events whose names have not been registered in its console. You can do so by following these steps in Intellimize:
   1. Starting with the left navbar of Intellimize's dashboard, click Components → Events → Create event.
   2. Enter your event name.
   3. For Event type, select A custom JavaScript event.
   4. In the API section, enter a unique name that identifies the conversion events. This is the registered event name that you must use when sending events with Polytomic. It cannot contain spaces.
   5. Click Save.
2. Create a Polytomic model for your offline conversion events (whether on your data warehouse or other source).
3. Create a Polytomic Model Sync to send events from the model in Step 2 to Intellimize.
4. Map your model fields to the required Intellimize fields in your Polytomic sync configuration:
   1. Action ID (identity value): the event ID.
   2. API Name: the event API name from Step 1.
   3. Action Timestamp: the event time.
   4. Customer ID: the customer (i.e. company or organization) ID that produced this event.
   5. User ID: the user ID that produced this event.
   6. User domain: the email domain of the user that produced this event.