Import Heap Cohorts to Fulcrum
This comprehensive guide will walk you through the process of importing your Heap cohorts into Fulcrum, making your data management more streamlined and efficient.
Before you begin, ensure that Heap is already configured as a data source in Fulcrum. If you haven't done this yet, please refer to our Data Ingestion Documentation for Heap to set it up.
Open your web browser and go to Fulcrum's homepage (opens in a new tab). Enter your credentials to log in.
Once logged in, locate the navigation menu on the left-hand side and click on "Segments."
On the "Segments" page, you'll find an "Import Segment" button usually located at the top-right corner. Click on this button to proceed.
After clicking "Import Segment," a dialog box will appear asking you to select a data source. Choose "Heap" from the list.
Upon selecting Heap, a list of available Heap cohorts will be displayed. Select the cohorts you wish to import into Fulcrum by checking the boxes next to them.
After selecting the cohorts, click on the "Import" button to finalize the process.
Once the import is successful, Fulcrum will dynamically update the selected Heap cohorts within the Fulcrum platform.
If you encounter any difficulties or have trouble locating specific settings, please refer to the Fulcrum documentation or reach out to us at firstname.lastname@example.org.