Overview
🔌 Sources and Destinations
Census at its core is about connecting and coordinating across your business's software stack. And so, one of the very first steps to using Census will be connecting your Data Warehouse Sources and Destination Services.
Data Warehouse Sources
Source data for all Census Syncs come from your Data Warehouse. Historically, a data warehouse was the end of the line, where data went to collect dust. But modern cloud data warehouses enable a huge variety of data sources and data size, as well as the flexibility to define how data should be aggregated, joined, and organized specifically for your business. It's this flexibility and scalability that make it the perfect data hub for your operations.
Census can use anything you grant access to in your data warehouse as a sync source, whether that is a table, a view, a SQL query, or a dbt model. We'll cover the process of building models in the next section.
For instructions on connecting your specific data source, take a look at the Data Sources section on the left.
Data Source Permissions and Read-only Access
Census provides a powerful and customizable Advanced Sync Engine on top of your data sources. To enable all of this without storing your customer data outside your infrastructure, we create a scratch or bookkeeping schema in your data warehouse that we use to cache sync states. This requires write permission to this schema and only this schema.
If you don't have credentials with write access available, you can connect to your warehouse using our Basic Sync Engine which instead stores this state outside the warehouse.
Either option may be right for you, read more about the differences between Basic and Advanced Sync Engines.
Data source models and segments
Once you have your data source connected, you can also create models on top of your data source, or connect data modeling integrations like dbt and Looker. Models are optional in Census, you can also sync data directly from a data source table or view, but models give you a simple way to create authoritative locations for the full set of all of your paying customers, invoices, or whatever other reusable data concept matters for your business. And once you've built your models, Census makes it easy to quickly select and sync Segments of your models as well.
Destination Services
Census helps you keep your data in sync across all the business apps you use to engage with your customers, from advertising and marketing, through sales, all the way to finance. The goal is to keep all of those apps in sync, powered by the exact same set of data.
The process of connecting a service is a little different for each. Sometimes, it's as simple as an OAuth confirmation flow or a straightforward API key. Other times, a few more steps are required.
Once you've connected a source, we'll be able to access a set of objects that service makes available. Typically this is a Contact or a Company, but there are often others and in some cases, even custom defined objects are supported. All of the connection steps, the objects, and other details for each service are covered here in the docs. And don't forget, our library of connections grows every week! Keep an eye on our integrations page for all of our available destinations and let us know if we're missing something you need!
🧮 Creating Syncs
The most important action in Census is defining Syncs. A Sync defines the rules of how data should be synced, from your selected source to your destination.
Syncs are also what makes Census so unique. Unlike most integration tools that are event-based, Census works to keep your source and destination "in sync" (just like Dropbox or other cloud storage service). The benefit is that you don't have to worry about dropped events or backfills anymore. If you change your data in the model, Census just syncs it, easy as that!
🔀 Sync Behaviors
All of our syncs are incremental, which means we only sync records that are new or have their data changed since the previous sync.
Sync Behaviors tell Census the types of change it should apply to your data when a sync finds a matching (or not) record in a source and a destination. We support a few different sync behaviors:
Update or Create (aka Upsert)
Update existing destination records when IDs match, otherwise create new ones if they're missing.
Update Only
Update existing objects in the destination, don't create any new ones.
Create Only
Create a new object if it doesn't exist in the destination.
Mirror
Keep the destination in sync with the source.
If a row is added or edited in the source, update the destination.
If a previously synced row no longer is in the source, remove the matching object from the destination. Note: some services such as Braze offer other actions as well. See specific connector documentation for more details.
Mirror syncs identify changes by comparing against the data they have already sent -- not the data that might or might not already exist in the destination. This means that the first sync will be an upsert for all records, and the second and following syncs will account for changes from the source data.
Append Only
Treat the destination as an append only log of data suitable for Event data.
Delete
Delete syncs takes the list of provided IDs and deletes them from the destination. Be careful! Providing an incorrect set of IDs can result in data loss! Census recommends you backup data if you're concerned about accidentally deleting the wrong records.
Please note that some of these behaviors are only available for certain destinations. Visit our individual integration pages to view what's supported.
🔎 Sync Keys
Sync Keys let Census know how to associate data in the source with the destination. Both the source and destination need to provide a single, unique per record, identifying field. Census uses the identifiers to look for matches. When a match is found, or not found, it then can use your selected Sync Behavior to decide what to do. For example, if Census sees your source and destination both have records with the identifier ABCD1234, it knows that it should update that record with data from the source when you've got an Update Only, Update or Create, or Mirror Sync Behavior configured.
🖇 Field Mappings
Once you've defined how data is related between your source and destination, the next step is to let Census know what properties should be updated. The field mapping step lets you specify how fields should be mapped from your source model to the destination object's fields. You can automatically add all matching fields, but even if names don't match, you can also provide the matching manually. If you remove fields from your mapping, Census will just stop updating those fields. We will not delete the values.
Using templates to tranform source data
Sometimes the data in your source systems isn't in quite the format or style that the destination expects. If you need to transform records from the source before sending them to the destination, you can use a Templated Field.
Census supports templated fields using the Liquid template language. As a basic example, this Liquid template lets you combine a customer's city and country into a single piece of text:
To give you an idea of the capabilities available, here are a few more examples:
Customer→ Sends just the word "Customer" to the destination fieldLast updated at {{ "now" | date: "%Y-%m-%d %H:%M" }}→ Prepends a timestamp with some initial text{{ record['first_name'] | rstrip }}→ Removes trailing whitespace from a customer's name
You can read all about the Liquid template system provided by Census here:
Templated fields have a few limitations:
Templated fields operate on one record at a time. If you need to bring multiple records together, take a look at Datasets, which allow you to use SQL to prepare your source data for syncing, or at the Census Audience Hub, which includes a powerful point-and-click visual segment builder and calculated fields.
Not all sources support templates yet; we are always adding support for new sources!
Conditional field mappings
Where available, Census supports two types of conditional field mappings:
Don't Sync Null Values - By default, Census will sync any Null values from the source to the destination. On some connections, you can disable sending any Null values. When disabled, the particular Null value for the property is ignored, but the rest of the recode is synced. Note that the the destinations may handle Null values differently. For example, Salesforce will convert Null values to empty strings, and Braze will delete the property completely when a Null value is synced.
Set If Empty - By default, Census will sync any values from the source to the destination, even if the destination already has a value. On some connections, you can set a property to only sync if the destination property is empty. This is useful if you want to set a default value for a property, but not overwrite any existing values.
Creating new fields on your destination object
For some destinations, such as Braze, Customer.io or Iterable (see full list below), you can create new fields directly from the Census app. This means the next time a sync runs, Census will create new properties or attributes for that object in the destination. This is useful if you want to automatically create new fields based on the columns in your source data.
Simply select "Sync All Properties" when setting up a sync.
The following destinations currently support automatically adding new properties:
Braze, Custom API, Customer.io, Google Cloud Storage, Google Sheets, Iterable, Klaviyo, Mixpanel, S3, Salesforce Marketing Cloud, Segment, SFTP, Slack, Vitally, Webhook
Running Syncs
Once syncs are created, you'll probably want to run them! That's where the real magic happens. There's a few things you should know about running and maintaining syncs though including how frequently they should run and what sync history tells you about the health of your sync.
⏱ Schedules and API
You can happily run a sync manually, but that's not all that useful on its own. The real power of Census is having your syncs run automatically. Once you've got your sync up and running, you can configure your sync to run automatically in three ways:
Schedules including with Cron
Pick the sync execution trigger that makes for your connection and Census will keep the data flowing to your schedule.
Sync History
You can dive deeper into why syncs failed, or what records were invalid from the source, or rejected by the destination, under the Sync History tab.
Failed Syncs Hover over the status label to see a detailed error.
Invalid or rejected records Click the number of invalid or rejected records to see a sample (up to 100), and the reason why they were invalid or rejected.
What is the difference between Invalid and Rejected records?
Invalid records are flagged and filtered by Census prior to syncing to your destination. Census will check the source data for records with NULL identifiers and duplicates.
Rejected records are records that were sent to the destination, but the destination did not accept them. The sample of rejected records will provide the specified reasons received from the destination.
Wrapping things up
That's it! Now you've got everything you need to know to get the most out of Census, but don't worry, you can still get into the nitty gritty on individual data warehouses or destinations. And we're always here to help. If you have any questions, just let us know!
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