Here you can write a SQL query to select the data you want to see in Heap.io, or you can use a model from a dbt project or a Looker Look. Here are some ideas of data you could select
The Lifetime Value of a customer and add it to a contact or companies
The end of their trial
The date they became active in your product
The number of key activities a user did in your app in the last 7/30 days
Once you have created your model, click save.
5. Create your first Sync
Now head to the Sync page and click the Add Sync button
In the " What data do you want to sync?" section
For the Connection, select the data warehouse you connected in step 2
For the Source, select the model you created in step 3
Next up is the "Where do you want to sync data to?" section
Pick Autopilot as the Connection
For Object, pick the one you want to sync data to; currently only Contact is available.
For the " How should changes to the source be synced?" section
Select Update or Create
Pick the right mapping key, it will be Email for Contacts.
Finally, select the fields you want to update in the Mapper in the "Which Fields should be updated?" section
Here simply map the field from your Autopilot instance to the column from your model.
The end result should look something like
Click the Next button to see the final preview which will have a recap of what will happen when you start the sync
6. Confirm the data is in Autopilot
Now go back to your Autopilot and go view the record type (Contact) that should have been updated. If everything went well, you should see your data in Autopilot.
That's it! In 6 steps, you connected Census to Autopilot and started syncing customer & account data from your warehouse to Autopilot 🎉
🗄 Supported Objects
Object Name
Supported?
Identifiers
Contact
✅
Email
🔄 Supported Sync Behaviors
Learn more about what all of our sync behaviors on our Core Concept page.