Help Scout

This page describes how to use Census with Help Scout

Getting Started

In this guide, we will show you how to connect Help Scout to Census.

Prerequisites

Have your Census account ready. If you need one, create a Free Trial Census account now.
Have your Help Scout account ready. If you need one, create a free trial with Help Scout now.
Have your data source properly configured within Census. See our docs for each supported data source for further information:

Step 1: Connect Help Scout

Once you are in Census, navigate to Destinations
Click the New Destination button and find Help Scout from the dropdown list

You'll be taken to a Help Scout OAuth screen

Next you'll be taken back to Census where you'll find a new Help Scout connection!

Step 2: Create a Model

Now navigate to the Model section of our Dashboard.‌

Here you can write a SQL query to select the data you want to see in Help Scout, or you can use a model from a dbt project or a Looker Look. You can also use tables or views already in your data warehouse. Here are some ideas of data you could select

The Lifetime Value of a customer
The end date of a user's trial
The date a user became active in your product
The number of key activities a user did in your app in the last 7/30 days

Step 3: Create your 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've already connected (See Prerequisites).
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 the Help Scout connection you created.
Select the Customer object

For the "How should changes to the source be synced?" section.

Select either Update or Create or Update Only

For the "How are source and destination records matched?" section.

Pick the mapping key. For syncs to the Customer object the identifier is Primary Email.
Select the field from your model you want as the identifier.

Finally, select the fields you want to update in the Mapper in the "Which Properties should be updated?" section. Here simply map the field from your Help Scout instance to the column from your model.

Click the Next button to see the final preview, which will have a recap of what will happen when you start the sync and then click Create Sync!

Supported Objects

Object Name

Supported?

Sync Keys

Customer

✅

Primary Email

Supported Sync Behaviors

Learn more about all of our sync behaviors in our Syncs documentation.

Behaviors

Supported?

Objects

Update or Create

✅

All

Update Only

✅

All

Syncing to the Customer Object:

Address: When updating address fields on a Customer record please note that if one of the below is present in your sync then all have to be included in the sync configuration. This is because all four fields are required by Help Scout to update the address (Help Scout documentation here).

City, State, Postal Code, Country

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Last updated 2 months ago