Outreach
This page describes how to use Census with Outreach.

πŸƒβ€β™€οΈ Getting Started

This guide shows you how to use Census to connect your Outreach account to your data warehouse and create your first sync.

Prerequisites

Before you begin, you'll need the following:

Step 1: Connect Outreach

    1.
    Log into Census and navigate to Connections.
    2.
    Click Add Service.
    3.
    Select Outreach from the dropdown list.
    4.
    Follow the Outreach authentication flow, which will ask you to log in with your Outreach username and password.
Your end state should look something like this. πŸ‘‡
Connections page with Outreach

Step 2: Connect your data warehouse

The steps for connecting your data warehouse will depend on your technology. See the following guides:
After connecting your warehouse, your Connections page will look something like this: πŸ‘‡
Connections page with data warehouse and Outreach

Step 3: Create your model

When defining models, you'll write SQL queries to select the data you want to see in Outreach. This can be as simple as selecting everything in a specific database table or as complex as creating new calculated values.
    1.
    From inside your Census account, navigate to the Models page.
    2.
    Enter a name for your model. You'll use this to select the model later.
    3.
    Enter your SQL query. If you want to test the query, use the Preview button.
    4.
    Click Save.
Basic SQL query for a new model

Step 4: Create your first sync

The sync will move data from your warehouse to Outreach. In this step, you'll define how that will work.
    1.
    From inside your Census account, navigate to the Syncs page.
    2.
    Under What data do you want to sync?, choose your data warehouse as the Connection and your model as the Source.
    3.
    Under Where do you want to sync data to?, choose Outreach as the Connection and an Object in Outreach. (See Supported Objects.)
    4.
    Under How should changes to the source be synced?, choose Update or Create. (See Supported Sync Behaviors.)
    5.
    Under How are source and destination records matched?, select a mapping key. (See Supported Objects for details.)
    6.
    Under Which fields should be updated?, select the fields you want to update by mapping a field in Outreach to a column in your model.
    7.
    Click Next. This will open the Confirm Details page where you can see a recap of your setup.
    8.
    If you want to start a sync immediately, set the Run a sync now? checkbox.
    9.
    Click Create Sync.
When configuring your sync, the page should look something like this: πŸ‘‡
Sync setup for Outreach

Custom Fields in Outreach

Although the sync can update custom fields in Outreach, these fields will show up as Custom# rather than using the custom field name. You may need to visit the custom field configuration in Outreach settings to check the field number.
Sync setup displays custom fields without the custom field name

Step 5: Confirm the synced data in Outreach

Once your sync is complete, it's time to check your data. Open Outreach and check that the records updated correctly.
If everything went well, that's it! You've started syncing data from your warehouse to Outreach! πŸŽ‰
And if anything went wrong, contact the Census support team to get some help.

🏎 Sync Speed

Sync speeds can be affected by API rate limiting from the destination app. Outreach allows an API call rate of up to 10,000 calls per hour, per user. (See Outreach API Documentation for details.)
In most cases, you won't run into any issue with sync speed based on rate limiting unless:
    You're running an initial sync action that will update many records in Outreach.
    You have another integration or service that's making API calls to Outreach and using the same user account.

πŸ—„ Supported Objects

Object Name
Supported
Identifiers
Account
βœ…
any Text field
Prospect
βœ…
Email (recommended), any Text field
User
βœ…
Email (recommended), any Text field
​Let us know if you want Census to support additional objects for Outreach.

πŸ”„ Supported Sync Behaviors

Learn about all of our sync behaviors in Core Concepts.
Behavior
Supported
Objects
Update or Create
βœ…
All
​Let us know if you want Census to support additional sync behaviors for Outreach.

πŸ”‘ Required Permissions

We recommend authenticating your Outreach connection with an Outreach user that has the standard Admin governance profile.
If using another profile, the profile must include permissions to view, create, and edit all records for the synced objects. See Outreach Support for details on user governance settings.

πŸš‘ Need Help Connecting to Outreach?

You can send our support team an email at [email protected] or start a conversation from the in-app chat.
Last modified 15d ago