After connecting your warehouse, your Connections page will look something like this: 👇
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.
From inside your Census account, navigate to the Models page.
Enter a name for your model. You'll use this to select the model later.
Enter your SQL query. If you want to test the query, use the Preview button.
Click Save Model.
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.
From inside your Census account, navigate to the Syncs page.
Under What data do you want to sync?, choose your data warehouse as the Connection and your model as the Source.
Under Where do you want to sync data to?, choose Outreach as the Connection and an Object in Outreach. (See Supported Objects.)
Under How are source and destination records matched?, select a mapping key. (See Supported Objects for details.)
Under Which properties should be updated?, select the fields you want to update by mapping a field in Outreach to a column in your model.
Click Next. This will open the Confirm Details page where you can see a recap of your setup.
If you want to start a sync immediately, set the Run a sync now? checkbox.
Click Create Sync.
When configuring your sync, the page should look something like this: 👇
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! 🎉