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GuidesAPI ReferenceChangelog

Introduction

  • Getting started
  • Contact us
  • Whitelist IPs
  • SSO/SAML configuration

Creating and maintaining connections

  • Affinity CRM
  • Airtable
  • Amplitude
  • AWS Athena
  • AWS S3
  • Azure Cosmos DB
  • Chargebee
  • CSV URL
  • Databricks
  • Dialpad
  • Facebook Ads
  • Freshdesk
  • Front
  • Google BigQuery
  • Google Cloud SQL
  • Google Sheets
  • Google Workspace
  • Harmonic
    • Apollo.io
  • HTTP API
  • HubSpot
    • Troubleshooting Hubspot sync errors
  • Intercom
  • Iterable
  • Jira
  • Kustomer
  • Lob
  • Marketo
  • MongoDB
  • MySQL
    • Connecting through SSH
  • NetSuite
  • Pardot
  • Pipedrive
  • PostgreSQL
    • Connecting through SSH
    • CDC replication
  • Redshift
  • Salesforce
  • Slack
  • Snowflake
  • Stripe
  • Webhooks

Creating source models

  • Creating a SQL model
  • Creating a Google Sheets model
  • Creating an HTTP API model
    • Using JSON Path for model creation
  • Creating a CSV URL model
  • Tracking fields
  • Joining to other models

Creating a sync

  • Introduction
  • Model syncs
    • Choose destination
    • Choose sync type
    • Specify sync mapping
    • Custom text mapping (optional)
    • Sync model filters (optional)
    • Mapping overrides (optional)
  • Bulk syncs
    • Choose source and destination
    • Choose sync mode
    • Select source objects
  • Specify sync schedule
  • Verify sync summary
  • Force Full Resync
  • Destination-specific settings
    • Affinity CRM
    • Google Sheets
    • HubSpot
    • PostgreSQL
    • Salesforce

Adding team members

  • Adding a team member

Permissions

  • User roles

Views

  • About views
  • Setup views

Query runner

  • About Query Runner

Sync warnings

  • Duplicate Identities
  • Empty Record
  • Missing Required Field
  • Missing or Empty Identity Field
  • Salesforce — Duplicate Identities
  • Salesforce — Invalid Reference
  • Salesforce — Duplicate Lead Error

Polytomic API

  • API documentation

On premises

  • On-premises setup
  • Sizing & Infrastructure Requirements
  • Changelog
  • Connection-specific setup
    • Airtable
    • Facebook Ad Audiences
    • Front
    • Google Sheets
    • Hubspot
    • Intercom
    • Salesforce
    • Zendesk
  • Administering your deployment

Affinity CRM

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Tips

Some fields in Affinity CRM are only writeable once they have value. For these you may need to override the sync type on a per-field basis. For example, LinkedIn Profile.

Updated 5 months ago


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