Jump to Content
PolytomicHome
GuidesRecipesAPI ReferenceChangelog
HomeSee demoPolytomic
Guides
See demo
GuidesRecipesAPI ReferenceChangelog

Introduction

  • Getting started
  • API docs
  • Contact us
  • Whitelist IPs
  • SSO/SAML configuration
  • System status

Adding team members

  • Adding a team member

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
  • Model labels
  • Model Activity Log
  • Enriching your model

Creating a sync

  • Introduction
  • Model syncs
    • Choose destination
      • Refresh destination objects and fields
    • Choose sync type
    • Specify sync mapping
    • Custom text mapping (optional)
    • Sync model filters (optional)
    • Mapping overrides (optional)
    • Sync schedule
    • Resyncing your data
    • Model Sync Activity Log
    • Syncing changes
  • Bulk syncs
    • Choose source and destination
    • Choose your source objects
    • Table filters
    • Sync schedule
    • Incremental syncing from databases
    • Polytomic timestamp columns
    • Resyncing your tables
    • Common advanced settings
    • Table and column naming
  • Sync status dashboard
  • Destination-specific settings and tips
    • Affinity CRM
    • Google Sheets
    • Hubspot
    • Salesforce

dbt

  • dbt Integrations

Enrichment

  • Overview
  • Supported providers
  • API limits

Query runner

  • About Query Runner

Workspaces

  • Creating workspaces

Observability

  • Integrating monitoring tools
  • Email reports

Permissions

  • Default user roles
  • Custom roles
    • Example: restrict model-editing
    • Example: restrict sync destination
    • Example: restrict sync editing
    • Example: only allow Query Runner operations
    • Support

Sync warnings

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

Terraform

  • Importing your Polytomic workspace into Terraform
  • Using the provider
  • Provider documentation

Polytomic API

  • API documentation

On premises

  • On-premises setup
  • Sizing and infrastructure requirements
  • SSO (Single Sign-On)
  • Integration-specific setup
    • Airtable
    • dbt Project Repository
    • Facebook Ad Audiences
    • Front
    • Google Ads
    • Google Analytics
    • Google Sheets
    • Hubspot
    • Intercom
    • Microsoft Ads (formerly Bing Ads)
    • Outreach
    • Salesforce
    • Zendesk Chat
    • Zendesk Support
  • Administering your deployment

Integrations

  • Affinity CRM
  • Airtable
  • Amplitude
  • Apollo.io
  • App Store Connect
  • Asana
  • Ascend
  • Attio
  • Auth0
  • AWS Athena
  • AWS DynamoDB
  • AWS OpenSearch
  • AWS S3
    • Bulk sync to S3 subfolders
  • Azure Blob Storage
  • Azure Cosmos DB
  • Azure SQL
  • Azure Synapse
  • Barbour ABI
  • Chargebee
  • Clari Copilot
  • CSV URL
  • Customer.io
    • Syncing from Customer.io
  • Databricks
    • IAM role authentication to Databricks AWS staging buckets
  • Datadog
  • Dayforce
  • dbt Cloud
  • dbt Project Repository
  • Delighted
  • Dialpad
  • Dittofeed
  • Dropbox
  • Facebook Ads
    • Facebook Ads token authentication
  • Freshdesk
  • Freshservice
  • Front
  • FullStory
  • GitHub
  • Gong
  • Google Ads
  • Google Analytics (GA4)
  • Google BigQuery
  • Google Cloud SQL
  • Google Cloud Storage
  • Google Sheets
    • Connecting with a Google Service Account
  • Google Workspace
  • Harmonic
  • Heap
  • Heron Data
  • Honeycomb
  • HTTP API
  • HubSpot
  • Intellimize
  • Intercom
  • Ironclad
  • Iterable
  • Jira
  • Klaviyo
  • Kustomer
  • Linear
  • LinkedIn Ads
  • Lob
  • MailerCheck
  • Marketo
  • Microsoft Ads (formerly Bing Ads)
  • Mixpanel
  • monday.com
  • MongoDB
  • MySQL
    • Connecting through SSH
    • CDC replication
  • NetSuite
  • NetSuite OpenAir (SuiteProjects Pro)
  • NetSuite SuiteAnalytics
  • Outreach
  • Pardot
  • Parquet
  • Pipedrive
  • PostgreSQL
    • Connecting through SSH
    • Connecting through AWS PrivateLink
    • CDC replication
  • PostHog
  • PredictLeads
  • Productboard
  • QuickBooks
  • Ramp
  • Reddit Ads
  • Redshift
  • Redshift Serverless
  • Salesforce
  • Salesloft
  • Scamalytics
  • Segment
  • SFTP
  • ShipBob
  • Shippo
  • Shopify
  • Short.io
  • Slack
  • Smartlead.ai
  • Smartsheet
  • Snowflake
  • Statsig
  • Strackr
  • Stripe
  • Survicate
  • Tixr
  • Towbook
  • Unbounce
  • UserVoice
  • Vanilla Forums
  • Webhooks
  • Yotpo
  • Zendesk Chat
  • Zendesk Support
  • ZoomInfo

API docs

Suggest Edits

Every operation in Polytomic can also be driven through Polytomic Connect, our standalone API. Documentation for that is here: https://apidocs.polytomic.com.

Updated 6 months ago


Copyright © 2024 Polytomic Inc. All rights reserved.    |    Terms of Service    |    Privacy Policy