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Guides Recipes API Reference Changelog

v1.7

Guides

v1.7Guides Recipes API Reference Changelog

Introduction

Getting started
API docs
MCP server
Contact us
Whitelist IPs
Connecting via an SSH tunnel
SSO/SAML configuration
System status

Adding team members

Adding a team member

Creating a sync

Introduction
Model Syncs
Bulk Syncs
Sync status dashboard
Sync console log
Destination-specific settings and tips

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

Error notifications

Notification recipients

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

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
Syncing Polytomic to GitHub
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
Administering your deployment

Integrations

Connecting with client credentials

- Step 1: Create an OAuth client in Zendesk
- Step 2: Configure the connection in Polytomic

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