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Introduction

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

Adding team members

  • Adding a team member

Polytomic Harbors

  • Introduction

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
      • Multiple schedules
    • Incremental syncing from databases
    • Polytomic timestamp columns
    • Resyncing your tables
    • Table and column naming
    • Bulk Sync activity log
    • The _polytomic_id column
    • Custom primary keys
    • Common advanced settings
  • Sync status dashboard
  • Sync console log
  • Destination-specific settings and tips
    • Affinity CRM
    • Google Sheets
    • Hubspot
    • Salesforce

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
    • Example: restrict model-editing
    • Example: restrict connection management
    • 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
  • 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
    • Airtable
    • dbt Project Repository
    • Facebook Ad Audiences
    • Front
    • Google Ads
    • Google Analytics
    • Google Search Ads 360
    • Google Sheets
    • Hubspot
    • Intercom
    • Microsoft Ads (formerly Bing Ads)
    • Outreach
    • Salesforce
    • Zendesk Chat
    • Zendesk Support
  • Administering your deployment

Integrations

  • Affinity CRM
  • Airtable
  • Amazon Keyspaces
  • Amplemarket
  • Amplitude
  • Anrok
  • Apollo.io
  • App Store Connect
  • Apple Ads
  • Apple Ads Attribution
  • AppsFlyer
  • Asana
  • Ascend
  • Ashby
  • Attio
  • Auth0
  • AWS Athena
  • AWS DynamoDB
  • AWS OpenSearch
  • AWS S3
    • Using AWS IAM roles to access S3 buckets
    • Bulk sync to S3 subfolders
    • S3 Event Notifications via AWS SQS
  • Azure Blob Storage
  • Azure Cosmos DB
  • Azure SQL
  • Azure Synapse
  • Barbour ABI
  • Baseten
  • BILL
  • Botpress
  • Brevo
  • CallRail
  • Campfire
  • Chameleon
  • Chargebee
  • Chili Piper
  • Chorus
  • Circle
  • Clari Copilot
  • Clazar
  • Clerk
  • ClickHouse
  • Cloudflare Logs
  • CloudTalk
  • Construct Connect
  • Coupa
  • CSV URL
  • Customer.io
    • Syncing from Customer.io
  • Databricks
    • IAM role authentication to Databricks AWS staging buckets
  • Datadog
  • Dayforce
  • dbt Cloud
  • dbt Project Repository
  • DealCloud
  • Delighted
  • Dialpad
  • Dittofeed
  • Docker Hub
  • Dropbox
  • Dub
  • Facebook (Meta) Ads
    • Facebook Ads token authentication
  • Factors.ai
  • Fathom
  • Fireflies.ai
  • Freshdesk
  • Freshservice
  • Front
  • FullStory
  • G2
  • Gainsight CS
  • Gatsby
  • GitHub
  • Gladly
  • Gmail
  • Gong
  • Google Ads
  • Google Analytics (GA4)
  • Google BigQuery
    • Google BigQuery Workload Identity Federation
  • Google Cloud SQL
    • Google Cloud MySQL
    • Google Cloud PostgreSQL
      • CDC replication
  • Google Cloud Storage
  • Google Sheets
    • Connecting with a Google Service Account
  • Google Workspace
  • Gorgias
  • Greenhouse
  • Harmonic
  • Heap
  • Heron Data
  • Highlevel
  • Highspot
  • Honeycomb
  • HeyReach
  • HTTP API
  • HubSpot
  • Instantly
  • Intellimize
  • Intercom
  • Ironclad
  • Iterable
  • Jira
  • Juro
  • Klaviyo
  • Knock
  • Kustomer
  • Lago
  • LearnWorlds
  • Linear
  • LinkedIn Ads
  • Lob
  • Loop
  • Loops
  • MailerCheck
  • Marketo
  • m3ter
  • Meridian
  • Microsoft Ads (formerly Bing Ads)
  • Microsoft Dynamics 365
  • Microsoft SQL Server
    • CDC replication
  • Mixpanel
  • monday.com
  • MotherDuck
  • MongoDB
  • MySQL
    • CDC replication
  • n8n
  • Neon PostgreSQL
  • NetSuite
  • NetSuite OpenAir (SuiteProjects Pro)
  • NetSuite SuiteAnalytics
  • Nooks
  • Northbeam
  • Notion
  • OpenAI Ads
  • Outreach
  • Pardot
  • Parquet
  • PartnerPage
  • Paycor
  • Pipedrive
  • Pinterest Ads
  • Plain
  • PlanetScale Vitess
  • PlusVibe
  • Podscribe
  • Polytomic Metadata
  • PostgreSQL
    • Connecting through AWS PrivateLink via VPC Lattice
    • Connecting through AWS PrivateLink via NLB
    • CDC replication
  • PostHog
  • PredictLeads
  • Productboard
  • Profound
  • Pylon
  • Qualtrics
  • QuickBooks
  • Ramp
  • Recharge
  • Reddit Ads
  • Redshift
  • Redshift Serverless
  • Reo.dev
  • Rewardful
  • Rillet
  • Rippling
  • Rocketlane
  • Rokt
  • Salesbricks
  • Salesforce
    • Common errors
    • Managing Salesforce API consumption
  • Salesloft
  • Scamalytics
  • Seal Subscriptions
  • Segment
  • Seismic
  • SFTP
  • ShipBob
  • Shippo
  • Shopify
  • Short.io
  • Showpad
  • Slack
  • Smartlead.ai
  • Smartsheet
  • Snapchat Ads
  • Snowflake
    • Encrypting columns
  • Sprig
  • Sprout Social
  • Standard Metrics
  • Statsig
  • Stord
  • Strackr
  • Stripe
  • Supabase
  • SurveyMonkey
  • Survicate
  • Tabs
  • TestRail
  • Thrive
  • TikTok Ads
  • Tixr
  • Towbook
  • Twilio SendGrid
  • Typeform
  • Unbounce
  • Upfluence
  • UpPromote
  • UserVoice
  • Vanilla Forums
  • Wavelength
  • Webhooks
  • WorkOS
  • X Ads
  • Xero
  • Yotpo
  • Zendesk Chat
  • Zendesk Support
    • Connecting with client credentials
  • Zoho CRM
  • Zoom
  • ZoomInfo

MCP server

Documentation on Polytomic's MCP server is here: https://apidocs.polytomic.com/guides/mcp-server.

Updated 2 months ago


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