Introduction

Polytomic can sync data to a variety of destinations:

  • Business applications like Salesforce, Marketo, HubSpot, Intercom, Stripe, and others.
  • Spreadsheet applications like Google Sheets and Airtable.
  • Databases and warehouses like PostgreSQL, MySQL, Snowflake, BigQuery, Redshift, and others.
  • Arbitrary webhooks.

There are two types of syncs to create:

Bulk syncs

Bulk syncs are for syncing data (whether streaming from other databases, or SaaS tools, or spreadsheets) into data warehouses, databases, or cloud storage systems like Amazon S3 (this is the ELT pattern: extract, load, and transform). All migrations in your destination are handled automatically.

Model syncs

Model syncs are for all other use cases. For example:

  • Syncing from your databases and data warehouses into business applications like Salesforce, HubSpot, and such (otherwise known as the Reverse ETL pattern).
  • Persisting SQL transformations on your data warehouse into new tables (sometimes called persistent derived tables).
  • Syncing between business applications. For example, moving data in either direction between Salesforce and NetSuite, HubSpot and Zendesk, and so on (often referred to as iPaaS).

Creating a sync

Creating a sync is a five-step process:

  1. Select your sync type (Model Sync or Bulk Sync, based on the guidelines above).
  2. Select your source and destination.
  3. Select the data to sync.
  4. Specify a sync schedule.
  5. Save your selections.