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Introduction

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

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

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
    • Polytomic timestamp columns
  • Specify sync schedule
  • Verify sync summary
  • Force Full Resync
  • Destination-specific settings and tips
    • Affinity CRM
    • Google Sheets
    • Hubspot
    • PostgreSQL
    • Salesforce

Adding team members

  • Adding a team member

Observability

  • Integrating monitoring tools

Permissions

  • Default user roles
  • Custom roles
    • Example: restrict model-editing
    • Example: restrict sync destination
    • Support

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

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
  • Changelog
  • Integration-specific setup
    • Airtable
    • Facebook Ad Audiences
    • Front
    • Google Sheets
    • Hubspot
    • Intercom
    • Salesforce
    • Zendesk
  • Administering your deployment

Integrations

  • Affinity CRM
  • Airtable
  • Asana
  • Amplitude
  • Ascend
  • AWS Athena
  • AWS DynamoDB
  • AWS S3
    • Bulk sync to S3 subfolders
  • Azure Blob Storage
  • Azure Cosmos DB
  • Azure SQL
  • Azure Synapse
  • Chargebee
  • CSV URL
  • Customer.io
  • Databricks
  • Datadog
  • Delighted
  • Dialpad
  • Facebook Ads
    • Facebook Ads token authentication
  • Freshdesk
  • Front
  • FullStory
  • GitHub
  • Google Ads
  • Google BigQuery
  • Google Cloud SQL
  • Google Cloud Storage
  • Google Sheets
  • Google Workspace
  • Harmonic
    • Apollo.io
  • Honeycomb
  • HTTP API
  • HubSpot
  • Ironclad
  • Intercom
  • Iterable
  • Jira
  • Linear
  • LinkedIn Ads
  • Klaviyo
  • Kustomer
  • Lob
  • Marketo
  • Microsoft Ads
  • MongoDB
  • MySQL
    • Connecting through SSH
    • CDC replication
  • NetSuite
  • Pardot
  • Pipedrive
  • PostgreSQL
    • Connecting through SSH
    • CDC replication
  • QuickBooks
  • Redshift
  • Salesforce
  • Segment
  • ShipBob
  • Shopify
  • Slack
  • Smartsheet
  • Snowflake
  • Statsig
  • Stripe
  • Survicate
  • Tixr
  • UserVoice
  • Vanilla Forums
  • Webhooks
  • Zendesk Support

System status

Suggest Edits

You can see a live status of Polytomic's systems at https://status.polytomic.com.

Updated 14 days ago


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