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Get started with Celigo sync

Stephen Brandt
Updated

At minimum, a sync...

  • Is named and organized within an integration workspace that contains only syncs to the same destination application

  • Has a single source application – with its data (tables, records, objects, and fields, and key characteristics) identified

  • Has a single destination application – with data ingestion (database, table, and schema) configurations selected

  • Runs on demand or as scheduled – in a historical (initial) or periodic refresh data flow

A wizard walks you through each of the required steps, offering you tailored guidance as you proceed. To begin, on the Home page click + Create → Sync.

Create-Sync.png

Before defining your new sync, you must first select the integration folder that will hold it. Choose one with the same destination, or click Create integration to add a new one for this sync.

CreateIntegration.png

Click Next to open the Create sync wizard.

Step 1: Configure source application

  • Choose source. Select the source application that will provide data for the sync. Start typing to filter the list by application name. Choose from any prebuilt/branded, database, or universal application that you can connect to, in the cloud or on premise.

    ChooseSource.png

  • Connect to source. The list is populated with connections in this account, to which you have permission, corresponding to the source application you chose above. Select a connection, or click Create connection to make a new one. You can change your connection later.

  • Select objects/exports to sync. In each case, for the data available through your connection, the wizard previews the results at a table level. Your options depend on your source:

    • If Salesforce is your source application, select one or more objects

    • If NetSuite is your source application, select one or more saved searches

    • For any source application, including Salesforce and NetSuite, you can select or create a Celigo export

    Click a selected export, object, or saved search name to choose which fields to sync, name the table, set a primary key, override the source schema drift, and more. For complete instructions and options, see Set up a sync from Salesforce, Set up a sync from NetSuite, or Set up a sync from an application’s exports.

    choose-fields.png

Step 2: Configure destination data warehouse

  • Choose destination. Select Snowflake or NetSuite Analytics Warehouse (NSAW) as the destination data warehouse that will ingest and store all source data from the sync.

  • Connect to destination. Choose an established connection to this sync’s destination, or you can click Create connection to define a new resource that you can use here and in other steps. 

    Caution

    Selecting the same connection used in a flow may slow performance if this sync is scheduled to run at the same time as the flow.

  • Database. Select the database that will store incoming data from the sync.

  • Name your destination schema. Celigo will create a schema based on the objects/exports and field selections that you made in Step 1. Give the schema a meaningful name, for use in identifying new destination tables that correspond to this schema.

Step 3: Settings

Describe your sync and decide how often it should run. See Schedule and run a sync.