Sync Data from Hightouch

Learn how to connect upstream data sources to Unify via Hightouch.

Overview

This guide assumes that you already have a Hightouch account. If you don’t, you can sign up for a demo here.

Hightouch provides a destination which allows you to sync data from any Hightouch-supported data source into Unify objects. Hightouch supports a range of data sources, including data warehouses, databases, and more.

Connect Hightouch to Unify

1. Select the Unify destination type

   Within Hightouch, navigate to Destinations and select Add destination. Look for the Unify destination type and select it.

   
2. Configure the destination

   Provide an API key for your destination. You can generate an API key within Unify by navigating to Settings -> API Keys.

   You can verify that the API key is valid and working by selecting Test connection. You should see a message that says “Successfully connected to Unify”.

   

   Next, configure any alerts you want to receive for this destination.

   

   Lastly, choose a name for your destination, set the desired permissions, and select Finish to save the destination.

   
3. Save the destination

   Once saved, you will see this destination listed in the Destinations tab.

   

   You can modify the destination settings and test the connection again from here.

Sync to an object

1. Create a new sync

   From the destination or syncs page, select Add sync. The first step is to select a model which represents the data source you want to send into Unify. If you haven’t configured one yet, head over to Models and create one.

   
2. Configure sync options

   Select the Unify destination you created previously. Choose “Records” for the first option and then select the Unify object you want to sync records to. You can select a “standard” object (e.g., Companies or People) or a custom object.

   

   Once the object is selected, choose whether you want to “upsert” records (create and update) or “insert” records (create only).

   
3. Select the sync key

   Choose which unique key to use for the sync. This is the key that will be used to identify records in Unify to avoid creating duplicates and to update existing records (if applicable).

   

   This must be a unique attribute on the Unify object and in the data source. For example, the unique attribute on Companies is domain, and the unique attribute on People is email. On custom objects, you can define your own unique attributes.

4. Map fields

   The next step is to map fields in your data source to Unify object attributes. This defines how record values will be copied over to Unify.

   

   Unify objects support reference attributes which represent relationships between objects. For example, the Person object has a reference attribute for the Company that the person works at.

   In the above example, we are mapping our data source to the Person object, and we are also linking each person to a Company by mapping Company fields.

5. Finalize settings

   Finally, choose how you want to run the sync and then select Finish.

   

Inspect the sync

1. Verify running

   On the sync page, you can see the newly created sync, trigger a run, and inspect results.

   
2. View results

   Click on a sync run to view the successfully synced records and any errors that were encountered.

   

   Select the Successful tab to view synced records.

   

   You should then see the created records in Unify!