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Overview

This guide assumes that you already have a Census account. If you don’t, you can sign up for a free plan here, which supports up to one billable destination.

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

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Connect Census to Unify

1

Select the Unify destination type

Within Census, navigate to Destinations and select Add a destination.

Look for the Unify destination type and select it.

2

Configure the destination

Fill in a name for your destination and provide an API key. You can generate an API key within Unify by navigating to Settings -> API Keys.

3

Save the destination

Wait for the test to complete and then choose Finish to save the new destination.

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

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Sync to an object

1

Create a new sync

Within Census, navigate to Syncs and select Create a sync.

2

Select a data source

Select the data source you want to sync from. This can be a table in a data warehouse, database, or any other supported data source.

3

Select the Unify destination

Select the Unify destination you created previously.

4

Determine the sync behavior

Choose the sync behavior. You can choose to either Insert or Upsert records into Unify. Inserting records will only add new records, while upserting will sync changes to existing records as well.

5

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).

6

Map fields from source to object

Fill in the mapping between the fields in your data source and the attributes on the Unify object. This is how you tell Census which fields in your data source should be synced to which attributes in Unify.

In Unify, each object attribute has a value type which determines what kind of data it can hold. For example, Text attributes can hold any string value, while Integer and Decimal attributes can only hold numbers. You will only be able to map fields from your data source to attributes in Unify that support an equivalent value type.

One special value type is the Reference type, which is used to link to other objects. When mapping fields in Census, you will see the unique attributes for each object that is referenced by the object you are syncing to.

This allows you to link records in this object to other objects based on the data available in your data source, which is important in order to use the data in Unify. A common example is linking rows in a data warehouse table to company or person records in Unify so that they can be used for pesonalization or segmentation.

7

Test sync

Click Run test to send a single record from your data source to the object in Unify.

8

Confirm sync

Choose Next and verify the sync configuration. You can also choose to run the sync manually, on a trigger, or on a schedule.

Once you are happy with the configuration, choose Create to save the sync. You will then be able to see it in the Syncs tab.