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.
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.
Assistant
Responses are generated using AI and may contain mistakes.