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This page describes how to use Census with Apollo. |
In this guide, we will show you how to connect Apollo to Census and create your first sync.
- Have your Census account ready. If you need one, create a Free Trial Census account now.
- Have the proper credentials to access your data source. See our docs for each supported data source for further information:
Apollo lets you create a number of API keys, each with their own set of permissions. You'll almost certainly want to create a new API key for Census rather than reusing an existing one.
Launch Apollo and click Settings > Integrations.
Then, find the API option and click Connect.
Next, API keys to view or create new API keys. Then, click Create New Key.
Name your API Key and add a description ("Census" is a good choice). To scope your key appropriately, click the checkbox for each Apollo API endpoint you need to access. Select Set as Master Key.
Click Create API Key.
Finally, copy the code you see under API Key. We'll use that in a minute.
Great! Now let's pull it all together.
- In the Destinations page, click on New Destination, and select "Apollo"
- You can provide whatever name you like for the connection
- Paste your Apollo API Key
- Click Connect
Census will test your API key and show a green checkmark ✅ when successful.
Please follow one of our short guides depending on your data warehouse technology
Now navigate to the Model page in Census
Here you will have to write SQL queries to select the data you want to see in Apollo. Here are some ideas of data you should select:
- Customer attributes like name, organization, title, email, etc.
- Account attributes like name, domain, phone number, address
Once you have created your model, click Save Model.
Now head to the Sync page and click the Create a Sync button
In the "What data do you want to sync?" section
- For the Connection, select the data warehouse you connected in step 3
- For the Source, select the model you created in step 4
Next up is the "Where do you want to sync data to?" section
- Pick Apollo as the Connection
- For Object, pick the one you want to sync data to: Account or Contact
For the " How do you want to update the destination?" section
- Select Update or Create or Update Only
- Pick the right mapping key.
- If you select Update or Create, it will be:
- Email for Contacts, or
- Name for Accounts
- If you select Update Only, it will be:
- ID or Email for Contacts, or
- ID or Name for Accounts
- If you select Update or Create, it will be:
Finally, select the properties you want to update in the Mapper in the "Which properties should be updated?" section
- Here simply map the fields from Apollo to the column from your model.
The end result should look something like this
Click the Next button to see the final preview which will have a recap of what will happen when you start the sync
Now go back to your Apollo account and go view a record type (Contact or Account) that should have been updated. If everything went well, you should see your data in Apollo.
That's it! In 6 steps, you connected Census to Apollo and started syncing customer & account data from your warehouse to Apollo🎉
Census currently supports syncing to the following Apollo objects.
Object Name | Supported? | Identifiers |
---|---|---|
Account | ✅ | ID, Name |
Contact | ✅ |
Contact us if you want Census to support more objects for Apollo.
{% hint style="info" %} Learn more about all of our sync behaviors in our Syncs documentation. {% endhint %}
Behaviors | Supported? | Objects |
---|---|---|
Update or Create | ✅ | Account, Contact |
Update Only | ✅ | Account, Contact |
Contact us if you want Census to support more sync behaviors for Apollo.
Contact us via [email protected] or start a conversation with us via the in-app chat.