User and Account syncing brings your customer records and org data into Enterpret, so every piece of feedback is linked to who said it and which account they belong to. This is what makes it possible to filter feedback by plan type, segment analyses by ARR, or see exactly what enterprise customers are flagging compared to free-tier users. If you want your feedback analysis to reflect real customer context instead of raw volume, this is one of the first integrations to set up.
The journey of integrating your Users and Account data involves the following steps:
Preparing the data correctly
Generating the API token on Enterpret
Configuring your sync through Webhook or Census
Creating links with customer feedback for rich analysis
This guide help you navigate these stages for a smooth integration.
Preparing Your Users and Accounts Data
Before configuring the integration, structure your data appropriately. Here's how you can prepare your data for integration:
Structuring User Data
1. Unique Identifier (ID): Ensure each user record has a unique ID. This ID is the primary key for user data and is critical for identifying and updating user records.
2. Created At Timestamp: Include a Unix timestamp indicating when each user was created in your system.
3. Attributes: You can pass various key-value pairs as metadata for each user. This metadata could include attributes like user preferences, engagement metrics, etc.
Structuring Account Data
1. Unique Identifier (ID): Similar to users, each account should have a unique identifier.
2. Attributes: Define attributes for accounts, such as plan type or Annual Recurring Revenue (ARR). Structure these as key-value pairs.
3. Created At Timestamp: Include the creation timestamp for each account.
Enterpret provides two ways to ingest this data:
Sync the data using Census for the sources supported by it.
Push the data using the Enterpret Webhook Endpoint.
For both integrations, the first step is to generate an API Token, covered in the following section.
Generating an API Token
You need to generate an API token to send your User and Account data to Enterpret.
Note: You need two different tokens, one each for User and Account data, respectively.
To generate an API token, navigate to the Integrations page in your Enterpret instance.
Click the + Add Integration button on the top right of the Integration page
Choose Webhook from the list of Integrations
Depending on whether you're integrating User or Account data, choose the respective integration from the options. Note: if you're planning on integrating both User and Account data, you'll create two separate API Tokens, one each for User and Account.
Assuming you're integrating User Data, select User Integration from the shown options. As the next step, provide a name for the integration.
Navigate to your newly created integration from the list of integrations on the left. Since you've created a User Integration here, it would be listed under the User group in the list. Upon clicking on the new integration, you see the integration detail page. Copy the API key below the integration's name:
That's it! You've generated your API token for sending User data to Enterpret.
Sync Data
Once your data is ready, choose one of the following ways to send data to Enterpret.
1. Using Census for Ingestion
Follow the steps below to send data using Census integration.
Add a Destination in Census
Head to Census, specifically the Connections page.
Click on New Destination and select Enterpret.
Provide a descriptive Name for your new destination and add your API Token
Click Connect to establish the connection.
Note: You need to create two different destination connections in Census if you plan to integrate both User and Account data, using the 2 different API Tokens acquired in the previous step, one for each type.
Set Up Data Sync
Open Syncs page, and click on Add Sync button.
Choose Object and Configure Mapping
Select either User or Account for syncing, depending on the selected destination connection. Select configurations as shown below.
Map the ID and CreatedAt fields, along with any additional metadata, as shown below.
Note: Select the correct datatype for each of the fields, using the Type option under each field. This help you leverage data type specific operations in Enterpret, on these fields.
Testing and Finalization
Run a test to verify configurations.
Finalize the sync for data flow.
2. Ingesting Data Using Enterpret Webhook Endpoint
Ingesting User:
curl --location --request POST 'https://api.enterpret.com/webhook/users/custom' \\\\
--header 'api-key: <API-Token>' \\\\
--header 'Content-Type: application/json' \\\\
--data-raw '{
\"users\": [
{
\"id\": \"id312378\",
\"attributes\": {
\"Name\": {
\"s\": [\"John Doe\"]
},
\"Age\": {
\"n\": [45]
},
\"Location\": {
\"s\": [\"NYC\", \"Seattle\", \"Dune\"]
}
},
\"createdAt\": 1698319745
}
]
}'
You can send as many as up to 15 users, as part of each request.
Ingesting Account:
curl --location --request POST 'https://api.enterpret.com/webhook/accounts/custom' \\\\
--header 'api-key: <API-Token>' \\\\
--header 'Content-Type: application/json' \\\\
--data-raw '{
\"accounts\": [
{
\"id\": \"id312378\",
\"attributes\": {
\"planType\": {
\"s\": [\"Freemium\"]
},
\"ARR\": {
\"n\": [1235]
},
\"Location\": {
\"s\": [\"NYC\", \"Seattle\", \"Dune\"]
}
},
\"createdAt\": 1698319745
}
]
}'
You can send as many as up to 15 accounts, as part of each request.
Linking Users/Accounts with Feedback on Enterpret
Within 24 hours of integrating your Users and Accounts data with Enterpret, data starts showing up on the Integrations page! As the next steps, configure how this data links with your customer feedback.
For example, if you've integrated user data, you might want to use a property like User Email or User ID to link with customer feedback that also has the corresponding field.
Create similar links for all feedback integrations so that Users and Accounts are correctly mapped with relevant feedback!
Conclusion
By carefully preparing your data and configuring Census, you can effectively integrate your Users and Accounts data with Enterpret. This integration empowers you to enhance customer insights and feedback analysis, leveraging Enterpret's robust analytics platform to its full potential.