Syncing Users and Accounts

Everything you need to know about syncing your Users and Accounts data with Enterpret for cross-sectional analysis with customer feedback.

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Written by Team Enterpret
Updated this week

The journey of integrating your Users and Account data has the following steps:

  1. preparing the data correctly

  2. generating the API token on Enterpret

  3. configuring your sync through Webhook or Census

  4. creating links with customer feedback for rich analysis

This guide will help you navigate these stages for a smooth integration.

Preparing Your Users and Accounts Data

Before we dive into the configuration of the integration, it's crucial to 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). These should be structured as key-value pairs.

3. Created At Timestamp: Include the creation timestamp for each account.

As of today, Enterpret, provides two ways to ingest this data

  1. Sync the data using Census for the sources supported by it.

  2. Pushing the data using the Enterpret Webhook Endpoint.

For both of these integrations, the first step is to Generate an API Token. Which is covered in the following section.

Generating an API Token

You'll need to generate an API token to send your User and Account data to Enterpret.

Please note that you'll 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 on 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. PS: if you're planning on integrating both User and Account data, you'll have to create two separate API Tokens, one each for User and Account.

Assuming that we're integrating User Data, we've selected User Integration from the shown options. As a next step, provide a name for the integration.

Navigate to your newly created integration from the list of integrations on the left. Since we've created a User Integration here, it'd be listed under the User group in the list. Upon clicking on the new integration, you will see the integration detail page. Copy the API key below the integration's name:

And that's it! You've generated your API token for sending User data to Enterpret.

Sync Data

Once your data is ready, you can choose one of the following ways to send data to Enterpret. You can also refer the

1. Using Census for Ingestion

Please follow the steps below to send data using Census integration. You can also refer to the linked video:

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: Please note that you will need to create two different destination connections in Census, if you plan to integrate both the 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: Please select the correct datatype for each of the fields, using the Type option under each field. This will 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 will start showing up on the Integrations page! As the next steps, you need to 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.

You can 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.

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