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How to create a new Sync

You can Sync data from Octolis into many third-party tools such as CRMs, Ads, or Customer support software.

For example, you could create Syncs to:

• Salesforce
• Zendesk
• Splio
• Facebook Ads
• Google Ads

You can Sync data of any kind (“Contacts”, “Products”, “Orders”, “Orders Items”, “Consents”, etc.) as long as your Destination covers this scope.

1. Create a new Sync

From the left Menu, click on “Syncs”, then click click on “Add sync” at the top right.

2. Choose your Audience

Step 1 - Select the Audience you want to sync

First, you will be invited to choose the Audience you wish to connect with for this sync amongst the Audiences you have previously created.

In case the audience you need is not available in the above list you have the option to Add a “New audience”.

If you need further information about it, you can check our Help Center page to create a new Audience.

Step 2 - Add filter (optional)

If you don’t want to Sync all the data in a given Audience, you can turn on the Segment feature in order to apply filters.

On the right above the audience table, you have access to a list of filters you can use to segment your data.

Choose the filter you need, and then a pop-up will open and ask you for the operator associated. Click on the operator that fits with your use case and click “Apply Filter”.

For some specific filter, you will need to add a value also.

<aside> 💡 If you believe this filter will be useful for another time, you can save it as a quick filter. You just have to tick and name your quick filter

</aside>

Check on your table your audience if possible in order to avoid any mistakes.

Then press “Continue” to access the next step

3. Sync the Audience to a Destination

Step 1 - Choose the Destination

The objective here is to choose the fields from your data source that will be exported to your destination tool.

As said before, you can choose among our destination connectors for software like: “Splio”, “Zendesk”, “Salesforce”, “Facebook Ads”, “Google Ads”.

Step 2 - Where do you want to sync the Audience to?

Depending on your Destination, you will be invited to choose among different options:

• Contacts
• Products
• Orders

Step 3 - Which fields should be synced?

The objective here is to create a mapping of the fields you want to sync between your Audience and your Destination :

• In the Audience column, select the field you want to Sync
• In the Destination column, select the name of the field in your software

After mapping your first field you can add more by clicking on the Add Mapping button.

Note that you can also send a Static value into a given field of your detination, which can be very convenient for some specific use cases.

3. Settings

The first step is to give a name to your Sync.

Then in response to “What should we do when a record leaves the Audience?” you can choose to: Do nothing or Delete the corresponding record in the destination.

You also need to decide whether you want to sync your Audience in real time, in a regular interval, or just run it manually once.

If you feel ready to activate your Sync, just make sure that the toggle is on, otherwise, you deactivate Sync to save your Settings and come back later.

Finally, click on the “Add sync” at the top right.

On this page

• 1. Create a Sync
• 2. Choose the Audience
• 3. Sync the Audience to a destination
• 4. Settings