These features are only available for Census Embedded customers. If you don’t see these options, please reach out to Customer Support.

Sync Management Links allow your customers to seamlessly configure which data to import or export.

Configuring customer syncs is easy.

  1. Generate a Sync Management Link for your customer.
  2. Your customer configures what data they want synced.
  3. The sync appears in your Census workspace.

By default, a Sync Management Link will expire after 24 hours. If you’d like them to last longer for your account, you can update this setting in your organization settings. You can also customize where users will be redirected after adding a new sync, as well as the logo that is used.

You can generate Sync Management Links via the Sync Management Link API. We recommend generating them just-in-time when users request to configure syncs from your application.

  curl --request POST \
    --url https://app.getcensus.com/api/v1/sync_management_links \
    --header 'Authorization: <authorization>' \
    --header 'Content-Type: application/json' \
    --data '{
        "redirect_uri": "https://your-redirect-url.com"
      }'

The URI of a Sync Management Link can contain additional parameters to pre-fill fields in the embedded Sync Wizard.

  • source_connection_id (Integer): The ID of a Source Connection
  • model_id (Integer): The ID of a Model
  • table_catalog (String): The catalog name for warehouse table selection. Requires a source_connection_id. It is recommended you use the source objects endpoint to check for the list of valid tables and their metadata. If you need to refresh these tables, you can trigger a table refresh.
  • table_schema (String): The schema name for warehouse table selection. Requires a source_connection_id and table_catalog.
  • table_name (String): The table name for warehouse table selection. Requires a source_connection_id, table_catalog and table_schema.
  • segment_id (Integer): The ID of a Segment
  • cohort_id (Integer): The ID of a Cohort
  • source_hidden (Boolean, default false): Hides the Select a Source section of the Sync Wizard
  • destination_connection_id (Integer): The ID of a Destination Connection
  • destination_object_name (String): The full_name of a Destination Object
  • destination_hidden (Boolean, default false): Hides the Select a Destination section of the Sync Wizard

An example of using some of these query params in a Sync Management Link:

https://app.getcensus.com/embedded_sync_wizard?auth=<token>&model_id=456&destination_connection_id=789&destination_object_name=contact&source_hidden=true&destination_hidden=true

An example using table parameters:

You can fetch information about your table catalog, schema, and name using the source objects endpoint. You can also trigger a refresh of the tables if the data is stale.

https://app.getcensus.com/embedded_sync_wizard?auth=<token>&table_catalog=analytics&table_schema=publish&table_name=contacts&source_connection_id=789&source_hidden=true

Note: These parameters are meant to provide a way to simplify the UX experience of the Sync Wizard for your users, and should not be thought of as an additional access control policy above what Census already provides via Workspaces and User Roles.

Once you’ve generated the sync management link, you can send it directly to your customer to fill out, or embed the link directly in your application using Embedded Sync Management Links.