Overview
Create a scheduled sync that writes warehouse data to a destination.
Syncs are scheduled writes from a warehouse table to a destination. Use them when the destination needs warehouse data on a schedule, not when you only need list membership.
How a sync writes depends on the destination:
- Personalization and CRM syncs update profiles or records that already exist, or create them when the destination allows it
- Conversion syncs insert event rows for measurement
- Campaign syncs change campaign settings, such as location targets
Audience exports and journeys manage who is in a list or who enters a step. Destination pages document the objects, match fields, and sync modes for that platform.
When to use a sync
Use a sync when you need warehouse data written into the destination itself:
- Personalize email, SMS, or push with profile attributes such as first name or loyalty tier
- Create or update CRM records in tools such as HubSpot or Salesforce
- Send conversion events to ad platforms
- Change campaign settings, such as Google Ads location targets
Export an audience when you need membership in a list, segment, or ad audience. Do not use a sync to rebuild targeting in a downstream tool.
Choose a destination
Pick the sync type, then open that destination for objects, match fields, and sync modes.
Personalization syncs
Write profile or CRM fields so you can personalize messages. These syncs do not add or remove people from a list.
| Destination | Objects | Use it for |
|---|---|---|
| Braze | Event, Purchase, Profile Attribute, Subscription Group Status | Events, purchases, profile fields, and subscription state |
| Dotdigital | Contacts | Contact data fields |
| HubSpot | Contacts, Companies, Deals, Tickets, Line Items | CRM records |
| Iterable | User, Event | User profiles and events |
| Klaviyo | Identity | Existing Klaviyo profiles |
| Marketo | Lead, Custom object | Leads and custom objects |
| Microsoft Dynamics | Account, Contact, Lead, Opportunity, custom objects | Dynamics records |
| Recurly Engage | User | User traits |
| Salesforce CRM | Account, Contact, Lead, Opportunity, custom objects | Salesforce records |
| Salesforce Marketing Cloud | Data Extension | Rows in an existing Data Extension |
| Salesforce Pardot | Prospect | Prospect profiles |
| SAP Emarsys | Contacts | Contact attributes |
| Shopify | Users | Customer profiles |
| Tealium | Visitor | Visitor events in AudienceStream |
| Voyado | Contact | Contact profiles |
Conversion syncs
Send warehouse conversion events to an ad platform for measurement.
| Destination | Objects | Use it for |
|---|---|---|
| Facebook Conversions | Conversion, AMAPI | Conversion events and Advanced Measurement API events |
| Google Ads Conversions | Conversions | Click conversions and offline click conversions |
| Google Campaign Manager 360 Conversions | Conversion, Enhanced Conversion | Offline conversions and enhanced conversions |
| Google Firebase Conversions | App Conversion | Mobile app conversion events in GA4 |
| Microsoft Ads (Bing) Conversions | Conversion | Offline conversion events |
| Pinterest Conversions | Conversion Event | Web, in-app, or offline conversion events |
| Reddit Ads Conversions | Web Conversions | Conversion events for Reddit measurement |
| Rokt Conversions | Event | Conversion events for Rokt measurement |
| Snapchat Conversions | Conversions | Web, app, or offline conversion events |
| The Trade Desk Conversions | Offline Conversion | Conversion events for measurement and attribution |
| TikTok Conversions | Web Event | Site actions such as purchases or add-to-cart |
Campaign syncs
Write campaign settings in the destination. This is not audience membership and not a conversion event.
| Destination | Objects | Use it for |
|---|---|---|
| Google Ads | Campaign | Add or remove campaign location targets |
Don't over-sync
Keep syncs small. Copying extra columns into SaaS tools creates data sprawl and can raise destination costs.
- Field count: Sync only the fields the destination needs for activation or personalization.
- Targeting vs personalization: Keep targeting logic in GrowthLoop and export audience membership. Do not sync a wide set of filter columns so another tool can rebuild the same audience.
Prerequisites
Make sure you have:
- A connected destination
- A warehouse dataset that holds the records or events you want to write
- The match field the destination uses to look up a record, for example
emailor an event ID. See the destination page for required fields
Create a sync
- Click the Syncs tab on the left sidebar.
- Click New Sync in the upper right corner.
- Configure the sync:
| Field | Description |
|---|---|
| Route Name | Name this sync in GrowthLoop |
| Dataset/Table | The warehouse table that holds the records or events |
| Connection | The destination that should receive the rows |
| Object Type | The object the destination writes, for example Identity, Contacts, or a conversion event. See the destination page for the objects it supports |
| Match Field | The column GrowthLoop uses to look up the record in the destination |
| Sync Frequency | How often the sync should run |
| Update Rule | How GrowthLoop writes rows. Destinations offer some combination of Insert, Update, and Insert or update (sometimes labeled Upsert). Use the modes listed on that destination page |
- Map source columns to destination fields. Map the required identifier first, then any additional fields the destination accepts.
- Click Save Sync. Some destinations later show Update Sync, Save Route, or Update Route.
- Enable the sync with the toggle at the top of the page.
Confirm the result
The sync appears in the Syncs table. Open the destination page for that platform to see what GrowthLoop writes, when it runs, and how to confirm the records in the destination.
Congrats on successfully creating a sync!
Troubleshooting
These are the issues we see most often. You can always email us at [email protected] for help.
| Problem | Cause | Resolution |
|---|---|---|
| You cannot create or save the sync | Required mappings are missing | Map the match field and any other required destination fields |
| Rows fail in the sync | The match field is blank or the destination rejected the value | Fix the warehouse column, then check the destination page for required formats |
| You expected list membership to change | Syncs write warehouse data to a destination. They do not add or remove people from a list | Export an audience to manage membership |
Updated 16 days ago
