Vitally

Vitally is a customer success platform designed to help businesses proactively manage and engage with their customers. It provides a suite of tools and features to track and analyze customer health, monitor product usage, and automate customer success workflows.

Features

Feature nameSupported
Bulk uploadTrue

πŸ”§ Setup Guide

Vitally Reverse ETL allows you to sync data on a schedule from your Weld App automatically into Vitally.

Step 1 - Destination

  1. Click on the Reverse ETL item in the sidebar to navigate to the page.
  2. If this is your first reverse ETL sync the setup guide will automatically start. Otherwise click "Add Reverse ETL Sync" button to start the setup guide.
  3. Find the Vitally connector from the list of destinations and choose an existing connection, if any, or click to create a new connection which you will need to authorize.
    1. Log into your Vitally account
    2. Navigate to your account settings using the sidebar
    3. Click on the Integrations option
    4. Locate the API-key
    5. Copy-paste the API-key from step 1, click connect and authorize the Weld app.

Step 2 - Target Details

The Vitally connection does not have additional configuration - This will be skipped.

Step 3 - Map Data

  1. Select the source data model that you would like to sync to Vitally. This can be a table or a view from your data warehouse.
  2. Select the destination object you would like to sync to. You can choose between accounts, or users. (Note: Some objects might require additional configuration that will be prompted during the setup process.)

Sync Mode

Choose how you want to sync data from your source model to the destination object. Depending on the destination object, you have the following option available:

  • Upsert: Insert new records and update existing ones

Choose Identifier

If you are syncing to the accounts object, you will need to select the identifier property. This is the unique identifier that Vitally uses to match records. Choose the column from your source model that corresponds to the identifier property in Vitally.

Field Mapping

Map the fields from your source model to the fields in Vitally. You can map the fields manually or use the auto-mapping feature to match fields based on their names. Ensure that the fields you map correspond to the properties in Vitally.

Step 4 - Schedule Sync

After you finished the steps above, click on Next to proceed to the scheduling step. Here you can choose how often you would like the sync to run:

  • Independent: The sync will run on its own schedule, independent of other syncs.
  • Orchestration: The sync will be part of an orchestration workflow, allowing you to run it in conjunction with other tasks.

Step 5 - Finalise and Run

After you have configured the sync, click on Start Sync to finalize the setup. The sync will perform the initial run immediately.

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