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 name	Supported
Bulk upload	True

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🔧 Setup Guide

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

Step 1 - Authenticate

1. 1.Click on the Reverse ETL button in the side bar and click + New on the top right.
2. 2.Select the Intercom connector from the drop down menu or or else click + Add new connection to authorize the connector:
   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 - Begin Configuration

1. Select your object

Step 3 - Model

1. Choose the SQL model that contains the data that you would like to send to Vitally

Step 4 - Sync Operation

Choose how you would like to sync your data:

• Update: Updates exisiting records;
• Insert: Inserts new records;
• Upsert: Inserts new and updates existing records.

Step 5 - Schedule

Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

Step 6 - Mapping

Primary key: Select the unique identifier fields to match your record between your source and destination (this is usually the email or ID).
Map the column from your data model to the property in Vitally.\