You just received your Syncari login credentials. Congratulations! We are excited to have you as a customer. We know you are anxious to get started and uncover the power of Syncari. Before you embark on your journey, take a few minutes to read this guide to ensure you have a safe and productive journey.
Here are the resources you can access as a Syncari customer.
- Access: Login to Syncari at app.syncari.com.
- Education: Visit Syncari Academy to learn about the core functionality.
- Support: Support is accessible from 8am-5pm PST via in-app chat, or by email at support@syncari.com.
- Services: Contact your AE to discuss the services available.
Syncari Overview
Syncari provides a stateful sync between designated objects and attributes across any connected system and retains a copy of the complete data set within the Syncari data store. This central repository powers accurate BI reporting, central data governance/authority, central enrichment, and data automation that can go beyond pushing data from one system to another.
Syncari has several key areas explained below. They're ordered by how you would generally work in Syncari. We'll get deeper into these areas further into this article.
- Synapse Studio to connect your systems.
- Schema Studio to review the schema of Syncari and your connected synapses.
- Pipeline Studio to build pipelines and manage entity and attribute mappings.
- Data Studio to review data across connected systems.
- Business Studio to create customized views of your data by adding and configuring cards.
- Developer Studio to build custom synapses and actions.
- Insights Studio to visualize your data in dashboards.
- Imported Files to import CSV files.
- Logs to review errors/issues with data management.
- Settings can be accessed to add users and connect enrichment providers.
Connect your Synapses in Synapse Studio
The first place to start in Syncari is Synapse Studio, where you connect your business systems (synapses). A Synapse establishes an API connection with an endpoint using your credentials in order to enable Syncari to access your data.
Each endpoint has various authentication requirements, you can find specific instructions for each in the knowledge base under Synapses. Additionally, by clicking the kebab (3 dots) on the synapse you can view the help documentation for that synapse connection. It will provide all steps necessary to connect to that system. You can safely connect, save and authenticate a Synapse without affecting the schema or data of your endpoint.
You can learn more about Synapse Studio here: Synapse Studio Overview
Review Schema for all Connected Synapses in Schema Studio
Schema Studio enables you to explore and manage the schema of your activated Synapses and customize the schema of the Syncari unified data model by creating your own entities and attributes. You can interact with each entity and their corresponding attributes, and depending on the endpoint API capabilities, you can centrally manage each endpoint's schema.
You can learn more about Schema Studio here: Schema Studio Overview
Map your Entities and Attributes in Pipeline Studio
Pipeline Studio enables you to interact with the Syncari unified data model by mapping the entities and attributes in your activated Synapses to the Syncari unified data model. This mapping is called a "pipeline" and it consists of a Source node, a Sync node and a Destination node. By defining these pipelines you can control read and/or write access for your activated Synapses, take advantage of prebuilt data policy templates and you can build your own simple and/or complex pipelines to establish data policies and data workflows between your Sources and Destinations.
A good way to get started is by setting up Source node pipelines to safely sync data from your Synapse and review it without affecting your endpoint. Syncari only reads or writes data once you publish a pipeline.
You can learn more about Pipeline Studio here: Pipeline Studio Overview
Build Data Automations and Pipelines in Pipeline Studio
Using basic and advanced Functions and Actions, you can create powerful data automations that can normalize, standardize and transform data between your source Synapses and Syncari, and Syncari to your destinations. You can get started quickly and achieve early successes by building simple data policies, testing your pipelines, reviewing the results and publishing your pipelines.
You can learn more about Building Pipelines here: Pipeline Studio Overview
Testing Pipelines
Prior to Publishing a pipeline, you should Test your pipeline and view the results in Syncari Transactions. Syncari provides Test capabilities to ensure the results of your pipeline are aligned with your expectations of a Published pipeline. You can get started quickly and achieve early successes by building simple data policies, testing your pipelines and reviewing the results.
Always Test an entity pipeline and review the results of the Test in Transactions and the results in your activated Synapse prior to Publishing the entity pipeline.
You can learn more about Testing Pipelines here: Testing Pipelines
Publishing Pipelines
Publishing a pipeline will automatically start the Sync cycle. By default, the Sync cycle runs every minute and will process as many records as possible based on the constraints defined by the vendor API. Once you have Published a pipeline, you can manage the Sync cycle using the Pause and Resume capabilities in Pipeline Studio. These capabilities enable you to control the Sync cycle of your Published pipelines.
By default, when you Publish a pipeline, the Sync cycle will process all the records within the pipeline that are created or updated from the time of Publish. If you want to execute a Published pipeline on historical records, you can use the Resync capability. Keep in mind, Resync may have a significant affect the number of available API calls.
It is of the utmost important that you Test an entity pipeline and review the results of the Test in Transactions and the results in your activated Synapse prior to Publishing the entity pipeline.
You can learn more about Publishing Pipelines here: Publishing Pipelines
Review your Syncari Data in Data Studio
Data Studio enables you to view the data stored in Syncari after you Publish a pipeline and the Sync cycle has completed. Each Published pipeline is exposed in Data Studio and the associated data for each mapped attribute is visible so you can view the data that is stored in Syncari.
Use Data Studio to explore the data in Syncari using powerful filtering capabilities to uncover opportunities for building automated data policies in Pipeline Studio.
You can learn more about Data Studio here: Data Studio Overview
Manage Data Stewardship in Business Studio
Business Studio is your hub for data stewardship. It provides customizable views of your data, allowing you to add and configure cards that surface the information most relevant to your team. This is where you can put data governance into practice and ensure the right people have visibility into the right data.
Build Custom Synapses and Actions in Developer Studio
Developer Studio is built for teams that need to go beyond out-of-the-box functionality. Here you can build, test, and manage custom Synapses to connect systems that don't have a prebuilt integration, and create custom actions tailored to your specific workflows and business requirements.
Developer Studio is designed for technical users who need programmatic control over how data is ingested, transformed, and delivered.
Visualize Data in Insights Studio
Insights Studio enables you to visualize and analyze the data stored in Syncari through dashboards and data cards. After your pipelines are published and data is flowing, use Insights Studio to build datasets, create visualizations, and share dashboards with your team.
Insights Studio supports both basic and advanced dataset authoring, including SQL mode, so you can slice and analyze your unified data without leaving the platform.
Review Data Operations in Logs
Logs provide you with the operational insight you need to understand the results of your published pipelines and the records processed during each sync cycle. Use the All Operations view to see every record operation, including new records and updates, along with the originating source, any errors, and rules violated. Use Merge to review deduplication activity, and Sync Errors to identify and troubleshoot records that failed to sync.
Use Logs alongside Data Studio to understand how Syncari is performing and validate the results of your published pipelines.
You can learn more about Transactions here: Using Transactions
What's Next?
Now that you have a high-level understanding of Syncari, you can dive deeper into each area through their dedicated guides:
Thank you for being a Syncari customer. We are very excited about the opportunity to work with you and achieve success together!