Database Exports
Table of Contents
The Database Exports integration allows you to export your data from Syncro into external databases for further analysis, reporting, or integration with other systems. With this integration, you can generate database exports of various Syncro objects, such as Organizations, Tickets, Invoices, Products, and more.
By exporting your data to an external database, you gain the following benefits:
- Data Manipulation: Manipulate the exported data in other systems, such as Power BI or Excel to extract valuable insights and make data-informed decisions.
- Data Backup and Control: Exporting data provides peace of mind; you know your data is backed up securely within your control, reducing the risk of data loss and providing an additional layer of protection for your business.
- Customized Reporting: You can connect with the business intelligence tool of your choice. Create custom charts, graphs, and reports tailored to your needs. Whether you prefer Power BI, Tableau, Looker, or another tool, you have the freedom to choose how to visualize and analyze your Syncro data. This provides deep insights and a better understanding of business operations.
Prerequisites
Team Plan: The Database Exports integration is available to users on Syncro's Team Plan. Currently, it is not offered as a standalone integration and can only be accessed through the Team Plan subscription.
Choose a Database or File Storage Connector: The Database Exports integration supports the following database connectors that already exist in Hotglue:
- Database Connectors are traditional databases. Tables are made for each object in Syncro, and rows added on each sync:
- MySQL
- PostgreSQL
- In addition to the database connectors, you can also export a CSV file for each table. The files are named simply as .csv. You'll need to set up version control in the settings of your chosen storage method to prevent overwriting. The options for File Storage Connectors are:
- Amazon S3
- Azure Blob Storage
- SFTP
IMPORTANT: Syncro does not control the data stored in external databases. You are responsible for ensuring the security of your own database and implementing appropriate measures to protect your data.
Generate a Syncro API Key: Navigate to Admin > API - API Tokens and generate a Syncro API key you'll need to set up this integration. You'll need the following Required API Key Permissions:
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See API Tokens for more information.
How it Works
The Database Exports integration utilizes our API to sync data to tables in an external database on a regular basis. You can select your preferred sync cadence from the following options:
- Monthly: Data is synced once a month, providing with up-to-date information for analysis and reporting.
- Weekly: Data is synced once a week, allowing you to maintain a timely snapshot of your operations.
- Daily: Data is synced daily, ensuring daily insights.
Set Up
To access the Database Exports integration, follow these steps:
- Navigate to Admin > Integrations - App Center.
- Type “Database Exports” in the search, or click the “Other” category to locate the Database Exports app card.
- Click the card to start the set up.
Here you'll find two steps:
- Add a Syncro API Key: Click the Configure button to open a pop-up where you will enter your subdomain and Syncro API key. You'll also configure your Syncro data exports settings and synchronization preferences. You can also perform actions like running an export on-demand, using the Field Map Editor to select tables and columns for export, editing the export schedule, and removing the integration.
- Add Database Credentials. Click the button to select and connect to the desired external database connector, such as AWS Redshift, Amazon Firestore, MySQL, PostgreSQL, or SFTP.
Note: You’ll need to allowlist the following IP addresses on your database for the database exports to function: 3.227.99.15 and 34.228.139.29. See Syncro Exceptions and Allowlists for more information.
Additional Resources
The following videos are available:
- Set Up Database Exports Integration
- Set Up a MySQL Database in Amazon RDS for Database Exports Integration
- Set Up PostgreSQL Database for Syncro Database Exports Integration
- Connecting Amazon S3 Bucket to Syncro Database Exports Integration