Connect a source, build a model, connect a destination, and run your first Hightouch sync end to end.
A sync sends the rows your model returns to a destination — a tool or app your team already works in. This guide takes you from an empty workspace to a running sync in four steps.A sync depends on three things existing first, so you build them in order:
To test things out without a production source, use the B2B SaaS or B2C
eCommerce Sample datasets. They’re at the end of
the source list and need no credentials.
Enter the source’s credentials. These differ by source. See the source documentation for details.
Click Continue. Hightouch tests the connection before it saves. If the test fails, re-enter your credentials.
Give the source a Source name. Include the environment and data it holds, especially if you’ll connect more than one instance of the same source, such as a development and a production version.
Click Finish.
The source now appears on the Sources overview, ready to build models against.
Choose a modeling method: SQL editor, table selector, dbt model, or Looker Look. The Sample datasets come with pre-populated SQL.
Preview the query, then click Continue. The preview shows the first 100 rows so you can confirm the model returns the records you intend to activate before you go further.
Give the model a Model name that describes its contents and purpose.
Select a Primary key — a column whose values are unique and stable for every row. Change data capture uses the primary key to track which rows were added, changed, or removed between runs, so a stable key is what lets syncs send diffs instead of everything. See change data capture for why this matters.
Name the sync and set its schedule. A schedule is required — even “manual only” is a choice. See schedule a sync for the available schedule types.
Click Finish.
You land on the sync’s overview page, where you can run it, edit its Configuration and Schedule, set up alerts, and open the debugger to inspect past runs.