Editing Census

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'''Navigation:''' [[Main_Page]] > [[Integrations]] > [[Data Synchronization]] > Census

== Use Census to Sync Data from Snowflake to ActiveCampaign ==

Census provides an effective solution to synchronize data from Snowflake to ActiveCampaign. This integration allows users to execute one-way syncs, facilitating seamless data management. By utilizing Census, businesses can ensure their contact and account data within ActiveCampaign is kept up-to-date with minimal manual effort. Understanding how to implement this integration is crucial for leveraging your Snowflake data effectively.

== Introduction ==

The ability to synchronize data between platforms like Snowflake and ActiveCampaign is fundamental for maintaining accuracy and efficiency in customer relationship management. The Census integration allows users to pull data directly from Snowflake into ActiveCampaign, ensuring that the marketing and sales teams have access to the latest information. This synchronization is essential for accurately targeting customers and crafting tailored marketing strategies, thereby enhancing customer engagement and satisfaction.

== How to Access this Feature ==

To begin using Census, you will need to follow a sequence of steps, ensuring that you have accounts set up with both [[Census]], [[Snowflake]], and [[ActiveCampaign]]. This will facilitate the necessary connections between the platforms.

== Step-by-Step Instructions ==

Follow the comprehensive steps below to configure the integration between Snowflake and ActiveCampaign using Census:

=== 1. Sign Up for Census ===
   - Visit the [https://www.getcensus.com/] Census homepage and create an account.

=== 2. Ensure Proper Permissions in Snowflake ===
   - It is critical that the Census account you connect has the correct permissions set up in Snowflake.  
     * Refer to Census' [Snowflake permission script](https://docs.getcensus.com/sources/snowflake) for guidance on permissions.

=== 3. Add Snowflake as a Data Source ===
   - From the '''Connections''' page in Census:
     * Click '''Add Data Source''' and choose '''Snowflake'''.
     * Provide the following information:
       * '''Snowflake account name'''
       * '''Query execution warehouse'''
       * '''User'''
       * '''Password or keypair'''

=== 4. Add ActiveCampaign as a Service Connection ===
   - Still on the '''Connections''' page:
     * Click '''Add Service Connection''' and choose '''ActiveCampaign'''.
     * Enter the required API URL and Key, which can be obtained by following the instructions in the ActiveCampaign API documentation.

=== 5. Set Up Syncs between Snowflake and ActiveCampaign ===
   - Navigate to the '''Syncs''' page in Census:
     1. Click on '''Create New Sync'''.
     2. Select your Snowflake connection under "What data do you want to sync?" 
        * Choose the appropriate '''source warehouse''', '''database''', '''schema''', and '''table''' that holds your desired data to be synced to ActiveCampaign.
     3. Under "Where do you want to sync data to?", select your ActiveCampaign connection.
        * Decide whether you want to sync '''contacts''' or '''accounts''' to ActiveCampaign.
     4. For ActiveCampaign Contact objects, choose either '''Update or Create''' or '''Update Only'''.
     5. Under "How are source and destination records matched?", select the identifier from your Snowflake table:
        * For accounts, select the field with the account's name.
        * For contacts, select the field with the contact's email.
     6. Under "Which properties should be updated?", click the '''Add Mapping''' button to establish field mappings from ActiveCampaign to Snowflake.
     7. Complete a test run or click '''Next'''.
     8. Decide whether to '''Run a sync now?''' and if so, select this option.
     9. Finally, click '''Create Sync''' to finalize the integration configuration.

Congratulations! You have completed the setup process for syncing data from Snowflake to ActiveCampaign using Census.

== Configuration Options and Settings ==

The configuration process involves several key options to ensure the integration runs smoothly. These include:

- '''Snowflake account name''' – Identifies your Snowflake account.
- '''Query execution warehouse''' – The warehouse under which your queries will be executed.
- '''User''' – The username associated with your Snowflake account.
- '''Password or keypair''' – For authentication purposes when connecting to Snowflake.
- '''API URL and Key''' – Necessary for establishing the connection to your ActiveCampaign account.
- '''Update or Create''' Options – Defines how the data will be treated (new records vs. updates).
- '''Field Mapping''' – Specifies which fields in ActiveCampaign correspond to which fields in Snowflake.

== Best Practices and Tips ==

- **Regular Updates**: Ensure to run syncs regularly to maintain up-to-date data in ActiveCampaign.
- **Field Mapping**: When setting up your mappings, take care to ensure that each field aligns correctly to prevent data mismatches.
- **Testing Syncs**: Always run a test sync before going live to check for any issues in the integration.
- **Review Permissions**: Regularly review user permissions in both Snowflake and Census to maintain compliance and functionality.
- **Consult Documentation**: Utilize both [[Census]], [[ActiveCampaign]], and [[Snowflake]] documentation for any advanced configurations or troubleshooting strategies.

== Troubleshooting ==

If you encounter issues during the setup or syncing processes, consider the following troubleshooting steps:

- **Permission Errors**: Check if the user credentials used for connecting to Snowflake have the required permissions.
- **Connection Issues**: Ensure the API URL and keys are correct. Validate the connection settings in both Census and ActiveCampaign.
- **Data Mismatches**: Review the mappings and ensure the correct fields have been selected for sync.
- **Logs and Errors**: Check for any error messages that may provide insight into what might be causing sync failures.

== Related Features ==

- [[Integrations]]: Explore more integration capabilities offered by ActiveCampaign.
- [[Data Synchronization]]: Learn about other methods of syncing data within ActiveCampaign.

== FAQ ==

=== Q1: What types of data can be synced from Snowflake to ActiveCampaign? ===
*A1: You can sync contact data for all plan levels, and account data for Plus, Professional, and Enterprise plans.*

=== Q2: Do I need an account with Census to use this feature? ===
*A2: Yes, you must have a Census account to establish the integration with Snowflake and ActiveCampaign.*

=== Q3: Can I sync data from Snowflake to other platforms through Census? ===
*A3: Yes, Census supports integrations with multiple platforms beyond ActiveCampaign.*

=== Q4: What should I do if my sync fails? ===
*A4: Check for permission errors, validate connection settings, and review mappings to resolve common issues.*

=== Q5: How often can I run the sync? ===
*A5: You can schedule syncs at your preferred frequency based on your data management needs.*

=== Q6: Is technical expertise required to set up this integration? ===
*A6: Basic familiarity with Snowflake and ActiveCampaign is helpful, but the setup can be done without deep technical knowledge.*

=== Q7: Where can I find additional resources on setting up census? ===
*A7: For further information, visit the Census documentation and resources on their official website.*
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