Sync Tableau to Customer.io

Sync Tableau data to Customer.io

Create more granular segments and send better-personalized emails, push and SMS messages, based on user behavior
Want to do more than just look at Customer.io data in Tableau? Census makes it easy to sync data from a single source of truth (data warehouse or database) to operational systems like Customer.io to create data consistency across BI and operational tools.
Census logo
Tableau
Customer.io icon
360º Customer Profiles
Personalized Campaigns
Dynamic Audiences
Census logo
data models for sync illustration

Sync Tableau to Customer.io

Create more granular segments and send better-personalized emails, push and SMS messages, based on user behavior

Start for free
Tableau
Customer.io icon
360º Customer Profiles
Personalized Campaigns
Dynamic Audiences
Let us show you how
data part for integration uses illustrationimage part for integration uses illustration

Integration in Four Steps

Step 1: Connect Tableau

Step 2: Connect Customer.io

You can connect to Customer.io by creating an API key in Customer.io and providing it to Census in an intuitive interface.

Step 3: Define the core data that matters for your business

Write a SQL Statement. Select the records you want to sync from Tableau. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Step 1: Connect a single source of truth

Connect to your Tableau data source using standard API or ODBC credentials.

Step 2: Connect Customer.io

You can use an OAuth log-in flow to connect Census to Customer.io directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Write a SQL Statement. Select the records you want to sync from your Tableau data source. Census will match records based on the unique identifier you provide (like email or ID).

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

Where can you sync your Tableau data in Customer.io?

Event

Use customer events to trigger campaigns or add users to segments. You can attribute events directly to customers, or incorporate anonymous events to send invitation emails. Trac

Device

Customers can have more than one device. Use this method to add iOS and Android devices to, or update devices for, a customer profile.

Customer

Customers are objects that can be added, modified, suppressed, or unsuppressed people (referred to as "customers" in our APIs). You can also use these endpoints to set attributes on people.

Collection API

A collection is a new type of data in Customer.io that’s separate from people or events in your account. They represent any set of “things” that exist in your business. For instance, a Collection could be a list of upcoming events, promotions/coupons, or available classes.

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business.  Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility

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Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

Syncing to Census from multiple sources, showing SQL language.

Operational Analytics Use Cases

Syncing from Tableau

Connecting to Tableau

Tableau is a leading business intelligence tool recognized for its ability to make data exploration fast and easy. Report designers can create beautiful data visualization with a variety of chart types. This makes it a great tool for sharing data with professionals at any level in an organization. It also allows non-technical users to create customized dashboards.‍ Sometimes visualization is the best way to share data but more often, data is more useful in the tools that people use every day.

Now you can use the data in Tableau for more than just analytics and BI. With Tableau reverse ETL you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our Tableau Docs

Syncing to Customer.io

Customer.io is an automated messaging platform that helps marketing teams create personalized customer interactions that drive acquisition, engagement, and retention via data-driven emails, SMS messages and push notifications.

Learn how to use Census with 👉 our Customer.io Docs

Census connects to Tableau through your data source and syncs data to Customer.io. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

Census connects to Tableau and syncs data to Customer.io. With 50+ integrations (and counting!) and transparent pricing, it’s never been easier to start operationalizing your data. This is what we like to call Reverse ETL.

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From your data warehouse to your favorite apps. Without code or engineers.

Start using Census today by booking a demo with one of our experts.