Sync Tableau to Customer.io

Use your 360° customer data in Customer.io to build more granular segments, send hyper-personalized messages, and power omnichannel campaigns

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Integration in Four Steps

Step 1: Connect Tableau

Step 2: Connect Customer.io as a destination

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

Step 4: Schedule your sync

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

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Where can you sync your Tableau in Customer.io?

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.

API Docs Description

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.

API Docs Description

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.

API Docs Description

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

API Docs Description

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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bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs

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.

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Data Activation Use Cases

Syncing from 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.‚Äç 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 Amazon Tableau 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 and syncs data to Customer.io. With 200+ 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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Census is the Data Activation platform of choice for companies who value scalability, observability, and performance.

#5 in the Top 50 Best Software Products of 2023
The Leader in Reverse ETL on G2, 4 quarters in a row 🏆