How to use DinMo to connect PostgreSQL to Splio?
First step is to ensure that PostgreSQL is already configured as a source in DinMo, and Splio has been added as a destination and that the destination target is already set up.
If needed, you can have a look at our documentation.
Ensure that you have already created the segments that you wish to sync to Splio in DinMo. If not, go to the Segments tab, click "New Segment," and create them one by one with the appropriate rules.
Navigate to the Activations tab, and click "New Activation" in the upper-right corner of the screen.
Select "User Segment". Then, choose the segment containing the data you wish to synchronize to Splio. Once you are done , click "Continue".
Select the activation target you created in step 1.
Configure your activation. Indicate if you want DinMo to create new contacts in Splio, or if you only wish to update the existing ones.
Indicate which property to send in order to recognize each contacts in Splio. This can typically be the email address.
Under the "Custom Attributes" section, select the properties you wish to export to Splio as custom fields. If they exist with the same name on Splio, DinMo will update their values so that they are up to date with the data warehouse data. Else, DinMo will create these custom fields in the destination.
Under the Scheduling options, choose the default time interval for syncing your segment to the destination. A daily sync is sufficient for most use cases.
Click "Continue," and then click "Create" to finish.
Once the activation is created, it should start syncing immediately. Wait a few moments to ensure that the sync is successful.
That's it! You have successfully synced your PostgreSQL data with Splio in DinMo. If you face any issues, refer to DinMo's documentation or contact our support team for assistance.
