Synchronize customers' data
Overview
In this destination service, DinMo will export and update people’s attributes values in Fincome.
To do so, you will need to go through these three steps:
Creating a Fincome destination. Refer to the corresponding section for more info.
Creating a user segment composed of all the people and their attributes that will be synchronized with Fincome. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.
Activating the segment to the Fincome destination to start sending data. Refer to the corresponding section for more info.
Each time the activation runs:
(Insert Only mode only) All people previously unknown to Fincome will be created in Fincome with the associated attributes
(Update Only mode only) Existing people already available in Fincome will have their attributes updated
Existing attributes values that have changed since the last activation will be synchronized according to the selected sync mode
Activation configuration
Once the destination has been set up, and your DinMo segment or model created, you can create an activation to start sending data to Fincome right away.
Learn how to activate a segment in our step-by-step tutorial
Sync Modes
When configuring your sync, you will be asked to choose the Sync Mode.
Sync modes determine how data is synchronized between your data source and Fincome. They define whether new records should be created, existing records updated, or both.
For the Fincome destination, here are the available options:
INSERT ONLY
Inserts new people into Fincome without updating existing records.
Initial imports or use cases where only new people should be added without modifying existing Fincome profiles.
New people are created in Fincome. Existing people already present in Fincome are ignored and remain unchanged.
UPDATE ONLY
Updates existing people in Fincome without creating new records.
Keeping existing Fincome profiles synchronized while preventing the creation of additional people.
Existing people are updated with the latest attributes values. Unknown people are ignored and not created in Fincome.
TLDR;
Insert only mode creates new records but never updates existing ones.
Update only mode updates existing records but never creates new ones.
Neither mode deletes records from Fincome.
Note
No profile deletions are performed by the Fincome connector. People removed from the source segment will remain in Fincome unless deleted directly within Fincome.
Fields mapping
In the Fields mapping section, you are asked to configure how the columns in your segment data should be mapped to fields in your destination. Some of the fields are marked as required by the destination platform to better map your data.
At the moment, the only required field is customer_id.
Create new custom attributes in Fincome
The selected fields will be exported as new attributes to the destination if they don't already exist. In all cases, DinMo will ensure they are kept up to date.
Scheduling
In this section, specify how often the attributes should be updated in Fincome. Every time the audience is refreshed:
Insert only: Any new user entering your DinMo segment since the last update will be added to Fincome
Update only: Existing users already present in Fincome will have their attributes updated
All modes: Attribute values already synchronized can be refreshed according to the selected synchronization behavior
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