Watch the same steps in the Polytomic admin console in this demo video.
Set your Polytomic API key as an environment variable:
This example covers five steps:
LastName.The following request creates a Salesforce Connection through the Create Connection endpoint. For end-user onboarding, prefer Polytomic Connect’s embedded auth.
Salesforce Connections authenticate with OAuth. Open the URL returned in the auth_url field of the response to complete the flow.
By default, the API expects auth_url to open in a new browser window.
Set the optional redirect_url parameter in the request body to change
the redirect target.
The following request creates a NetSuite Connection.
Before syncing, poll the Get Schema Status endpoint for each Connection ID until cache_status is true. Once it is, the Connection’s schema is ready to query.
Next, create a Salesforce model. A model is a view — a collection of fields you can sync to other systems in whole or in part.
This example builds a model over the Salesforce Contact object. To list all Salesforce objects, call the Get Sync Source endpoint with your Salesforce Connection ID.
To see the fields available on a specific object, call the same Get Sync Source endpoint with the query parameter params[stream_id]=<object> — for example, params[stream_id]=companies.
Create the source model with the Create Model endpoint:
The sync maps Email, FirstName, and LastName from the Salesforce model onto the matching NetSuite Contact fields, and filters out records with an empty LastName. Add more entries to the fields array to sync additional columns.
To discover the target objects available on a destination, use the Get Sync Target Objects endpoint.
Create the sync with the Create Sync endpoint: