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PHASE 1: Integration
First things first -- Let's get your data into Vitally!

How Vitally relates your different data sources

Organizing data from disparate systems is a complex task. In Vitally, we make this happen by relating everything to an external ID, which is simply a unique ID given to an account or user. By tracking the same unique external ID for accounts and users in all of your data sources, Vitally can accurately tie customer data from one source (e.g. from Salesforce) with another (e.g. from Stripe).

What types of data to sync

When it comes to working with your customer data in Vitally, we recommend syncing as much information as possible to create the most complete picture of your customers. Connect the following data using the Vitally Integrations Catalog →​
Last modified 2mo ago