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👋
Welcome
🏄
Getting Started
How to navigate Vitally
Integrate Data Sources
Sync: Accounts & Users
Sync: Revenue
Sync: Product Events
Sync: Conversations, Notes & Tasks
Sync: NPS
Configure Data
Engage with Customers
Automate Your Process
Visualize Your Data
➡
Pushing data to Vitally
The significance of 'external ID'
Integrations
Vitally's Analytics API
Vitally's REST API
CSV Upload
⬅
Getting data out of Vitally
How data-out integrations work
Supported Integrations
Vitally's REST API: Data Out
⚡
Other integrations
Slack
Zapier
🔁
Managing the customer lifecycle
Lifecycle Tracking
Categorizing deactivated users
Manually categorize accounts
Account hierarchy (using Vitally's 'Organization' object)
💟
Account health scores & metrics
Default metrics
Health scores
Success Metrics
Elements
Traits
📊
Reporting & Segmentation
Viewing Customer Datasets
Custom Dashboards
Measuring Net Revenue Retention (NRR)
Reporting: Dashboards for your Customers, Trials, Team, and NPS scores
Segmentation (Segments)
Views
Product event history
🔔
Automated Playbooks & Alerts
Creating automated workflows with Playbooks
Account Playbooks vs User Playbooks
Creating opportunity & risk alerts with Indicators
📝
Activity items
Notes
Tasks
Conversations
Projects
Task, note, and project categories
💯
Using Vitally's NPS surveys
Overview of Vitally's NPS surveys & analytics
Installing & configuring NPS surveys
Limit audience for NPS surveys
⚙
Administration
Managing your organization
User Roles & Permissions
Assigning (user) owners to accounts
Assigning Key Roles
Changing the currency for your revenue (your 'home currency')
Using Cards & Decks to customize account & user displays
Removing user <> account associations
🤫
Privacy & Security
Two-Factor Authentication (2FA)
Setting up SAML v2 SSO
GDPR Compliance
Security questions
Deactivating your account
Deleting user accounts
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Integrate Data Sources
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 →​
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Sync: Accounts & Users
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How Vitally relates your different data sources
What types of data to sync