Quickstart: Your First Sync in 5 Minutes
This guide walks you through setting up your first sync in Oneprofile. By the end, you'll have data flowing from a source to a destination.
Before You Start
You'll need:
A Oneprofile account. If you don't have one, sign up at https://getoneprofile.com.
Credentials for at least one source tool (where your data lives) and one destination tool (where you want to send data).
Step 1: Add a Source
A source is the tool or database you want to pull data from.
1. From the sidebar, go to Sources.
2. Click Add Source.
3. Choose your integration type from the list (for example: Stripe, Clerk, PostHog, or any other supported tool).
4. Give your source a name (for example: "Production Stripe").
5. Enter the required credentials and configuration. Each integration has different requirements, which are explained on the setup screen.
6. Click Create to save.
Once created, your source will appear in the Sources list. Oneprofile will automatically discover the available record types and properties from the connected tool.
Step 2: Add a Destination
A destination is the tool or database you want to send data to.
1. From the sidebar, go to Destinations.
2. Click Add Destination.
3. Choose your integration type.
4. Give your destination a name (for example: "Marketing Mailchimp").
5. Enter the required credentials and configuration.
6. Click Create to save.
Step 3: Create a Sync
A sync defines how data moves from your source to your destination.
1. From the sidebar, go to Syncs.
2. Click Create Sync.
3. You'll be guided through a three-step wizard:
Select Source: Choose the source you just created, then click Continue.
Select Destination: Choose the destination you just created, then click Continue.
Configure the Sync:
Sync Name: Oneprofile auto-generates a name like "Production Stripe → Marketing Mailchimp". You can change it to anything you like.
Record Types: Select the record type on each side. For example, "customers" on the source and "contacts" on the destination.
Action: Choose a sync behavior. If you're not sure, start with Update or Create: it will update existing records and create new ones.
Primary Keys: Select the field that uniquely identifies records on each side. For many integrations, this is auto-detected and locked (for example:
idoremail).Field Mappings: Map source fields to destination fields. You can add mappings one by one, or click the sparkle button to auto-populate all available mappings at once.
4. Click Create Sync.
Step 4: Run Your First Sync
1. After creating the sync, you'll be taken to the sync settings page.
2. Click the Run button to trigger a sync run manually.
3. The run will move through states: Pending → Running → Completed (or Failed if something went wrong).
4. Once completed, check the run stats to see how many profiles were imported, exported, created, updated, and whether any errors occurred.
What's Next?
Now that your first sync is working, here are some common next steps:
Automate it: Create a Sync Schedule to run this sync automatically on a recurring basis (for example: every 6 hours or every day at 9 AM).
Add more field mappings: Go back to the sync settings and map additional fields you want to keep in sync.
Connect more tools: Add additional sources and destinations and create syncs between them.
Monitor your syncs: Use the Dashboard to see an overview of all your sync activity, success rates, and recent runs.
If you get stuck at any point, click "Chat with us" in the app to reach our team. We're happy to help you configure and test your first sync.