Create data exports using Destinations to sync your Audiences data to other platforms, such as CRMs and email sequencers.
Destinations are automatically synced so your Sona data is always updated wherever it ends up, allowing you to streamline your workflow and get the most value out of your data. This eliminates several steps like manually downloading CSV files, then importing it into other systems every time you want to work with your Sona data using other systems.
Step 1: Add a Connector
Step 1: Add a Connector
Before you can create a Destination, you need to establish the integration between Sona and the external platform by adding a Connector.
In the Connectors page, click +New Connector then select one of the available platforms. If the platform you want to use is not in the list, Sona can help you set up a custom integration. Otherwise, you can still download and import the data manually.
After clicking Connect, you’ll be asked to sign in to your account and grant permission for the integration. Keep in mind that certain connector options, such as Clay, may require additional configuration steps.
You should now see a card with your account details for the platform that you just connected in the Connectors page.
Step 2: Create a Destination
Step 2: Create a Destination
In the Destinations page, click the + sign then select a platform from the list.
In the next screen, enter the following:
Destination name
Sync frequency (in seconds)
Click Select Origin, then choose an existing report or audience. After that, click Select Destination, then choose the target account or database. If you don’t have a connector for the platform, the list will be empty.
Depending on the destination platform, you may have to perform some additional configuration steps like selecting a mailing list target or defining the mapping for the data export once it is sent to the external platform.
