Custify + MongoDB

Integrate MongoDB with Custify to pull data such as Event, People, and Companies and to analyze and manage it in Custify.

MongoDB is a popular, open-source, NoSQL database management system that falls under the category of document-oriented databases. Unlike traditional relational databases, MongoDB does not store data in tables with fixed schemas.

It uses a flexible document model in which data is stored in JSON-like documents with dynamic schemas, known as BSON (Binary JSON). This allows for greater flexibility in data representation and supports faster development and iteration.

How does MongoDB work with Custify?

Custify integrates with MongoDB, allowing you to extract People, Events, and Companies directly from your MongoDB data warehouse. When you connect MongoDB with Custify, you’ll map your source data to Custify’s data objects.

By default, Custify synchronizes data every hour, making it readily accessible for analysis and customer management by your customer success team.

How Do I Activate This Integration?

1. Sign in to Custify and navigate to the Integrations page.
2. Select the Data Warehouse integration.
3. Click New Sync and then New Source, and select MongoDB.

4. Fill out your connection information.

We recommend creating a dedicated user for Custify to access your MongoDB database. It must have access to the database you want to connect to Custify. Here is an sample of how to create a user with access to a particular MongoDB database:

user: "your_user", 
pwd: "********", 
roles:[{role: "read" , db:"your_database"}] 

5. Select which Custify object you want to create from your data: People, Events, or Companies.

6. Select the source data in your MongoDB data warehouse.

  • Select the namespace and table in your data warehouse that contains the source data.

7. Map the fields in your source data to the fields expected by Custify.

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