Hello! I'm seeking validation on our proposed approach to complete a data sync in Docebo. We were exploring Docebo Connect, but due to our internal IT requirements, we need to use our internal Workato environment instead of Connect.
We have user data in multiple systems (Product, CRM, PSA, etc.), which is centrally stored and managed in Snowflake. Our users are customers, partners, and prospects. Customer and partners are manually added, and prospects self-register. In current state, a customer can also self-register and end up in the prospect experience, which is not ideal. Our goal is to sync our customers and their metadata from Snowflake to Docebo to organize users into branches, create automation opportunities, and strengthen our reporting across systems.
We'll develop a custom Workato/Docebo connector and create recipes to sync data on two events: user creation and overnight (i.e., every 24 hours).
We want to use Workato to:
- Lookup a Docebo user in Snowflake.
- Organize the user into the correct branch based on some metadata (e.g., user type is customer, then put in customer branch, OR user type is prospect, then put in prospect branch, OR user is not found, then put in prospect branch).
- Sync other data into additional fields to enable further group automation and enrollment rules.
There are some challenges we're facing:
- Some users have incomplete data.
- Some users have incorrect data.
- Some users are not in Snowflake at all.
Our data is about 80% reliable. We'll need a way to identify and manage users with incomplete, incorrect, or no data. I recognize that a user with incorrect data may be assigned to the wrong group and enrolled in the wrong training, so this is a top priority to address.
Has anyone done anything similar? What do you think? Do you see any holes in the approach? What am I missing?