If your Rally workspace is connected to your company's database (Snowflake, Salesforce, or BigQuery), Rally automatically syncs data every 24 hours.
Now, you can enable automatic data syncs to trigger any time a CSV file is imported to ensure you get the latest, most complete participant records right away.
How It Works
🔄 Upload a CSV, and Rally fills in the blanks: No need to manually hunt down missing details or wait for the next data sync. Rally pulls in the right participant data automatically.
This feature allows you to stay compliant while getting the data you need. Example:
Some Rally users may need to have limited permissions that don't allow them to see participant email addresses in Rally, which can be a blocker when finding people to contact for research.
With automatic data syncs on CSV imports enabled, those users can export a list of participant ID numbers from your company database or data warehouse, upload it into Rally, and have Rally immediately pull in all the right data to populate those people records while keeping sensitive info masked. No need to contact IT for access.
Enable Automatic Syncs on CSV Import
This feature can be enabled in any workspace that has Salesforce, Snowflake, or BigQuery connected. Contact Rally for access.
🚨 Managing this requires the "Modify data integration settings" permission. This includes the Rally default roles Admin, Ops Manager, or Developer/IT.
Navigate to Settings > Integrations.
Next to your Salesforce, Snowflake, or BigQuery integration, select Manage.
On the Sync Configuration tab, select the checkbox next to Trigger sync whenever a CSV is uploaded to Rally.
Select Save changes to apply.
That's it! Now, each time you import a CSV, like when uploading a list of participants directly into a study, you can be confident you have the most up-to-date information.
