Linking Clari as a source

Alpha release

This source is currently in alpha. The interface and available tables may change.

Connect your Clari account to sync revenue forecast and audit event data into the PostHog data warehouse.

Adding a data source

Go to the sources tab of the data pipeline section in PostHog.
Click + New source and then click Link next to Clari.
In Clari, generate an API key under your account's API settings.
Find your Forecast ID in the URL when viewing a forecast tab in Clari (for example net_bookings from app.clari.com/forecast/net_bookings).
Back in PostHog, enter your API key and Forecast ID, then click Next.
Select the tables you want to sync, set the sync method and frequency, then click Import.

Once the syncs are complete, you can start using Clari data in PostHog.

Table	Description	Sync method
`audit_events`	Audit log events from Clari (limited to ~30 days of retention)	Incremental
`forecast`	Forecast data exported from Clari's async export pipeline	Full refresh

Incremental tables sync only new or updated records on each run. Full refresh tables reload all data on each sync.

Audit event retention – Clari retains audit events for approximately 30 days, so the initial sync can only reach back that far.
Forecast export quota – Clari caps forecast exports at roughly 1,000 per rolling 30 days with a maximum of three concurrent export jobs. Avoid very frequent syncs of the forecast table to stay within this limit.

Option	Type	Required
`API key`	password	Yes
`Forecast ID`	text	Yes

Table	Description	Sync method	Incremental field	Primary key
`audit_events`	An audit log of user and system actions taken in Clari, such as forecast edits and submissions.	Incremental, Full refresh	eventTimestamp	—
`forecast`	A snapshot of forecast values for a quarter, broken down by user, period, and forecast category.	Full refresh	—	—