Linking Customerly as a source

Alpha release

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

The Customerly connector syncs your customer support and marketing data – users, leads, tags, and knowledge base content – into the PostHog Data Warehouse, so you can analyze your contacts and help center alongside your product data.

Prerequisites

You need a Customerly project with access to the public API so you can copy its access token.

Adding a data source

In PostHog, go to the Sources tab of the data pipeline section.
Click + New source and click Link next to this source.
Enter your credentials (see Configuration below) and click Next.
Select the tables you want to sync, choose a sync method and frequency, then click Import.

Once the syncs are complete, you can start querying this data in PostHog.

When linking Customerly, you'll need:

Access token – in Customerly, go to Project Settings → Installation → Public API and copy the access token. See the Customerly guide for details.

Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
Incremental – only new or updated rows are synced on each run, using a cursor field (such as an updated_at timestamp). Cheaper than a full refresh, but deletes aren't captured.
Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See sync methods for a full explanation of how each mode works and how to choose between them.

All Customerly tables are full refresh only, since the API exposes no incremental sync filter.

Configuration

Option	Type	Required
`Access token`	password	Yes

Supported tables

Table	Description	Sync method	Incremental field	Primary key
`users`	Registered users of your product — contacts identified with a user_id or email who have signed up.	Full refresh	—	—
`leads`	Leads — contacts who have shown interest (e.g. via live chat) but have not yet converted into registered users.	Full refresh	—	—
`tags`	Tags defined in the Customerly project, usable to segment users and leads.	Full refresh	—	—
`knowledge_base_collections`	Knowledge base collections — groups of help center articles.	Full refresh	—	—
`knowledge_base_articles`	Knowledge base articles published in the help center, listed per collection.	Full refresh	—	—

Troubleshooting

If you get an authorization error, your Customerly access token is invalid or expired. Generate a new token under Project Settings → Installation → Public API, then reconnect.

If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.