Linking Dovetail as a source

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Alpha release

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

The Dovetail connector can link projects, data, docs, highlights, tags, contacts, users, and doc comments from your Dovetail user research repository to PostHog.

To link Dovetail:

  1. Go to the sources tab of the data pipeline section in PostHog.

  2. Click + New source and then click Link next to Dovetail.

  3. You need a personal API key from Dovetail. In the Dovetail app, go to Settings > Account > Personal API keys and generate a new key.

  4. Back in PostHog, paste the API key and click Next.

  5. 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 Dovetail data in PostHog.

Available tables

TableDescriptionSync mode
ProjectsDovetail projectsFull refresh
DataResearch data entriesIncremental
DocsResearch documentsIncremental
HighlightsHighlights from researchIncremental
TagsTags for organizing contentFull refresh
ContactsResearch contactsFull refresh
UsersDovetail usersFull refresh
DocCommentsComments on documentsFull refresh

Incremental tables sync only new records since the last sync using the created_at field. Full refresh tables reload all data on each sync.

Configuration

OptionDescription
API key
Type: password
Required: True

Generate a personal API key from Settings > Account > Personal API keys in Dovetail.

Supported tables

TableDescriptionSync methodIncremental fieldPrimary key
Projects

A Dovetail project - the top-level container for organizing qualitative research, holding data, docs, highlights, tags, and insights related to a specific research initiative.

Full refresh
Data

A piece of research data (interview transcript, note, or other captured customer feedback) stored in Dovetail. Metadata only - the content body is not included and must be fetched via the export endpoint.

Incremental, Full refreshcreated_at
Docs

A Dovetail doc - a synthesized research artifact (report, insight, or written analysis). Metadata only - the document body is not included and must be fetched via the export endpoint.

Incremental, Full refreshcreated_at
Highlights

A highlight - a tagged excerpt of a transcript or note captured during qualitative analysis, optionally categorized with one or more tags.

Incremental, Full refreshcreated_at
Tags

A tag used to categorize highlights during qualitative analysis (e.g. 'Usability Issue', 'Feature Request'). Each tag belongs to a specific project.

Full refresh
Contacts

A contact - a research participant or customer tracked in Dovetail's contact management, with custom field values.

Full refresh
Users

A user (team member) with access to the Dovetail workspace.

Full refresh
DocComments

A comment left on a Dovetail doc, aggregated across every doc in the workspace.

Full refresh

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