Moxie

Moxie

Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

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PostHog Wizard hedgehog

Connect Moxie to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.

Enter your Moxie workspace base URL and API key to pull your clients, projects, invoices, and more into the PostHog Data warehouse.

Go to Workspace settings > Connected Apps > Integrations in Moxie and click Enable Custom Integration to see your workspace's base URL and API key.

Configuration

OptionTypeRequired
Workspace base URLtextYes
API keypasswordYes

Linking Moxie to PostHog

  1. Go to the Data pipeline page in PostHog
  2. Click New source and select Moxie
  3. Fill in the required configuration fields
  4. Click Next, select the tables you want to sync, and then press Import

Supported tables

TableDescriptionSync methodIncremental fieldPrimary key
clients

A client business in the workspace, with its billing details and contacts.

Full refresh
contacts

A contact person, optionally linked to a client.

Full refresh
projects

A project tracked for a client, including its fee schedule and status.

Full refresh
payable_invoices

An invoice issued to a client, including its payment status and history.

Full refresh
email_templates

Name of an email template configured in the workspace.

Full refresh
invoice_templates

Name of an invoice template configured in the workspace.

Full refresh
vendor_names

Name of a vendor configured in the workspace, used for tracking expenses.

Full refresh
form_names

Name of a form template configured in the workspace.

Full refresh
pipeline_stages

A sales pipeline stage configured in the workspace.

Full refresh
task_stages

A project task stage configured in the workspace.

Full refresh
workspace_users

A user in the workspace, with their role, project access, and feature access.

Full refresh