Linking SmartEngage as a source
This source is currently in alpha. The interface and available tables may change.
The SmartEngage connector syncs your marketing automation data into the PostHog Data warehouse, so you can analyze your avatars, tags, custom fields, and automation sequences alongside your product data.
Prerequisites
You need a SmartEngage account with access to your API key.
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 SmartEngage, you'll need:
- API key – find it in your SmartEngage account settings. The key grants access to the avatars on your account and the tags, custom fields, and sequences scoped to them.
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_attimestamp). 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.
This source is full-refresh only. The SmartEngage API has no timestamp filters, so every table is fully re-synced on each run.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
avatars | An avatar is a SmartEngage bot/brand persona, typically linked to a Facebook page. Tags, custom fields, and sequences are all scoped to an avatar. | Full refresh | — | — |
tags | Tags defined on an avatar, used to segment and trigger automations for subscribers. | Full refresh | — | — |
custom_fields | Custom subscriber profile fields defined on an avatar. | Full refresh | — | — |
sequences | Automation sequences (drip campaigns) defined on an avatar. | Full refresh | — | — |
Tags, custom fields, and sequences are scoped per avatar: PostHog lists your avatars first and then fetches each avatar's records, so these tables include an avatar_id column you can join back to the avatars table.
Troubleshooting
- If you see an authentication error, your API key is invalid or has been revoked. Generate a new key in your SmartEngage account settings, 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.