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Sync data between parent & sub accounts

You can sync datasets from a parent account to a sub-account or vice versa. This can be used to share datasets with customers. This approach can also be used as a permission model to share data with teams, where each team uses their own sub-account.

Sync app

This script supports syncing tables in both directions: from subaccount → parent and from parent → subaccount.

It can be used for one-time data migrations or recurring scheduled syncs, ensuring that records in subaccounts and parent accounts stay consistent and up to date.

Steps

  1. Pick sync direction
    • Choose whether data should flow from subaccount → parent or parent → subaccount. This determines the source and target of your sync.
  2. Select source account, schema, and tables
    • Pick the account where the data currently resides.
    • Select the database schema and tables you want to sync.
  3. Select target account and schema
    • Choose the account where the data should be copied to.
    • Select the target schema to ensure the data lands in the correct location.
  4. Run the sync immediately or save for scheduled sync
    • Trigger an instant sync to move data now.
    • Or save the configuration to run automatically later (daily, weekly, etc.).
  5. Verify that records are synced and linked correctly
    • Check that all selected tables are picked successfully.
    • Ensure that records in the target account are correctly linked to their parent records.
Click to expand script