How Synerise simplifies data processing for businesses

In today's business landscape, efficient data handling and analysis are becoming fundamental pillars for achieving success. Extracting the necessary data, its conversion, and precise analysis provide valuable insights into business operations and customer behavior, empowering informed decision-making. The potential to automate these processes helps streamline data exchange between different platforms, speeding up the data transfer process.

In the course of daily data management, most companies face common obstacles that can be effectively resolved using Synerise. Let's take a look at these challenges and see how Synerise helps solve them.

The most common problems companies face in day-to-day data handling  

Companies may face various challenges in sharing and managing data on a daily basis. Some common challenges include:

  • Data quality: Ensuring the accuracy, consistency, and reliability of data is a major challenge. Incomplete data, or data with errors, can lead to incorrect insights and misguided decisions.
  • Data integration: Companies often have data scattered across different platforms, systems, applications and formats. Integrating and harmonizing this disparate data can be a complex and time-consuming task, requiring specialized tools and expertise.
  • Automation of the data exchange process: Ensuring smooth data transfer, synchronization and transformation between systems requires careful planning, coordination, and technical knowledge. Failure to meet this challenge can result in data inconsistencies, delays, and bottlenecks in the data flow, complicating effective data sharing and management processes.

How does Synerise address these challenges?  

Synerise provides an open ecosystem that allows users to seamlessly combine data obtained within the platform with data from external systems. This results in a unified experience across multiple platforms. Synerise flexibility ensures that all generated and collected data from different sources can be effortlessly incorporated, creating a secure environment for data transformation, analysis, and exchange with various third-party tools and platforms.

Let's explore each of these possibilities in more detail!

1. Powering the platform with data

Synerise offers a seamless process for enriching the platform with data from various sources. This includes importing local files, retrieving data from SFTP and HTTP servers, and accessing data from Cloud Storages and third-party tools (which will be discussed in detail later in the article) through webhooks.  

The process of data import is supported by the Synerise Automation module, which allows you not only to perform one-time data imports but also to create recurring workflows that effectively pull data from resources. This data can be retrieved to the platform in various forms (depending on your needs), such as events, profiles, promotions, coupons, and catalog data, among others.

Each workflow within Synerise can be initiated by various triggers, such as an event occurrence, scheduled run, customer profile update, or any other external trigger sent to the platform. This flexibility allows you to create customized solutions that precisely align with your unique business scenarios.

Import of local file

If you want to import data from a local file, you can benefit from the Data Import feature that simplifies the process of sending profiles, events, and transaction data to Synerise. You can either perform a direct one-time import or use the Automation module, which is the best option for recurring imports.  

No alt text provided for this image

To learn more about the Data import feature, check out our User Guide.

For more real-world examples, check our use cases that explain basic import scenarios for each data type:

Retrieve data from SFTP and HTTPS servers  

You can easily enrich your data in Synerise with data from SFTP and HTTPS servers using the Automation module. The module allows you to perform imports within a few clicks.

No alt text provided for this image

You can check exemplary scenarios of different data types imported from SFTP and HTTPS servers in the following use cases:

Access data from Cloud Storage

You also have the possibility to retrieve data stored on Cloud Storages, including Google Cloud Storage, Azure Blob Storage, and Amazon S3.  You can use these connections in various scenarios such as importing transactions, event data, and customer information (such as marketing agreements).  

These integrations also work in reverse, allowing you to send your data from Synerise to the preferred Cloud Storage.  

Using the Automation module, you can create different workflows with the determination of the required frequency of data import/export, improving your data flow process.

Here you can find some examples of data import from Cloud Storages to Synerise:

Incoming integration

The imports listed above are integration methods in which Synerise takes the lead in importing data from external tools. However, Synerise also offers an API that allows external tools to communicate with the platform and send data. It is worth noting that API requires a specific data structure to which an external tool may not always adapt. In such cases, an alternative and convenient option is incoming integration.

Incoming integration enables you to create an endpoint that receives data from external systems. Incoming integration facilitates workflow launch based on the received data from the external systems. This way, you can perform more complex imports by sending data from external tools to Synerise in JSON format.

We encourage you to take a look at some sample use cases that illustrate the use of the webhook creation to import data from external systems into Synerise:

2. Data adjustment for the requirements of specific tools  

When working with data, you often probably encounter situations where the data you want to acquire or send is not always in perfect condition. This can mean missing data, inconsistent naming, or data formats that don't meet the requirements of the target tool. Synerise Automation module comes to the rescue to help you fine-tune your data.

No alt text provided for this image

Using the Data Transformation feature, you can create various transformation rules according to which you want to modify your data. This enables you to design workflows that take data from external sources or Synerise, make necessary modifications (in line with your requirements) and seamlessly process your data. To learn more about the Data Transformation operators, refer to our User Guide.

What are the key benefits of this solution?

  • Save time and reduce errors: you can perform any data manipulations directly in Synerise, eliminating the need for manual modification. This not only saves valuable time but also minimizes the risk of human errors. By utilizing this feature, you can gain a comprehensive view of your data and apply necessary modifications across the entire file simultaneously. Additionally, once you have created the rule, you can reuse it in different workflows for the same file type.  
  • Real-time data transformation: each system has its unique data format requirements. However, this doesn’t mean that there is a need to modify the data at its original source. Synerise’s data transformation rules enable real-time data modifications according to your specifications, making the process of transferring data much easier.  
  • Enhanced data consistency: data transformation ensures better organization of your data, making it easier to use by both computers and humans. In addition, through proper transformations, data gains in quality while reducing the likelihood of incorrect indexing, null values, unnecessary duplicates, and other unexpected incorrect formats. By maintaining data integrity, you can improve its overall consistency and reliability.

Moreover, the ability to use jinja inserts in transformation rules provides even more flexibility in data transformation, enabling you to perform advanced operations on edited values.

Looking for examples of data transformation applications? We've compiled a list of scenarios that demonstrate how data transformation works.

3. Distribution of data collected in Synerise

At Synerise, we are constantly expanding our integration capabilities to provide greater flexibility in connecting to external systems. We offer a range of integrations with the most popular platforms you are likely to use in your business. The types of platforms we connect to are diverse, including integrations with cloud-based storage, communication platforms, review, and feedback platforms, and social media services.

No alt text provided for this image

You can find the full list of integrations that Synerise offers in our User Guide, along with a detailed description of the configuration of each integration.  

Let's take a look at these integrations and the real business cases that can be handled using them.

Cloud Storages

Synerise provides two-way integration with the leading Cloud Storage providers, including:

  • Google Cloud Storage
  • Azure Blob Storage
  • Amazon S3  

These integrations, allow you to effortlessly export data collected in Synerise to these storage platforms, as well as download data stored at these providers to Synerise. This two-way connection opens up numerous possibilities, allowing you to import transactions, event data, and customer information.

To better understand the practical applications of these integrations, check our use cases.

Google tools

Synerise offers extensive integration capabilities with Google tools, making it easy to collect, customize and exchange data between them. The integration includes the following services: Google Analytics, Google BigQuery, Google Cloud Pub/Sub, and Google Sheets. You can easily export previously prepared data by Synerise to these tools and benefit from their features and functionalities.  

To learn more about integration capabilities, we encourage you to take a look at our Use Case library. It provides insight into the types of data that can be exported to these Google tools and shows real-world scenarios where such integration can be beneficial.  

Messaging/ collaboration platforms

Messaging platforms have become an essential part of our daily communication. They have successfully blended into our personal and work lives, which makes them an excellent communication channel for business.


When it comes to our personal lives, we can distinguish the world’s favorite communication platform, which is WhatsApp. With billions of users worldwide, it is a beloved app that has become a dream communication channel for millions of companies that want to connect with their customers in a whole new way.  

Synerise integration with WhatsApp allows you to bring your most creative business scenarios to life. From abandoned cart reminders to order confirmations, replenishment campaigns to cross-selling promotions, these are just a few simple examples when it comes to the types of campaigns that you can send through WhatsApp. Using the abundance of customer information stored in Synerise, you can create messages perfectly tailored to each customer.

Get inspired by the business scenarios illustrated in our use cases that demonstrate the implementation of the most popular business solutions.

Microsoft Teams & Slack  

In the business domain, Microsoft Teams and Slack have become the leading communication platforms in recent years. Recognizing their importance, we have developed dedicated integrations to improve interaction with these platforms. These integrations allow you to send channel messages directly to Microsoft Teams or Slack.  

Below are some sample business scenarios that may inspire you to create your own scenarios tailored to your needs:

Remarketing platforms


For even more precise targeting of your Facebook campaigns, we have developed a dedicated integrations that allows you to perform the following actions:

These integrations create an opportunity to maximize the value of the customer behavior insights you collect and analyze in Synerise and use this information to enhance your Facebook campaigns.

For more real-world examples of how to apply the available integrations, check out our Use Cases, which show various potential business scenarios with the listed activities.

Google Ads  

Google Ads is another popular platform that is used by advertisers to display brief advertisements, service offerings, product listings or video content. With our native integration, you can effectively utilize data collected in Synerise for even better targeting in Google Ads.  

To learn more about the integration capabilities, check out our User Guide.

Want to learn about the practical application of this integration? See use cases that we prepared for you with some examplary business scenarios using the available integration capabilities:

Weather API

With this integration, you can leverage weather insights to enhance interactions with your customers. The integration allows you to retrieve accurate and up-to-date weather information for any desired location. This valuable data serves as a foundation for effective customer communication, enabling businesses to deliver personalized experiences based on weather conditions.

For a more detailed integration description, refer to our User Guide and Use Case which outlines the process of retrieving data from the WeatherAPI portal and storing it in the Synerise catalog.


In this article, we have explored Synerise's powerful capabilities for data acquisition, enrichment, processing, and integration with external tools. Our platform offers a wide range of features that enable you to create end-to-end data management processes tailored to your organization's specific needs.

And that's not all - we constantly strive to improve our solutions to provide the best possible experience. We regularly add new integrations, ensuring you can connect with the tools which matter most to you. We invite you to join us on this growth journey! Experience firsthand the amazing capabilities of Synerise and see for yourself the impressive results it delivers.