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Create a Profiles Sync

Steps

1. Open the Profiles Sync form

Navigate to Profiles Sync in the left sidebar and click New Sync.

2. Fill in the sync info

  • Name — choose a clear, descriptive name so it is easy to identify later (e.g., CRM_Profiles_HighLTV).
  • Enabled toggle — leave it off while you are setting things up. Toggle on when you are ready to start syncing.

3. Define your filters (optional)

Under User Filters, click Add Filter to decide which users to include. If you add no filters, every user with data is exported.

For each filter, select:

  • Field — a user attribute, behavioural metric, or AI model score.
  • Operator — how to compare the value (equals, greater than, contains, in list, etc.).
  • Value — the threshold or target value.

You can combine multiple conditions with AND/OR logic.

Example conditions:

  • Segment = Best Customer
  • pcltv_6m >= 100
  • country IN (Italy, Germany, France)
  • action_prediction_score >= 0.75

4. Choose the destination

Under Destination, configure where the table is written:

  1. Select your BigQuery connection.
  2. Choose the target dataset.
  3. Enter the table name to create. This is the table BPP writes on every run — pick a stable name your downstream systems can point at.

See BigQuery Destination for connection setup and permissions.

5. Select keys and attributes

Under Keys & Attributes, choose what goes into the exported table.

Keys — the identifier columns that identify each user. At least one is required.

  • Select the field (e.g., email, phone, hashed email, a CRM ID).
  • Set the destination column name it should have in the exported table.

Attributes — the data you want to export.

  • Select the field (a segment, a score, a total, a campaign name, etc.).
  • Set the destination property name it should have in the exported table.

Only user-level fields appear in these dropdowns — fields from user tables, AI model results/views, and summary tables. Event-table fields are not selectable, because they have many rows per user. See What can be exported.

6. Save and enable

Click Save to store your configuration. When you are ready to go live, toggle Enabled on. This activates the daily sync schedule. You can also run it on demand with Run Sync from the sync's detail page.

Tips

  • Pick a stable table name and keep it — downstream systems point at that name and expect the latest export there every run.
  • Start with a small filter to validate the output table, then widen it once the columns and values look right.
  • Duplicate a working sync before experimenting — this way your live sync is unaffected.
  • Remember every run replaces the table entirely. Don't write into a table other processes also write to.
  • Only export identifiers you have consent to move into the destination.