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22 Oct 2026, 10:07 UTC · 1 question · ID 096551baa325
Who asked
Persona
CIO (Chief Information Officer)
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /products/dataQuestion 1 asked here
Question 1

“Can we sync client data from our data warehouse?”

Answer
Partly answered

The Data Hub page confirms ready-made two-way syncs with warehouses, field rules and field-level permissions. It never names which data warehouses are supported, so a visitor can't confirm their own warehouse works.

Section on the siteStatusTicket
/products/dataTwo-way syncs, without custom code (card)Partly answers it
Name the supported data warehouses on /products/data

Ticket

Paste this into your ticketing tool.

Name the supported data warehouses on /products/data

Who needs it: IT and data teams setting up syncs (this visitor: CIO, Charles Schwab)
Section: /products/data › Two-way syncs, without custom code (card)

What is missing:
- The data warehouses with ready-made syncs are never named.

Where: Update this section: In the card "Two-way syncs, without custom code", beside the line "Ready-made syncs for warehouses, ERPs and billing".
  Related sections: Data syncs

What to do:
1. Confirm with engineering which data warehouses have ready-made two-way syncs today.
2. Add the confirmed warehouse names to the card, with a note on how to ask about a warehouse not listed.

Done when: /products/data names each data warehouse Hourglass syncs with out of the box.

From: conversation 096551baa325, question 1: "Can we sync client data from our data warehouse?"
Who needs it: IT and data teams setting up syncs (this visitor: CIO, Charles Schwab)
What is missing
  • The data warehouses with ready-made syncs are never named.
Where
Update this section: In the card "Two-way syncs, without custom code", beside the line "Ready-made syncs for warehouses, ERPs and billing".
Related sections
Data syncs
What to do
  1. Confirm with engineering which data warehouses have ready-made two-way syncs today.
  2. Add the confirmed warehouse names to the card, with a note on how to ask about a warehouse not listed.
Done when: /products/data names each data warehouse Hourglass syncs with out of the box.
Answer full page
Yes. Data Hub syncs your data warehouse, ERP and billing tools into the Smart CRM with two-way syncs, no custom code, field-level permissions and a history of every change. The docs list which warehouses are supported.
Open the answer page ↗
Sections in the answer pageStatus
/products/dataClean, connected customer data for every teamAnswers it
/products/dataData syncs (card)Answers it
/products/dataTwo-way syncs, without custom code (card)Partly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.