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Flows: Syncing Data to External Tools

Learn how to set up Flows to push transformed data from your BEEM warehouse back to external tools using Reverse ETL, including scheduling and monitoring syncs.

Flows let you send processed data from BEEM back to your external tools. This is also known as Reverse ETL: taking clean, transformed data from your warehouse and pushing it where your team needs it.

Open Flows

  1. Click Flows in the left sidebar
  2. You will see a list of all existing flows and their statuses

Create a New Flow

  1. Click Create Flow
  2. Select a Source: Choose any dataset in your workspace
  3. Select a Destination: Choose a connected integration that supports write-back
  4. Choose a Trigger:
    • Manual: Run on demand
    • Scheduled: Daily, weekly, monthly, or custom cron expression

Enable the Flow

  1. Toggle the flow to Enabled
  2. The flow status changes to LIVE
  3. Data begins syncing on the configured schedule

Monitor Flow Execution

  1. Check the flow status: LIVE or PAUSED
  2. View the last run timestamp and execution state
  3. Use the Monitor section for detailed event logs if troubleshooting is needed

Managing Flows

  1. Pause: Toggle a flow to temporarily stop syncing
  2. Resume: Toggle it back on
  3. Edit: Change the source dataset, destination, or schedule
  4. Delete: Remove flows that are no longer needed

Common Use Cases

  • Push KPI summaries to a CRM
  • Sync cleaned data back to an operational system
  • Feed processed metrics to a reporting tool
  • Automate data delivery to stakeholders

Updated 4 days ago