Introduction

Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.

Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.

Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).

For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.

Data tables in Docebo Connect is a feature designed to enhance your integration workflows by providing a scalable, secure, and accessible data store directly within the platform. Data tables allow you to store and manage structured data, similar to a spreadsheet or relational table, that can be efficiently accessed and referenced by your Connect recipes (integrations).

This feature is ideal for:

• Storing data from slow or frequently referenced third-party APIs (for example, currency rates, system codes).
• Maintaining cross-application data mapping (for example, mapping old user IDs to new user IDs).
• Supporting complex workflow application data within your project.

Creating a data table

A data table must be structured with specific columns and data types before it can store any records. This structure is known as the table's schema.

Navigate to the Data Tables section within your Docebo Connect project.

If this is your first data table, press the Create a new table button otherwise press the Create button and in the resulting drop-down menu, select Data table.

Next, name the table (for example, User_Mapping_IDs or System_Configuration). Then, press the Start building button.

Next, press the Add column button to create your first column. Each column requires a column name and the type of the column. You may optionally specify a default value and a hint. You can make the column required by pressing the Set as required slider. Next, when you have completed configuration of the column, press the Add column button.

You can find a list of column types and their descriptions in the table:

Column type	Description	Features and limits
Short text	Small strings, names, emails, short identifiers	Sorting and filtering is supported for the first 756 characters. Maximum limit of 10,000 characters.
Long text	Multi-line text for descriptions or comments	Sorting and filtering is supported for the first 756 characters. Maximum limit of 10,000 characters.
Integer	Whole numbers	Supports 64-bit integer values
Decimal	Floating-point number for precise, fractional data	IEEE-754 precision
Boolean	A true or false value
Date / DateTime	Calendar dates or exact moments in time	Time formats inherit the workspace settings
File	Allows for uploading or downloading of files	Maximum limit of 100MB file size.
Link to a table	Creates a relational link to a record in another data table	Maximum 20 links per table
Multi-value	Stores different values (of supported types) in a single cell.	Maximum 20 values per cell Maximum 20 multi-value columns per table

Subsequent columns can be added by pressing the plus (+) button next to your newly created column.

Rows can be manually created by pressing the plus button under the column headers. Once you have inserted the necessary data into the cells, press the checkmark at the end of the row to accept the values. Subsequent rows can then be manually added.

Managing data tables

Management of data tables, including administrative tasks, is performed directly through the data table user interface within Docebo Connect.

Renaming data tables

Press the pencil next to your table's name to reveal a text input box where you can change the table's name. Press the checkmark at the end of the text box when your changes are completed.

Deleting data tables

Press the Delete table button to reveal a confirmation message, next press the Delete button.

Please note: Table deletions cannot be undone.

Show hidden columns

Press the hidden columns button and, in the resulting drop-down list, place a checkmark in front of the column(s) you would like to make visible.

Adding a filter

Custom filters help you with organizing your data. The filter operands depend on the data type of the filtered column. You can add multiple filters. All filters are chained using AND.

Tip: All custom filters are case-sensitive.

To create a filter, press + Add filter. Next, select a column to filter, the filter operand and the value to filter by. Once you have finished, press the checkmark to apply the filter.

Please note: By default, the interface displays the first 200 (two hundred) records of the data table. Additional pages are loaded automatically as you scroll through the table.

The available operands available to you based on the column type are listed in the table.

Column type	Avaliable operands
Short text	Equals Is not equal to Starts with Is null Is not null
Long text	Equals Is not equal to Starts with Is null Is not null
Integer	Equals Is not equal to Is less than Is greater than Is less or equals Is greater or equals Is null Is not null
Decimal	Equals Is not equal to Is less than Is greater than Is less or equals Is greater or equals Is null Is not null
Boolean	Is true Is false Is null Is not null
Date	Equals Is not equal to Is before Is after Is on or before Is on or after Is null Is not null
DateTime	Equals Is not equal to Is before Is after Is on or before Is on or after Is null Is not null
Link to a table	Equals Is not equal to In Is null Is not null
File	Equals Is not equal to Is null Is not null
Multi-value	Contains Is null Is not null

Downloading the table's data as a CSV

You can download the data stored in your table in CSV format. To download the data, select the data table you plan to download. Next, press Download as CSV. The CSV file will be downloaded as data_table_{name}.csv. The {name} matches the data table name, with spaces replaced by underscores (_).

Downloaded CSV characteristics

Data is exported exactly as it appears in the Data tables interface. The downloaded CSV file reflects the data and formatting visible in the table. The following characteristics apply:

Date and datetime formatting

Dates use a YYYY-MM-DD format. Datetimes use a YYYY-MM-DD hh:mm:ss.sss format. Both formats follow the workspace timezone.

Escaped values

Values beginning with = are prefixed with a single quote (for example, '=10530). This is done to prevent spreadsheet formulas.

Comma-containing values

Values with commas, such as 33 Main Rd, USA 01349, are enclosed in double quotes ("). For example, "33 Main Rd, USA 01349".

Boolean representation

Boolean values appear as true or false.

Visible columns only

The export includes only the columns currently visible in the data table.

Column order

The order of columns in the CSV matches the column order displayed in the data table.

Multi-value columns

Multi-value columns are exported as JSON strings. For example:

Name,Devices Provisioned
Bruce,"[""Desktop""]"
Clark,"[""Laptop"",""Mobile""]"
Kendra,"[""Laptop"",""Mobile"",""Tablet""]"
Hal,"[""Mobile"",""Tablet""]"
Diana,"[""Mobile""]"
Barry,"[""Tablet""]"

Inserting columns to the left or right

You can create a new column by pressing the ellipsis next to the column name. Select insert column left or insert column right to create a new column next to an existing column.

Reordering columns

If you wish to reorder your columns, simply hover over the column header and then press the handle that appears at the top of the column. Drag the column to the desired location in your table and release the handle.

Changing a column's sort order

Sort data in ascending or descending order by sorting an individual column.

To sort column data first choose the column you plan to sort. Next to the column name, press the ellipsis. In the revealed drop down menu select Sort descending or Sort ascending. You can optionally reverse the sort direction by pressing the arrow next to the column name.

Sort descending

Sorts column data in descending order.

Sort ascending

Sorts column data in ascending order.

Hiding a column

Press the hidden columns button and, in the resulting drop-down list, remove the checkmark in front of the column(s) you would like to make hidden.

Deleting a column

To delete a column, hover over the column name. Then press the ellipsis and in the resulting drop-down menu, select Delete column.

View an activity audit of changes to the table

The Activity audit log captures all data table activity. This enables you to keep track of changes made to your data tables in shared workspaces. To access the activity audit log navigate to Operations hub followed by Activity audit.

Alternatively, you can access the log from the data tables interface by pressing View activity.

Filter by specific data table

When you filter your Activity audit log by Data tables, Docebo Connect displays activity from all data tables in your workspace. If you prefer to view the activity of a specific data table, navigate to the Project that contains the data table you plan to view. Next, go to Data tables and select a data table. Then, press View activity.

Accessing the data contained within the tables

The data table connector is the tool used within your recipes to programmatically interact with the stored data. Each record (or row) is identifiable by a unique, system-generated Record ID, which is crucial for update and delete operations.

Available Triggers and Actions

The connector provides a robust set of actions for full CRUD (Create, Read, Update, Delete) operations, allowing your recipes to use data tables as a primary application data store.

Action category	Specific actions	Description
Recipe Triggers	New record (real-time) New records (batch) New/updated record (real-time) New/updated record (batch)	Starts a recipe when data is added or updated in the table.
Create	Create record Create records (batch)	Inserts single or multiple new rows into the table.
Read and search	Search records (batch)	Retrieves records based on specific criteria or query conditions
Update	Update record Update records (batch)	Modifies existing records, typically identified by the Record ID.
Combined	Upsert record	Creates a record if it does not exist or updates an existing record.
Delete	Delete record Delete records (batch) Remove values from a record	Removes single or multiple records based on the Record ID or removes the value from a single record based on the Record ID
Utility	Truncate table (batch)	Clears all data from a table quickly.

Data table Usage Limits

While highly scalable, data tables are subject to general usage limits to ensure system performance and reliability.

Description	Limit
Maximum number of rows per table	10,000,000
Maximum number of columns per table	100
Maximum number of tables per workspace	100
Maximum record size	100,000 bytes
Maximum table size	1,000,000,000 bytes (approx. 1GB)
Maximum batch size (for connector actions or triggers)	1,000 records
Maximum file size (in a File column)	100MB