Frequently Asked Questions

· Author: Docs Team

Connectors & Coverage

Does Integrate.io have native connectors for Salesforce, HubSpot, NetSuite, BigQuery, Snowflake, Redshift, SFTP, SAP, etc.?

Yes. Integrate.io’s 200+ connectors include Salesforce, HubSpot, NetSuite, major warehouses (Snowflake/BigQuery/Redshift), file stores (S3/SFTP), and many SaaS/DBs. (Available via JDBC/ODBC, files, or partner if not native).
Can Integrate.io ingest CSV/TXT/XML and map/validate into Salesforce (upserts, keys, reusable mappings)?

Yes. Integrate.io supports file ingestion with schema detection, validation rules, dedupe, upsert via external IDs, and reusable mapping templates.

Performance & Reliability

How “near real-time” can Integrate.io platform go?

Integrate.io’s typical cadences range from every 5–15 minutes to hourly. Sub-15-minute syncs depend on connector API limits and workload size. For streaming-like needs, we can design micro-batch pipelines.
How do Integrate.io handle schema changes and incremental loads?

Integrate.io offers incremental loading via cursors/CDC. Schema drift handling includes auto-detect, add-columns, and fail/alert options. And, table recreation is configurable per destination.
Any environment performance considerations (sandbox vs prod) for Integrate.io?

Yes. Integrate.io offers separate connections, credentials, and quotas per environment. It promotes pipelines via export/import, and rate limits differ across sandboxes vs. prod APIs.

Pricing & Packaging

Does Integrate.io offer fixed-fee or unlimited-usage pricing? What’s included?

Integrate.io offers tiered, fixed-fee plans with predictable monthly/annual billing. Plans include a set number of sources/targets, scheduled pipelines, 220+ transformation templates, monitoring/alerts, and support. Enterprise adds SSO, advanced governance, higher SLAs, and premium success.
How are connectors counted/billed in Integrate.io platform? Are API sources included?

Integrate.io connectors are counted per unique source/target type (e.g., Salesforce, BigQuery). Most native app/DB/SaaS and file-based connectors are included in plan tiers. Premium/long-tail sources may require Enterprise. We support API-based sources through native connectors or a generic REST connector. See pricing calculator and billable metrics.
Can Integrate.io adjust pricing for our use case or pilot?

Yes. Integrate.io provides annual prepay discounts and custom Enterprise packaging. We also support short, goal-based pilots with success criteria.
How quickly can we start a trial, and who needs to sign off Integrate.io?

Integrate.io trials can start as soon as credentials and a destination are ready (often same day). For paid plans, procurement and security review timelines vary by company.

Security, Compliance & Risk

Is Integrate.io SOC 2 / HIPAA compliant? How does the platform handle PII (hashing/masking)?

Yes. Integrate.io is SOC 2 and HIPAA compliant. The platform also adheres by PII controls such as field-level masking, hashing, and column-level policies which are supported in pipelines. Access is governed via roles & SSO.
Does Integrate.io support MFA and vendor risk assessments during onboarding?

Yes. Integrate.io offers SSO/SAML and MFA via your IDP. The platform also completes standard security questionnaires and provides documentation (data flow, sub-processors, uptime/SLA).
Which regions/clouds are supported by Integrate.io?

Integrate.io supports multiple regions across AWS, GCP, and Azure. See the Regions matrix for live availability and latency notes.
How are keys and secrets managed in Integrate.io platform?

Integrate.io supports customer-managed keys (KMS). It also offers rotate credentials via Secret Management, and audit events are exported to your SIEM.

Implementation, Onboarding & Success

What does onboarding look like (30-day plan, prerequisites) in Integrate.io?

Week 1: access/security setup, success plan, first pipeline live.
Weeks 2–3: expand sources/targets, transformations, alerts.
Week 4: harden, document, handoff.
Prereqs: destination access, source API creds, data model priorities.
Does Integrate.io support managed pilots/POCs, and who’s involved?

Yes. Integrate.io supports time-bound pilots with solution engineers and a success manager. The platform aligns on scope, success metrics, and a go-live plan.
What help does Integrate.io provide for data migrations (legacy → warehouse/app)?

Integrate.io provides migration playbooks, bulk loads for historicals, cutover strategy, and QA/validation tooling. For specialized legacy systems, the platform proposes a services add-on or partner.

Governance & Dev Experience

Can Integrate.io do no-code/low-code plus scripted/Python transforms? Any AI-assist?

Yes. Integrate.io supports drag-and-drop transforms for analysts, code steps for engineers (Python/SQL), and AI-assist for mapping/transform suggestions.
How are roles, seats, and access handled in Integrate.io platform? (Unlimited seats, RBAC?)

Integrate.io supports RBAC with project-scoped permissions and SSO/SAML. We have unlimited viewer/collaborator seats on Enterprise and seat limits on lower tiers.
How does Integrate.io manage workflow/versioning, naming conventions, and documentation?

Integrate.io manages through foldered projects, tags, run history, and change tracking. Recommended conventions/templates are provided during onboarding, and the docs auto-capture pipeline configs and run logs.

Support & Roadmap

What support model does Integrate.io get during/after onboarding?

Integrate.io has 24×7 support from the team to assist you with anything during/after onboarding.
What’s on the near-term roadmap (advanced transforms, API field selection, compliance page) of Integrate.io?

Integrate.io roadmap access is under NDA. Themes generally include deeper connector coverage, richer transformations, more granular field selection, and stronger governance/observability.

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