Linking Wise as a source

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Contents

The Wise connector syncs profiles, balances, transfers, recipients, and activities from your Wise business account into PostHog.

Note: Personal API tokens are only available for Wise business accounts.

Adding a data source

  1. Go to the sources tab of the data pipeline section in PostHog.

  2. Click + New source and then click Link next to Wise.

  3. You need a personal API token from Wise. In your Wise business account, go to Settings > Accounting integrations > Developer tools > API tokens and create a new token.

  4. Back in PostHog, paste the token into the Personal API token field and click Next.

  5. Select the tables you want to sync and configure the sync method and frequency as needed. Once done, click Import.

Wise limits what some tokens can read depending on your region and account type (e.g. businesses in the EU and UK). The table list marks each table your token can't read.

Once the syncs are complete, you can start using Wise data in PostHog.

Configuration

OptionTypeRequired
Personal API tokenpasswordYes

Supported tables

TableDescriptionSync methodIncremental fieldPrimary key
profiles

A Wise profile: an identity that sends and receives money, either a personal profile (an individual) or a business profile (a company).

Full refresh——
balances

A balance account of a profile's multi-currency account. A STANDARD balance is limited to one per currency; SAVINGS balances (Jars) allow several in the same currency.

Full refresh——
transfers

A payment order from a profile to a recipient account, based on a quote.

Incremental, Full refreshcreated—
recipients

A recipient (beneficiary) account that a profile can send money to.

Full refresh——
activities

A snapshot of an action performed on a profile, such as a transfer, card payment or balance deposit.

Incremental, Full refreshcreatedOn—

Sync methods

The transfers and activities tables support incremental syncing with a 7-day lookback window. The lookback window re-reads the last 7 days of data on each sync to capture status changes that occur after a transfer or activity is created.

  • transfers uses created as its replication key.
  • activities uses createdOn as its replication key.

All other tables (profiles, balances, and recipients) are synced via full table refresh.

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