MongoDB
MongoDB has no views, so you pick the fields in Rowsend and no setup script runs. You bring a read-only user, and Rowsend saves its whole connection string on your computer, encrypted with your system keychain.
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In Atlas, open Database Access and click Add New Database User.
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Pick Password and set a username and password. Under Built-in Role, choose Only read any database.
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In Network Access, add your current IP address.
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From your cluster’s Connect, then Drivers, copy the connection string.
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Fill in the password, and add your database name after the host:
mongodb+srv://rowsend:your-password@cluster0.abcde.mongodb.net/yourdb?retryWrites=true
Any other MongoDB
Section titled “Any other MongoDB”Create a user with the read role on your database, and put the database name after the host:
mongodb://rowsend:your-password@db.example.com:27017/yourdbThe server must have access control turned on. Rowsend refuses a server that lets anyone in.
Connect
Section titled “Connect”- In Rowsend, open Contacts, click Connect a database, choose Atlas or Other MongoDB, paste the connection string and click Continue.
- Pick the collection your users are in, then its fields: Email and Last changed are required. For Last changed, pick a timestamp that changes whenever the document does, such as
updatedAt. - Tick any other fields to add. Nested fields work, written with dots, such as
profile.plan. - Click Test and connect.
Rowsend checks the user’s permissions first, and refuses a user that can change data.
What to know
Section titled “What to know”- Rowsend lists fields from a sample of 100 documents per collection, up to three levels deep. A field missing from that sample won’t be listed.
- Documents with no email are skipped.
- Each sync reads documents whose Last changed time is at or after the previous sync’s. A change that doesn’t update that field won’t reach Rowsend until something else does.
- To change fields later, open Project settings → Database and click Edit fields. Rowsend resyncs every contact. No disconnect is needed.
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