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Overview

Affinity Data Share gives your team read-only access to your Affinity data inside your own Databricks workspace, using Delta Sharing (Unity Catalog). Instead of building an export or a pipeline, Affinity shares your CRM data directly into Databricks — where you can query it and connect it to your BI tools and dashboards. Direction of sync: Affinity → your Databricks, read-only. The share never writes back to Affinity.
Enterprise add-on (Beta) — contact us to enable. The Databricks integration is available on Advanced and Enterprise plans as a paid add-on that Affinity turns on for your account — it isn’t self-serve, and it’s currently in Beta. Contact your Affinity account manager (or support@affinity.co) for pricing and to have it enabled.

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Prerequisites

  • Data Share enabled for your Affinity organization (see above).
  • Admin access in Affinity — you set up the connection in Settings.
  • A Databricks workspace enabled for Unity Catalog.
  • Your Databricks sharing identifier, and the rights to mount a share — metastore admin, or the CREATE CATALOG and USE PROVIDER privileges.

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Step 1: Find your Databricks sharing identifier

  1. In Databricks, open the Catalog icon in the left sidebar.
  2. Click the gear icon and open your metastore settings.
  3. Copy the sharing identifier — it’s in the format <cloud>:<region>:<uuid> (for example, aws:us-west-2:xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

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Step 2: Connect Databricks in Affinity

  1. In Affinity, go to Settings → Integrations → Databricks → “Affinity Data to Databricks.”
  2. Click “Add New Configuration.” Databricks 1
  3. Paste your identifier into the Databricks Sharing Identifier field.
  4. Check the confirmation box, then click “Connect to Databricks.” Databricks 2
Affinity then initiates the Delta Share to your workspace, which usually finishes within a few minutes.

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Step 3: Mount and use your data

Once Affinity has shared the data, mount it in Databricks:
  1. Go to Catalog → gear icon → Delta Sharing.
  2. Open the “Shared with me” tab and find the Affinity provider and share.
  3. Click “Mount to catalog,” give the catalog a name, and click “Create.”
Your Affinity data is now available as a catalog in Databricks to query and connect to your BI tools. For the exact tables and columns, plus example queries, see the Data Share developer docs.

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What’s included

The share includes your core Affinity data, such as:
  • Companies, people, and opportunities
  • Lists and list entries
  • Interactions — emails, meetings, calls, and chat messages (plus meeting transcripts)
  • Notes
  • Relationship strengths and your custom fields
  • Field value changes — the history of changes to field values on companies, people, opportunities, and list entries
  • Smart field dates — first and last email, first, last, and next event, first and last chat message, and last contact
  • Email subject lines, only if an admin opts in (see below)
New and updated records flow through automatically. For the full table-by-table breakdown, see the Data Share reference. For recent additions, see the Data Share changelog.

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Include email subject lines (optional)

Email subject lines are left out of the share unless an admin opts in. You can choose this when you connect, or later:
  1. Go to Settings → Integrations → Databricks, then open your configuration and edit it.
  2. Under Would you like to include email subject lines in your data shares?, select Include email subject lines in my data shares.
Subject lines are encrypted at the application level by default. Including them removes that layer, though they stay encrypted at rest and in transit. The setting applies to every data share in your organization. The data share option asking whether to include email subject lines, with Include email subject lines in my data shares selected

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How often it updates

Data refreshes about every 2 hours — so it’s close to current, but not live.

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Good to know

  • Beta. The Databricks integration is in Beta — expect it to keep improving, and share feedback with your account manager.
  • Access is org-wide. The share includes all of your organization’s Affinity data and doesn’t apply Affinity’s in-app permissions — grant access only to people who should see everything, and use your Databricks (Unity Catalog) access controls to limit it further.
  • Read-only — the share never changes anything in Affinity.
  • Deleted records stay in the share for about 7 days (marked as deleted) before they drop off.
  • Plans: Advanced and Enterprise only, and enabled by Affinity.

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Troubleshooting

I don’t see Databricks under Settings → Integrations. Data Share may not be enabled for your org, or you may not be an admin. Contact your account manager or support@affinity.co. The share hasn’t appeared in Databricks. It usually arrives within a few minutes; then look under Catalog → gear icon → Delta Sharing → “Shared with me.” Double-check the sharing identifier you entered, and that your workspace is Unity Catalog-enabled. I can’t mount the share. Mounting needs metastore admin, or the CREATE CATALOG and USE PROVIDER privileges — ask your Databricks admin if you don’t have them. The data looks out of date. The share refreshes about every 2 hours, so very recent changes may not have synced yet. Still stuck? See the Data Share developer docs, or contact support@affinity.co.