Keep Participant Data Fresh with Rally’s Developer API

We’ve been working on some powerful new updates at Rally over the last month, with our API taking center stage. Whether you're ready to streamline your research practice or enhance data interoperability, Rally’s Developer API makes it easier than ever to connect the dots. 

TLDR: The Rally Developer API enables 2-way synchronization between your Rally database and other company data warehouses and tools. 

Are you a technical person? We know what you’re here for: visit our developer documentation to use Rally's API.

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First, what is an API? 

You may not be a software developer, but you have probably eaten at a restaurant. An application programming interface (otherwise known as an API), is like a server. You sit down at your table, and your server comes over to take your order. They communicate that order back to the kitchen. A little while later, the server brings your order to you. Similarly, a software developer can use an API to access data from one application to another. 

An API is a piece of software code that lets one application access data from another one. A well done API makes it easy to connect two or more platforms to share data between them for various purposes. 

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How is an API useful for User Research? 

Almost every company stores valuable data about their users in CRMs (like Salesforce), data warehouses (like Snowflake), and analytics tools. By syncing these data sources with your Research Ops CRM (cough, cough, Rally), your team can tap into that data to run research, enrich user profiles, and stay compliant.

With the Developer API, your team can be confident that you are recruiting participants using the latest data, synced from these external sources. Build custom integrations to leverage user data that you already have, connect to your preferred tools, then watch as your panel updates in real-time – no extra work needed. 

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What is possible with the Developer API? 

Thanks to our Developer API (and existing integrations!), your data isn’t held hostage in Rally. Here are a few workflows we are excited to support: 

✅ Automatically import new participants and their associated properties from external sources, such as company data warehouses, marketing platforms, event registrations, or customer success tools.

✅ Integrate with internal platforms to keep participant data synchronized across systems. 

✅ Protect your users by ensuring that opt-outs and deletions are reflected automatically in every connected system. 

✅ Integrate with internal project management or communication tools, enabling automated notifications and updates for research team members when participants are added, studies are created, or status changes occur.

Rally’s Developer API enables 2-way synchronization between your Rally database and other company data warehouses and tools. 

Visit our developer documentation to use Rally's API. 

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Getting started with Rally’s Developer API 

With other ReOps platforms on the market, teams have to work double time to chase down data scientists, find the latest customer list, and manually import data. This can take days or sometimes even weeks. 

With the Developer API, you can leverage data inside and outside of Rally to ensure that all systems are up-to-date, all the time. Efficiently sync data between Rally and any company data warehouse or tool, enabling faster, more compliant research with your users. 

The Developer API is included in our Enterprise Plan. Learn more about our Plans here. 

Got an interesting use case or question? We can’t wait to keep innovating with you. Contact us for more about our API!

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API FAQs

Because why stop at just 1 acronym? 🤷

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How much time will it take to set up an integration using the Developer API?

Teams that have the technical resources to build their own integrations are usually able to get a basic integration up and running in ~2 weeks. For more advanced integrations, there’s practically no limit to how deeply you can integrate. 

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Who can set up a custom integration with the Developer API for our Research team?

Usually, our customers work with an in-house developer or development team to connect internal tools with Rally using the Developer API. Usually, your team will need to conduct a security review before any integrations can get underway. Securing sensitive participant data is a top priority. Read more about Rally’s Enterprise-grade security measures here. 

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Can I pull data from my company's data warehouse into Rally?

Yes! Use the API to pull data into your Rally workspace. We plan to add more built-in sync options (like our existing Salesforce and Snowflake integrations), but for now, our Developer API allows you to set up your own sync with whatever data source your company uses.

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Can I send data from Rally to other tools?

Yes! The Developer API supports 2-way sync. 

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Who should I contact with questions?

Please check out our API technical documentation here, contact your customer success manager, or book a demo to learn more. 

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