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Close 

Close is a specialized CRM platform designed for small to medium-sized businesses, focusing on converting leads into revenue.

For more information about the API, see the Close REST API.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Nota informaticaAssicurarsi che l'account utilizzata disponga di accesso di lettura per le tabelle che si desidera recuperare.

To generate an API key:

  1. Log into your Close account.
  2. Click the user menu (your icon) in the top-right corner.
  3. Go to Settings > Developer > API Keys.
  4. Click New API Key.
  5. Enter a API key name.
  6. Click Create API Key.
  7. Copy the key.

Creating the connection

Per ulteriori informazioni, vedere Connessione alle applicazioni SaaS.

  1. Inserire le proprietà di connessione richieste.
  2. Fornire un nome per la connessione in Nome connessione.

  3. Selezionare Apri metadati di connessione per definire i metadati della connessione al momento della creazione.

  4. Fare clic su Crea.

Connection settings
SettingDescription
Data gateway

Selezionare un Data Movement gateway se richiesto dal proprio caso di utilizzo.

Nota informatica

Questo campo non è disponibile con la sottoscrizione a Avvio Qlik Talend Cloud, poiché non supporta il Data Movement gateway. Se si dispone di un altro livello di sottoscrizione e non si desidera utilizzare il Data Movement gateway, selezionare Nessuno.

Per informazioni sui vantaggi del Data Movement gateway e quando è richiesto, vedere Qlik Data Gateway - Data Movement.

Start Date

Inserire la data, nel formato MM/DD/YYYY, a partire dalla quale i dati devono essere replicati dalla sorgente alla destinazione.

API keyAPI key.

Schema

Nota informatica

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

Depending on your destination, table and column names may not appear as they are outlined below.

activities

The activities table contains info about various activities in your Close account.

An activity belongs to a lead and can represent any type of activity that was performed on a lead or its contact. This includes calls, emails, notes, and so on.

Attribution window

When data is replicated for this table, it will use an attribution window of 24 hours to fetch updated activities.

This means that every time a replication job runs, the last 24 hours’ worth of data will be replicated for this table. This is because Close doesn’t provide a way to query for activites based on a modification time, only when activities are created. A list of available querying methods can be found in Close’s documentation.

Refer to the Replication section for more info and examples of how the attribution window is used to query for data.

Replication Method

Append-Only Incremental

Primary Key

id

Replication Key

date_created

Useful links

Close documentation

Close API method

custom_fields

The custom_fields table contains info about the custom fields in your Close account.

Custom fields allow you to store arbitrary data on leads in Close. Refer to Close’s documentation for more info.

Replication Method

CDC

Primary Key

id

Replication Key

date_updated

Useful links

Close API method

event_log

The event_log table contains info about events generated in your Close account. This could include creating a lead, sending an email, or deleting a note.

Historical data limitations

Due to how Close’s API functions, only 30 days of historical data is available for this table from the initial connection date.

Refer to the Replication section for more info.

Replication Method

CDC

Primary Key

id

Replication Key

date_updated

Useful links

Close API method

leads

The leads table contains info about the leads in your Close account.

Leads represent a company or organization and may contain contacts, tasks, opportunities, and activities. In Close, a lead is synonymous with “account” in other CRMs.

Replication Method

CDC

Primary Key

id

Replication Key

date_updated

Useful links

Close API method

tasks

The tasks table contains info about the tasks in your Close account. Tasks are action items with a given date that are assigned to a sales rep.

Replication Method

CDC

Primary Key

id

Replication Key

date_updated

Useful links

Close API method

users

The users table contains info about the users in your Close account.

In Close, users are typically your co-workers and sales reps, or those inside your company.

Replication Method

CDC

Primary Key

id

Replication Key

date_updated

Useful links

Close API method

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