Capsule CRM
Capsule CRM ETL connector for data replication
Features | Details |
Release Status | Released |
Source API Version | 2.0 |
Table Selection | Yes |
Column Selection | Yes |
Edit Integration | Yes |
Replication Type Selection | No |
Authentication Parameters | capsulecrm email
capsulecrm password |
Replication Type | Full Replication
Key based replication |
Replication Key | NA
lastRunDate |
Suggested Replication Frequency | 24 hrs |
Tables/APIs Supported | |
Parties | Cases |
Opportunities | DeletedOpportunities |
DeletedParties | DeletedCases |
Entries | Employees |
TrackDefinitions | Teams |
Users | Tasks |
Tracks | CustomFields |
TagDefinitions | LostReasons |
Milestones | TaskCategories |
ActivityTypes | Countries |
Currencies | RestHooks |
- 1.Signin to Daton
- 2.Select capsule from Integrations page
- 3.Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
- 4.Provide your capsulecrm email and password to authorize Daton to periodically extract data capsule.
- 5.Post successful authentication you will be prompted to choose from the list of available tables
- 6.Then select all required fields for each table
- 7.Submit the integration
- 1.Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
- 2.Users would be able to edit/pause/re-activate/delete integration anytime
- 3.Users can view job status and process logs from the integration details page by clicking on the integration name from the active list
Parties
Purpose: The collection of Parties on the Capsule account.
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name | Target Datatype |
id | NUMERIC |
owner | RECORD |
team | NUMERIC |
type | STRING |
tags | RECORD |
about | STRING |
title | STRING |
firstname | STRING |
lastname | STRING |
jobTitle | STRING |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
organisation | STRING |
lastContactAt | STRING |
pictureURL | STRING |
addresses | RECORD |
phoneNumbers | RECORD |
emailAddresses | RECORD |
wbesites | RECORD |
fields | RECORD |
Cases
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name | Target Datatype |
id | NUMERIC |
owner | RECORD |
team | NUMERIC |
party | RECORD |
status | STRING |
tags | RECORD |
opportunity | RECORD |
name | STRING |
description | STRING |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
closedOn | DATE |
lastContactAt | STRING |
fields | RECORD |
Opportunities
Purpose: The collection of Opportunities on the Capsule account.
Source API Documentation https://developer.capsulecrm.com/v2/operations/Opportunity#listOpportunities
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name | Target Datatype |
id | NUMERIC |
owner | RECORD |
team | NUMERIC |
lastStageChangedAt | TIMESTAMP |
party | RECORD |
name | STRING |
updateAt | TIMESTAMP |
lastContactAt | STRING |
tags | RECORD |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
loastReason | STRING |
milestone | RECORD |
lastOpenMilestone | RECORD |
value | RECORD |
closedOn | DATE |
expectedClosedOn | DATE |
description | STRING |
probability | NUMERIC |
durationBasis | STRING |
duration | STRING |
pictureURL | STRING |
addresses | RECORD |
phoneNumbers | RECORD |
emailAddresses | RECORD |
wbesites | RECORD |
fields | RECORD |
DeletedOpportunities
Purpose: A collection of opportunities that have been deleted from Capsule since the date specified in the since parameter.
Replication: Key-Based Replication
Replication Key: lastRunDate
DeletedParties
Purpose: A collection of parties that have been deleted from Capsule since the date specified in the since parameter.
Replication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name | Target Datatype |
id | NUMERIC |
deletedAt | TIMESTAMP |
restrictedParties | RECORD |
DeletedCases
Purpose: A collection of cases that have been deleted from Capsule since the date specified in the since parameter.
eplication: Key-Based Replication
Replication Key: lastRunDate
Fields
Name | Target Datatype |
id | NUMERIC |
deletedAt | TIMESTAMP |
restrictedParties | RECORD |
Entries
Purpose: List notes, emails and completed tasks for parties, kases and opportunities.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
type | STRING |
creator | RECORD |
team | NUMERIC |
attachments | RECORD |
activityType | RECORD |
about | STRING |
title | STRING |
firstname | STRING |
lastname | STRING |
jobTitle | STRING |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
organisation | RECORD |
content | STRING |
entryAt | TIMESTAMP |
party | RECORD |
Opportunity | RECORD |
kase | STRING |
addresses | RECORD |
phoneNumbers | RECORD |
emailAddresses | RECORD |
wbesites | RECORD |
Employees
Purpose: The collection of employees linked to this organisation.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
owner | RECORD |
team | NUMERIC |
type | STRING |
tags | RECORD |
about | STRING |
title | STRING |
firstname | STRING |
lastname | STRING |
jobTitle | STRING |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
organisation | STRING |
lastContactAt | STRING |
pictureURL | STRING |
addresses | RECORD |
phoneNumbers | RECORD |
emailAddresses | RECORD |
wbesites | RECORD |
fields | RECORD |
TrackDefinitions
Purpose: List track definitions with the option to filter for only the track definitions for cases or opportunities.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
tag | STRING |
captureRule | STRING |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
description | STRING |
direction | STRING |
trackDateOn | STRING |
taskDefinitions | RECORD |
Teams
Purpose: List all the teams on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
description | STRING |
memberships | RECORD |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
Users
Purpose: List all the users on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | STRING |
locale | STRING |
currency | STRING |
status | STRING |
emailPredrence | STRING |
clickToCallPrefrence | STRING |
party | RECORD |
username | STRING |
timezone | STRING |
lastLoginAt | STRING |
loggedIn | TIMESTAMP |
name | STRING |
pictureURL | STRING |
taskRemainder | TIMESTAMP |
Tasks
Purpose: The collection of Tasks on the Capsule account. By default the body will contain only the open tasks.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
category | RECORD |
description | STRING |
status | STRING |
detail | STRING |
party | RECORD |
opportunity | RECORD |
owner | RECORD |
daysAfter | NUMERIC |
taskDelayRule | STRING |
nextTask | STRING |
active | BOOLEAN |
dueOn | DATE |
completedBy | TIMESTAMP |
completedAt | STRING |
kase | RECORD |
hasTrack | BOOLEAN |
repeat | RECORD |
overrideToCirrentUser | STRING |
addresses | RECORD |
phoneNumbers | RECORD |
emailAddresses | RECORD |
wbesites | RECORD |
Tracks
Purpose: List track definitions with the option to filter for only the track definitions for cases or opportunities.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
tasks | RECORD |
description | STRING |
trackDateOn | DATE |
direction | STRING |
CustomFields
Purpose: The collection of all custom fields on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
description | STRING |
type | STRING |
displayOrder | NUMERIC |
tag | RECORD |
captureRule | STRING |
options | STRING |
TagDefinitions
Purpose: The collection of all of the tags on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
description | STRING |
dataTag | BOOLEAN |
LostReasons
Purpose: The collection of all the lost reasons on this Capsule account.
Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Lost_Reason#listLostReasons
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
includeForCoversion | BOOLEAN |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
Milestones
Purpose: The collection of all the milestones on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
description | STRING |
complete | BOOLEAN |
probability | NUMERIC |
pipeline | STRING |
daysUntilState | NUMERIC |
createdAt | TIMESTAMP |
updateAt | TIMESTAMP |
TaskCategories
Purpose:The collection of all the task categories on this Capsule account.
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
colour | STRING |
ActivityTypes
Purpose: The collection of all the activity types on this Capsule account.
Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Activity_Type#listActivityTypes
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
id | NUMERIC |
name | STRING |
icon | RECORD |
updateLastContacted | BOOLEAN |
Countries
Purpose: Collection of country names available in Capsule; useful for populating the country field of the party's address. These are the same for all Capsule accounts.
Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Internationalization#listCountries
Replication: Full Replication
Replication Key: NA
Fields
Name | Target Datatype |
alpha2Code | STRING |
alpha3Code | STRING |
numericCode | NUMERIC |
name | STRING |
Currencies
Purpose: Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value. These are the same for all Capsule accounts.