Capsule CRM

Capsule CRM ETL connector for data replication

Snapshot

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

Integrate capsulecrm with Daton

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

Workflow

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

Capsulecrm Data

Parties

Purpose: The collection of Parties on the Capsule account.

Source API Documentation https://developer.capsulecrm.com/v2/operations/listParties

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

Purpose: https://developer.capsulecrm.com/v2/operations/Case#listCases.

Source API Documentation https://developer.capsulecrm.com

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Party#listDeletedParties

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.

Source API Documentation https://developer.capsulecrm.com

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Case#listDeletedCases

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Entry#listEntriesForEntity

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Party#listEmployees

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Track#listTrackDefinitions

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/Team#listTeams

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.

Source API Documentation https://developer.capsulecrm.com/v2/operations/User#listUsers

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Task#listTasks

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Track#listTrack

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Custom_Field#listFields

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Tag#listTags

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Milestone#listMilestones

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Category#listCategories

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.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/Internationalization#listCurrencies

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
code	STRING
symbol	STRING
name	STRING
pluralName	STRING

RestHooks

Purpose: REST Hooks allow you to subscribe to certain events in Capsule.

Source-Api documentation: https://developer.capsulecrm.com/v2/operations/REST_Hook#listRestHooks

Replication: Full Replication

Replication Key: NA

Fields

Name	Target Datatype
id	NUMERIC
event	STRING
targetUrl	STRING
embed	STRING
batched	BOOLEAN