# LeadSquared CRM

### Snapshot

| Features                        | Details                                          |
| ------------------------------- | ------------------------------------------------ |
| Release Status                  | Released                                         |
| Source API Version              |                                                  |
| Table Selection                 | Yes                                              |
| Column Selection                | Yes                                              |
| Edit Integration                | Yes                                              |
| Replication Type Selection      | No                                               |
| Authentication Parameters       | <p>LeadSquared ClientKey<br>SecretKey</p>        |
| Replication Type                | <p>Full Replication<br>Key Based Replication</p> |
| Replication Key                 | Date                                             |
| Suggested Replication Frequency |                                                  |

### Tables/APIs Supported&#x20;

Products

ActivityTypes&#x20;

Lists&#x20;

Users&#x20;

UserAtrributes

PermissionTemplate

### Integrate LeadSquared with Daton

1. Signin to Daton
2. Select LeadSquared 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 LeadSquared ClientKey and SecretKey to authorize Daton to periodically extract data from LeadSquared
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

### LeadSquared Data&#x20;

#### Products&#x20;

Purpose: The Sales Activity resource represents product or service sales you’ve made.

Source API Documentation <https://apidocs.leadsquared.com/retrieve-list-of-products/>

Replication: Key-Based Replication

Replication Key: ModifiedOn

**Fields**

| Name           | Target Datatype |
| -------------- | --------------- |
| ProductId      | STRING          |
| ProductAutoId  | NUMERIC         |
| ProductSku     | STRING          |
| Name           | STRING          |
| Description    | STRING          |
| CreatedBy      | STRING          |
| StatusCode     | NUMERIC         |
| CreatedByName  | STRING          |
| CreatedOn      | STRING          |
| ModifiedBy     | STRING          |
| ModifiedByName | STRING          |
| ModifiedOn     | STRING          |
| ImageUrl       | STRING          |
| CategoryId     | STRING          |
| Category       | STRING          |
| Price          | NUMERIC         |

#### Lists&#x20;

Purpose: Lists allow you to segment your leads so you can send the right message to a specific audience.

Source API Documentation <https://apidocs.leadsquared.com/retrieve-all-lists/>

Replication: Full Replication

Replication Key: NA

#### Fields

| Name            | Target Datatype |
| --------------- | --------------- |
| ListId          | STRING          |
| ListName        | STRING          |
| ListDescription | STRING          |
| ListType        | STRING          |
| MemberCount     | NUMERIC         |

#### ActivityType&#x20;

Purpose: The Activity resource represents all system and custom activities on posted on leads.

Source API Documentation <https://apidocs.leadsquared.com/get-list-of-activity-types/>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name                  | Target Datatype |
| --------------------- | --------------- |
| ID                    | STRING          |
| ActivityEventName     | STRING          |
| DisplayName           | STRING          |
| ActivityEvent         | NUMERIC         |
| Score                 | NUMERIC         |
| EventType             | NUMERIC         |
| Tags                  | STRING          |
| Description           | STRING          |
| EventDirection        | NUMERIC         |
| Order                 | NUMERIC         |
| ActivityProperties    | STRING          |
| CanRename             | BOOLEAN         |
| CanDeleteActivity     | BOOLEAN         |
| Total                 | NUMERIC         |
| TrackLocation         | BOOLEAN         |
| IsEditable            | NUMERIC         |
| Fields                | STRING          |
| Direction             | NUMERIC         |
| RestrictCustomFields  | BOOLEAN         |
| ShowInActivityGrid    | BOOLEAN         |
| FormLayout            | STRING          |
| AllowAttachments      | BOOLEAN         |
| StatusReason          | NUMERIC         |
| AuditActivity         | BOOLEAN         |
| AllowPreDatedActivity | BOOLEAN         |
| ActionId              | STRING          |
| QuickAdd              | BOOLEAN         |
| Permissions           | STRING          |
| EnableActivityDetails | BOOLEAN         |
| VCardFormLayout       | STRING          |

#### Users

Purpose: The Users resource is the primary way of interacting with LeadSquared.

Source API Documentation <https://apidocs.leadsquared.com/get-users/>

Replication: Full Replication

Replication Key: NA

**Fields**

| Name             | Target Datatype |
| ---------------- | --------------- |
| ID               | STRING          |
| FirstName        | STRING          |
| LastName         | STRING          |
| EmailAddress     | STRING          |
| Role             | STRING          |
| StatusCode       | NUMERIC         |
| Tag              | STRING          |
| IsPhoneCallAgent | BOOLEAN         |

#### UserAttributes&#x20;

Purpose: Deals with the attribute that associate with user.

Source API Documentation <https://apidocs.leadsquared.com/retrieve-user-attributes/>

Replication: Key-Based Replication

Replication Key: ModifiedOn

**Fields**

| Name               | Target Datatype |
| ------------------ | --------------- |
| CanUserEdit        | BOOLEAN         |
| Category           | STRING          |
| CreatedBy          | STRING          |
| CreatedByName      | STRING          |
| CreatedOn          | STRING          |
| DataType           | NUMERIC         |
| DisplayName        | STRING          |
| Id                 | STRING          |
| InternalSchemaName | STRING          |
| ModifiedBy         | STRING          |
| ModifiedByName     | STRING          |
| ModifiedOn         | STRING          |
| Options            | STRING          |
| RangeMax           | NUMERIC         |
| RenderType         | NUMERIC         |
| SchemaName         | STRING          |
| Sequence           | NUMERIC         |
| SortOrder          | NUMERIC         |
| StatusCode         | NUMERIC         |
| StatusReason       | NUMERIC         |
| Type               | NUMERIC         |

#### PermissionTemplates&#x20;

Purpose: Permission Templates (a key user management tool) help you assign view and edit rights on leads and activities to your users.

Source API Documentation <https://apidocs.leadsquared.com/retrieve-permission-template/>

Replication: Key-Based Replication

Replication Key: ModifiedOn

**Fields**

| Name               | Target Datatype |
| ------------------ | --------------- |
| Id                 | STRING          |
| Name               | STRING          |
| Description        | STRING          |
| EntityPermissions  | RECORD          |
| CreatedBy          | STRING          |
| CreatedOn          | STRING          |
| ModifiedBy         | STRING          |
| ModifiedOn         | STRING          |
| CreatedByName      | STRING          |
| ModifiedByName     | STRING          |
| AssociatedUserIds  | STRING          |
| AssociatedGroupIds | STRING          |
| AssociatedRoleIds  | STRING          |