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

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