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
Signin to Daton
Select capsule from Integrations page
Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
Provide your capsulecrm email and password to authorize Daton to periodically extract data capsule.
Post successful authentication you will be prompted to choose from the list of available tables
Then select all required fields for each table
Submit the integration
Workflow
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
Users would be able to edit/pause/re-activate/delete integration anytime
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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