LeadSquared CRM

Leadsquared ETL for data replication

Snapshot

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

Tables/APIs Supported

Products

ActivityTypes

Lists

Users

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

Products

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

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

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

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

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