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Capsule CRM

Capsule CRM ETL connector for data replication

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    • Saras Daton

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        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

        Field

        Name
        Target Datatype
        id
        NUMERIC
        tag
        STRING
        captureRule
        STRING
        createdAt
        TIMESTAMP
        updateAt
        TIMESTAMP
        description
        STRING
        direction
        STRING
        trackDateOn
        STRING
        taskDefinitions
        RECORD
        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
        contact management crm software

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