Capsule CRM
Capsule CRM ETL connector for data replication
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
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 |
