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LeadSquared CRM

Leadsquared ETL for data replication

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        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
        crm leadsquared

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        Table of Contents

        Snapshot Tables/APIs Supported Integrate LeadSquared with Daton Workflow LeadSquared Data

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