Close.io feature snapshot

A high-level look at Stitch's Close.io (v2017-03-01) integration, including release status, useful links, and the features supported in Stitch.

STITCH
Release status

Sunset on September 17, 2018

Supported by

[Stitch] (https://community.qlik.com/t5/Support/ct-p/qlikSupport)

Stitch plan

Standard

API availability

Not available

Singer GitHub repository

singer-io/tap-closeio

REPLICATION SETTINGS
Anchor Scheduling

Supported

Advanced Scheduling

Unsupported

Table-level reset

Unsupported

Configurable Replication Methods

Unsupported

DATA SELECTION
Table selection

Unsupported

Column selection

Unsupported

Select all

Unsupported

TRANSPARENCY
Extraction Logs

Unsupported

Loading Reports

Supported

Close.io table reference


activities

Replication Method: Append-Only Incremental
Primary Key: id
Contains Nested Structures?: Yes

The activities table contains the activities performed on a lead or its contacts.

Table Info & Attributes

activities & Nested Structures

This table contains nested structures. If you use a data warehouse that doesn't natively support nested structures, some of the attributes listed below may be in a subtable.

These items are marked with a *

Activity Types & Subtables

Depending on the type of activity - EmailThread, for example - you may see subtables, as these record types contain nested data structures.

Append-Only Replication

This table is Append-Only. Whenever an existing row is updated, it will be appended to the end of the table as a new row.

activities Attributes

While we try to include everything Close.io has here, this may not be a full list of attributes. Refer to Close.io's documentation for a full list and description of each attribute.

  • Activity ID (id)

  • envelope

  • properties*

  • message_id

  • sender*

  • date

  • subject

  • is_autoreply

  • from*

  • bcc*

  • reply_to

  • to*

  • in_reply_to*

  • date_created

  • references*

  • body_text_quoted*

  • need_smtp_credentials

  • in_reply_to_id

  • updated_by_name

  • old_status_label

  • transferred_from

  • user_id

  • updated_by

  • cc*

  • opportunity_value

  • task_assigned_to

  • created_by

  • status

  • email_account_id

  • template_id

  • transferred_to

  • attachments*

  • message_ids*

  • voicemail_duration

  • local_phone

  • body_html_quoted*

  • opens*

  • task_id

  • lead_id

  • task_assigned_to_name

  • body_text

  • thread_id

  • task_text

  • user_name

  • note

  • source

  • import_id

  • to*

  • recording_url

  • date_scheduled

  • subject

  • body_preview

  • created_by_name

  • phone

  • sender

  • duration

  • date_sent

  • _type

  • new_status_label

  • opportunity_value_formatted

  • opportunity_id

  • opens_summary

  • new_status_type

  • remote_phone

  • new_status_id

  • contact_id

  • body_html

  • opportunity_date_won

  • opportunity_value_currency

  • old_status_type

  • bcc*

  • organization_id

  • old_status_id

  • opportunity_confidence

  • date_updated

  • template_name

  • opportunity_value_period

  • voicemail_url

  • send_attempts *

  • direction

leads

Replication Method: Key-based Incremental
Primary Key: id
Contains Nested Structures?: Yes

The leads table contains the leads in your Close.io account.

Table Info & Attributes

leads & Nested Structures

This table contains nested structures. If you use a data warehouse that doesn't natively support nested structures, some of the attributes listed below may be in a subtable.

These items are marked with a *

leads Attributes

While we try to include everything Close.io has here, this may not be a full list of attributes. Refer to Close.io's documentation for a full list and description of each attribute.

  • Lead ID (id)

  • integration_links*

  • description

  • updated_by

  • status_id

  • opportunities*

  • organization_id

  • date_updated

  • created_by

  • tasks*

  • status_label

  • created_by_name

  • date_created

  • contacts*

  • updated_by_name

  • display_name

  • html_url

  • addresses*

  • name

  • url

leads__opportunities

Replication Method: Key-based Incremental
Primary Key: id : _sdc_level_0_id
Contains Nested Structures?: No

The leads__opportunities table contains info about the opportunities associated with the leads in your Close.io account. This subtable will only be created if your data warehouse doesn't natively support nested data structures.

Table Info & Attributes

leads__opportunities Attributes

While we try to include everything Close.io has here, this may not be a full list of attributes. Refer to Close.io's documentation for a full list and description of each attribute.

  • Lead ID (id)

  • Row ID (_sdc_level_0_id)

  • items__value

  • items__date_lost

  • items__created_by

  • items__user_id

  • items__contact_id

  • items__updated_by_name

  • items__updated_by

  • items__status_id

  • items__user_name

  • items__organization_id

  • items__value_formatted

  • items__date_created

  • items__id

  • items__value_currency

  • items__value_period

  • items__lead_id

  • items__confidence

  • items__contact_name

  • items__date_updated

  • items__status_label

  • items__note

  • items__lead_name

  • items__status_type

  • items__created_by_name

  • items__date_won


Questions? Feedback?

Did this article help? If you have questions or feedback, feel free to submit a pull request with your suggestions, open an issue on GitHub, or reach out to us.