This version of Close.io reached end of life on September 17, 2018 and is no longer functioning.
Upgrade to the latest version (v1) to continue replicating data.
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 | |||
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
Schemas and versioning
Schemas and naming conventions can change from version to version, so we recommend verifying your integration’s version before continuing.
The schema and info displayed below is for version 2017-03-01 of this integration.
activities
Replication Method: Append-Only Incremental
Primary Key: id
Contains Nested Structures?:
Yes
activities
table contains the activities performed on a lead or its contacts.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
leads
table contains the leads in your Close.io account.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
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.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
Related | Troubleshooting |
Questions? Feedback?
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