This integration is powered by Singer's Help Scout tap and certified by Stitch. Check out and contribute to the repo on GitHub.
For support, contact Support.
Help Scout integration summary
Stitch’s Help Scout integration replicates data using the Help Scout Mailbox API 2.0. Refer to the Schema section for a list of objects available for replication.
Help Scout feature snapshot
A high-level look at Stitch's Help Scout (v1) integration, including release status, useful links, and the features supported in Stitch.
| STITCH | |||
| Release status |
Released on July 30, 2019 |
Supported by |
[Stitch] (https://community.qlik.com/t5/Support/ct-p/qlikSupport) |
| Stitch plan |
Standard |
API availability |
Available |
| Singer GitHub repository | |||
| REPLICATION SETTINGS | |||
| Anchor Scheduling |
Supported |
Advanced Scheduling |
Unsupported |
| Table-level reset |
Unsupported |
Configurable Replication Methods |
Unsupported |
| DATA SELECTION | |||
| Table selection |
Supported |
Column selection |
Supported |
| Select all |
Supported |
||
| TRANSPARENCY | |||
| Extraction Logs |
Supported |
Loading Reports |
Supported |
Connecting Help Scout
Help Scout setup requirements
To set up Help Scout in Stitch, you need:
-
An active, invited Help Scout user. The Help Scout user setting up the integration in Stitch must be active and invited in Help Scout.
To verify a user’s status, click Manage > Users in Help Scout.
Step 1: Add Help Scout as a Stitch data source
- Sign into your Stitch account.
-
On the Stitch Dashboard page, click the Add Integration button.
-
Click the Help Scout icon.
-
Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.
For example, the name “Stitch Help Scout” would create a schema called
stitch_help_scoutin the destination. Note: Schema names cannot be changed after you save the integration.
Step 2: Define the historical replication start date
The Sync Historical Data setting defines the starting date for your Help Scout integration. This means that data equal to or newer than this date will be replicated to your data warehouse.
Change this setting if you want to replicate data beyond Help Scout’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.
Step 3: Create a replication schedule
When finished, click the Authorize button to continue.
Step 4: Authorize Stitch to access Help Scout
- After you click Authorize in Stitch, you’ll be prompted to sign into your Help Scout account. Enter your Help Scout credentials and click Log in.
- On the next page, click the Authorize button to continue.
- After the authorization process is successfully completed, you’ll be directed back to Stitch.
- Click All Done.
Step 5: Set objects to replicate
The last step is to select the tables and columns you want to replicate. Learn about the available tables for this integration.
Note: If a replication job is currently in progress, new selections won’t be used until the next job starts.
For Help Scout integrations, you can select:
-
Individual tables and columns
-
All tables and columns
Click the tabs to view instructions for each selection method.
- In the integration’s Tables to Replicate tab, locate a table you want to replicate.
-
To track a table, click the checkbox next to the table’s name. A blue checkmark means the table is set to replicate.
-
To track a column, click the checkbox next to the column’s name. A blue checkmark means the column is set to replicate.
- Repeat this process for all the tables and columns you want to replicate.
- When finished, click the Finalize Your Selections button at the bottom of the screen to save your selections.
- Click into the integration from the Stitch Dashboard page.
-
Click the Tables to Replicate tab.
- In the list of tables, click the box next to the Table Names column.
-
In the menu that displays, click Track all Tables and Fields:
- Click the Finalize Your Selections button at the bottom of the page to save your data selections.
Initial and historical replication jobs
After you finish setting up Help Scout, its Sync Status may show as Pending on either the Stitch Dashboard or in the Integration Details page.
For a new integration, a Pending status indicates that Stitch is in the process of scheduling the initial replication job for the integration. This may take some time to complete.
Initial replication jobs with Anchor Scheduling
If using Anchor Scheduling, an initial replication job may not kick off immediately. This depends on the selected Replication Frequency and Anchor Time. Refer to the Anchor Scheduling documentation for more information.
Free historical data loads
The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.
Help Scout 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 1 of this integration.
This is the latest version of the Help Scout integration.
Table and column names in your destination
Depending on your destination, table and column names may not appear as they are outlined below.
For example: Object names are lowercased in Redshift (CusTomERs > customers), while case is maintained in PostgreSQL destinations (CusTomERs > CusTomERs). Refer to the Loading Guide for your destination for more info.
conversation_threads
The conversation_threads table contains info about the threads that make up conversations.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
created_at |
| Useful links |
| Join conversation_threads with | on |
|---|---|
| conversations |
conversation_threads.conversation_id = conversations.id conversation_threads.customer.id = conversations.primary_customer.id conversation_threads.assigned_to.id = conversations.assignee.id conversation_threads.created_by.id = conversations.assignee.id conversation_threads.assigned_to.id = conversations.closed_by conversation_threads.created_by.id = conversations.closed_by conversation_threads.assigned_to.id = conversations.created_by.id conversation_threads.created_by.id = conversations.created_by.id |
| customers |
conversation_threads.customer.id = customers.id |
| users |
conversation_threads.assigned_to.id = users.id conversation_threads.created_by.id = users.id |
|
action OBJECT
|
||||||
|
assigned_to OBJECT
|
||||||
|
attachments
ARRAY |
||||||
|
bcc
ARRAY |
||||||
|
body STRING |
||||||
|
cc
ARRAY |
||||||
|
conversation_id INTEGER |
||||||
|
created_at
DATE-TIME |
||||||
|
created_by OBJECT
|
||||||
|
customer OBJECT
|
||||||
|
id
INTEGER |
||||||
|
opened_at DATE-TIME |
||||||
|
saved_reply_id INTEGER |
||||||
|
source OBJECT
|
||||||
|
state STRING |
||||||
|
status STRING |
||||||
|
to
ARRAY |
||||||
|
type STRING |
conversations
The conversations table contains info about the conversations in your Help Scout mailbox. Stitch will replicate all conversations, including active, closed, open, pending, and spam.
Note: If custom fields are available, Stitch will replicate them.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
| Join conversations with | on |
|---|---|
| conversation_threads |
conversations.id = conversation_threads.conversation_id conversations.primary_customer.id = conversation_threads.customer.id conversations.assignee.id = conversation_threads.assigned_to.id conversations.closed_by = conversation_threads.assigned_to.id conversations.created_by.id = conversation_threads.assigned_to.id conversations.assignee.id = conversation_threads.created_by.id conversations.closed_by = conversation_threads.created_by.id conversations.created_by.id = conversation_threads.created_by.id |
| customers |
conversations.primary_customer.id = customers.id |
| mailbox_folders |
conversations.folder_id = mailbox_folders.id conversations.mailbox_id = mailbox_folders.mailbox_id |
| mailbox_fields |
conversations.mailbox_id = mailbox_fields.mailbox_id |
| mailboxes |
conversations.mailbox_id = mailboxes.id |
| workflows |
conversations.mailbox_id = workflows.mailbox_id |
| users |
conversations.assignee.id = users.id conversations.closed_by = users.id conversations.created_by.id = users.id |
|
assignee OBJECT
|
||||||
|
bcc
ARRAY |
||||||
|
cc
ARRAY |
||||||
|
closed_at DATE-TIME |
||||||
|
closed_by INTEGER |
||||||
|
created_at DATE-TIME |
||||||
|
created_by OBJECT
|
||||||
|
custom_fields
ARRAY
|
||||||
|
customer_waiting_since OBJECT
|
||||||
|
folder_id INTEGER |
||||||
|
id
INTEGER |
||||||
|
mailbox_id INTEGER |
||||||
|
number INTEGER |
||||||
|
preview STRING |
||||||
|
primary_customer OBJECT
|
||||||
|
source OBJECT
|
||||||
|
state STRING |
||||||
|
status STRING |
||||||
|
subject STRING |
||||||
|
tags
ARRAY |
||||||
|
threads INTEGER |
||||||
|
type STRING |
||||||
|
updated_at
DATE-TIME |
||||||
|
user_updated_at DATE-TIME |
customers
The customers table contains info about the customers in your Help Scout account.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
| Join customers with | on |
|---|---|
| conversation_threads |
customers.id = conversation_threads.customer.id |
| conversations |
customers.id = conversations.primary_customer.id |
|
address OBJECT
|
|||||
|
age STRING |
|||||
|
background STRING |
|||||
|
chats
ARRAY
|
|||||
|
created_at DATE-TIME |
|||||
|
emails
ARRAY
|
|||||
|
first_name STRING |
|||||
|
gender STRING |
|||||
|
id
INTEGER |
|||||
|
job_title STRING |
|||||
|
last_name STRING |
|||||
|
location STRING |
|||||
|
organization STRING |
|||||
|
phones
ARRAY
|
|||||
|
photo_type STRING |
|||||
|
photo_url STRING |
|||||
|
properties
ARRAY
|
|||||
|
social_profiles
ARRAY |
|||||
|
updated_at
DATE-TIME |
|||||
|
websites
ARRAY
|
happiness_ratings_report
The happiness ratings report provides a company’s ratings for a specified time range.
|
Full Table |
|
|
Primary Keys |
conversation_id rating_created_at rating_customer_id |
| Useful links |
|
conversation_id
INTEGER |
|
rating_comments STRING |
|
rating_created_at
DATE-TIME |
|
rating_customer_id
INTEGER |
|
rating_customer_name STRING |
|
rating_id INTEGER |
|
rating_user_id INTEGER |
|
rating_user_name STRING |
|
thread_created_at DATE-TIME |
|
thread_id INTEGER |
|
type STRING |
mailbox_fields
The mailbox_fields table contains info about the custom fields associated with your Help Scout mailboxes.
|
Full Table |
|
|
Primary Key |
id |
| Useful links |
| Join mailbox_fields with | on |
|---|---|
| conversations |
mailbox_fields.mailbox_id = conversations.mailbox_id |
| mailbox_folders |
mailbox_fields.mailbox_id = mailbox_folders.mailbox_id |
| mailboxes |
mailbox_fields.mailbox_id = mailboxes.id |
| workflows |
mailbox_fields.mailbox_id = workflows.mailbox_id |
|
id
INTEGER |
|||
|
mailbox_id INTEGER |
|||
|
name STRING |
|||
|
options
ARRAY
|
|||
|
order INTEGER |
|||
|
required BOOLEAN |
|||
|
type STRING |
mailbox_folders
The mailbox_folders table contains info about the mailbox folders in your Help Scout account.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
| Join mailbox_folders with | on |
|---|---|
| conversations |
mailbox_folders.id = conversations.folder_id mailbox_folders.mailbox_id = conversations.mailbox_id |
| mailbox_fields |
mailbox_folders.mailbox_id = mailbox_fields.mailbox_id |
| mailboxes |
mailbox_folders.mailbox_id = mailboxes.id |
| workflows |
mailbox_folders.mailbox_id = workflows.mailbox_id |
|
active_count INTEGER |
|
id
INTEGER |
|
mailbox_id INTEGER |
|
name STRING |
|
total_count INTEGER |
|
type STRING |
|
updated_at
DATE-TIME |
|
user_id INTEGER |
mailboxes
The mailboxes table contains info about the mailboxes in your Help Scout account.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
| Join mailboxes with | on |
|---|---|
| conversations |
mailboxes.id = conversations.mailbox_id |
| mailbox_fields |
mailboxes.id = mailbox_fields.mailbox_id |
| mailbox_folders |
mailboxes.id = mailbox_folders.mailbox_id |
| workflows |
mailboxes.id = workflows.mailbox_id |
|
created_at DATE-TIME |
|
STRING |
|
id
INTEGER |
|
name STRING |
|
slug STRING |
|
updated_at
DATE-TIME |
team_members
This report contains information about team members.
|
Full Table |
|
|
Primary Keys |
team_id user_id |
| Useful links |
|
team_id
INTEGER |
|
user_id
INTEGER |
teams
This report contains information about all the different teams in the company.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
|
created_at DATE-TIME |
|
id
INTEGER |
|
initials STRING |
|
mention STRING |
|
name STRING |
|
photo_url STRING |
|
timezone STRING |
|
updated_at
DATE-TIME |
users
The users table contains info about the users in your Help Scout account.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
updated_at |
| Useful links |
| Join users with | on |
|---|---|
| conversation_threads |
users.id = conversation_threads.assigned_to.id users.id = conversation_threads.created_by.id |
| conversations |
users.id = conversations.assignee.id users.id = conversations.closed_by users.id = conversations.created_by.id |
|
created_at DATE-TIME |
|
STRING |
|
first_name STRING |
|
id
INTEGER |
|
last_name STRING |
|
photo_url STRING |
|
role STRING |
|
timezone STRING |
|
type STRING |
|
updated_at
DATE-TIME |
workflows
The workflows table contains info about the workflows in your Help Scout account.
|
Key-based Incremental |
|
|
Primary Key |
id |
|
Replication Key |
modified_at |
| Useful links |
| Join workflows with | on |
|---|---|
| conversations |
workflows.mailbox_id = conversations.mailbox_id |
| mailbox_fields |
workflows.mailbox_id = mailbox_fields.mailbox_id |
| mailbox_folders |
workflows.mailbox_id = mailbox_folders.mailbox_id |
| mailboxes |
workflows.mailbox_id = mailboxes.id |
|
created_at DATE-TIME |
|
id
INTEGER |
|
mailbox_id INTEGER |
|
modified_at
DATE-TIME |
|
name STRING |
|
order INTEGER |
|
status STRING |
|
type STRING |
| Related | Troubleshooting |
Questions? Feedback?
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id
INTEGER
type
STRING
value
STRING