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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

  1. 1.
    Signin to Daton
  2. 2.
    Select capsule from Integrations page
  3. 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. 4.
    Provide your capsulecrm email and password to authorize Daton to periodically extract data capsule.
  5. 5.
    Post successful authentication you will be prompted to choose from the list of available tables
  6. 6.
    Then select all required fields for each table
  7. 7.
    Submit the integration

Workflow

  1. 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. 2.
    Users would be able to edit/pause/re-activate/delete integration anytime
  3. 3.
    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.
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
Cases
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.
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
DeletedOpportunities
Purpose: A collection of opportunities that have been deleted from Capsule since the date specified in the since parameter.
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.
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.
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
Employees
Purpose: The collection of employees linked to this organisation.
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
TrackDefinitions
Purpose: List track definitions with the option to filter for only the track definitions for cases or opportunities.
Replication: Full Replication
Replication Key: NA
Fields
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.
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.
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.
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
Tracks
Purpose: List track definitions with the option to filter for only the track definitions for cases or opportunities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Replication: Full Replication
Replication Key: NA
Fields
Name
Target Datatype
id
NUMERIC
event
STRING
targetUrl
STRING
embed
STRING
batched
BOOLEAN
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Contents
Snapshot
Integrate capsulecrm with Daton
Workflow
Capsulecrm Data