Stitch Documentation
has moved!

Please update your bookmarks to https://www.stitchdata.com/docs

If you're not automatically redirected after 5 seconds, click here.

Expected Close.io Data

Close.io Info
This integration was created by Stitch for Singer, an open-source, composable ETL platform. Check out & contribute to the repo on GitHub.

Close.io is currently in Open Beta. The info in this article is subject to change.

Now that Close.io is successfully connected to your Stitch account, what comes next? In this article, we'll cover:

  1. How Stitch replicates Close.io data
  2. The tables that will be created in your data warehouse

Replicating Close.io Data

Historical Sync

By default, a historical sync of Close.io data goes back one year from the Stitch connection date.

Frequency

Stitch will replicate Close.io data based on the frequency you define. The default setting is every 30 minutes, but you can change it better suit your needs.

Replication Method

When Stitch replicates Close.io data, it does so using Incremental Replication. This means that when these tables are queued for replication, only new and updated rows will be replicated.

Close.io Tables in Your Data Warehouse

Below is a list of the Close.io tables that will be created in your data warehouse. Because Close.io uses nested arrays to structure data in some of its API's endpoints, Stitch will de-nest these arrays and create subtables if your data warehouse doesn't natively support nested structures. Refer to the Handling of Nested Data Structures doc for more info.

Nested arrays are marked with a *.

Click the table names to check out Close.io's API docs.

activities
Replication Method: Append-Only (Incremental)
Primary Key: id

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

Attributes include:

  • 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: Incremental
Primary Key: id

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

Attributes include:

  • 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: Incremental
Primary Key: id : _sdc_level_0_id

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.

Attributes include:

  • 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
Was this article helpful?
0 out of 0 found this helpful

Comments

Questions or suggestions? If something in our documentation is unclear, let us know in the comments!