DOCS >INTEGRATIONS >SAAS >CLOSE.IO (V1)

version 1 (Latest)
version 2017-03-01 (Sunset)

Get started with a free trial today

Already have an account? Sign in

Close.io (v1)

Close.io extraction is supported by Stitch
This integration is powered bySinger's Close.io tap and certified by Stitch.Check out and contribute to the repo on GitHub.

For support, contactSupport.

Close.io integration summary

Stitch’s Close.io integration replicates data using theClose.io REST API. Refer to theSchema section for a list of objects available for replication.

Close.io feature snapshot

A high-level look at Stitch's Close.io (v1) integration, including release status, useful links, and the features supported in Stitch.

STITCH
Release status	Released on September 17, 2018	Supported by	Stitch
Stitch plan	Standard	API availability	Available
Singer GitHub repository	singer-io/tap-closeio
REPLICATION SETTINGS
Anchor Scheduling	Supported	Advanced Scheduling	Supported
Table-level reset	Unsupported	Configurable Replication Methods	Unsupported
DATA SELECTION
Table selection	Unsupported	Column selection	Unsupported
Select all	Unsupported
TRANSPARENCY
Extraction Logs	Supported	Loading Reports	Supported

Connecting Close.io

Step 1: Generate a Close.io API Key

Sign into your Close.io account.
Click theuser menu (your icon) in the top right corner.
ClickSettings.
In the Company menu (located under theYou menu), clickYour API Keys.
In the Your API Keys section, click theGenerate New API Key button.
A new API Key will display. Keep this handy; you’ll need it in the next step.

Step 2: Add Close.io as a Stitch data source

Sign into your Stitch account.
On the Stitch Dashboard page, click theAdd Integration button.
Click theClose.io 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 Close.io” would create a schema calledstitch_closeio in the destination.Note: Schema names cannot be changed after you save the integration.
In theAPI Key field, paste your Close.io API Key.

Step 3: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your Close.io integration. This means that dataequal to or newer than this date will be replicated to your data warehouse.

Change this setting if you want to replicate data beyond Close.io’s default setting of1 year. For a detailed look at historical replication jobs, check out theSyncing Historical SaaS Data guide.

Step 4: Create a replication schedule

Replication schedules affect the time Extraction begins, not the time to data loaded. Refer to theReplication Scheduling documentation for more information.

In theReplication Frequency section, you’ll create the integration’sreplication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

Close.io integrations support the following replication scheduling methods:

Replication Frequency
Anchor Scheduling
Advanced Scheduling using Cron (Advanced or Premium plans only)

To keep your row usage low, consider setting the integration to replicate less frequently. See theUnderstanding and Reducing Your Row Usage guide for tips on reducing your usage.

Initial and historical replication jobs

After you finish setting up Close.io, itsSync Status may show asPending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, aPending 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 theAnchor 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.

Replication will continue after the seven days are over. If you’re no longer interested in this source, be sure topause ordelete the integration to prevent unwanted usage.

Close.io replication

Replicating activity data

Every time Stitch runs a replication job for Close.io, the last 24 hours’ worth of data will be replicated.

This is applicable to all tables in the integration.

As Close.io doesn’t currently provide a way to query for activities based on modification time, Stitch replicates data in this way to ensure updated activities are captured. A list of available querying methods can be found inClose.io’s documentation.

Setting the Replication Frequency to a higher frequency - like 30 minutes - can result in re-replicating recent data and contribute to greater row usage. Selecting a lower frequency can help keep your row count low.

Refer to the documentation for each of these tables in the next section for more info.

Attribution window examples

In the tabs below are examples of attribution windows behave during historical (initial) and ongoing replication jobs.

For historical and full re-replications of Close.io data, Stitch will query for and extract data newer than or equal to the date defined in theStart Date field in the Integration Settings page.

TheStart Date, in conjunction with theAttribution Window, defines the minimum date Stitch should query for when extracting historical data. This is calculated as:

Start Date - Attribution Window = Minimum Extraction Date

Example

During the initial set up, theStart Date field is set to07/03/2017, or ``.

To account for the Attribution Window, Stitch would calculate theMinimum Extraction Date value as:2017-07-03 00:00:00 - 24 hours = 2017-07-02 00:00:00

If you were to write a SQL query using this date for theactivities table, it might look like this:

SELECT*FROMcloseio.activitiesWHEREdate_created>='2017-07-02 00:00:00'/* Min. Extraction Date */ORDERBYdate_created

For ongoing replication jobs, Stitch will query for and extract data using the last saved maximum value in the table’s Replication Key column and the Attribution Window for the table.

Note: This applies to every replication job that takes place after the historical replication job.

Example

The last maximum saved Replication Key value for theactivities table is2017-10-01 00:00:00.

To account for the Attribution Window of 24 hours, we’d subtract this from the last maximum saved Replication Key value:

2017-10-01 00:00:00 - 24 hours = 2017-09-30 00:00:00

In this case, Stitch would query for and extract data that is newer than or equal to2017-09-30 00:00:00 and older than or equal to2017-10-01 00:00:00.

If this were a SQL query, it might look like this:

SELECT*FROMactivitiesWHEREdate_created>='2017-09-30 00:00:00'/* max Replication Key value - Attribution Window */ANDdate_created<='2017-10-01 00:00:00'/* max Replication Key value from previous job */ORDERBYdate_created

Historical event log data limitations

Due to how Close.io’s API functions,only 30 days of historical data is available for event logs:

Most actions in Close.io that change an object are logged in the event log. For example, creating a lead, sending an email, or deleting a note will create an event log entry. The event log API allows you to access these events, up to 30 days back in history.

This means that despite what the integration’sStart Date is set to, Stitch will only be able to retrieve 30 days of historical datafrom the connection date for theevent_log table.

Additionally, note that if you everreset the integration, this will also apply to the date the integration is reset.

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 forversion 1 of this integration.

This is the latest version of the Close.io 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 theLoading Guide for your destination for more info.

activities

Theactivities table contains info about various activities in your Close.io account.

An activity belongs to a lead and can represent any type of activity that was performed on a lead or its contact. This includes calls, emails, notes, and so on.

Attribution window

When Stitch replicates data for this table, it will use an attribution window of 24 hours to fetch updated activities.

This means that every time a replication job runs, the last 24 hours’ worth of data will be replicated for this table. This is because Close.io doesn’t provide a way to query for activites based on a modification time, only when activities are created. A list of available querying methods can be found inClose.io’s documentation.

Refer to theReplication section for more info and examples of how the attribution window is used to query for data.

Replication Method	Append-Only Incremental
Primary Key	id
Replication Key	date_created
Useful links	Close.io documentation activities schema on GitHub Close.io API method

activities table foreign keys

Join activities with	on
leads	activities.contact_id = leads.contacts.id activities.contact_id = leads.opportunities.contact_id activities.contact_id = leads.tasks.contact_id activities.lead_id = leads.id activities.lead_id = leads.contacts.lead_id activities.lead_id = leads.opportunities.lead_id activities.lead_id = leads.tasks.lead_id activities.organization_id = leads.contacts.organization_id activities.organization_id = leads.opportunities.organization_id activities.organization_id = leads.organization_id activities.organization_id = leads.tasks.organization_id activities.task_id = leads.tasks.id activities.created_by = leads.contacts.created_by activities.updated_by = leads.contacts.created_by activities.user_id = leads.contacts.created_by activities.task_assigned_to = leads.contacts.created_by activities.users = leads.contacts.created_by activities.created_by = leads.contacts.updated_by activities.updated_by = leads.contacts.updated_by activities.user_id = leads.contacts.updated_by activities.task_assigned_to = leads.contacts.updated_by activities.users = leads.contacts.updated_by activities.created_by = leads.created_by activities.updated_by = leads.created_by activities.user_id = leads.created_by activities.task_assigned_to = leads.created_by activities.users = leads.created_by activities.created_by = leads.opportunities.created_by activities.updated_by = leads.opportunities.created_by activities.user_id = leads.opportunities.created_by activities.task_assigned_to = leads.opportunities.created_by activities.users = leads.opportunities.created_by activities.created_by = leads.opportunities.updated_by activities.updated_by = leads.opportunities.updated_by activities.user_id = leads.opportunities.updated_by activities.task_assigned_to = leads.opportunities.updated_by activities.users = leads.opportunities.updated_by activities.created_by = leads.opportunities.user_id activities.updated_by = leads.opportunities.user_id activities.user_id = leads.opportunities.user_id activities.task_assigned_to = leads.opportunities.user_id activities.users = leads.opportunities.user_id activities.created_by = leads.tasks.assigned_to activities.updated_by = leads.tasks.assigned_to activities.user_id = leads.tasks.assigned_to activities.task_assigned_to = leads.tasks.assigned_to activities.users = leads.tasks.assigned_to activities.created_by = leads.tasks.created_by activities.updated_by = leads.tasks.created_by activities.user_id = leads.tasks.created_by activities.task_assigned_to = leads.tasks.created_by activities.users = leads.tasks.created_by activities.created_by = leads.tasks.updated_by activities.updated_by = leads.tasks.updated_by activities.user_id = leads.tasks.updated_by activities.task_assigned_to = leads.tasks.updated_by activities.users = leads.tasks.updated_by activities.created_by = leads.updated_by activities.updated_by = leads.updated_by activities.user_id = leads.updated_by activities.task_assigned_to = leads.updated_by activities.users = leads.updated_by
tasks	activities.contact_id = tasks.contact_id activities.lead_id = tasks.lead_id activities.organization_id = tasks.organization_id activities.task_id = tasks.id activities.created_by = tasks.assigned_to activities.updated_by = tasks.assigned_to activities.user_id = tasks.assigned_to activities.task_assigned_to = tasks.assigned_to activities.users = tasks.assigned_to activities.created_by = tasks.created_by activities.updated_by = tasks.created_by activities.user_id = tasks.created_by activities.task_assigned_to = tasks.created_by activities.users = tasks.created_by activities.created_by = tasks.updated_by activities.updated_by = tasks.updated_by activities.user_id = tasks.updated_by activities.task_assigned_to = tasks.updated_by activities.users = tasks.updated_by
event_log	activities.lead_id = event_log.lead_id activities.organization_id = event_log.organization_id activities.created_by = event_log.user_id activities.updated_by = event_log.user_id activities.user_id = event_log.user_id activities.task_assigned_to = event_log.user_id activities.users = event_log.user_id
custom_fields	activities.organization_id = custom_fields.organization_id activities.created_by = custom_fields.created_by activities.updated_by = custom_fields.created_by activities.user_id = custom_fields.created_by activities.task_assigned_to = custom_fields.created_by activities.users = custom_fields.created_by activities.created_by = custom_fields.updated_by activities.updated_by = custom_fields.updated_by activities.user_id = custom_fields.updated_by activities.task_assigned_to = custom_fields.updated_by activities.users = custom_fields.updated_by
users	activities.organization_id = users.organizations activities.created_by = users.id activities.updated_by = users.id activities.user_id = users.id activities.task_assigned_to = users.id activities.users = users.id

activities table schema

_type

STRING

attachments

ARRAY

bcc

ARRAY

body_html

STRING

body_html_quoted

ARRAY

Click to expand body_html_quoted

expand

INTEGER, BOOLEAN

html

STRING

body_preview

STRING

body_text

STRING

body_text_quoted

ARRAY

Click to expand body_text_quoted

expand

INTEGER, BOOLEAN

text

STRING

ARRAY

contact_id

STRING

created_by

STRING

created_by_name

STRING

date_created

DATE-TIME

date_scheduled

DATE-TIME

date_sent

DATE-TIME

date_updated

DATE-TIME

dialer_id

STRING

direction

STRING

duration

INTEGER

email_account_id

STRING

envelope

OBJECT

Click to expand envelope

bcc

ARRAY

Click to expand bcc

email

STRING

name

STRING

ARRAY

Click to expand cc

email

STRING

name

STRING

date

DATE-TIME

STRING

from

ARRAY

Click to expand from

email

STRING

name

STRING

in_reply_to

STRING

is_autoreply

INTEGER, BOOLEAN

message_id

STRING

reply_to

ARRAY

Click to expand reply_to

email

STRING

name

STRING

sender

ARRAY

Click to expand sender

email

STRING

name

STRING

subject

STRING

ARRAY

Click to expand to

email

STRING

name

STRING

import_id

STRING

in_reply_to_id

STRING

lead_id

STRING

local_phone

STRING

message_ids

ARRAY

need_smtp_credentials

INTEGER, BOOLEAN

new_status_id

STRING

new_status_label

STRING

new_status_type

STRING

note

STRING

old_status_id

STRING

old_status_label

STRING

old_status_type

STRING

opens

ARRAY

Click to expand opens

ip_address

STRING

opened_at

STRING

opened_by

STRING

user_agent

STRING

opens_summary

STRING

opportunity_confidence

INTEGER

opportunity_date_won

STRING

opportunity_id

STRING

opportunity_value

INTEGER

opportunity_value_currency

STRING

opportunity_value_formatted

STRING

opportunity_value_period

STRING

organization_id

STRING

phone

STRING

recording_url

STRING

references

ARRAY

remote_phone

STRING

send_attempts

ARRAY

Click to expand send_attempts

date

DATE-TIME

error_class

STRING

error_message

STRING

sender

STRING

source

STRING

status

STRING

subject

STRING

task_assigned_to

STRING

task_assigned_to_name

STRING

task_id

STRING

task_text

STRING

template_id

STRING

template_name

STRING

thread_id

STRING

ARRAY

transferred_from

STRING

transferred_to

STRING

updated_by

STRING

updated_by_name

STRING

user_id

STRING

user_name

STRING

users

ARRAY

voicemail_duration

INTEGER

voicemail_url

STRING

custom_fields

Thecustom_fields table contains info about the custom fields in your Close.io account.

Custom fields allow you to store arbitrary data on leads in Close.io.Refer to Close.io’s documentation for more info.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	date_updated
Useful links	custom_fields schema on GitHub Close.io API method

custom_fields table foreign keys

Join custom_fields with	on
activities	custom_fields.organization_id = activities.organization_id custom_fields.created_by = activities.created_by custom_fields.updated_by = activities.created_by custom_fields.created_by = activities.updated_by custom_fields.updated_by = activities.updated_by custom_fields.created_by = activities.user_id custom_fields.updated_by = activities.user_id custom_fields.created_by = activities.task_assigned_to custom_fields.updated_by = activities.task_assigned_to custom_fields.created_by = activities.users custom_fields.updated_by = activities.users
event_log	custom_fields.organization_id = event_log.organization_id custom_fields.created_by = event_log.user_id custom_fields.updated_by = event_log.user_id
leads	custom_fields.organization_id = leads.contacts.organization_id custom_fields.organization_id = leads.opportunities.organization_id custom_fields.organization_id = leads.organization_id custom_fields.organization_id = leads.tasks.organization_id custom_fields.created_by = leads.contacts.created_by custom_fields.updated_by = leads.contacts.created_by custom_fields.created_by = leads.contacts.updated_by custom_fields.updated_by = leads.contacts.updated_by custom_fields.created_by = leads.created_by custom_fields.updated_by = leads.created_by custom_fields.created_by = leads.opportunities.created_by custom_fields.updated_by = leads.opportunities.created_by custom_fields.created_by = leads.opportunities.updated_by custom_fields.updated_by = leads.opportunities.updated_by custom_fields.created_by = leads.opportunities.user_id custom_fields.updated_by = leads.opportunities.user_id custom_fields.created_by = leads.tasks.assigned_to custom_fields.updated_by = leads.tasks.assigned_to custom_fields.created_by = leads.tasks.created_by custom_fields.updated_by = leads.tasks.created_by custom_fields.created_by = leads.tasks.updated_by custom_fields.updated_by = leads.tasks.updated_by custom_fields.created_by = leads.updated_by custom_fields.updated_by = leads.updated_by
tasks	custom_fields.organization_id = tasks.organization_id custom_fields.created_by = tasks.assigned_to custom_fields.updated_by = tasks.assigned_to custom_fields.created_by = tasks.created_by custom_fields.updated_by = tasks.created_by custom_fields.created_by = tasks.updated_by custom_fields.updated_by = tasks.updated_by
users	custom_fields.organization_id = users.organizations custom_fields.created_by = users.id custom_fields.updated_by = users.id

custom_fields table schema

choices

ARRAY

created_by

STRING

date_created

DATE-TIME

date_updated

DATE-TIME

editable_with_roles

ARRAY

STRING

name

STRING

organization_id

STRING

type

STRING

updated_by

STRING

event_log

Theevent_log table contains info about events generated in your Close.io account. This could include creating a lead, sending an email, or deleting a note.

Historical data limitations

Due to how Close.io’s API functions,only 30 days of historical data is available for this table from the initial connection date.

Refer to theReplication section for more info.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	date_updated
Useful links	event_log schema on GitHub Close.io API method

event_log table foreign keys

Join event_log with	on
activities	event_log.lead_id = activities.lead_id event_log.organization_id = activities.organization_id event_log.user_id = activities.created_by event_log.user_id = activities.updated_by event_log.user_id = activities.user_id event_log.user_id = activities.task_assigned_to event_log.user_id = activities.users
leads	event_log.lead_id = leads.id event_log.lead_id = leads.contacts.lead_id event_log.lead_id = leads.opportunities.lead_id event_log.lead_id = leads.tasks.lead_id event_log.organization_id = leads.contacts.organization_id event_log.organization_id = leads.opportunities.organization_id event_log.organization_id = leads.organization_id event_log.organization_id = leads.tasks.organization_id event_log.user_id = leads.contacts.created_by event_log.user_id = leads.contacts.updated_by event_log.user_id = leads.created_by event_log.user_id = leads.opportunities.created_by event_log.user_id = leads.opportunities.updated_by event_log.user_id = leads.opportunities.user_id event_log.user_id = leads.tasks.assigned_to event_log.user_id = leads.tasks.created_by event_log.user_id = leads.tasks.updated_by event_log.user_id = leads.updated_by
tasks	event_log.lead_id = tasks.lead_id event_log.organization_id = tasks.organization_id event_log.user_id = tasks.assigned_to event_log.user_id = tasks.created_by event_log.user_id = tasks.updated_by
custom_fields	event_log.organization_id = custom_fields.organization_id event_log.user_id = custom_fields.created_by event_log.user_id = custom_fields.updated_by
users	event_log.organization_id = users.organizations event_log.user_id = users.id

event_log table schema

action

STRING

changed_fields

ARRAY

data

STRING

date_created

DATE-TIME

date_updated

DATE-TIME

STRING

lead_id

STRING

meta

OBJECT

Click to expand meta

request_method

STRING

request_path

STRING

object_id

STRING

object_type

STRING

organization_id

STRING

previous_data

STRING

request_id

STRING

user_id

STRING

leads

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

Leads represent a company or organization and may contain contacts, tasks, opportunities, and activities. In Close.io, a lead is synonymous with “account” in other CRMs.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	date_updated
Useful links	leads schema on GitHub Close.io API method

leads table foreign keys

Join leads with	on
activities	leads.contacts.id = activities.contact_id leads.opportunities.contact_id = activities.contact_id leads.tasks.contact_id = activities.contact_id leads.id = activities.lead_id leads.contacts.lead_id = activities.lead_id leads.opportunities.lead_id = activities.lead_id leads.tasks.lead_id = activities.lead_id leads.contacts.organization_id = activities.organization_id leads.opportunities.organization_id = activities.organization_id leads.organization_id = activities.organization_id leads.tasks.organization_id = activities.organization_id leads.tasks.id = activities.task_id leads.contacts.created_by = activities.created_by leads.contacts.updated_by = activities.created_by leads.created_by = activities.created_by leads.opportunities.created_by = activities.created_by leads.opportunities.updated_by = activities.created_by leads.opportunities.user_id = activities.created_by leads.tasks.assigned_to = activities.created_by leads.tasks.created_by = activities.created_by leads.tasks.updated_by = activities.created_by leads.updated_by = activities.created_by leads.contacts.created_by = activities.updated_by leads.contacts.updated_by = activities.updated_by leads.created_by = activities.updated_by leads.opportunities.created_by = activities.updated_by leads.opportunities.updated_by = activities.updated_by leads.opportunities.user_id = activities.updated_by leads.tasks.assigned_to = activities.updated_by leads.tasks.created_by = activities.updated_by leads.tasks.updated_by = activities.updated_by leads.updated_by = activities.updated_by leads.contacts.created_by = activities.user_id leads.contacts.updated_by = activities.user_id leads.created_by = activities.user_id leads.opportunities.created_by = activities.user_id leads.opportunities.updated_by = activities.user_id leads.opportunities.user_id = activities.user_id leads.tasks.assigned_to = activities.user_id leads.tasks.created_by = activities.user_id leads.tasks.updated_by = activities.user_id leads.updated_by = activities.user_id leads.contacts.created_by = activities.task_assigned_to leads.contacts.updated_by = activities.task_assigned_to leads.created_by = activities.task_assigned_to leads.opportunities.created_by = activities.task_assigned_to leads.opportunities.updated_by = activities.task_assigned_to leads.opportunities.user_id = activities.task_assigned_to leads.tasks.assigned_to = activities.task_assigned_to leads.tasks.created_by = activities.task_assigned_to leads.tasks.updated_by = activities.task_assigned_to leads.updated_by = activities.task_assigned_to leads.contacts.created_by = activities.users leads.contacts.updated_by = activities.users leads.created_by = activities.users leads.opportunities.created_by = activities.users leads.opportunities.updated_by = activities.users leads.opportunities.user_id = activities.users leads.tasks.assigned_to = activities.users leads.tasks.created_by = activities.users leads.tasks.updated_by = activities.users leads.updated_by = activities.users
tasks	leads.contacts.id = tasks.contact_id leads.opportunities.contact_id = tasks.contact_id leads.tasks.contact_id = tasks.contact_id leads.id = tasks.lead_id leads.contacts.lead_id = tasks.lead_id leads.opportunities.lead_id = tasks.lead_id leads.tasks.lead_id = tasks.lead_id leads.contacts.organization_id = tasks.organization_id leads.opportunities.organization_id = tasks.organization_id leads.organization_id = tasks.organization_id leads.tasks.organization_id = tasks.organization_id leads.tasks.id = tasks.id leads.contacts.created_by = tasks.assigned_to leads.contacts.updated_by = tasks.assigned_to leads.created_by = tasks.assigned_to leads.opportunities.created_by = tasks.assigned_to leads.opportunities.updated_by = tasks.assigned_to leads.opportunities.user_id = tasks.assigned_to leads.tasks.assigned_to = tasks.assigned_to leads.tasks.created_by = tasks.assigned_to leads.tasks.updated_by = tasks.assigned_to leads.updated_by = tasks.assigned_to leads.contacts.created_by = tasks.created_by leads.contacts.updated_by = tasks.created_by leads.created_by = tasks.created_by leads.opportunities.created_by = tasks.created_by leads.opportunities.updated_by = tasks.created_by leads.opportunities.user_id = tasks.created_by leads.tasks.assigned_to = tasks.created_by leads.tasks.created_by = tasks.created_by leads.tasks.updated_by = tasks.created_by leads.updated_by = tasks.created_by leads.contacts.created_by = tasks.updated_by leads.contacts.updated_by = tasks.updated_by leads.created_by = tasks.updated_by leads.opportunities.created_by = tasks.updated_by leads.opportunities.updated_by = tasks.updated_by leads.opportunities.user_id = tasks.updated_by leads.tasks.assigned_to = tasks.updated_by leads.tasks.created_by = tasks.updated_by leads.tasks.updated_by = tasks.updated_by leads.updated_by = tasks.updated_by
event_log	leads.id = event_log.lead_id leads.contacts.lead_id = event_log.lead_id leads.opportunities.lead_id = event_log.lead_id leads.tasks.lead_id = event_log.lead_id leads.contacts.organization_id = event_log.organization_id leads.opportunities.organization_id = event_log.organization_id leads.organization_id = event_log.organization_id leads.tasks.organization_id = event_log.organization_id leads.contacts.created_by = event_log.user_id leads.contacts.updated_by = event_log.user_id leads.created_by = event_log.user_id leads.opportunities.created_by = event_log.user_id leads.opportunities.updated_by = event_log.user_id leads.opportunities.user_id = event_log.user_id leads.tasks.assigned_to = event_log.user_id leads.tasks.created_by = event_log.user_id leads.tasks.updated_by = event_log.user_id leads.updated_by = event_log.user_id
custom_fields	leads.contacts.organization_id = custom_fields.organization_id leads.opportunities.organization_id = custom_fields.organization_id leads.organization_id = custom_fields.organization_id leads.tasks.organization_id = custom_fields.organization_id leads.contacts.created_by = custom_fields.created_by leads.contacts.updated_by = custom_fields.created_by leads.created_by = custom_fields.created_by leads.opportunities.created_by = custom_fields.created_by leads.opportunities.updated_by = custom_fields.created_by leads.opportunities.user_id = custom_fields.created_by leads.tasks.assigned_to = custom_fields.created_by leads.tasks.created_by = custom_fields.created_by leads.tasks.updated_by = custom_fields.created_by leads.updated_by = custom_fields.created_by leads.contacts.created_by = custom_fields.updated_by leads.contacts.updated_by = custom_fields.updated_by leads.created_by = custom_fields.updated_by leads.opportunities.created_by = custom_fields.updated_by leads.opportunities.updated_by = custom_fields.updated_by leads.opportunities.user_id = custom_fields.updated_by leads.tasks.assigned_to = custom_fields.updated_by leads.tasks.created_by = custom_fields.updated_by leads.tasks.updated_by = custom_fields.updated_by leads.updated_by = custom_fields.updated_by
users	leads.contacts.organization_id = users.organizations leads.opportunities.organization_id = users.organizations leads.organization_id = users.organizations leads.tasks.organization_id = users.organizations leads.contacts.created_by = users.id leads.contacts.updated_by = users.id leads.created_by = users.id leads.opportunities.created_by = users.id leads.opportunities.updated_by = users.id leads.opportunities.user_id = users.id leads.tasks.assigned_to = users.id leads.tasks.created_by = users.id leads.tasks.updated_by = users.id leads.updated_by = users.id

leads table schema

addresses

ARRAY

Click to expand addresses

address_1

STRING

address_2

STRING

city

STRING

country

STRING

label

STRING

state

STRING

zipcode

STRING

contacts

ARRAY

Click to expand contacts

created_by

STRING

date_created

DATE-TIME

date_updated

DATE-TIME

display_name

STRING

emails

ARRAY

Click to expand emails

email

STRING

type

STRING

integration_links

ARRAY

Click to expand integration_links

name

STRING

url

STRING

lead_id

STRING

name

STRING

organization_id

STRING

phones

ARRAY

Click to expand phones

phone

STRING

phone_formatted

STRING

type

STRING

title

STRING

updated_by

STRING

urls

ARRAY

Click to expand urls

type

STRING

url

STRING

created_by

STRING

created_by_name

STRING

custom_fields

ARRAY

Click to expand custom_fields

STRING

value

STRING, NUMBER, BOOLEAN, OBJECT, ARRAY

date_created

DATE-TIME

date_updated

DATE-TIME

description

STRING

display_name

STRING

html_url

STRING

integration_links

ARRAY

Click to expand integration_links

name

STRING

url

STRING

name

STRING

opportunities

ARRAY

Click to expand opportunities

confidence

INTEGER

contact_id

STRING

contact_name

STRING

created_by

STRING

created_by_name

STRING

date_created

DATE-TIME

date_lost

DATE-TIME

date_updated

DATE-TIME

date_won

DATE-TIME

STRING

integration_links

ARRAY

Click to expand integration_links

name

STRING

url

STRING

lead_id

STRING

lead_name

STRING

note

STRING

organization_id

STRING

status_id

STRING

status_label

STRING

status_type

STRING

updated_by

STRING

updated_by_name

STRING

user_id

STRING

user_name

STRING

value

INTEGER

value_currency

STRING

value_formatted

STRING

value_period

STRING

organization_id

STRING

status_id

STRING

status_label

STRING

tasks

ARRAY

Click to expand tasks

_type

STRING

assigned_to

STRING

assigned_to_name

STRING

contact_id

STRING

contact_name

STRING

created_by

STRING

created_by_name

STRING

date

DATE-TIME

date_created

DATE-TIME

date_updated

DATE-TIME

due_date

DATE-TIME

STRING

is_complete

INTEGER, BOOLEAN

is_dateless

INTEGER, BOOLEAN

lead_id

STRING

lead_name

STRING

object_id

STRING

object_type

STRING

organization_id

STRING

text

STRING

updated_by

STRING

updated_by_name

STRING

view

STRING

updated_by

STRING

updated_by_name

STRING

url

STRING

tasks

Thetasks table contains info about the tasks in your Close.io account. Tasks are action items with a given date that are assigned to a sales rep.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	date_updated
Useful links	tasks schema on GitHub Close.io API method

tasks table foreign keys

Join tasks with	on
activities	tasks.contact_id = activities.contact_id tasks.lead_id = activities.lead_id tasks.organization_id = activities.organization_id tasks.id = activities.task_id tasks.assigned_to = activities.created_by tasks.created_by = activities.created_by tasks.updated_by = activities.created_by tasks.assigned_to = activities.updated_by tasks.created_by = activities.updated_by tasks.updated_by = activities.updated_by tasks.assigned_to = activities.user_id tasks.created_by = activities.user_id tasks.updated_by = activities.user_id tasks.assigned_to = activities.task_assigned_to tasks.created_by = activities.task_assigned_to tasks.updated_by = activities.task_assigned_to tasks.assigned_to = activities.users tasks.created_by = activities.users tasks.updated_by = activities.users
leads	tasks.contact_id = leads.contacts.id tasks.contact_id = leads.opportunities.contact_id tasks.contact_id = leads.tasks.contact_id tasks.lead_id = leads.id tasks.lead_id = leads.contacts.lead_id tasks.lead_id = leads.opportunities.lead_id tasks.lead_id = leads.tasks.lead_id tasks.organization_id = leads.contacts.organization_id tasks.organization_id = leads.opportunities.organization_id tasks.organization_id = leads.organization_id tasks.organization_id = leads.tasks.organization_id tasks.id = leads.tasks.id tasks.assigned_to = leads.contacts.created_by tasks.created_by = leads.contacts.created_by tasks.updated_by = leads.contacts.created_by tasks.assigned_to = leads.contacts.updated_by tasks.created_by = leads.contacts.updated_by tasks.updated_by = leads.contacts.updated_by tasks.assigned_to = leads.created_by tasks.created_by = leads.created_by tasks.updated_by = leads.created_by tasks.assigned_to = leads.opportunities.created_by tasks.created_by = leads.opportunities.created_by tasks.updated_by = leads.opportunities.created_by tasks.assigned_to = leads.opportunities.updated_by tasks.created_by = leads.opportunities.updated_by tasks.updated_by = leads.opportunities.updated_by tasks.assigned_to = leads.opportunities.user_id tasks.created_by = leads.opportunities.user_id tasks.updated_by = leads.opportunities.user_id tasks.assigned_to = leads.tasks.assigned_to tasks.created_by = leads.tasks.assigned_to tasks.updated_by = leads.tasks.assigned_to tasks.assigned_to = leads.tasks.created_by tasks.created_by = leads.tasks.created_by tasks.updated_by = leads.tasks.created_by tasks.assigned_to = leads.tasks.updated_by tasks.created_by = leads.tasks.updated_by tasks.updated_by = leads.tasks.updated_by tasks.assigned_to = leads.updated_by tasks.created_by = leads.updated_by tasks.updated_by = leads.updated_by
event_log	tasks.lead_id = event_log.lead_id tasks.organization_id = event_log.organization_id tasks.assigned_to = event_log.user_id tasks.created_by = event_log.user_id tasks.updated_by = event_log.user_id
custom_fields	tasks.organization_id = custom_fields.organization_id tasks.assigned_to = custom_fields.created_by tasks.created_by = custom_fields.created_by tasks.updated_by = custom_fields.created_by tasks.assigned_to = custom_fields.updated_by tasks.created_by = custom_fields.updated_by tasks.updated_by = custom_fields.updated_by
users	tasks.organization_id = users.organizations tasks.assigned_to = users.id tasks.created_by = users.id tasks.updated_by = users.id

tasks table schema

_type

STRING

assigned_to

STRING

assigned_to_name

STRING

body_preview

STRING

contact_id

STRING

contact_name

STRING

created_by

STRING

created_by_name

STRING

date

DATE-TIME

date_created

DATE-TIME

date_updated

DATE-TIME

due_date

DATE-TIME

email_id

STRING

emails

ARRAY

STRING

is_complete

BOOLEAN

is_dateless

BOOLEAN

lead_id

STRING

lead_name

STRING

local_phone

STRING

object_id

STRING

object_type

STRING

opportunity_note

STRING

opportunity_value

INTEGER

opportunity_value_currency

STRING

opportunity_value_formatted

STRING

opportunity_value_period

STRING

organization_id

STRING

phone

STRING

phone_formatted

STRING

phone_number_description

STRING

recording_url

STRING

remote_phone

STRING

remote_phone_description

STRING

remote_phone_formatted

STRING

subject

STRING

text

STRING

updated_by

STRING

updated_by_name

STRING

view

STRING

voicemail_duration

INTEGER

voicemail_url

STRING

users

Theusers table contains info about the users in your Close.io account.

In Close.io, users are typically your co-workers and sales reps, or those inside your company.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	date_updated
Useful links	users schema on GitHub Close.io API method

users table foreign keys

Join users with	on
activities	users.organizations = activities.organization_id users.id = activities.created_by users.id = activities.updated_by users.id = activities.user_id users.id = activities.task_assigned_to users.id = activities.users
custom_fields	users.organizations = custom_fields.organization_id users.id = custom_fields.created_by users.id = custom_fields.updated_by
event_log	users.organizations = event_log.organization_id users.id = event_log.user_id
leads	users.organizations = leads.contacts.organization_id users.organizations = leads.opportunities.organization_id users.organizations = leads.organization_id users.organizations = leads.tasks.organization_id users.id = leads.contacts.created_by users.id = leads.contacts.updated_by users.id = leads.created_by users.id = leads.opportunities.created_by users.id = leads.opportunities.updated_by users.id = leads.opportunities.user_id users.id = leads.tasks.assigned_to users.id = leads.tasks.created_by users.id = leads.tasks.updated_by users.id = leads.updated_by
tasks	users.organizations = tasks.organization_id users.id = tasks.assigned_to users.id = tasks.created_by users.id = tasks.updated_by

users table schema

date_created

DATE-TIME

date_updated

DATE-TIME

email

STRING

first_name

STRING

image

STRING

last_name

STRING

last_used_timezone

STRING

organizations

ARRAY

Related	Troubleshooting
Destination & Integration Compatibility Replication Scheduling Syncing Historical SaaS Data Resetting Replication Keys Nested Data Structures & Row Count Impact	Third-Party Downtime Understanding & Reducing Your Usage Re-Authorizing Integrations Replication Issues

Questions? Feedback?

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

Movatterモバイル変換

Close.io (v1)

Close.io integration summary

Close.io feature snapshot

Connecting Close.io

Step 1: Generate a Close.io API Key

Step 2: Add Close.io as a Stitch data source

Step 3: Define the historical replication start date

Step 4: Create a replication schedule

Initial and historical replication jobs

Free historical data loads

Close.io replication

Replicating activity data

Attribution window examples

Historical event log data limitations

Close.io table reference

activities

Attribution window

custom_fields

event_log

Historical data limitations

leads

tasks

users