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Crossbeam (v1)

Crossbeam integration summary

Stitch’s Crossbeam integration replicates data using theCrossbeam API. Refer to theSchema section for a list of objects available for replication.

Crossbeam feature snapshot

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

Connecting Crossbeam

Crossbeam setup requirements

To set up Crossbeam in Stitch, you need:

• A Crossbeam application. For information on how to create one, see Crossbeam’sDeveloper Docs.

Step 1: Obtain your Crossbeam Uuid

1. Login to your Crossbeam account.
2. In the upper right-hand corner of the home page, click on your organization’s avatar.
3. In the dropdown menu, clickSettings.
4. On theSettings page you’ll see your ogranization’s avatar and name. Underneath the name is the Uuid. Copy the Uuid and keep it readily available to continue with the integration.

Step 2: Add Crossbeam as a Stitch data source

1. Sign into your Stitch account.

2. On the Stitch Dashboard page, click theAdd Integration button.

3. Click theCrossbeam icon.

4. 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 Crossbeam” would create a schema calledstitch_crossbeam in the destination.Note: Schema names cannot be changed after you save the integration.

5. In theOrganization Uuid field, paste the Crossbeam Uuid that you obtained instep 1.

Step 3: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your Crossbeam 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 Crossbeam’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

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.

Crossbeam 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.

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.

• Selection options
• Individual tables and columns
• All tables and columns

Initial and historical replication jobs

After you finish setting up Crossbeam, 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.

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.

Crossbeam table reference

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