CloseIO

The Lyftron Provider for CloseIO offers the most natural way to access CloseIO data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing CloseIO data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s CloseIO data provider and automatically build your data migration pipelines in minutes, not months

The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to CloseIO.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

The user must have credentials for CloseIO, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron

Step1: Setup CLoseIO account

1.1 Create account in CLoseIO and login

1.2. After Login go to -> Setting and click on -> New API Key to generate CLoseIO Api key

1.3 Copy your key 

Establishing a Connection with Lyftron's Quickstart Steps

Create your CloseIO connection with Lyftron by following the easy steps show below:

Step1. Add your connection

 

Step2 : Login to Lyftron

Start creating your connection 

 

Step2.1 Select your connector

In the connector selection panel, search and click CloseIO for your connection 

Click on Connect section on the left panel →  Click on Add Connection button, Choose your provider -> Type CLoseIO in search bar  

Step2.2. Enter your connection details

In the Connection String section enter the values of the below parameters. The following connection string is required to establish CloseIO connection with Lyftron.

Profile=CloseIO;ProfileSettings=APIKey=[your_apikey];

Key	Value	Field
Connection Name	Enter your connection details	Required
Profile	C:\profiles\CloseIO.apip	Required
User	your CloseIO < API-Key >	Required
Logfile**	Use the logfile option to debug your job and provide your connection name to generate the log file.  [ConnectionConfigurationPath]\Connection_name_log.tx	Optional
Verbosity**	Choose verbosity 1-5 based on the severity of debugging	Optional

** For more information, check the Lyftron logging and debugging section.

If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.

Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.

Save your connection

Hurray! Now you have successfully connected with the Lyftron CloseIO connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Step3 : Normalize 

Create data source

After establishing connection, datasource metadata import is needed and for that Lyftron automatically normalize your API & different SQL dialects data into ANSI SQL format and also gives you API sources into simple, code less out of the box data model.

3.1 Click on Normalize section from the left panel -> Click on Add Data Source button, Enter data source name -> Choose  CLoseIO from the existing connection list  -> Click next

3.2 Choose the table you want to import and  -> Click Create

 

Data Model

The provider models the data in APIs into a list of tables that can be queried using standard SQL statements.

Generally, querying APIs tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns.

Name	Type	Description
Activites	Tables	Activities belong to Leads and can represent any type of activity that was performed on a Lead or its Contacts (e.g. Calls, Emails, Notes, etc.).
BulkActionDelete	Tables	Fetch a single or list of bulk delete object.
BulkActionEdit	Tables	List bulk edits
BulkActionEmail	Tables	Gets the emails which has been sent in a bulk.
BulkActionSubscription	Tables	Fetch a single or list of bulk sequence subscription object
CallActivities	Tables	List or filter all Call activities
Contacts	Tables	Get the Single or list of all the contacts
CreatedActivities	Tables	List or filter all Created activities
CustomFieldsLead	Tables	List single or all the custom fields for your organization.
Dailers	Tables	Gets single dailer by id or list of all dailer's.
EmailActivities	Tables	List or filter all Email activities
EmailSequences	Tables	Gets single or list of all the email sequence's.
EmailSequenceSchedule	Tables	Gets list of all emails sequence schedule.
Emailtemplates	Tables	Gets single or list of all the email templates.
EmailThreadActivities	Tables	List or filter all EmailThread activities.
Events	Tables	Gets the single event by ID or list of all events.
Exports	Tables	Get single export by ID or lisyt of all exports.
IntegrationLink	Tables	Get single or all integration links for your organization.
Leads	Tables	Get the single or list of all the leads.
LeadStatusChangeActivities	Tables	List or filter all LeadStatusChange activities
LeadStatuses	Tables	Lead statuses are a customizable list of stages a Lead can be in.
Me	Tables	Gets the complete details of Admin User
NoteActivities	Tables	List or filter single or all Note activities.
Opportuinites	Tables	Gets complete details of opportuinites.
OpportunityStatus	Tables	Gets Single by ID or List of all opportunity status.
OpportunityStatusChangeActivities	Tables	List or filter all OpportunityStatusChange activities
Organization	Tables	Gets complete list of organization
OrganizationActivityReport	Tables	Get an activity report for an organization.
PhoneNumbers	Tables	Gets Single or List of Phone Numbers.
RenderEmailTemplate	Tables	Render an email template for the given lead/contact using the current user context.
ReportActivityMetrics	Tables	List the predefined metrics used in activity reports.
ReportActivityOrganization	Tables	Get an activity report for an organization.
ReportActivitySentEmails	Tables	Get a report about sent emails grouped by template.
ReportCustom	Tables	Generated schema file.
ReportStatusesLead	Tables	Get a lead status change report.
ReportStatusesOpportunity	Tables	Get an opportunity status change report.
Roles	Tables	Gets Sinlge role or list of roles.
SavedSearched	Tables	Gets list of all saved searches
SequenceSubscription	Tables	Gets list of Sequence Subscriptons
SMSActivity	Tables	Generates single or list of SMS activities.
StatusOpportunity	Tables	List opportunity statuses for your organization.
TaskCompletedActivities	Tables	List or filter all TaskCompleted activities
Tasks	Tables	Tasks are action items with a given date that are assigned to a sales rep.
UserAvailbilityOrganization	Tables	Fetch the availability statuses of all users within an organization.
Users	Tables	Get the list of single and all the users.
Webhooks	Tables	Generates single or list of Webhooks

 

Step 4:  Analyze 

 Querying the data source data

Lyftron allows you to query the source data by simply writing the ANSI Sql query. Please keep in mind as the data is coming directly from API so, there’s a limit to API calls and performance delay from the Stripe API side which Lyftron can’t control so, don’t expect to pull millions of records in just fraction of seconds. If you have heavy data loads, create the pipeline to unload that data into the Lyftron warehouse and query from it.

4.1. Click on the analyze section on the left panel -> Choose data source from the list, Drag and drop the table -> Choose your querying options

 

4.2. Click on -> EXECUTE and selected query will return data successfully