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.
- Comprehensive Delta load mechanism.
- Real-time access to CloseIO.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
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];
Give connection name as CLoseIO -> Replace “your_api_key” with CLoseIOApi-key , click on test connection -> click save. If connection is not successful so, check the error
|Connection Name||Enter your connection details||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
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
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.
|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