Close

Close is an all-in-one high-performance CRM for growing sales teams and turning more leads into revenue.

Data integration: Skyvia supports importing data to and from Close, exporting Close data to CSV files, replicating Close data to relational databases, and synchronizing Close data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Close backup.

Query: Skyvia Query supports Close.

Establishing Connection

To create a connection to Close, select the authentication type and provide the required credentials.

Getting Credentials

API Key

  1. Log in to Close and click Settings on the left.

  2. Select API Keys.

    API menu

  3. Click + New API Key.
  4. Enter the API Key name and click Create API Key.
  5. Copy the newly created API Key into the clipboard and click OK.

The API Key is available only once when you create it. Copy the displayed API Key and store it somewhere safe.

API menu API key

Creating API Key Connection

API Connection Editor window

  1. Select the API Key authentication type.
  2. Enter the obtained API Key.

Creating OAuth Connection

OAuth window

  1. Select the OAuth2 authentication type and click Sign In with Close.

  2. Enter your email and password.

    Enter Credentials

  3. Allow Skyvia access your Close organization.

    Give permissions

Additional Connection parameters

Use Custom Fields

Select this checkbox to make Close custom fields available in Skyvia.

Connector Specifics

Object Peculiarities

CustomActivityInstances

Close users can create custom activities of the specific type. The list of custom user activities is stored in the CustomActivityInstances object. Skyvia creates a separate object for every custom activity type, because every activity type has its own set of custom fields. For example, if the user has two custom activity types ActivityType1 and ActivityType2 Skyvia will create the ActivityType1_CustomActivityInstances and ActivityType2_CustomActivityInstances objects. These objects will contain fields available in the CustomActivityInstances and custom fields unique for every specific activity type.

For better performance, use filters by the CustomActivityTypeId and LeadId fields when querying. More information about the custom fields is available below.

Incremental Replication and Synchronization

Skyvia supports Replication with Incremental Updates for all Close objects except: ConnectedAccounts, Groups, LeadStatuses, OpportunityAggregateValues, OpportunityStatuses, Pipelines, ReportActivityMetrics, SendAs, SequenceSchedules.

Skyvia supports Synchronization for such Close objects as ActivityCustomFields, ActivityEmails, ActivityNotes, ActivitySMS, ContactCustomFields, Contacts,CustomActivityInstances, CustomActivityTypes, EmailSequences, EmailTemplates, IntegrationLinks, LeadCustomFields, Leads, Opportunities, OpportunityCustomFields, Pipelines, Roles, SequenceSubscriptions, SharedCustomFields, SmartViews, Tasks.

DML Operations Support

Skyvia supports the following DML operations for Close objects:

Operation Object
INSERT, UPDATE, DELETE ActivityCustomFields, ActivityEmails, ActivityNotes, ActivitySMS, Contacts, ContactCustomFields, CustomActivityInstances, CustomActivityTypes, EmailSequences, EmailTemplates,Groups, IntegrationLinks, LeadCustomFields, Leads, LeadStatuses, Opportunities, OpportunityCustomFields, OpportunityStatuses, Pipelines, Roles, SharedCustomFields, SmartViews, Tasks
INSERT, UPDATE SequenceSubscriptions
INSERT, DELETE ActivityCalls
INSERT BulkDelete, BulkEdit, BulkEmails, BulkSequenceSubscriptions, Export, SendAs
DELETE ActivityEmailThreads, ActivityMeetings, ActivityTaskCompleted
UPDATE PhoneNumbers

Stored Procedures

Skyvia represents part of the supported Close features as stored procedures. You can call a stored procedure, for example, as a text of the command in the ExecuteCommand action in a Target component of a Data Flow or in Query.

AddUserToGroup

To add a specific user to a group, use the command

call AddUserToGroup (:group_id, :user_id)

DeleteUserFromGroup

To remove a specific user from a group, use the command

call DeleteUserFromGroup (:group_id, :user_id)

Custom Fields

The following Close objects contain custom fields: Contacts, Leads, Opportunities, *CustomActivityInstances. Custom fields, support the INSERT and UPDATE operations.

The following custom field types are available in our Close connector.

Close Type DbType
Text String. The default length is 1000 characters. The length increases to 4000 characters, if the field name is memo or note, contains the description, comment, notes, address, or ends with url, reason, or keywords. If the name contains content or html, its length increases to 2147483647 charachters.
Textarea String
Dropdown String. Enum field. Single or Multiple entries allowed.
Number Double
Date Date
DateTime DateTime
Contact (Single) String. Refers to the Contacts object.
User(Single) String. Refers to the Users object.
Contact (Multiple) Array of strings. Includes the Ids of related contacts.
User(Multiple) Array of strings. Includes the Ids of related users.
Textarea HTML markup field, for example <body><p>value</p></body>. This type is available in the *CustomActivityInstances.

Contact custom fields (Single and Multiple) in the Leads object don’t support the INSERT operation.

Supported Actions

Skyvia supports all the common actions for Close.

Troubleshooting

The skip you set is larger than the maximum skip for this resource (max_skip = N)

Close API allows to read a limited number of records in some objects. This limit may vary in different Close objects.

If you exceed this limit when running an integration, it fails with the error of type: “Integration failed: The skip you set is larger than the maximum skip for this resource (max_skip = N). Please refine your search query”. N in the error message is the maximum allowed number of records depending on the object.

You can reduce the number of read records using filters with the following operators:

OBJECT FIELD AND SUPPORTED OPERATOR
Activities LeadId (=), CreatedDate (>=, <)
ActivityCreated, ActivityCalls, ActivityEmails, ActivityEmailThreads, ActivityNotes, ActivityLeadStatusChanges, ActivityOpportunityStatusChanges, ActivityTaskCompleted, ActivitySMS LeadId (=), UserId (=), CreatedDate (>=, <)

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