8ff7e58077
* adding new Salesloft streams * change the version to 1.1.1 * increment the patch version * fixing typo in meetings * fix another typo * making corrections requested by reviewer * increment version in salesloft metadata to 1.2.0 * reformating files * fix expected records * Source Salesloft: change Call Dispositions, Call Sentiments, and Custom Fields to full refresh. Use created_at instead of updated_at for timestamp field for Meetings. * changing meetings cursor field to created_at * Source Salesloft: Convert meetings to a non-incremental stream, since there is no viable cursor field option. * fix schemas and update tests --------- Co-authored-by: sh4sh <6833405+sh4sh@users.noreply.github.com> Co-authored-by: Mal Hancock <mallory@archangelic.space>
7.4 KiB
7.4 KiB
Salesloft
This page contains the setup guide and reference information for the Salesloft Source connector.
Prerequisites
- Salesloft Account
- Start date
For Airbyte Open Source:
- Salesloft API Key (see API Key Authentication)
Setup guide
Step 1: Set up Salesloft
Create a Salesloft Account.
Airbyte Open Source additional setup steps
Log into Salesloft and then generate an API Key.
Step 2: Set up the Salesloft connector in Airbyte
For Airbyte Cloud:
- Log into your Airbyte Cloud account.
- In the left navigation bar, click Sources. In the top-right corner, click + new source.
- On the source setup page, select Salesloft from the Source type dropdown and enter a name for this connector.
- Click
Authenticate your Salesloft accountby selecting Oauth or API Key for Authentication. - Log in and Authorize to the Salesloft account.
- Enter the Start date - The date from which you'd like to replicate data for streams.
- Click Set up source.
For Airbyte Open Source:
- Authenticate with API Key.
Supported sync modes
The Salesloft Source connector supports the following sync modes:
Supported Streams
This connector outputs the following streams:
- CadenceMemberships
- Cadences
- People
- Users
- Emails
- Account Stages
- Account Tiers
- Accounts
- Actions
- Calls
- Emails Templates
- Emails Template Attachements
- Imports
- Notes
- Person Stages
- Phone Number Assignments
- Steps
- Team Templates
- Team Template Attachements
- CRM Activities
- CRM Users
- Groups
- Successes
- Call Data Records
- Call Dispositions
- Call Sentiments
- Custom Fields
- Meetings
- Searches
Performance considerations
Salesloft has the rate limits, but the Salesloft connector should not run into Salesloft API limitations under normal usage. Please create an issue if you see any rate limit issues that are not automatically retried successfully.
Changelog
| Version | Date | Pull Request | Subject |
|---|---|---|---|
| 1.2.0 | 2023-06-20 | 27505 | Added new streams (Call Data Records, Call Dispositions, ... ) |
| 1.1.1 | 2023-06-17 | 27484 | Bump version on py files updates |
| 1.1.0 | 2023-05-17 | 26188 | Added latest_active_date field to the Cadences stream schema. |
| 1.0.0 | 2023-03-08 | 23937 | Certify to Beta |
| 0.1.6 | 2023-03-07 | 22893 | Specified date formatting in specification |
| 0.1.5 | 2023-03-07 | 23828 | Use start_date to filter data |
| 0.1.4 | 2023-02-28 | 23564 | Allow additional properties in spec and stream schemas |
| 0.1.3 | 2022-03-28 | 11460 | Added multiple new streams (Accounts, Actions, Calls, Notes ... ) |
| 0.1.3 | 2022-03-28 | 11460 | Added multiple new streams (Accounts, Actions, Calls, Notes ... ) |
| 0.1.2 | 2022-03-17 | 11239 | Added new Emails stream |
| 0.1.1 | 2022-01-25 | 8617 | Update connector fields title/description |
| 0.1.0 | 2021-10-22 | 6962 | Salesloft Connector |