Freshsales
Guide to integrate your Freshsales with Sprinkle
Datasource Concepts
Before setting up the datasource, learn about datasource concepts here
Step by Step Guide
STEP-1: Configure Connection
To learn about Connection, refer here
Log into Sprinkle application
Navigate to Datasources -> Connections Tab -> New Connection ->
Select Freshsales
Provide all the mandatory details
Name: Name to identify this connection
API Key: API Key provided by FreshSales. Read about it here
Sub-Domain: Enter SUBDOMAIN only. Example:- https://{SUBDOMAIN}.myfreshworks.com/crm/sales
Test Connection
Create
STEP-2: Configure Datasource
To learn about datasource, refer here
Navigate to Datasources -> Datasources Tab -> Add ->
Select Freshsales
Provide the name -> Create
Connection Tab:
From the drop-down, select the name of connection created in STEP-2
Update
STEP-3: Create Dataset
Datasets Tab: To learn about Dataset, refer here. Add Dataset for each report/dataset that you want to integrate, providing following details
Report Type (Required): Select from the drop-down:
Contacts
Accounts
Appointments
Tasks
Flatten Level(Required) : Select One Level or Multi Level. In one level, flattening will not be applied on complex type. They will be stored as string. In multi level, flattening will be applied in complex level till they become simple type.
Destination Schema (Required) : Data warehouse schema where the table will be ingested into
Destination Table name (Required) : It is the table name to be created on the warehouse. If not given, sprinkle will create like ds_<datasourcename>_<tablename>
Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. Learn more on how to use this field.
Create
STEP-4: Run and schedule Ingestion
In the Ingestion Jobs tab:
Trigger the Job, using Run button
To schedule, enable Auto-Run. Change the frequency if needed
Dataset Fields
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