RDStation CRM

Adding the data source

Requirements

To replicate data from RDStation CRM (former Plug CRM) into Kondado, you need to have basic plan user of RDStation CRM.

Your user must have Administrator permissions

Instructions

1) Login to your RD Station CRM account

2) At the top right, click on your name and then on Profile

3) In “MY PROFILE” you will find your instance token if it has already been generated or a “Generate Token” button – click this button and copy the generated token or use the previous token

4) Login to Kondado, go to add data sources section and select the RDStation CRM data source

5) Name your data source and, in “Token” paste the value obtained in step (3)

Now just click on SAVE and you will be able to send the data from your RDStation CRM (former Plug CRM) to your Data Warehouse or Data Lake!

Pipelines

Relationship Chart

Clique para ampliar

For all pipelines, due to API limitations, only the 10,000 most recent records (or most recently updated) will be returned at each execution of the pipeline, and if there are more than 10,000 records, the 10,000 oldest records will also be read. Thus, if your account has more than 20,000 records from any pipeline, it is possible that not all of them will be included in the pipeline

Tasks

Main Object

Field	Type
id	text
done_date	text
deal_id	text	[pt] ID da oportunidade Oportunidades > > id
deal__rating	float
deal__hold	boolean
deal__name	text
user_ids	text
done	boolean
date	timestamp
subject	text	[pt] Assunto
hour	text	[pt] Hora
notes	text	[pt] Notas para a tarefa
contact_ids	text
type	text	[pt] Tipo da anotação (call, email, meeting, task, lunch, visit)
markup	text

rdstationcrm_tasks__users

Field	Type
task_id	text
users__email	text
users__nickname	text
users__id	text
users__name	text

Deals

Main Object

Field	Type
id	text
rating	float	[pt] Avaliação da oportunidade
markup_last_activities	text
win	boolean	[pt] Status da oportunidade. True se a oportunidade estiver ganha, False para perdida e Null para 'em aberto'
updated_at	text
closed_at	text
last_activity_content	text
amount_unique	float
interactions	float
user__id	text	[pt] Usuário responsável pela oportunidade Usuários > > id
user__email	text
user__nickname	text
user__name	text
amount_montly	float
hold	boolean	[pt] Status da oportunidade. True se a negociação estiver pausada
amount_total	float
deal_stage__name	text
deal_stage__created_at	text
deal_stage__updated_at	text
deal_stage__nickname	text
deal_stage__id	text
prediction_date	text	[pt] Data da previsão de fechamento da oportunidade
last_activity_at	text
name	text
markup	text
markup_created	text
user_changed	boolean
organization_id	text	[pt] Empresa à qual a oportunidade pertence Empresas > > id
organization__name	text
organization__address_longitude	text
organization__user___id	text
organization__user__email	text
organization__user__name	text
organization__address	text
organization__address_latitude	text
created_at	timestamp
campaign__created_at	timestamp
campaign__id	text	[pt] Campanha da oportunidade
campaign__name	text
campaign__updated_at	timestamp
deal_lost_reason__created_at	timestamp
deal_lost_reason__id	text	[pt] ID do motivo de fechamento
deal_lost_reason__name	text
deal_lost_reason__updated_at	timestamp
deal_source__created_at	timestamp
deal_source__id	text	[pt] Fonte da oportunidade
deal_source__name	text
deal_source__updated_at	timestamp
next_task__date	timestamp
next_task__hour	text
next_task__id	text
next_task__subject	text
next_task__type	text

rdstationcrm_deals__deal_custom_fields

Field	Type
deal_id	text
deal_custom_fields__created_at	text
deal_custom_fields__custom_field__id	text	Campos personalizados > > id
deal_custom_fields__custom_field__alow_new	boolean
deal_custom_fields__custom_field__created_at	text
deal_custom_fields__custom_field__for	text
deal_custom_fields__custom_field__label	text
deal_custom_fields__custom_field__order	int
deal_custom_fields__custom_field__required	boolean
deal_custom_fields__custom_field__type	text
deal_custom_fields__custom_field__unique	boolean
deal_custom_fields__custom_field__updated_at	text
deal_custom_fields__custom_field__visible	text
deal_custom_fields__updated_at	text
deal_custom_fields__value	text
deal_custom_fields__custom_field_id	text

rdstationcrm_deals__deal_products

Field	Type
deal_id	text
deal_products__description	text
deal_products__price	float
deal_products__updated_at	text
deal_products__discount	float
deal_products__total	float
deal_products__id	text
deal_products__name	text
deal_products__product_id	text	Produtos > > id
deal_products__discount_type	text
deal_products__created_at	text
deal_products__recurrence	text
deal_products__amount	float
deal_products__base_price	float

Companies

Main Object

Field	Type
id	text
address	text
created_at	timestamp
lost_count	float
name	text	[pt] Nome da empresa
opened_count	float
organization_segments	text	[pt] Segmentos da empresa
paused_count	float
resume	text	[pt] Resumo da empresa
updated_at	timestamp
url	text	[pt] URL da empresa
user__email	text
user__id	text	[pt] ID do Usuário responsável pela Empresa/Cliente Usuários > > id
user__name	text
user__nickname	text
won_count	float

rdstationcrm_organizations__custom_fields

Field	Type
organization_id	text
custom_fields_key	text
custom_fields_value	text

Notes

Field	Type
id	text
user_id	text	[pt] ID do usuário Usuários > > id
deal_id	text	[pt] ID da oportunidade Oportunidades > > id
text	text	[pt] Texto da anotação
date	timestamp

Users

Field	Type
id	text
name	text
email	text
created_at	timestamp
updated_at	timestamp
last_login	timestamp

Contacts

Main Object

Field	Type
id	text
created_at	text
facebook	text
linkedin	text
name	text	[pt] Nome do contato
notes	text	[pt] Notas do contato
organization_id	text	[pt] ID da empresa à qual este contato pertence Empresas > > id
skype	text
title	text	[pt] Cargo do contato
updated_at	text

rdstationcrm_contacts__phones

Field	Type
contact_id	text
phones__created_at	text
phones__phone	text
phones__type	text
phones__updated_at	text
phones__whatsapp	boolean
phones__whatsapp_full_internacional	text
phones__whatsapp_url_web	text

rdstationcrm_contacts__legal_bases

Field	Type
contact_id	text
legal_bases__category	text
legal_bases__status	text
legal_bases__type	text

rdstationcrm_contacts__emails

Field	Type
contact_id	text
emails__created_at	text
emails__email	text	[pt] E-mails do contato
emails__updated_at	text

rdstationcrm_contacts__deals

Field	Type
contact_id	text
deals__id	text	Oportunidades > > id

rdstationcrm_contacts_contact_custom_fields

Field	Type
contact_id	text
custom_field_id	text	Campos personalizados > > id
created_at	timestamp
updated_at	timestamp
custom_field_value	text

Custom Fields

Main Object

Field	Type
id	text
allow_new	boolean	[pt] Define se o campo personalizado aceitará novas entradas, caso seja do tipo option e multiple_options
created_at	timestamp
for	text	[pt] Modelo ao qual o campo personalizado será anexado. Valores permitidos: deal e organization
label	text	[pt] Texto do campo personalizado
order	float	[pt] Ordem em que o campo personalizado será exibido no modelo. Menor valor tem maior prioridade
required	boolean	[pt] Define se o campo deverá ser preenchido obrigatoriamente
type	text	[pt] Tipo do campo personalizado. Valores permitidos: option, text, date, multiple_choice
unique	boolean	[pt] Define se o campo terá valor único, em relação aos outros cadastrados
updated_at	timestamp
visible	boolean

rdstationcrm_custom_fields__opts

Field	Type
custom_field_id	text
option_value	text

Products

Field	Type
id	text
name	text	[pt] Nome do produto
description	text	[pt] Descrição do produto
created_at	timestamp
base_price	float	[pt] Preço do produto
visible	boolean
updated_at	timestamp