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Connect Close to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

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Connect Close

  1. Open the catalogue. In the console, go to Data · Connections and press New connection.
  2. Choose Close. It is listed under crm and support; you can also search for it by name.
  3. Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
  4. Choose what to sync. Pick the streams you want, and a sync mode for each. See choose what to sync.
  5. Run the first sync. sanda tests the connection, then lands each stream as a table in your warehouse.

Configuration fields

What the connection form asks for. Required fields are marked; the rest are optional.

Field Type Required Description
API Key string, secret Yes Close.com API key (usually starts with 'api_').
Replication Start Date string No The start date to sync data; all data after this date will be replicated. Leave blank to retrieve all the data available in the account. Format: YYYY-MM-DD. Default 2021-01-01.

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