Connecting with Close.com

The goal of this document

Here, we are going to connect the vendor called Close with the Airbyte then it will redirect the data using the destination of MySQL to AIV, User can choose the format of the destination as required, For example from MySQL/ PostgreSQL, etc.

Useful Resources of Airbyte

• Official Website: https://airbyte.com/
• List of Available sources by the Airbyte: https://docs.airbyte.com/integrations/sources
• Help Center: https://discuss.airbyte.io/new
• How do you install Airbyte: https://docs.airbyte.com/deploying-airbyte/local-deployment

Requirements to get the ‘Close.com’ source

• User should have an account on close.com if not then signup from the below link: https://app.close.com/signup/

• User should have the Personal Access Token of Close.com.

Steps to Fetch the Personal API Token from Close.com

1. To getch the Access Token of Close, you should go to https://app.close.com/settings/api/
2. You need to login with your credentials.
3. Find the ’settings’ option from the left-vertical menu, click on that settings option.
4. then find the ’API keys’ option from the left-vertical sub-menu, as shown in the figure below:

5. Click on the New API key button from the top-right corner, as shown in the figure below:

6. Add API key name and click on the Create button from the bottom-right corner.

7. After clicking on create API key, it may take some time to generate the API key, then it’ll display the API key as shown in the figure below:

8. Click on ok button to continue, after that the API keys will visible in grid:

Steps to Connect Close.com with AIV

1. Go to the Airbyte using the below link: https://airbyte.com/

2. The Airbyte landing screen looks like below:

3. Here We have 3 options on the left, which contain Connections, Sources, and Destination. As per continuing the steps click on the Sources option.

4. To add the Close.com source, click on the New Source button from the Top-right corner.

5. To add Any of the sources here, the user needs to add the properties which are needed from the Airbyte, every source has its own individual properties.

6. Set up source Form Overview

• Name: Users can add the name of the source as per their requirements.
• Source Type: The user has to select the source type from the provided list by airbyte.
• API key: Copy the API key form the vendor and simply paste here.
• Start Date: You can add current date here.

7. After adding the information, click on Set up Connection, it will test the connection here, then it will redirect to add destination of the source, as per figure below:

8. After testing the connection successfully add the destination here.

• Here, on the source adding screen,
• The top-menu bar shows two buttons where

1. for Overview of the source and
2. for the settings of the source.

• Overview The overview screen shows the details related to the source; it may be empty as per the above screen.
• Settings: From settings, the user can edit the form details of the added source.
• Add destination button leads us to the destination page from the source page.

9. Click on the Destination from the Top-right corner, as shown in the figure below:

10. Click on the MySQL Training here. it may take some time to fetch the stream names, as shown in figure below:

11. After loading all the Streams form the Vendor’s to the destination, the destination page looks as shown in the figure below:

12. After loading all the data streams user need to add Sync frequency and Table Prifix, as shown in the figure below:

• Add Sync Frequency: Every Hour
• Add Table Prefix: close_ ‘It’s an optional field, where users can add prefix just to recognize the table name easily.’
• As shown in the figure below:

• When the user add the prefix, it gets added on Destination stream name automatically, as shown in the figure below:

13. At the bottom of the destination page, we have two radio buttons, which contain the Normalization option. Keep the Basic Normalization selected.

14. Now, click on the setup connection button to complete the connection. it will test the connection again which may take some time.

15. Now, to validate the data is synced by the Airbyte, Go to the Connection from the Left menu bar of the screen:

16. Find the Added connection of the close from the list,

Here, to see the Data synced, click on the row to see the details.

17. Here the close.com connection page will show the Status of the data sync and sync history.

1. The title of the source and destination name.

2. Status and settings page top menu bar.

3. Enable button: from this button, the user can enable/disable the source from the destination.

4. Reset your data and Sync button: the user can reset their data and only sync the updated data from the vendor.

5. Click on the sync button to sync the data manually, after clicking on the sync button, it will start the process which will indicate the status under the history grid.