In this article, we’ll integrate a Pipedrive data source with Y42. Pipedrive is a sales management tool designed to help small sales teams manage and coordinate sales processes. 

 

Overview

Authentication: App Credentials
Settings: Historical Date selection
Schema type: Fixed
Update Type: Full import 
 

Authentication

Application credentials are strongly generated username:password combinations and have a one-to-one binding with a membership in the consortia. They are strictly isolated to the environment in which they are created and can only be used to access a node/service owned by the same membership that created the credentials.

 

Import Settings

By default, the historical date will be set to one year ago. Refer to your own data source to decide from which exact date you would want to retrieve data.
 
 

Schema

You can find the full list of available reports and their columns/dimensions/metrics you are able to import to your Y42 instance on Pipedrive's API documentation.
 

Updating your data

For this source you can schedule full imports. Every time the source updates it will fully sync all your data. You have the option of scheduling updates by the month, weeks, days, and even by the hour.

 

Pipedrive Setup Guide:

Note: In order to connect Pipedrive with Y42, you will need to have a Pipedrive account.  

  1. On Integrate, click on "Add..." to search for Pipedrive and select it.

  2. Name your integration.

  3. Click Authorize and log into your Pipedrive account.

  4. After authentication, you are good to go and start importing your tables.

  5. Choose from which point onwards in time to import your data. 
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  6. Add in your Pipedrive account and press Select.

    Bildschirmfoto_2021-06-10_um_17.29.47.png

  7. Select the tables you need and click import. You can start accessing the tables once the status is “Ready”.

Note: You can always import and reimport other tables as well, or delete them.

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