Deals

This sync enables moving deals data from a user specified datawarehouse to the Pipedrive platform.

SETUP

Configuring the Credentials

Select the account credentials which has access to relevant Pipedrive account from the given list & Click Next

Credentials not listed ?: Click on + for adding new credentials and fill the form that pops-up.

Data Sync Details

Data Sync: Select Deals & click Next

Sync configuration: Enter the configuration for this sync in the screen that shows up. Detailed description for each parameter is given below.

How do you want to fetch data?: Select whether you want to fetch data from the Data Model or from Table/ View.
Data Model: In case you want to fetch data using Data Model, select the data model that you would like to use for this sync. Checkout how to configure a model here.

Data Warehouse: In case you want to fetch data using Table/ View, select the data warehouse that you would like to use for this sync.
Table / View: Select the Table/ view in the data warehouse that you would like to use for this sync.

Points to bear in mind when creating a Data Model:

When adding a new deal, it is mandatory to mention the title of the deal.
When updating an existing deal, it is mandatory to mention the ID of the deal.
The success probability percentage of the deal can be passed only when deal_probability of the deal is enabled on the Pipedrive console.
While updating a deal, Stage_ID & Pipeline_ID if mapped should be linked with the Owner ID of the created Deal.
While adding a deal, user_id, pipeline_id, stage_id are connected. If adding a value for one of them, the user needs to fill all 3.

Setting Parameters

Setting Parameters

Parameter Description Values

Parameter	Description	Values
Map Fields	*Required* This refers to the manner in which data will get updated from the data warehouse to your Pipedrive Platform. Select a target field and a data model field, and click Add.	{Target Field, Data Model Field}
Fetch Mode	*Required* This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch.	`FULL`, `INCREMENTAL` *Default Value:* FULL
Incremental Key	*Dependent* *Required* This refers to the key using which the rows will be incrementally fetched for upload.	Select an Incremental key.
Insert Mode	*Required* This refers to the type of insert operation that you’re performing: With 'Update' selected, the data will be updated (only certain fields in existing records will be changed); and With 'Append' selected, all data fetched will be inserted.	`Update`, `Append` *Default Value:* Append

Map Fields

Required

This refers to the manner in which data will get updated from the data warehouse to your Pipedrive Platform. Select a target field and a data model field, and click Add.

{Target Field, Data Model Field}

Fetch Mode

Required

This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch.

FULL, INCREMENTAL

Default Value: FULL

Incremental Key

Dependent Required

This refers to the key using which the rows will be incrementally fetched for upload.

Select an Incremental key.

Insert Mode

Required

This refers to the type of insert operation that you’re performing: With 'Update' selected, the data will be updated (only certain fields in existing records will be changed); and With 'Append' selected, all data fetched will be inserted.

Update, Append

Default Value: Append

Data Sync Scheduling

Set the schedule for the sync to run. Detailed explanation on scheduling of syncs can be found here

Dataset & Name

Give your sync a name and some description (optional) and click on Finish to save it. Read more about naming and saving your syncs including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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