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Close

Step 1: Get an API key from Close

To integrate your Close account with Plecto, you need to provide an API key. Follow these steps:

  1. Open Close and go to Settings > Integrations > API Keys > New API Key.

  2. Give your new API key a name (for example, Plecto) and click Create API Key.

  3. Copy the key to your clipboard. You will have to use it when creating a new Close data source in the next step.

  4. Move to Step 2.

For more information, read Close's help guide on API keys.

Step 2: Connect Close with Plecto

  1. In Plecto, go to Data sources > New data source > Close.

  2. (Optional) Rename your credentials.

  3. Enter the API key and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

With our integration to Close, you can import the following data to Plecto:

Update frequency: 2m

Supports custom fields? Yes

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes

Update frequency: 2m

Supports custom fields? Yes

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? No

To avoid rate limiting, the initial historical import is not performed, and only new updates are getting imported. Please run a manual data import to get historical data.

Update frequency: 2m

Supports custom fields? Yes

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes

Update frequency: 2m

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes

Update frequency: 2m

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes

Update frequency: 2m

Supports custom fields? Yes

Supports webhooks? No

Supports automatic registration deletion? Yes

Supports relations? No

Update frequency: 2m

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? No

Supports relations? Yes

Update frequency: 2m

Supports custom fields? Yes

Supports webhooks? No

Supports automatic registration deletion? Yes

Supports relations? Yes

Update frequency: 2m

Supports custom fields? No

Supports webhooks? No

Supports automatic registration deletion? Yes

Supports relations? No