OnePageCRM
DLH.io documentation for OnePageCRM
Thousands of companies rely on OnePageCRM to grow and run their sales and marketing activities. That data is available to you so that your organization can synchronize it to a warehouse for enriching with other datasets or integrating it with other operational systems that allow you to see the full end to end view of your business. DLH.io is the best means to do that for your organization consistently and with confidence.
Setup Instructions
Follow the setup steps guide for configuring your OnePageCRM connection to enable data to flow into your destination via DLH.
Supported Features
Here are key features supported for this connector.
| Sync Feature | Supported | Details |
|---|---|---|
| Custom Data and Development | ✓ | Ability to enhance connector upon request |
| Historical Re-Load/Load | ✓ | |
| Incremental/Delta Load | ✓ | Gets most recent records and changes |
| Column Selection | ✓ | |
| Column Hashing | ✓ | |
| Re-Sync Table/Entity | ✓ | Select at the table level to reload data history (on next Sync Bridge run) |
| Custom Queries | Utilizing SQL Data Query Connector | |
| Custom Data | ||
| Captures Deleted Rows | ✓ | On all supported tables |
| API Sync Bridge Initiation | ✓ | |
| Priority Scheduling | ✓ | |
| Private VPC/Link | ☂ | |
| DLH Data Model Available | - |
If you have any questions about these supported features please reach out to our Customer Support team.
Details on Sync Processing
For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.
Synchronized/Replicated Entities
The following OnePageCRM entities are replicated to your target destination of choice. A list of synchronized/repicated entities is as follows:
- COMPANIES
- CONTACTS
- DEALS
- FEEDBACK_SUBMISSIONS
- LINE_ITEMS
- PRODUCT
- QUOTES
- TICKETS
Support of a free OnePageCRM Account
DLH.io supports those users who are leveraging the free tier of OnePageCRM
Privilege Requirements
Remember that for OnePageCRM to do most integrations you need to be a user with the Super Admin privilege