Simplicate is a Cloud-based all-inclusive Customer Relationship Management( CRM ) platform that is designed to streamline and enhance various business processes. It focuses in managing customer interactions, facilitating communications and engagement, sales and strategies. It also facilitates features like sales management, project management, time tracking and invoicing making it a coalesced stage for managing client relationships and enhancing operational efficiency.

This article provides an overview to get started with the Simplicate connector in Peliqan. Please contact support if you have any additional questions or remarks.

Content

• Content
• Simplicate Data Pipeline
• Fetching API Key and API Secret
• Connect Simplicate
• Simplicate Data Sync to Data Warehouse
• Generic GET in Simplicate
• Fetch Paginated Data
• Fetch Data for specific Object
• Fetch Filtered paginated Data

Simplicate Data Pipeline

Fetching API Key and API Secret

To Authorize to your Simplicate Account, Peliqan requires and API Key( authorization token) and API Secret( authorization secret). Follow the steps below to fetch authorization credentials :

• In your Simplicate account, navigate to Settings > API.
• If no API token exists, click New to generate an API Key.
• Copy API Key and API Secret.

Connect Simplicate

Connect Simplicate through the Peliqan Connectivity Module:

Configuration options:

• API Key
• API Secret
• Domain - your account’s Simplicate URL
• Start Date in YYYY-MM-DD format
• (Optional) table selection via ‘Advanced’

Once filled, click on Save to get the data synced in.

Simplicate Data Sync to Data Warehouse

Peliqan offers an out of the box data warehouse. Optionally the user can choose to sync Simplicate data to their own data warehouse such as Snowflake, Google BigQuery, MS SQL etc.

Data will be synced to the chosen data warehouse and made available through the Peliqan UI for exploration.

With the Peliqan federated query engine, queries on the Simplicate data can be written and data can be transformed and combined with other sources.

Generic GET in Simplicate

→ Peliqan provides a generic Get Generic Endpoint endpoint to get data from any domain and subsequent resource as custom pipeline.

→ The Generic Endpoint gives you greater control over filtering data and choosing resources.

Fetch Paginated Data

→ Below is example script to get data from resource document of domain crm

simplicate_api = pq.connect('Simplicate')
offset_value = 0
while True:
    generic_endpoint = {
        'domain': "crm",
        'offset': offset_value, # increase by 100 for paged results
        'resource': "document",
    }
    result = simplicate_api.get('generic_endpoint', generic_endpoint)
    if not isinstance(result, list) or 'error' in result:
        break
    offset_value+=100

Fetch Data for specific Object

→ Below is example script to get data from crm/document for a specific document Id.

simplicate_api = pq.connect('Simplicate')
offset_value = 0
generic_endpoint = {
    'id' : 'bf1e7d7e-f3e9-43da-ac05-4b08ae5ff1db',
    'domain': "crm",
    'offset': offset_value, 
    'resource': "document",
}
result = simplicate_api.get('generic_endpoint', generic_endpoint)
st.json(result)

Fetch Filtered paginated Data

→ Below is example script to get data applying filters in API request to fetch filtered data.

simplicate_api = pq.connect('Simplicate')
offset_value = 0
while True:
    generic_endpoint = {
        'filter' : 'sort=updated_at&q[updated_at][gt]=2024-08-02T07:22:41.000000Z&q[or][created_at][gt]=2024-08-02',
        'domain': "crm",
        'offset': offset_value, # increase by 100 for paged results
        'resource': "document",
    }
    result = simplicate_api.get('generic_endpoint', generic_endpoint)
    if not isinstance(result, list) or 'error' in result:
        break
    offset_value+=100