AmoCRM Source

Renta supports data export from AmoCRM to following destinations:

  • Google BigQuery
  • Clickhouse
  • SQL Server
  • Google Spreadsheets

Integration creating in data warehouse (DWH)

  1. Go to integrations catalog;
  2. Select AmoCRM;
  3. Add a AmoCRM account that has the necessary data;
  4. Choose the added AmoCRM account;
  5. Specify the destination you want to import the data into;
  6. Go to the settings screen and set necessary configuration:

Report type

Report type consists of the unique set of parameters and metrics available for uploading to DWH. Each Report Type has its own parameters and metrics collection.

Name Description
Leads The method allows you to get a list of leads in the account.
Contacts The method allows you to get a list of contacts in the account.
Companies The method allows you to get a list of companies in the account.
Сustomers The method allows you to get a list of customers in the account.
Tasks The method allows you to get a list of tasks in the account.
Pipelines The method allows you to get a list of pipelines in the account.

Parameters

Parameters contains the list of parameters and metrics available for export. Specify the parameters required for uploading.

As a result, Renta will create the table that will contain the selected parameters data. The order of the selected parameters in the Rentas interface will match to the order of the table columns.

Date range type

Choose the inserting period. You can specify any historical time interval.

To select the necessary time, enter the date from which you want to start uploading data in the “From” field, then enter the end date in the “To” field.

If you want the data in the table to be updated daily and supplemented with new days, then enter “Yesterday” in the “To” field.

Detailed instructions for working with a date range.

Integration name

There is an auto generated name for your integration and here you can edit it as much as you like.

Both Cyrillic and Latin are permitted, but not more than 100 symbols.

The integration name is displayed on the Integration List page.

Table name

There is an auto generated name for your table and here you can edit it as much as you like.

Only Latin is permitted, numbers and “_” symbol.

Update time

You can specify any update time that you need. Users choose early morning integration updates most often, for example 5 AM.

In that case your integration will update in period from 5 AM to 6 AM.

Integrations are updating according to the time zone selected in your profile settings.

Integration creating in Google Spreadsheets

Take advantage of the free extension available in the Google Workspace Marketplace. In order to do it:

  1. Install the extension Renta Spreadsheets Add-on.
  2. Then go to Google Sheets and in the Tools tab select Renta
  3. Press the Run button.

After that a workspace with integration settings will open in the right sidebar. Detailed instructions for creating an integration are available at this link. Please note that all integrations created in Google Spreadsheets are also available for management in the web version of Renta.

Data Structure

Name Description Type
id The unique identifier of the new entity. STRING
name Name of the lead. STRING
responsible_user_id id of the responsible user. STRING
created_by id of the user who created the lead. STRING
created_at The time and date the lead was created. DATE
updated_at Date and time of the lead change. DATE
account_id id of the account on which the lead was created. STRING
is_deleted Deal deleted or not. Deleted leads can be in “deleted”. BIT
main_contact.id id of the main contact of the lead. STRING
group_id id of the group in which the user is responsible for the lead. STRING
company.id id of the company that is attached to this lead. STRING
company.name The name of the company that is attached to the lead. STRING
closed_at The time and date when this lead was completed. DATE
closest_task_at The time of the nearest task for this lead. DATE
tags.id id of the tag attached to this trade. ARRAY(STRING)
tags.name The name of the tag attached to this lead. ARRAY(STRING)
custom_fields.id id of the custom field. STRING
custom_fields.name name of the custom field. STRING
custom_fields.values.value The value of the custom field. ARRAY(STRING)
custom_fields.values.enum Early identifier of the preset option for the list or multisession. ARRAY(STRING)
custom_fields.values.subtype The identifier of the values ​​of the additional field “address”. ARRAY(STRING)
custom_fields.is_system Is the extra field systemic. BIT
contacts.id id of the contact attached to the lead. ARRAY(STRING)
status_id Id of the stage of the digital funnel where this transaction is located. STRING
sale Budget of the lead. INTEGER
pipeline.id id of the digital pipeline in which the lead is located. STRING
id The unique identifier of the new entity. STRING
name Full contact name. STRING
first_name First contact Name. STRING
last_name Contact last name. STRING
responsible_user_id id of the responsible user. STRING
created_by Id of the user who created the contact. STRING
created_at Contact creation time and date. DATE
updated_at Updated contact time and date. DATE
account_id Id of the account on which the contact was created. STRING
updated_by Id of the user who updated the contact. STRING
group_id id of the group in which the user is responsible for this contact. STRING
company.id id of the company that is attached to this contact. STRING
company.name The name of the company that is attached to this contact. STRING
leads.id id of the lead that is attached to this contact. ARRAY(STRING)
closest_task_at The nearest task for this contact. INTEGER
tags.id Id of the tag attached to this contact. ARRAY(STRING)
tags.name The name of the tag attached to this contact. ARRAY(STRING)
custom_fields.id Id of additional field. STRING
custom_fields.name Additional field name. STRING
custom_fields.values.value The value of the custom field. ARRAY(STRING)
custom_fields.values.enum Early identifier of the preset option for the list or multisession. ARRAY(STRING)
custom_fields.values.subtype The identifier of the values ​​of the additional field “address”. ARRAY(STRING)
custom_fields.is_system Is the extra field systemic. BIT
customers.id Id of the customer attached to this contact. ARRAY(STRING)
id Unique identifier of the company. STRING
name Company name. STRING
responsible_user_id id of the responsible user. STRING
created_by Id of the user who created the company. STRING
created_at Time and Date of Company Creation. DATE
updated_at Company time and date. DATE
account_id id of the account on which the company is established. STRING
updated_by Id of the user who updated the company. STRING
group_id id of the group in which the user is responsible for the given company. STRING
contacts.id Id of the contact that is attached to this company. ARRAY(STRING)
leads.id id of the lead that is attached to this company. ARRAY(STRING)
closest_task_at Time of the nearest task for this company. DATE
tags.id Id of the tag attached to this company. ARRAY(STRING)
tags.name The name of the tag attached to this company. ARRAY(STRING)
custom_fields.id Id of additional field. STRING
custom_fields.name Additional field name. STRING
custom_fields.values.value The value of the additional field. ARRAY(STRING)
custom_fields.values.enum Early identifier of the preset option for the list or multi-selection. ARRAY(STRING)
custom_fields.values.subtype The identifier of the values ​​of the additional field “address”. ARRAY(STRING)
custom_fields.is_system Is the extra field systemic. BIT
customers.id id of the customer attached to this company. ARRAY(STRING)
id The unique identifier of the new entity. STRING
name Element name. STRING
responsible_user_id id of the user responsible for the customer. STRING
created_by id of the user who created the customer. STRING
created_at Date and time the customer was created. DATE
updated_at Date and time of the change of the customer. DATE
account_id id of the account in which the customer was created. STRING
updated_by id of the user who changed the customer. STRING
is_deleted The customer was deleted or not deleted. BIT
main_contact.id id of the main contact of the customer. STRING
tags.id Id tag attached to this customer. ARRAY(STRING)
tags.name The name of the tag attached to this customer. ARRAY(STRING)
custom_fields.id Id of additional field. STRING
custom_fields.name Additional field name. STRING
custom_fields.values.value Additional field value. ARRAY(STRING)
custom_fields.values.enum Early identifier of the preset option for the list or multi-selection. ARRAY(STRING)
custom_fields.values.subtype The identifier of the values ​​of the additional field “address”. ARRAY(STRING)
custom_fields.is_system Is the extra field systemic. BIT
contacts.id id of the contact attached to the lead. ARRAY(STRING)
company.id id of the company that is attached to this lead. STRING
company.name the name of the company that is attached to the lead. STRING
next_price Expected Amount. INTEGER
closest_task_at The time of the nearest task for the given customer. DATE
period_id Unique period identifier, digital pipeline of customers. DATE
periodicity Periodicity. INTEGER
next_date Next purchase date. DATE
id The unique identifier of the task. STRING
element_id Unique identifier of a contact or lead (lead or contact is specified in element_type). STRING
element_type The type of the element to be attached (1-contact, 2-lead, 3-company, 12-customer). INTEGER
complete_till_at The date to which you want to complete the task. If the time is 23:59, then “All day” will be displayed in the system interfaces instead of time. DATE
task_type Task type. INTEGER
text Task text. STRING
created_at Date this task was created (optional). DATE
updated_at Date of the last change of this task (optional parameter). DATE
responsible_user_id Unique identifier of the responsible user. STRING
is_completed Task completed or not. BIT
created_by Unique identifier of the task creator. STRING
account_id Unique Account ID. STRING
group_id Id of the group in which the user is related to the task. STRING
id The unique pipeline identifier. STRING
name The name of pipeline. STRING
sort Pipeline number for display. INTEGER
is_main Is pipeline “main”. BIT
statuses.id The unique identifier of the step. ARRAY(STRING)
statuses.name The name of the phase. ARRAY(STRING)
statuses.color Stage color. ARRAY(STRING)
statuses.sort Sequence number of the stage when displayed. ARRAY(INTEGER)
statuses.is_editable Is it possible to change or delete this step. ARRAY(BIT)

Quotes and limits

Important note: Renta doesn’t provide any restrictions like amount of accounts, connectors, integrations or inserting date range.

Limits for AmoCRM:

  • Not more than 7 requests per second.

Link to the official documentation