Renta поддерживает экспорт данных из AmoCRM в следующие пункты назначения:
- Google BigQuery
- Clickhouse
- SQL Server
- Google Spreadsheets
Создание интеграции в хранилище данных (DWH)
- Перейдите в каталог интеграций;
- Выберите AmoCRM;
- Добавьте аккаунт AmoCRM, в котором находятся необходимые данные;
- Выберите добавленный аккаунт AmoCRM;
- Укажите место назначения, в которое вы хотите импортировать данные;
- Перейдите на экран настроек и установите необходимую конфигурацию:
Report type
Тип отчета — состоит из уникального набора параметров и метрик, доступных для выгрузки в DWH. Каждый тип отчета соответствует одноименному методу API AmoCRM.
| 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
Параметры — содержат список параметров и метрик, доступных для экспорта. Укажите необходимые для выгрузки параметры.
В результате Renta создаст таблицу, которая будет содержать данные выбранных параметров. Порядок выбранных параметров в интерфейсе будет соответствовать порядку столбцов таблицы.
Date range type
Диапазон дат — укажите период, за который необходимо экспортировать данные. Вы можете указать любой исторический временной интервал.
Чтобы выбрать необходимое время, введите дату, с которой вы хотите начать выгрузку данных, в поле «From», затем введите дату окончания в поле «To».
Если вы хотите, чтобы данные в таблице обновлялись ежедневно и дополнялись новыми днями, тогда в поле «To» укажите «Yesterday».
Подробная инструкция по работе с диапазоном дат.
Integration name
Имя интеграции — при создании интеграции автоматически генерируется её имя. В этом поле вы можете переименовать название интеграции. Разрешены как кириллица, так и латиница, но не более 100 символов.
Название интеграции отображается на странице Integration List.
Table name
Имя таблицы — при создании интеграции автоматически генерируется имя таблицы, которая будет создана в DWH. В этом поле вы можете переименовать её.
Разрешена только латиница, цифры и символ «_».
Update time
Время обновления — вы можете указать любое время обновления, которое вам нужно. Рента обновляет интеграции ежедневно в интервале выбранного часа.
Обычно наши пользователи выбирают время обновления интеграций рано утром, например, в 5 утра. В этом случае ваша интеграция будет обновляться в период с 5 утра до 6 утра.
Обновление интеграций происходит по часовому поясу, выбранном в настройках вашего профайла.
Создание интеграции в Google Spreadsheets
Воспользуйтесь бесплатным расширением, доступным в Google Workspace Marketplace. Для этого:
- Установите расширение Renta Spreadsheets Add-on.
- Затем зайдите в Google Sheets, и во вкладке Tools выберите Renta, после чего нажмите кнопку Run.
После чего в правом сайдбаре откроется рабочая область с настройками интеграций. Подробная инструкция по созданию интеграции доступна по данной ссылке. Обратите внимание, что все созданные интеграции в Google Spreadsheets также доступны для управления в веб-версии Renta.
Структура данных
| 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) |
Квоты и лимиты
Важное примечание: Renta не предусматривает никакие ограничения, такие как количество учетных записей или временной промежуток выгрузки данных.
Лимиты AmoCRM:
- Не более 7 запросов в секунду.
Ссылка на официальную документацию AmoCRM .