Knowledge base

Looking to free your Spotler CRM data? Good, you’ve come to the right place.

Getting connected

1. Select Connections from the main menu
2. Click the New button
3. Select Spotler CRM
4. Give it a name (this is especially useful if you’re creating multiple Spotler CRM connections)
5. Authorise the connection by following the prompts to sign in to your Spotler CRM account
6. Done. Now watch as SyncHub begins retrieving your historical data.

To connect multiple Spotler CRM accounts, simply follow the steps above for each one.

Available data tables

SyncHub works by regularly querying each endpoint in the Spotler CRM API, checking for new and modified data. For each endpoint, SyncHub produces a corresponding data table in your reporting tool. These are the data tables currently available:

• Account
• Activity
• Campaign
• Case
• Contact
• List
• List member
• Opportunity
• Opportunity line
• S l a
• Task
• User

Need more data? No problem, please let us know and we'll see if we can add it. Or if you're a data nerd like us, feel free to check out the Spotler CRM API documentation to see what’s available.

What data does SyncHub take from Spotler CRM?

SyncHub extracts the endpoints above from Spotler CRM, and stores it in your data warehouse.

What data does SyncHub create or modify in Spotler CRM?

Nothing. SyncHub is read-only and never sends data back to Spotler CRM.