Configuring Calendly as a Source
In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Calendly option from the list of connectors. Click Next and you’ll be prompted to add your access.1. Add account access
You’ll need a Calendly Personal Access Token to connect. To generate one:- Log in to your Calendly account
- Go to Integrations & Apps > API & Webhooks
- Click Generate New Token and copy the token
- Personal Access Token: Your Calendly Personal Access Token for authentication.
- Start Date: (Optional) The earliest date from which events will be synced. If not provided, all events will be synced.
2. Select streams
Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis.Tip: The stream can be found more easily by typing its name.Select the streams and click Next.
3. Configure data streams
Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table and the type of sync.- Layer: choose between the existing layers on your catalog.
- Folder: a folder can be created inside the selected layer to group all tables.
- Table name: we suggest a name, but feel free to customize it. You can add a prefix to all tables at once.
- Sync Type: choose between INCREMENTAL and FULL_TABLE.
4. Configure data source
Describe your data source for easy identification within your organization. To define your Trigger, consider how often you want data to be extracted from this source. Once you are ready, click Next to finalize the setup.5. Check your new source
You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.Streams and Fields
Below you’ll find all available data streams from Calendly and their corresponding fields:Scheduled Events
Scheduled Events
All scheduled meetings and events in your Calendly organization.Key Fields:
uri- Unique identifier for the eventname- Name of the eventstatus- Status of the event (active, canceled)start_time- Start time of the eventend_time- End time of the eventevent_type- URI of the event typelocation- Location details (JSON)created_at- When the event was createdupdated_at- When the event was last updated
invitees_counter_total- Total number of inviteesinvitees_counter_active- Number of active inviteesinvitees_counter_limit- Maximum number of invitees
event_memberships- Host memberships (JSON)event_guests- Guest list (JSON)calendar_event- Calendar event details (JSON)meeting_notes_plain- Meeting notes in plain textmeeting_notes_html- Meeting notes in HTMLcancellation_reason- Reason for cancellationcancellation_canceled_by- Who canceled the event
Event Invitees
Event Invitees
Invitees for each scheduled event (child stream of Scheduled Events).Key Fields:
uri- Unique identifier for the inviteeemail- Invitee’s email addressname- Invitee’s full namefirst_name- Invitee’s first namelast_name- Invitee’s last namestatus- Invitee status (active, canceled)timezone- Invitee’s timezonecreated_at- When the invitee was createdupdated_at- When the invitee was last updated
questions_and_answers- Responses to scheduling questions (JSON)tracking- UTM and tracking parameters (JSON)rescheduled- Whether the invitee rescheduledcancel_url- URL to cancel the eventreschedule_url- URL to reschedule the eventscheduled_event_uri- URI of the parent scheduled event
text_reminder_number- Phone number for text remindersold_invitee- Previous invitee URI (if rescheduled)new_invitee- New invitee URI (if rescheduled)routing_form_submission- Routing form submission details (JSON)payment- Payment information (JSON)no_show- No-show status details (JSON)
Event Types
Event Types
Event types configured in your Calendly organization.Key Fields:
uri- Unique identifier for the event typename- Name of the event typeactive- Whether the event type is activeslug- URL-friendly slugscheduling_url- Public scheduling URLduration- Duration in minuteskind- Event kind (solo, group)type- Event type (StandardEventType, AdhocEventType)created_at- When the event type was createdupdated_at- When the event type was last updated
color- Display colordescription_plain- Description in plain textdescription_html- Description in HTMLinternal_note- Internal notessecret- Whether the event type is secretadmin_managed- Whether the event type is admin-managedpooling_type- Pooling type for round-robin eventscustom_questions- Custom scheduling questions (JSON)profile- Profile information (JSON)
Organization Memberships
Organization Memberships
Members of your Calendly organization.Key Fields:
uri- Unique identifier for the membershiprole- Role in the organization (admin, user, owner)organization- Organization URIcreated_at- When the membership was createdupdated_at- When the membership was last updated
user_uri- User’s unique identifieruser_name- User’s display nameuser_slug- User’s URL sluguser_email- User’s email addressuser_timezone- User’s timezoneuser_avatar_url- User’s avatar URLuser_created_at- When the user was createduser_updated_at- When the user was last updated