HelenaCRM is a Brazilian CRM and customer engagement platform that combines contact management, sales pipelines, and multi-channel messaging (WhatsApp, chat) for businesses managing customer relationships.

Configuring HelenaCRM as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the HelenaCRM option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

You’ll need to provide your HelenaCRM Bearer token. To generate it, go to Ajustes > Integrações > Integração via API in your HelenaCRM account. The following configurations are available:

API Key: Your HelenaCRM Bearer token (required).
Start Date: The earliest date from which records will be synced (advanced setting).

Once you’re done, click Next.

2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones. 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: a name is suggested, but feel free to customize it. You can add a prefix to all tables at once.
Sync Type: you can choose between INCREMENTAL and FULL_TABLE.
- Incremental: only new or updated data is fetched each run.
- Full table: the current state of the data is fetched each run.

Once you are done configuring, click Next.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. 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.

For you to be able to see it on your Catalog, you need at least one successful source run.

Streams and Fields

Below you’ll find all available data streams from HelenaCRM and their corresponding fields:

Agents

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
companyId	string
userId	string
name	string
email	string
phoneNumber	string
phoneNumberFormatted	string
profile	string
isOwner	boolean
availability	string
departments	array of objects

Channels

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
active	boolean
type	string
number	string
numberFormatted	string
identity	object

Contacts

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
companyId	string
name	string
nameWhatsapp	string
nameInstagram	string
nameMessenger	string
phoneNumber	string
phoneNumberFormatted	string
email	string
instagram	string
messengerId	string
annotation	string
tagIds	array of strings
tagNames	array of strings
status	string
origin	string
importedAt	datetime
utm	string (JSON)
customFields	string (JSON)
portfolioIds	array of strings
portfolioNames	array of strings
metadata	string (JSON)

Custom Fields

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
parentId	string
type	string
entityType	string
scopeId	string
companyId	string
name	string
key	string
position	integer
required	boolean
visible	boolean
isValueRange	boolean
options	string (JSON)
children	string (JSON)

Departments

Field	Type
id	string
companyId	string
createdAt	datetime
updatedAt	datetime
name	string
isDefault	boolean
distribuitionEnabled	boolean
restrictionType	string
distributionConfig	string (JSON)
directLinks	string (JSON)
agents	array of objects
channels	array of objects

Office Hours

Field	Type
limitHours	boolean
offlineResponse	string
timezoneDiff	number
days	array of objects

Portfolios

Field	Type
id	string
name	string
description	string
createdAt	datetime
updatedAt	datetime

Tags

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
name	string
bgColor	string
textColor	string

Templates

Field	Type
id	string
createdAt	datetime
updatedAt	datetime
active	boolean
archived	boolean
channelId	string
name	string
text	string
footerText	string
status	string
channelType	string
type	string
params	string (JSON)
internalName	string
fileType	string
quickReplyAlias	string
rejectedDescription	string
categoryId	string
categoryName	string

Guru Digital Manager Hi Platform

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