RD Station CRM is a customer relationship management platform that helps businesses manage leads, opportunities, and customer interactions. It provides tools for contact management, deal tracking, sales pipeline management, and customer analytics to improve sales performance and customer relationships.

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1. Add your RD Station access

  1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the RD Station (CRM) option from the list of connectors.

  2. Click Next and you’ll be prompted to add your access. Check the RD Station CRM docs to discover how you can generate your access token.

  3. Click Next.

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2. Select your RD Station streams

The RD Station CRM API doesn’t support incremental syncs. It also has a limitation of a maximum of 10,000 records per endpoint. Thus, this connector will always fetch the most recent 10,000 records for each entity (eg. Deals, Contacts, Companies, etc) in each run.

  1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

    Tip: The stream can be found more easily by typing its name.

  2. Click Next.

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3. Configure your RD Station data streams

  1. 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 (which will effectively contain the fetched data) and the type of sync.
  • Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
  • Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
  • Sync Type: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL_TABLE. Read more about Sync Types here.
  1. Click Next.

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4. Configure your RD Station CRM data source

  1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.

  2. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

  3. Optionally, you can define some additional settings (if available).

  • Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.

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Check your new source!

  1. Click Done to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!

  2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!