HOW TO SETUP BASE CRM INTEGRATION

This integration will allow you to connect with Base CRM and start collecting your data. It is a matter of minutes to send your shipments data to feed your BI, your data warehouse, or your custom analytics stack.

Here are the steps involved:

  1. Connecting Base CRM
  2. Set the Replication Frequency
  3. Load your Base CRM data into your data warehouse
  4. Base CRM expected Data Model and schema

Getting Started – Setup Base CRM integration at Blendo

1. To add this integration, go to Blendo dashboard. Click Add a Source and click on Base CRM.

ETL Base CRM data2. Click on Base CRM icon.

ETL Base CRM dataSettings you need from Base CRM

3. In the new Setup your Base CRM source screen there is some data required that you will need to get from Base CRM. More specifically you will need the: Access Token of your Base CRM account.

3.1. Login to your Base CRM dashboard from a new tab.

3.2 Click on your Profile Picture on the top right and click on “Settings

ETL Base CRM data3.3. In the next screen, click on OAuth.

ETL Base CRM data3.4 In the screen on your right, under OAuth2 Settings, click on Add Access Token.

ETL Base CRM data3.5 In the new screen, add a Description and check only the first option – Read access to all your data, except for the account and user info. Please uncheck the rest.

ETL Base CRM data3.6 Click Save.

3.7 In the next box you will get your Access token but make sure to copy your new personal access token now. You won’t be able to see it again!

ETL Base CRM dataAdd these Base CRM settings to Blendo

4. Let’s go back to our web browser tab with Blendo. Now that you have your:

  • Access Token (API Key) (step #3.3 – #3.7, above)

you may now fill the relevant boxes into Blendo. Add a Table Prefix if you want and click Validate & Save.

ETL Base CRM data5. Then you will return back to the home dashboard. Click on your new Base CRM data source.

ETL Base CRM dataSet the Replication Frequency

This configuration controls how often Blendo will pull data from your Base CRM integration. Loading to your data warehouse could take a little bit longer.

6. If you want to change the replication schedule go to the Schedule section and click on Reschedule.

ETL Base CRM data7. In the next pop-up select one of the options available and click Apply.

To help prevent overages, consider setting the integration to replicate less frequently. Ask us for help or recommendations.

Load your Base CRM data into your data warehouse

Here is how to start loading your Base CRM data into your data warehouse:

ETL Base CRM data

Expected Base CRM Data Model

Check our documentation on the Base CRM Data Model you expect to get in your data warehouse.

Questions? Contact us!

in Connecting SaaS Data Sources