Databases
Sales & Support Analytics

How to load data from Close.com to MS SQL Server

Learn how to use Airbyte to synchronize your Close.com data into MS SQL Server within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Close.com as a source connector (using Auth, or usually an API key)
  2. set up MS SQL Server as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Close.com

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today. Close is the sales engagement CRM designed to assist SMBs to turn more leads into revenue. With Close, you can email, call, and text your leads without adding any additional features. Power Dialer and task reminders help you follow up more frequently and reach more leads.

What is MS SQL Server

Microsoft SQL Server is a relational database management (RDBMS) built by Microsoft. As a database server, its primary function is to store and retrieve data upon the request of other software applications, either from the same computer or a different computer across a network—including the internet. To serve the needs of different audiences and workload sizes, Microsoft offers multiple editions (at least 12) of its Microsoft SQL Server.

Integrate Close.com with MS SQL Server in minutes

Try for free now

Prerequisites

  1. A Close.com account to transfer your customer data automatically from.
  2. A MS SQL Server account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Close.com and MS SQL Server, for seamless data migration.

When using Airbyte to move data from Close.com to MS SQL Server, it extracts data from Close.com using the source connector, converts it into a format MS SQL Server can ingest using the provided schema, and then loads it into MS SQL Server via the destination connector. This allows businesses to leverage their Close.com data for advanced analytics and insights within MS SQL Server, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Close.com as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.
2. Click on the "Close.com" source connector and select "Create new connection."
3. Enter a name for the connection and click "Next."
4. Enter your Close.com API key and API secret in the appropriate fields.
5. Click "Test" to ensure that the connection is successful.
6. If the test is successful, click "Next" to proceed to the next step.
7. Select the tables you want to replicate from Close.com.
8. Choose the replication frequency and the initial replication start date.
9. Click "Create connection" to finalize the setup.

Once the connection is created, Airbyte will begin replicating data from Close.com according to the specified settings. You can monitor the progress of the replication in the "Connections" tab on the Airbyte platform. If you need to make changes to the connection settings, you can do so by clicking on the connection and selecting "Edit."

Step 2: Set up MS SQL Server as a destination connector

1. Open the Airbyte platform and navigate to the "Destinations" tab on the left-hand side of the screen.
2. Scroll down until you find the "MSSQL - SQL Server" connector and click on it.
3. Click on the "Create new destination" button.
4. Fill in the required information, including the destination name, host, port, database name, username, and password.
5. Click on the "Test connection" button to ensure that the connection is successful.
6. Once the connection is successful, click on the "Save" button to save the destination.
7. Navigate to the "Sources" tab on the left-hand side of the screen and select the source that you want to connect to the MSSQL - SQL Server destination.
8. Click on the "Create new connection" button.
9. Select the MSSQL - SQL Server destination that you just created from the drop-down menu.
10. Fill in the required information for the source, including the source name, host, port, database name, username, and password.
11. Click on the "Test connection" button to ensure that the connection is successful.
12. Once the connection is successful, click on the "Save" button to save the connection.13. You can now start syncing data from your source to your MSSQL - SQL Server destination.

Step 3: Set up a connection to sync your Close.com data to MS SQL Server

Once you've successfully connected Close.com as a data source and MS SQL Server as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Close.com from the dropdown list of your configured sources.
  3. Select your destination: Choose MS SQL Server from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Close.com objects you want to import data from towards MS SQL Server. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Close.com to MS SQL Server according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MS SQL Server data warehouse is always up-to-date with your Close.com data.

Use Cases to transfer your Close.com data to MS SQL Server

Integrating data from Close.com to MS SQL Server provides several benefits. Here are a few use cases:

  1. Advanced Analytics: MS SQL Server’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Close.com data, extracting insights that wouldn't be possible within Close.com alone.
  2. Data Consolidation: If you're using multiple other sources along with Close.com, syncing to MS SQL Server allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Close.com has limits on historical data. Syncing data to MS SQL Server allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: MS SQL Server provides robust data security features. Syncing Close.com data to MS SQL Server ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: MS SQL Server can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Close.com data.
  6. Data Science and Machine Learning: By having Close.com data in MS SQL Server, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Close.com provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MS SQL Server, providing more advanced business intelligence options. If you have a Close.com table that needs to be converted to a MS SQL Server table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Close.com account as an Airbyte data source connector.
  2. Configure MS SQL Server as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Close.com to MS SQL Server after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Close.com?

Close.com's API provides access to a wide range of data related to sales and customer relationship management. The following are the categories of data that can be accessed through Close.com's API:  

1. Contacts: This includes information about individual contacts such as name, email address, phone number, and company.  
2. Leads: This includes information about potential customers who have shown interest in a product or service, including their contact information and any interactions they have had with the company.  
3. Opportunities: This includes information about potential sales opportunities, including the value of the opportunity, the stage of the sales process, and any associated contacts or leads.  
4. Activities: This includes information about any activities related to sales or customer relationship management, such as calls, emails, and meetings.  
5. Tasks: This includes information about tasks that need to be completed, such as follow-up calls or emails.  
6. Custom Fields: This includes any custom fields that have been created to store additional information about contacts, leads, or opportunities.  

Overall, Close.com's API provides access to a comprehensive set of data that can be used to improve sales and customer relationship management processes.

What data can you transfer to MS SQL Server?

You can transfer a wide variety of data to MS SQL Server. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Close.com to MS SQL Server?

The most prominent ETL tools to transfer data from Close.com to MS SQL Server include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Close.com and various sources (APIs, databases, and more), transforming it efficiently, and loading it into MS SQL Server and other databases, data warehouses and data lakes, enhancing data management capabilities.