This guide walks you through setting up Close on Sync Inc.
In just a couple of minutes, you'll have a Postgres database with all your Close data, syncing in real-time.
First, add a Close API key to Sync Inc:
Step 1: Create a new Sync Inc account at https://app.syncinc.so/signup.
Step 2: Select Close as the platform you want to sync.
Step 3: Provide us with a Close API key:
Step 4: Select the destination database you want to sync your data to. By default, we'll sync to a new Postgres Database we host for you. Or, we can sync to a new schema in a database you've created with Sync Inc or that you host:
Step 5: Click Create.
After you click Create, we'll immediately connect to Close and begin back-filling all your data.
As soon as your database is provisioned, you can connect to it and start querying.
If you chose to sync your data to a Sync Inc provisioned database, then your database is hosted on AWS RDS. If you chose to sync to a database you are hosting, then you or a database admin will know the details of your hosting.
For this setup guide, we'll use TablePlus as an example.
Step 1: Download and install TablePlus from https://tableplus.com/.
Step 2: Open TablePlus and click Create a new connection...
Step 3: Click the Import from URL button.
Step 4: Copy and paste the Connect URL from Sync Inc into the Connection URL in TablePlus then click Import.
Step 5: Then name your TablePlus connection and click Create.
You'll now see all your Close data represented in Postgres. To start querying, click the SQL button and write your first statement:
select (sum(opportunity."value")/100.00)::money as "pipeline_value"from opportunityinner join opportunity_status on opportunity_status.id = opportunity.status_idwhere opportunity_status.type = 'active';