This guide walks you through setting up Close on Sequin.
In just a couple of minutes, you'll have a Postgres database with all your Close data, syncing in real-time.
Connect with Close
First, add a Close API key to Sequin:
Step 1: Create a new Sequin account at https://app.sequin.io/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 tables you want to sync. By default, we'll sync all the tables. You can adjust which tables you sync at anytime.
Step 5: 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 Sequin or that you host:
Step 6: Click Create.
After you click Create, we'll immediately connect to Close and begin back-filling all your data.
Connect to your Postgres database
As soon as your database is provisioned, you can connect to it and start querying.
If you chose to sync your data to a Sequin 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 Sequin into the Connection URL in TablePlus then click Import.
Step 5: Then name your TablePlus connection and click Create.
Query Close with SQL
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"
inner join opportunity_status on opportunity_status.id = opportunity.status_id
where opportunity_status.type = 'active';