- About Hevo
- Hevo Features
- Hevo System Architecture
- Core Concepts
- Free Trials
- Regulatory Compliance
- Scheduling a Demo
- Hevo Support
- General FAQs
- Getting Started
- Creating an Account in Hevo
- Connecting Through SSH
- Connecting Through Reverse SSH Tunnel
- Using Google Account Authentication
- How Hevo Authenticates Sources and Destinations using OAuth
- Reauthorizing an OAuth Account
- Familiarizing with the UI
- Creating your First Pipeline
- Data Loss Prevention and Recovery
- Data Ingestion
- Types of Data Synchronization
- Ingestion Modes and Query Modes for Database Sources
- Ingestion and Loading Frequency
- Data Ingestion Statuses
- Deferred Data Ingestion
- Handling of Primary Keys
- Handling of Updates
- Handling of Deletes
- Hevo-generated Metadata
- Data Loading
- Loading Data in a Database Destination
- Loading Data to a Data Warehouse
- Optimizing Data Loading for a Destination Warehouse
- Manually Triggering the Loading of Events
- Scheduling Data Load for a Destination
- Loading Events in Batches
- Data Loading Statuses
- Data Spike Alerts
- Name Sanitization
- Table and Column Name Compression
- Parsing Nested JSON Fields in Events
- Data Flow in a Pipeline
- Familiarizing with the Pipelines UI
Working with Pipelines
- Best Practices for Creating Database Pipelines
- Creating a Pipeline
- Connectivity Check for RDBMS Sources
- Scheduling a Pipeline
- Modifying a Pipeline
- Prioritizing a Pipeline
- Viewing Pipeline Progress
- Pausing and Deleting a Pipeline
- Log-based Pipelines
- Troubleshooting Data Replication Errors
- Managing Objects in Pipelines
Python Code-Based Transformations
- Supported Python Modules and Functions
Transformation Methods in the Event Class
- Create an Event
- Retrieve the Event Name
- Rename an Event
- Retrieve the Properties of an Event
- Modify the Properties for an Event
- Fetch the Primary Keys of an Event
- Modify the Primary Keys of an Event
- Fetch the Data Type of a Field
- Check if the Field is a String
- Check if the Field is a Number
- Check if the Field is Boolean
- Check if the Field is a Date
- Check if the Field is a Time Value
- Check if the Field is a Timestamp
- Convert Date String to Required Format
- Convert Date to Required Format
- Convert Datetime String to Required Format
- Convert Epoch Time to a Date
- Convert Epoch Time to a Datetime
- Convert Epoch to Required Format
- Convert Epoch to a Time
- Get Time Difference
- Parse Date String to Date
- Parse Date String to Datetime Format
- Parse Date String to Time
- Examples of Python Code-based Transformations
Drag and Drop Transformations
- Special Keywords
Transformation Blocks and Properties
- Add a Field
- Change Datetime Field Values
- Change Field Values
- Drop Events
- Drop Fields
- Find & Replace
- Flatten JSON
- Format Date to String
- Format Number to String
- Hash Fields
- Mask Fields
- Modify Text Casing
- Parse Date from String
- Parse JSON from String
- Parse Number from String
- Rename Events
- Rename Fields
- Round-off Decimal Fields
- Split Fields
- Examples of Drag and Drop Transformations
- Effect of Transformations on the Destination Table Structure
- Transformation Reference
- Transformation FAQs
- Python Code-Based Transformations
- Using Schema Mapper
- Mapping Statuses
- Auto Mapping Event Types
- Manually Mapping Event Types
- Modifying Schema Mapping for Event Types
- Schema Mapper Actions
- Fixing Unmapped Fields
- Resolving Incompatible Schema Mappings
- Resizing String Columns in the Destination
- Schema Mapper Compatibility Table
- Limits on the Number of Destination Columns
- File Log
- Troubleshooting Failed Events in a Pipeline
- Mismatch in Events Count in Source and Destination
- Activity Log
- Can multiple Sources connect to one Destination?
- What happens if I re-create a deleted Pipeline?
- Why is there a delay in my Pipeline?
- Can I change the Destination post-Pipeline creation?
- How does changing the query mode affect data ingestion?
- Why is my billable Events high with Delta Timestamp mode?
- Can I drop multiple Destination tables in a Pipeline at once?
- How does Run Now affect scheduled ingestion frequency?
- Will pausing some objects increase the ingestion speed?
- Can I see the historical load progress?
- Why is my Historical Load Progress still at 0%?
- Why is historical data not getting ingested?
- How do I set a field as a primary key?
- How do I ensure that records are loaded only once?
- Events Usage
- Free Sources
Databases and File Systems
- Data Warehouses
- Connecting to a Local Database
- Amazon DocumentDB
- Amazon DynamoDB
- Generic MongoDB
- MongoDB Atlas
- Support for Multiple Data Types for the _id Field
- Example - Merge Collections Feature
Errors During Pipeline Creation
- Error 1001 - Incorrect credentials
- Error 1005 - Connection timeout
- Error 1006 - Invalid database hostname
- Error 1007 - SSH connection failed
- Error 1008 - Database unreachable
- Error 1011 - Insufficient access
- Error 1028 - Primary/Master host needed for OpLog
- Error 1029 - Version not supported for Change Streams
- SSL 1009 - SSL Connection Failure
- Troubleshooting MongoDB Change Streams Connection
- Troubleshooting MongoDB OpLog Connection
- Errors During Pipeline Creation
- Amazon RDS SQL Server
- Azure SQL Server
- Google Cloud SQL Server
- Generic SQL Server
- Troubleshooting SQL Server
- SQL Server FAQs
- Amazon Aurora MySQL
- Amazon RDS MySQL
- Azure MySQL
- Google Cloud MySQL
- Generic MySQL
- MariaDB MySQL
Errors During Pipeline Creation
- Error 1003 - Connection to host failed
- Error 1006 - Connection to host failed
- Error 1007 - SSH connection failed
- Error 1011 - Access denied
- Error 1012 - Replication access denied
- Error 1017 - Connection to host failed
- Error 1026 - Failed to connect to database
- Error 1027 - Unsupported BinLog format
- Failed to determine binlog filename/position
- Schema 'xyz' is not tracked via bin logs
- Errors Post-Pipeline Creation
- Errors During Pipeline Creation
- MySQL FAQs
- Amazon Aurora PostgreSQL
- Amazon RDS PostgreSQL
- Azure PostgreSQL
- Google Cloud PostgreSQL
- Generic PostgreSQL
- Heroku PostgreSQL
Errors during Pipeline creation
- Error 1003 - Authentication failure
- Error 1006 - Connection settings errors
- Error 1011 - Access role issue for logical replication
- Error 1012 - Access role issue for logical replication
- Error 1014 - Database does not exist
- Error 1017 - Connection settings errors
- Error 1023 - No pg_hba.conf entry
- Error 1024 - Number of requested standby connections
- Errors Post-Pipeline Creation
- Errors during Pipeline creation
- PostgreSQL FAQs
- Troubleshooting Database Sources
- Amazon S3
- Azure Blob Storage
- FTP / SFTP
- Google Cloud Storage (GCS)
- Google Drive
- Google Sheets
- Android SDK
- Writing JSONPath Expressions
REST API FAQs
- Why does my REST API token keep changing?
- Can I use a bearer authorization token for authentication?
- Does Hevo’s REST API support API chaining?
- What is the maximum payload size returned by a REST API?
- How do I split an Event into multiple Event Types?
- How do I split multiple values in a key into separate Events?
- Jira Cloud
- QuickBooks Time
- Finance & Accounting Analytics
- Amazon Ads
- Apple Search Ads
- Facebook Ads
- Facebook Page Insights
- Firebase Analytics
- Google Ads
- Google Analytics
- Google Analytics 4
- Google Analytics 360
- Google Play Console
- Google Search Console
- Instagram Business
- LinkedIn Ads
- Microsoft Advertising
- Pinterest Ads
- SendGrid Webhook
- Salesforce Marketing Cloud
- Snapchat Ads
- TikTok Ads
- Twitter Ads
- YouTube Analytics
- Product Analytics
Sales & Support Analytics
- Help Scout
- Hub Planner
- Salesforce Bulk API V2
- Toggl Track
- From how far back can the Pipeline ingest data?
- Can I connect to a Source not listed in Hevo?
- Can I connect a local database as a Source?
- How can I push data to Hevo API?
- How do I connect a CSV file as a Source?
- Why are my selected Source objects not visible in the Schema Mapper?
- How does the Merge Table feature work?
- Familiarizing with the Destinations UI
- Amazon Aurora MySQL
- SQL Server
- Connecting to a Local Database
- Limitations of using MySQL as a Destination
- Structure of Data in the Amazon Redshift Data Warehouse
- Loading Data to an Amazon Redshift Data Warehouse
- Troubleshooting Amazon Redshift Destination
- Amazon Redshift FAQs
- Azure Synapse Analytics
- Clustering in BigQuery
- Partitioning in BigQuery
- Loading Data to a Google BigQuery Data Warehouse
- Near Real-time Data Loading using Streaming
- Troubleshooting Google BigQuery
- Google BigQuery FAQs
- Hevo Managed Google BigQuery
- Structure of Data in the Snowflake Data Warehouse
- Loading Data to a Snowflake Data Warehouse
- Troubleshooting Snowflake
- Snowflake FAQs
- Amazon Redshift
- Can I move data between SaaS applications using Hevo?
- Can I change the primary key in my Destination table?
- How do I change the data type of table columns?
- Can I change the Destination table name after creating the Pipeline?
- How can I change or delete the Destination table prefix?
- How do I resolve duplicate records in the Destination table?
- How do I enable or disable deduplication of records?
- Why does my Destination have deleted Source records?
- How do I filter deleted Events from the Destination?
- Does a data load regenerate deleted Hevo metadata columns?
- Can I load data to a specific Destination table?
- How do I filter out specific fields before loading data?
- How do I sort the data in the Destination?
- dbt™ Models
- Familiarizing with the Models UI
- Types of Models
- Key Features
- Working with SQL Models
- Previewing a Model
- Viewing the Query History
- Legacy Models
- Models FAQs
- Account Management
- Personal Settings
- Team Settings
- Pricing Plans
- Time-based Events Buffer
- Setting up Pricing Plans, Billing, and Payments
- On-Demand Purchases
- Billing Alerts
- Viewing Billing History
- Billing Notifications
- Can I get a plan apart from the Starter plan?
- Are free trial Events charged once I purchase a plan?
- For how long can I stay on the Free plan?
- How can I upgrade my plan?
- Is there a discount for non-profit organizations?
- Can I seek a refund of my payment?
- Do ingested Events count towards billing?
- Will Pipeline get paused if I exceed the Events quota?
- Will the initial load of data be free?
- Does the Hevo plan support multiple Destinations?
- Do rows loaded through Models count in my usage?
- Is Hevo subscription environment-specific?
- Can I pause billing if I have no active Pipelines?
- Can you explain the pricing plans in Hevo?
- Where do I get invoices for payments?
- Account Suspension and Restoration
- Account Management FAQs
- Activate Concepts
- Familiarizing with the Activate UI
- Working with Activate
- Activate Warehouses
- Activate Targets
- Release Notes
- Release Version 2.16.4
- Release Version 2.16.3
- Release Version 2.16.2
- Release Version 2.16.1
- Release Version 2.16
- Release Version 2.15
- Release Version 2.14
- Release Version 2.13
- Release Version 2.12
- Release Version 2.11
- Release Version 2.10
- Release Version 2.09
- Release Version 2.08
- Release Version 2.07
- Release Version 2.06
- Release Version 2.05
- Release Version 2.04
- Release Version 2.03
- Release Version 2.02
- Release Version 2.01
- Release Version 2.00
- Release Version 1.99
- Release Version 1.98
- Release Version 1.97
- Release Version 1.96
- Release Version 1.95
- Release Version 1.93 & 1.94
- Release Version 1.92
- Release Version 1.91
- Release Version 1.90
- Release Version 1.89
- Release Version 1.88
- Release Version 1.87
- Release Version 1.86
- Release Version 1.84 & 1.85
- Release Version 1.83
- Release Version 1.82
- Release Version 1.81
- Release Version 1.80 (Jan-24-2022)
- Release Version 1.79 (Jan-03-2022)
- Release Version 1.78 (Dec-20-2021)
- Release Version 1.77 (Dec-06-2021)
- Release Version 1.76 (Nov-22-2021)
- Release Version 1.75 (Nov-09-2021)
- Release Version 1.74 (Oct-25-2021)
- Release Version 1.73 (Oct-04-2021)
- Release Version 1.72 (Sep-20-2021)
- Release Version 1.71 (Sep-09-2021)
- Release Version 1.70 (Aug-23-2021)
- Release Version 1.69 (Aug-09-2021)
- Release Version 1.68 (Jul-26-2021)
- Release Version 1.67 (Jul-12-2021)
- Release Version 1.66 (Jun-28-2021)
- Release Version 1.65 (Jun-14-2021)
- Release Version 1.64 (Jun-01-2021)
- Release Version 1.63 (May-19-2021)
- Release Version 1.62 (May-05-2021)
- Release Version 1.61 (Apr-20-2021)
- Release Version 1.60 (Apr-06-2021)
- Release Version 1.59 (Mar-23-2021)
- Release Version 1.58 (Mar-09-2021)
- Release Version 1.57 (Feb-22-2021)
- Release Version 1.56 (Feb-09-2021)
- Release Version 1.55 (Jan-25-2021)
- Release Version 1.54 (Jan-12-2021)
- Release Version 1.53 (Dec-22-2020)
- Release Version 1.52 (Dec-03-2020)
- Release Version 1.51 (Nov-10-2020)
- Release Version 1.50 (Oct-19-2020)
- Release Version 1.49 (Sep-28-2020)
- Release Version 1.48 (Sep-01-2020)
- Release Version 1.47 (Aug-06-2020)
- Release Version 1.46 (Jul-21-2020)
- Release Version 1.45 (Jul-02-2020)
- Release Version 1.44 (Jun-11-2020)
- Release Version 1.43 (May-15-2020)
- Release Version 1.42 (Apr-30-2020)
- Release Version 1.41 (Apr-2020)
- Release Version 1.40 (Mar-2020)
- Release Version 1.39 (Feb-2020)
- Release Version 1.38 (Jan-2020)
- Upcoming Features
Salesloft is a cloud-based sales engagement platform that assists sales professionals and teams in streamlining their sales processes and improving customer interactions. It provides a suite of tools for managing and automating key sales tasks, such as lead generation, prospecting, outreach, and communication.
You can replicate the data from your Salesloft account to a Destination database or data warehouse using Hevo Pipelines. Salesloft uses an API key to identify Hevo and authorize the request for accessing account data. Refer to section, Data Model for the list of supported objects.
An active Salesloft account from which data is to be ingested exists.
An API key is available to authenticate Hevo on your Salesloft account.
You must be logged in as an Admin user to access all the data.
Creating the API Key
Hevo uses an API key to authenticate itself on your Salesloft account.
Note: You must log in as an Admin user to perform these steps.
To obtain rge API key:
Log in to your Salesloft App portal to create the API Key.
In the App portal page, click Create New next to the API Keys.
In the New API Key page, specify a unique name for the this API Key and click Submit.
Copy the API key, and save it securely like any other password. Use this key while configuring your Hevo Pipeline.
Configuring Salesloft as a Source
Perform the following steps to configure Salesloft as the Source in your Pipeline:
Click PIPELINES in the Navigation Bar.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Salesloft.
In the Configure your Salesloft Source page, specify the following:
Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.
API Key: The API key in your Salesloft account.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.
|Default Ingestion Frequency||Minimum Ingestion Frequency||Maximum Ingestion Frequency||Custom Frequency Range (Hrs)|
|1 Hr||1 Hr||24 Hrs||1-24|
Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.
Historical Data: In the first run of the Pipeline, Hevo ingests all historical data for all the objects and loads it to the Destination.
Incremental Data: Once the historical load is complete, all new and updated records for all incremental objects are synchronized with your Destination as per the ingestion frequency. Refer to section, Data Model for the list of incremental objects.
Schema and Primary Keys
Hevo uses the following schema to upload the records in the Destination database:
The following is the list of tables (objects) that are created at the Destination when you run the Pipeline. Read SalesLoft Platform to know more about these objects.
|Accounts||Incremental||Contains the details of the users associated with your Salesloft account.|
|Account Stages||Incremental||Contains details of the statuses that can be assigned to the prospects leads in the sales process.|
|Account Tiers||Full Load||Contains details of the hierarchy system that allows sales teams to organize their leads into different tiers based on their level of priority or engagement.|
|Actions||Incremental||Contains details about the activities performed by users in Salesloft account.|
|Cadences||Incremental||Contains details of the series of actions or processes that a sales team takes with a lead, such as sending an email, making a phone call, or sending a message.|
|Cadence Memberships||Incremental||Contains details of the membership status of a person in cadence, including the start and end dates of the membership.|
|Call Data Records||Incremental||Contains details of all the calls made or received by a Salesloft user or team to a prospect.|
|Call Instructions||Incremental||Contains details of the instructions a user has to follow while taking up a call with a prospect.|
|Calls||Incremental||Contains details of all the sales calls made or received by a user.|
|CRM Activities||Incremental||Contains details of all the sales activities within your Customer relationship management(CRM) system.|
|CRM Activitiy Fields||Full Load||Contains details of additional fields that can be modified to meet the specific needs of the sales team.|
|CRM Users||Full Load||Contains details of the users who can access the Salesloft account and manage specific features based on their user permissions, allowing them to handle the CRM-linked data.|
|Emails||Incremental||Contains details of the emails sent to the leads or contacts.|
|Email Templates||Incremental||Contains details of all the pre-defined email layouts.|
|Email Template Attachments||Full Load||Contains details about files attached to email templates, to provide additional information or resources to the recipient.|
|Groups||Full Load||Contains details of the groups into which your leads, contacts, and accounts can be organized.|
|Imports||Full Load||Contains details of all the data ingested from a Source, such as Salesforce, and allows users to manage external data into their Salesloft instance.|
|Meetings||Full Load||Contains details of all the interactions scheduled and managed with leads and contacts within Salesloft. between users and leads.|
|Notes||Incremental||Contains details of all the comments about leads and client meetings. Notes are non-invasive ways of sharing updates about a ticket amongst teams and customers.|
|Past Activities||Incremental||Contains details of previous interactions and activities performed with prospects. These interactions may include calls, emails, and messages between a user and a prospect.|
|People||Incremental||Contains details of the leads who are interested in your product or service.|
|Person Stages||Full Load||Contains details of the statuses that can be used to track the progress of leads throughout the sales process.|
|Phone Number Assignments||Full Load||Contains details of the phone numbers that are allotted to the sales team for making calls and sending messages.|
|Steps||Full Load||Contains details of the predefined actions or tasks to be performed by users during a sales engagement.|
|Successes||Incremental||Contains details of the successful outcomes that a salesperson has accomplished, such as setting up a meeting with a prospect, or closing a deal during the sales process.|
|Tags||Full Load||Contains the details about the label that is used to organize accounts, cadences, prospects into multiple categories.|
|Team Template Attachments||Full Load||Contains details files that can be attached to team templates within the Salesloft platform.|
|Team Templates||Incremental||Contains details of all the pre-defined layouts, such as email templates, call scripts, voicemails, and other messaging formats used in sales communication.|
|Tasks||Full Load||Contains the list of different sales operations performed in Salesloft. For example, follow-up calls, emails, meetings, and other activities that contribute to the sales process.|
|Users||Full Load||Contains the details of all the users that have access to the Salesloft account.|
Pagination: An API response for each Salesloft object fetches one page with up to 100 records.
Rate Limit: Salesloft imposes a limit of 600 API calls per minute. If the limit is exceeded, Hevo defers the ingestion till the limits reset.
Hevo currently does not support deletes for Salesloft. Therefore, any data deleted in the Source may continue to exist in the Destination.
Hevo does not provide you with the option to select the historical sync duration for loading historical data. All the historical data in your Salesloft account is loaded.