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Giovanna Camargo
By Giovanna Camargo
44 articles

HubSpot Connector

Using the Erathos platform: When selecting HubSpot as a new connector on the Erathos platform, you will need to authorize the connection by simply logging into the HubSpot account associated with your browser. Just click on 'Authorize HubSpot' as shown in the attachment below: Don't forget to click on Save and close to advance to the next steps of the integration. With this connection created you can seemlessly move your HubSpot data to your BigQuery, Redshift or Postgres data-warehouse. What information can I bring to my data-warehouse with the Erathos platform? - communications - deal_history - contacts_tickets_associations - contacts_deals_associations - feedback_submissions - line_items - products - quotes - goal_targets - calls - emails - meetings - notes - postal_mail - tasks - owners - deals_pipelines - tickets_pipelines - companies - deals_tickets_associations - deals - contacts - tickets - companies_tasks_associations - companies_calls_associations - deals_tasks_associations - deals_calls_associations - companies_contacts_associations - companies_deals_associations - companies_tickets_associations - contacts_meetings_associations - contacts_calls_associations - contacts_emails_associations - contacts_communications_associations - tickets_meetings_associations - tickets_calls_associations - tickets_emails_associations - tickets_communications_associations - analytics_reports_sources - analytics_reports_sources_breakdowns - marketing_emails - form_submission

Last updated on Sep 13, 2024

Omie Connector

Using the Erathos platform When selecting Omie as a new connector on the Erathos platform, you will need to name your connection and fill in the following form: Obtaining these informations through My Apps 1. Log in to your account 1. Click on the Settings button and select App Summary 1. Navigate to the end of the page to find your Integration Key How to find these informations through Developer? 1. Log in to your account 2. In your browser, open another tab and access this link: https://developer.omie.com.br/ to the Developer Area 3. Click on Apps to find the credentials 1. Copy the App Key and App Secret Now paste the copied values in the Erathos platform accordingly. Don't forget to click on Save and close to advance to the next steps of the integration. With this connection created you can seemlessly move your Omie data to your BigQuery, Redshift or Postgres data-warehouse. What information can I bring to my data-warehouse with the Erathos platform? - tabela_precos_itens - formas_pagamento_vendas - caracteristicas_produtos - etapas_faturamento - meios_pagamento - origem_pedidos - notas_fiscais - pedidos - etapas_pedidos - remessas - servicos - ordens_servicos - contratos_servicos - servicos_municipio - formas_pagamento_servicos - tipo_contrato - classificao_servico - notas_fiscais_servicos - posicao_estoque - clientes - projetos - empresas - departamentos - categorias - parcelas - tipo_atividade - cnaes - cidades - paises - tipos_anexos - tipos_entrega - tipo_assinante - crm_contas - crm_contatos - crm_oportunidades - crm_tarefas - crm_solucoes - crm_fases - crm_usuarios - crm_status - crm_motivos - crm_tipos - crm_parceiros - crm_finders - crm_origens - crm_concorrentes - crm_verticais - crm_tipostarefa - conta_corrente - conta_corrente_lancamentos - conta_pagar - conta_receber - movimento_financeiro - bancos - tipos_documentos - tipos_contas_correntes - dre - finalidade_transferencia - origem_lancamento - produtos - produtos_caracteristicas - produtos_estruturas - ordem_de_producao - notas_de_entrada - recebimentos - familias_produtos - unidades_produtos - compradores - fornecedores - formas_pagamentos_compras - ncms - cfop - cst - ajuste_estoque - movimento_estoque - locais_estoque - cupons_fiscais - cupons_fiscais_itens - tabela_precos - pedidos_lista_parcelas_parcelas - pedidos_det - notas_fiscais_det

Last updated on Sep 18, 2024

Stripe Connector

Using the Erathos platform When selecting Stripe as a new connector on the Erathos platform, you will need to name your connection and fill in the following form: How to find Stripe's API Token? A restricted API Key allows only the access level that has been specified. To create a restricted API Key: 1. Access the API Keys page 2. You can either create a restricted key form scratch or clone an already existent key. - To create a key form scratch, click on Create restricted key. In this case, the standard value for all permissions is None. - To clone an already existent key: on the line of the key that you want to clone, click on the navigation menu and select Duplicate key. In this case, the standard value for each permisison is equivalent to its value in the now cloned key. 3. In the Key name field, insert a name. If you cloned an existent key, the standand name is the cloned key's name. 4. For each resouce that the new key should be able to access, select the correspondent permission. If you use Connect, you can also select the key permission when accessing connected accounts. The availabe permissions are None, Reader or Recorder. 5. Click on Create key. 6. Stripe will send a verification code to your email inbox ou through a text message. It may not be sent immediatly, be patient! When received, insert the code in the text box. If the text box doesn't advance to the next step automatically, click on Continue. 7. The text box will exhibit the new key value. Click to copy and save it, you won't be able to retrieve it. 8. In the Add an observation field, indicate where you saved the key value and click on Concluded. Now paste the informations in the correct fields in the Erathos platform. Don't forget to click on Save and close to advance to the next steps of the integration. With this connection created you can seemlessly move your Stripe data to your BigQuery, Redshift or Postgres data-warehouse. What information can I bring to my data-warehouse with the Erathos platform? - files - payouts - refunds - payment_method_domains - products - prices - tax_rates - shipping_rates - checkout_sessions - payment_links - credit_notes - invoices - invoice_items - plans - quotes - subscriptions - subscription_items - schedules - connected_accounts - external_bank_accounts - persons - application_fees - transfers - early_fraud_warnings - open_reviews - authorizations - cardholders - issuing_disputes - issuing_transactions - locations - readers - report_runs - financial_connections_accounts

Last updated on Sep 18, 2024

Superlógica Connector

Using the Erathos platform When selecting Superlógica as a new connector on the Erathos platform, you will need to name your connection and fill in the following form: How to find my Superlógica Access Token? The access token is a code that informs each integration user's permissions. These permissions can be altered. 1. To create the access tokens, enter the users page in http://superlogica.net/usuario or pass your mouse along your user and click on All users as the attechment below: 1. Scroll down and select the Apps (your e-mail) option. 1. Then, click in New App Token 1. Now, fill in the name and description fields regarding your app and click on Save. 1. In teh next page, the system wil, display the App token, Secret and Access token values. Only the App Token and Access token values are necessary for the integration. 1. In the Released Apps field No campo Aplicativos liberados above the creation interface you will see all the available for integration apps. P.S.: The App Token and the Access Token expire within 1 year. After that, to continue using the API, you will need to generate a new token. Now paste the App Token and Access Token values in the correct fields of the Erathos platform. Don't forget to click on Save and close to advance to the next steps of the integration. With this connection created you can seemlessly move your Superlógica data to your BigQuery, Redshift or Postgres data-warehouse. What information can I bring to my data-warehouse with the Erathos platform? - clientes - clientes_vinculados - contratos_ativos - contratos_trial - contratos_pendentes - cobrancas - contas_bancarias - centro_custos - fornecedores - adimplentes - inadimplentes - metricas - movimentacoes_bancarias - produtos_servicos - cupons - departamentos - receitas_eventuais - assinaturas - planos - notafiscal

Last updated on Oct 30, 2024

Oracle Connector

In this page, you will learn how to connect Erathos to Oracle Database to move your data. The connection methods with databases available on the platform are Open Connection, Static IP, and SSH Tunnel Connection. Connecting Oracle Database to Erathos: 1. Log in to the Erathos platform. 2. Select Oracle as the connector. 3. Name your connection. 4. Fill out the following form with the requested information. To connect via SSH tunnel, you will need to fill out this additional form: How to locate the credentials for db_host, db_port, and db_name in Oracle Cloud? Autonomous Database 1. Navigate to the main details page of the chosen database. 2. In the top bar, click the "Database Connection" button. 3. A sidebar labeled "Database Connection" will open, containing a box titled "Connection strings." 4. Choose one of the available TNS names and click "Show" to view the full string. 1. Copy the values for port, host, and service_name. On the Erathos platform, these values correspond to db_port, db_host, and db_name, respectively If the network configuration restricts access to only allowed IPs, still on the database details page, click "Edit" next to the Access control list. Add the IP 35.212.87.86 and click "Save" at the bottom of the page to allow Erathos to connect to your database. DB System 1. In the sidebar under Resources, click on "Nodes." 2. In the Nodes table, the column defined as "Public IP address" will be your db_host if you choose not to use an SSH tunnel. If you prefer to use a private connection: 3. Copy the IP value or DNS present in the column "Private IP address & DNS name" to use as db_host, and the Public IP address will be the ssh_host. By default, the ssh_user on Oracle Cloud is generally opc. 4. Then, click the "Add SSH Keys" button in the top bar of the page. A sidebar will open: 1. Check the box "Generate SSH key pair." 2. Click the "Save private key" button to download the key file. 3. Finally, click the "Save changes" button at the bottom of the page. Still in the Resources sidebar on the main page of the DB System, now select "Databases" and click on the chosen CDB to load its details. On the CDB page, select the "Pluggable Databases" option in the Resources bar. Then, click on the name of the chosen PDB. On the main page of the PDB, click the top button called "PDB connection" to open the connection details sidebar. Copy the values for port and service_name. On the platform, these values correspond to db_port and db_name, respectively. If the network configuration restricts access to only allowed IPs, return to the initial main page of the DB System to access the VCN associated with the database. On the VCN page, select the subnet of the desired database and click to explore the access rules. Then, click "Security List" in the table, and when the page opens, click "Add Ingress Rules." Add the CIDR 35.212.87.86/32, corresponding to the Erathos IP, to allow our connection to the database (if you prefer to restrict the allowed ports, replace "all" in Destination Port Range with 22 for the SSH tunnel and/or 1521/1522 for the database). Once the connector is created, you can create your data pipeline from Oracle to your data warehouse in BigQuery, DataBricks, Redshift, or Postgres.

Last updated on Sep 19, 2024

Zendesk Connector

Using the Erathos platform When selecting Zendesk as a new connector on the Erathos platform, you will need to name your connection and fill in the following form: How to find the API Token? It may be necessary to enable API token access. To do this: 1. In the Admin Center, click Apps and Integrations on the sidebar. 2. Select APIs > Zendesk API. 3. In the Settings tab, enable API token access. To generate the API token: 1. You must be an administrator, and API token access must be enabled in your account. 2. In the Admin Center, click Apps and Integrations on the sidebar. 3. Select APIs > Zendesk API. 4. Click the Add API token button to the right of Active API Tokens. 5. The token will be generated and displayed. How to find the Domain URL? 1. Go to the Support Admin home page. 2. The Domain URL will appear in the upper right corner of the screen, as shown below: In this case, the Domain URL would be yoursubdomain. How to find the Username? The username is usually the email you use to log into your Zendesk account. From here, simply copy and paste the information into the Erathos platform and click Save and close to advance to the next steps. Once the connector is created, you can create your data pipeline from Zendesk to your data warehouse in BigQuery, Redshift, or Postgres. What information can I bring to my data-warehouse with the Erathos platform? - ticket_fields - organization_subscriptions - groups - group_memberships - satisfaction_ratings - comments - audits - metrics - activities - skips - tickets - suspended_tickets - users - profiles - events - organizations - organization_memberships - tickets_export

Last updated on Oct 30, 2024