Outreach is a sales engagement software/platform that provides lead generators, sales representatives, and sales managers an account-based sales communication solution in order for them to secure prospects and identify and increase sales opportunities.
This datasource slice collects data from Outreach and writes it to S3 and Redshift.
Steps to add this slice to your installation
The steps to launch your slice are:
- Generate Outreach keys
- Specify the slice config
- Add the Outreach slice
1. Generate Outreach keys
Before getting started please make sure to have the following information:
- Access to an active Outreach account
Please refer to the documentation at https://api.outreach.io/api/v2/docs#api-reference to understand and obtain the tokens/urls needed for the slice to pull data from Outreach. You will need to obtain the clientId, clientSecret, and refreshToken.
2. Specify the slice config
To get a template for the Outreach slice configuration save the output of the
describe --input-parameters command as follows:
Necessary input parameters:
clientId- The Consumer Key from the connected app definition.
clientSecret- The Consumer Secret from the connected app definition.
refreshToken- The refresh token the client application already received.
Optional input parameters:
schedule- in cron format
schedule- cron format. You can define a different schedule for the loadunit from the global schedule set above.
skipErrors- boolean parameter, if set to
trueall errors will be silently skipped
3. Add the Slice
slice-nameName of your slice. A schema with your slice-name is automatically created in your warehouse
params-fileFile path to your input parameters file. Ex. outreach_parameters_file.json
Supported load units
Output of this slice is stored in S3 and Redshift.
Data stored in AWS S3 is partitioned by date and time in the following bucket
AWS Redshift: Schema - schema name will be same as a slice-name. Tables produced by the slice are: