Upload custom Stage Objects
Uploading Custom Stage Objects is typically needed when you have your ERP system with information not available in your CRM or when you have defined your ways of measurement as joins of multiple objects.
In most other situations, it possible to build what you want with the self-service stage model builder.
Stage Object
It depends on system, often this is called opportunities or deals. We call it stages, because they represent steps very early in the funnel and also late when representing closed won deals and retiontion sales.
Fields | Type | Nullable? | Data Examples | Comment |
id | STRING | FALSE | 4053091339 | Unique id for the stage |
company_id | STRING | TRUE* | 2394762270 | company_id from the primary CRM *company_id, contact_id, email or emails is required |
STRING | TRUE* | friends@dreamdata.io | The email of the user who did purchase. Dreamdata will use this email to find the company id from the primary crm. Its only used if company_id is not set. *company_id, contact_id, email or emails is required | |
contact_id | STRING | TRUE* | 23242349233 | contact_id from the primary CRM *company_id, contact_id, email or emails is required |
emails | ARRAY | TRUE* | ["support@dreamdata.io", "friends@dreamdataio.com"] | All email addresses of contacts involved with the opportunity for cases when you want to do opportunity attribution. *company_id, contact_id, email or emails is required |
name | STRING | TRUE | Dreamdata deal | The name of the opportunity or deal |
currency | STRING | FALSE | USD, EUR, GBP | The currency the amount represents. If you are sending mixed currencies Dreamdata will ensure to calculate all amount into your base currency. |
properties | JSON | TRUE | {"pipleine":"sales", "stage": "newbiz", "closed_date":null, "created_date": "2021-01-05T08:11:00.563Z", "amount": 34000} | The CRM fields are used within Dreamdata for reporting. Requirements: - one field has to be a timestamp or datetime |