Vista CRM as a data source

1. Add your Vista CRM access

In the Sources tab, click on the “add source” button located on the top right of your screen. Then, select the Vista CRM option from the list of connectors.
Click Next and you’ll be prompted to add your access. Check Vista CRM documentation to discover where you can find the required parameters for the connection.
Click Next.

The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

Tip: The stream can be found more easily by typing its name.

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.
Click Next.

Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

Click Next to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!
You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!