Close Exports API
The exports API from Close — 6 operation(s) for exports.
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OpenAPI Specification
openapi: 3.2.0
info:
description: Close CRM REST API
title: Close Exports API
version: 1.0.0
servers:
- url: https://api.close.com/api/v1
security:
- ApiKeyAuth: []
- OAuth2: []
tags:
- name: Exports
externalDocs:
url: https://developer.close.com/api/resources/exports
paths:
/export/:
get:
operationId: exports_list
tags:
- Exports
summary: List all the exports
parameters:
- $ref: '#/components/parameters/LimitParam'
- $ref: '#/components/parameters/SkipParam'
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
data:
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:00:05.190000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:36:30.719000+00:00'
download_url: https://url-to-generated-leads.csv
fields:
- addresses
- contacts
- created_by
- created_by_name
- custom
- date_created
- date_updated
- description
- display_name
- id
- name
- status_id
- status_label
- updated_by
- updated_by_name
- url
format: csv
id: expo_yasd512lkhIhxrvLG8iVupzjoJVRPgrGhJ0A0b3bae
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: done
type: leads
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:32:54.774000+00:00'
date_updated: '2014-04-02T23:35:59.704000+00:00'
download_url: https://url-to-generated-contacts.json
fields:
- created_by
- date_created
- date_updated
- emails
- id
- name
- phones
- title
- updated_by
- urls
format: json
id: expo_9lHXk6sbASDKFJNZ59arhUCdS2CqNm9OTv6yb
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: done
type: contacts
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:32:54.774000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:35:59.704000+00:00'
download_url: null
fields:
- created_by
- date_created
- date_updated
- emails
- id
- name
- phones
- title
- updated_by
- urls
format: csv
id: expo_9lHXk6sbznxcuQOEASDF59arhUCdS2CqNm9OTv6yb
n_docs: 100000
n_docs_processed: 5000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: in_progress
type: lead_opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-01T16:50:22.256000+00:00'
date_format: iso8601
date_updated: '2014-04-02T00:55:34.967000+00:00'
download_url: https://url-to-generated-opps.csv
fields:
- confidence
- contact_id
- created_by
- created_by_name
- date_created
- date_updated
- date_won
- id
- lead_id
- lead_name
- note
- status_id
- status_label
- status_type
- updated_by
- updated_by_name
- user_id
- user_name
- value
- value_period
format: csv
id: expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
params:
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
status_id: stat_laksdjfxOOHx2JnhqtovutN3zeuARGfzB21x5t1W88G
send_done_email: false
status: done
type: opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
has_more: false
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
/export/lead/:
get:
operationId: exports_list_lead
tags:
- Exports
summary: List Lead Exports
parameters:
- $ref: '#/components/parameters/LimitParam'
- $ref: '#/components/parameters/SkipParam'
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
data:
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:00:05.190000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:36:30.719000+00:00'
download_url: https://close-exports.s3.amazonaws.com/expo_yasd512lkhIhxrvLG8iVupzjoJVRPgrGhJ0A0b3bae.csv?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=60&X-Amz-Signature=EXAMPLE
fields:
- addresses
- contacts
- created_by
- created_by_name
- custom
- date_created
- date_updated
- description
- display_name
- id
- name
- status_id
- status_label
- updated_by
- updated_by_name
- url
format: csv
id: expo_yasd512lkhIhxrvLG8iVupzjoJVRPgrGhJ0A0b3bae
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: done
type: leads
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
has_more: false
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
post:
operationId: exports_create_lead
tags:
- Exports
summary: Export leads based on a search query
description: 'You will receive a link to the generated file via email once the export is done.
The exported file is GZIP compressed to make your download and our upload faster. The `content-encoding` HTTP header will be set to `gzip` and the `content-type` HTTP header will be set to `text/csv` for CSV exports or `application/json` for JSON exports.
Parameters:
- `s_query/results_limit/sort` (optional) - The Advanced Filtering API parameters used to narrow the exported results down. By default, all leads are exported.
- `format` - Format of the exported file. The choices are: `csv`, `json`. JSON is recommended for raw backups or data migrations.
- `type` - Type of the export.
- `leads` - For CSV exports, it results in one row per lead. For JSON exports, this is the recommended type and is a superset of the other two types.
- `contacts` - For CSV exports, it results in one row per contact.
- `lead_opps` - For CSV exports, it results in one row per opportunity.
- `date_format` (optional) - Controls the format of date objects. Note: this only works with the `csv` format.
- `original` (default) - A date format that includes microseconds and timezone information.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD] [hh]:[mm]:[ss.sssss]±[hh]:[mm]`
- `iso8601` (recommended) - An ISO 8601 compatible date representation that does not include microseconds.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD]T[hh]:[mm]:[ss]±[hh]:[mm]`
- `excel` - An Excel compatible date format. Dates are always in UTC, do not include timezone information or microseconds, and use a 12 hour clock with an AM or PM designation.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD] [hh]:[mm]:[ss] [AM|PM]`
- `fields` (optional) - By default we return all the data fields in each export type. If you only need specific fields exported, you can explicitly list them in `fields` to get smaller exports.
- `include_activities` (optional) - Activities aren''t included in any exports by default. If you want all your Activities exported as well, pass `"include_activities": true`. Note: this only works for `leads` type with `json` format.
- `include_smart_fields` (optional) - Smart Fields aren''t included in any exports by default. If you want all of them exported as well, pass `"include_smart_fields": true`. Note: this only works for `leads` type with `json` format or any type formatted as `csv`. Smart fields are calculated fields, like number of emails on a lead.
- `send_done_email` - Set to `false` if you don''t want to get a confirmation email after the bulk action is done.'
requestBody:
content:
application/json:
example:
date_format: iso8601
format: csv
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort:
- direction: desc
field:
field_name: date_created
object_type: lead
type: regular_field
type: leads
required: true
responses:
'200':
content:
application/json:
example:
created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:00:05.190000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:36:30.719000+00:00'
download_url: null
fields:
- addresses
- contacts
- created_by
- created_by_name
- custom
- date_created
- date_updated
- description
- display_name
- id
- name
- status_id
- status_label
- updated_by
- updated_by_name
- url
format: csv
id: expo_yasdalskdjjflkahxrvLG8iVupzjoJVRPgrGhJ0A0b3bae
n_docs: null
n_docs_processed: 0
organization_id: orga_alksdjdfjasdfkljasdlkfjfaklsdjf
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort:
- direction: desc
field:
field_name: date_created
object_type: lead
type: regular_field
status: created
type: leads
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
/export/lead/{id}/:
get:
operationId: exports_get_lead
tags:
- Exports
summary: Get a single Lead Export
description: 'Get a single lead export to do things like check its `status` or get a `download_url`.
`status` can have one of these values: `created`, `started`, `in_progress`, `done`, `error`.'
parameters:
- in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:00:05.190000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:36:30.719000+00:00'
download_url: https://close-exports.s3.amazonaws.com/expo_yasd512lkhIhxrvLG8iVupzjoJVRPgrGhJ0A0b3bae.csv?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=60&X-Amz-Signature=EXAMPLE
fields:
- addresses
- contacts
- created_by
- created_by_name
- custom
- date_created
- date_updated
- description
- display_name
- id
- name
- status_id
- status_label
- updated_by
- updated_by_name
- url
format: csv
id: expo_yasd512lkhIhxrvLG8iVupzjoJVRPgrGhJ0A0b3bae
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: done
type: leads
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
/export/opportunity/:
get:
operationId: exports_list_opportunity
tags:
- Exports
summary: List Opportunity Exports
parameters:
- $ref: '#/components/parameters/LimitParam'
- $ref: '#/components/parameters/SkipParam'
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
data:
- created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-01T16:50:22.256000+00:00'
date_format: iso8601
date_updated: '2014-04-02T00:55:34.967000+00:00'
download_url: https://close-exports.s3.amazonaws.com/expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6.csv?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=60&X-Amz-Signature=EXAMPLE
fields:
- confidence
- contact_id
- created_by
- created_by_name
- date_created
- date_updated
- date_won
- id
- lead_id
- lead_name
- note
- status_id
- status_label
- status_type
- updated_by
- updated_by_name
- user_id
- user_name
- value
- value_period
format: csv
id: expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
params:
status_id: st_id
user_id__in: id_1,id_2
send_done_email: false
status: done
type: opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
has_more: false
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
post:
operationId: exports_create_opportunity
tags:
- Exports
summary: Export opportunities, based on opportunity filters
description: 'Parameters:
- `params` (optional) - A dictionary of filters, which would be used for the `/opportunity/` endpoint.
- `format` - Format of the exported file. The choices are: `csv`, `json`
- `date_format` (optional) - Controls the format of date objects. Note: this only works with the `csv` format.
- `original` (default) - A date format that includes microseconds and timezone information.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD] [hh]:[mm]:[ss.sssss]±[hh]:[mm]`
- `iso8601` (recommended) - An ISO 8601 compatible date representation that does not include microseconds.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD]T[hh]:[mm]:[ss]±[hh]:[mm]`
- `excel` - An Excel compatible date format. Dates are always in UTC, do not include timezone information or microseconds, and use a 12 hour clock with an AM or PM designation.
- Date: `[YYYY]-[MM]-[DD]`
- Date w/ time: `[YYYY]-[MM]-[DD] [hh]:[mm]:[ss] [AM|PM]`
- `fields` (optional) - By default we return all the data fields. If you only need specific fields exported, you can explicitly list them in fields to get smaller exports.
- `send_done_email` - Set to `false` if you don''t want to get a confirmation email after the bulk action is done.'
requestBody:
content:
application/json:
example:
date_format: iso8601
format: csv
params:
status_id: st_id
user_id__in: id_1,id_2
send_done_email: false
required: true
responses:
'200':
content:
application/json:
example:
created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-01T16:50:22.256000+00:00'
date_format: iso8601
date_updated: '2014-04-02T00:55:34.967000+00:00'
download_url: null
fields:
- confidence
- contact_id
- created_by
- created_by_name
- date_created
- date_updated
- date_won
- id
- lead_id
- lead_name
- note
- status_id
- status_label
- status_type
- updated_by
- updated_by_name
- user_id
- user_name
- value
- value_period
format: csv
id: expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6
n_docs: null
n_docs_processed: 0
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
params:
status_id: st_id
user_id__in: id_1,id_2
send_done_email: false
status: created
type: opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
/export/opportunity/{id}/:
get:
operationId: exports_get_opportunity
tags:
- Exports
summary: Get a single Opportunity Export
description: 'Get a single opportunity export to do things like check its `status` or get a `download_url`.
`status` can have one of these values: `created`, `started`, `in_progress`, `done`, `error`.'
parameters:
- in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-01T16:50:22.256000+00:00'
date_format: iso8601
date_updated: '2014-04-02T00:55:34.967000+00:00'
download_url: https://close-exports.s3.amazonaws.com/expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6.csv?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=60&X-Amz-Signature=EXAMPLE
fields:
- confidence
- contact_id
- created_by
- created_by_name
- date_created
- date_updated
- date_won
- id
- lead_id
- lead_name
- note
- status_id
- status_label
- status_type
- updated_by
- updated_by_name
- user_id
- user_name
- value
- value_period
format: csv
id: expo_ASFasdfasdAY8VZhRiSn5UG2wNGRUrRurHdaN7kQp6
n_docs: 100000
n_docs_processed: 100000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
params:
status_id: st_id
user_id__in: id_1,id_2
send_done_email: false
status: done
type: opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
/export/{id}/:
get:
operationId: exports_get
tags:
- Exports
summary: Get a single Export
description: 'You can get a single export to do things like check its `status` or get a `download_url`
- `status` can have one of these values: `created`, `started`, `in_progress`, `done`, `error`.'
parameters:
- in: path
name: id
required: true
schema:
type: string
- $ref: '#/components/parameters/FieldsParam'
responses:
'200':
content:
application/json:
example:
created_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
date_created: '2014-04-02T15:32:54.774000+00:00'
date_format: iso8601
date_updated: '2014-04-02T23:35:59.704000+00:00'
download_url: null
fields:
- created_by
- date_created
- date_updated
- emails
- id
- name
- phones
- title
- updated_by
- urls
format: csv
id: expo_9lHXk6sbznxcuQOEASDF59arhUCdS2CqNm9OTv6yb
n_docs: 100000
n_docs_processed: 5000
organization_id: orga_klasjd123vxiEY58eTGQmFNG3LPlEVQ4V7Nk
results_limit: null
s_query:
queries:
- object_type: lead
type: object_type
- condition:
mode: full_words
type: text
value: ACME Inc.
field:
field_name: name
object_type: lead
type: regular_field
type: field_condition
type: and
send_done_email: false
sort: []
status: in_progress
type: lead_opps
updated_by: user_N6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA
description: Successful response
'400':
description: Bad request
'401':
description: Unauthorized
'404':
description: Not found
components:
parameters:
SkipParam:
description: Number of results to skip before returning, for pagination.
in: query
name: _skip
required: false
schema:
default: 0
type: integer
LimitParam:
description: Number of results to return.
in: query
name: _limit
required: false
schema:
default: 100
type: integer
FieldsParam:
description: Comma-separated list of fields to include in the response.
in: query
name: _fields
required: false
schema:
type: string
securitySchemes:
ApiKeyAuth:
description: Use your API key as the username and leave the password empty.
scheme: basic
type: http
OAuth2:
flows:
authorizationCode:
authorizationUrl: https://app.close.com/oauth2/authorize/
scopes:
all.full_access: Full access to all resources
offline_access: Request a refresh token
tokenUrl: https://api.close.com/oauth2/token/
type: oauth2