openapi: 3.0.0 info: title: Clari API Reference version: 5.0.0 description: | # Clari API Reference Clari is the heartbeat of your revenue organization and holds your most important revenue data. Clari APIs enable customers to retrieve revenue data out of the Clari platform and push missing revenue-critical data into the platform. ## Authentication Clari APIs use tokens to authenticate requests. You can create and manage your tokens in Account Settings under "API Token". Please reach out to your CSM if you don't see a token generation tool as you may not have been given access. ### Creating an authentication token Follow the steps below to generate a token: - Go to user avatar - Navigate to Settings - Navigate to the API Token tab and click "Generate New API Token" - Enter a Token Name and click "Generate New Token". Few things to note about tokens: - After generating a token, make sure to keep it in a secure location as you won't be able to access it again. This is your key to accessing Clari data for your organization. - If you revoke a token, any active integration that is using that token will break. - When deactivating a user, any tokens created by the user will be revoked (and thus break any active integration). ## Bulk data exports Clari supports bulk data exports. Bulk exports run asynchronously in a three step process. First, the bulk export is requested using a `POST` API call. Multiple products support bulk exports. In the documentation below, the `POST` API is described in respective product sections. The `POST` API call queues the bulk export job to run it asynchronously, and returns a job ID. To monitor the export's status and be notified of its completion, you should poll status via the API periodically. When the export completes, the status will be set to `DONE` and you can then retrieve the output of the export. ## Bulk data imports Clari also supports bulk data imports. Customers or partners can import their Account or Opportunity fields in bulk to create a complete picture of revenue in Clari. Bulk imports also run asynchronously in a three step process. In the documentation below, the `/bulk` API is described in respective product sections. The `/bulk` API call queues the bulk import job to run it asynchronously, and returns a job ID. To monitor the import's status and be notified of its completion, you should poll status via the API periodically. When the import completes, the status will be set to `DONE`. If records fail validation, the entire batch is rejected and has to be retried after fixing the errors. The errors can be retrieved from the results API. ## Forecasting APIs Revenue teams use Clari Forecasting to track their attainment to date against goals and forecast their revenue numbers for the month, quarter and year. This data is captured by revenue leaders, managers, and sales reps -- it provides a clear view of the entire team's forecast and their submission status. Clari's Forecasting APIs enable you to pull your forecasting data out of Clari, merge it with data sitting in your own data warehouse, and build custom reports. Forecasting supports both a REST API as well as a bulk export API. ### Creating and accessing Forecast exports You can export any Forecast Tab with our Forecasting APIs. To do so, retrieve the `forecastId` from the URL when viewing a Forecast Tab and provide the ID when using the Export API. If you don't already have a Forecast Tab configured for the data you're trying to export, please work with your CSM to get that configured first. forecast id For details on Forecast Tabs and what data is available with Forecast Exports see guides below: - [Forecasting Building Blocks](https://clari.my.site.com/customer/s/article/Forecast-Building-Blocks) - [How to Read the Forecast Export](https://clari.my.site.com/customer/s/article/How-to-Read-the-Forecast-Export) - [How to Read the Export API Output](https://clari.my.site.com/customer/s/article/How-to-Read-Claris-Export-API-Output) ## Audit APIs The Audit API allows its users to audit events happening in their Clari instances. Call the Audit API to understand who is making changes in your Clari instance and when these changes happened. ## Data Ingestion API This API is for Clari's integration partners - such as technology platforms or revenue tools, looking to build a direct data integration with Clari. It enables partners to send data that can be surfaced in Clari's Accounts and Opportunities views for mutual customers who have turned on the integration. ## Activity API Activity Export API allows its users to pull sales activity data like emails, meetings and files. With this powerful sales activity data available on demand through an API call, customers can create powerful custom reports in the reporting tool of their choice and analyze Accounts and Opportunity engagement across different activity types. ## Questions? contact: name: us here! We're always happy to help with any questions. email: support@clari.com servers: - url: 'https://api.clari.com/{basePath}' description: Clari gateway variables: basePath: default: v4 description: version identifier tags: - name: Bulk Export Framework - name: Bulk Ingest Job Status API - name: Forecast API - name: Audit API - name: Administrative API paths: '/export/forecast/{forecastId}': post: summary: Create a new forecast export description: |- Configure and start processing an export job by providing the ID of the Forecast Tab you would like to export data from. You will be able to retrieve the `forecastId` from the URL when viewing a Forecast Tab from your Clari account. If you don't already have a Forecast Tab configured for the data you're trying to export, please work with your CSM to get that configured first. To create your request, you will need to pass your `apikey` in as a header, the `forecastId` in the request path, and all other optional parameters as a JSON in the body. operationId: externalFcwExport tags: - Forecast API parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string - name: forecastId in: path description: Forecast tab on which to run the export on. required: true schema: type: string - name: timePeriod in: query description: |- Fiscal Quarter for when you'd like to run your export. Must be passed in as a string (e.g. "YYYY_QQ") fiscal quarter schema: type: string example: 2020_Q3 default: current quarter - name: scopeId in: query description: Specifies the scopeId to use as the root for the hierarchy that the export will run against. We recommend to add the integration user at the top of the hierarchy and opting the integration user into forecasting. schema: type: string example: '1905::MGR' default: null - name: typesToExport in: query description: |- Forecast data types you'd like to export. Must be passed in as a list. - **forecast** indicates the actual amount entered by the individual contributor, and is associated with the forecast call fields (i.e. Commit or Most Likely, Best Case or Upside, etc.). - **quota** indicates the value from the Quota field in Forecasting, and this data type is associated with Quota fields (i.e. Quota, Plan, Budget, etc.). - **forecast_updated** indicates whether or not the individual contributor actually went into Forecasting and updated their call(s) or number(s), and this data type is associated with forecast call fields. - **adjustment** indicates the adjusted call/number that a forecasting manager entered when they made a manager override to their report's call/number, and this data type is associated with forecast call fields. - **crm_total** indicates the crm aggregation value for an associated field and owner is desired for the fields returned in the payload. - **crm_closed** indicates the opportunities closed amount. schema: type: array items: enum: - forecast - quota - forecast_updated - adjustment - crm_total - crm_closed type: string example: forecast default: forecast *AND* forecast_updated - name: currency in: query description: Specifies the currency that currency fields should return in. schema: type: string example: USD default: null - name: exportFormat in: query description: Format of the exported file. Some export formats can be unavailable depending the export data size and type. schema: type: string enum: - CSV - JSON example: CSV default: JSON - name: includeHistorical in: query description: 'If set to true, you will receive week over week forecasts and CRM aggregations from the start of the quarter requested in timePeriod till the current week. If false, only the current week’s forecast and CRM aggregations will be returned…' schema: type: boolean example: true requestBody: description: Optional request parameters for the forecast export. required: false content: application/json: schema: type: object properties: timePeriod: type: string description: Fiscal quarter for when you'd like to run your export. Must be passed in as a string (e.g. "YYYY_QQ") example: 2020_Q3 default: current quarter typesToExport: description: |- Forecast data types you'd like to export. Must be passed in as a list of strings. - `forecast` indicates the actual amount entered by the individual contributor, and is associated with the forecast call fields (i.e. Commit or Most Likely, Best Case or Upside, etc.). - `quota` indicates the value from the Quota field in Forecasting, and this data type is associated with Quota fields (i.e. Quota, Plan, Budget, etc.). - `forecast_updated` indicates whether or not the individual contributor actually went into Forecasting and updated their call(s) or number(s), and this data type is associated with forecast call fields. - `adjustment` indicates the adjusted call/number that a forecasting manager entered when they made a manager override to their report's call/number, and this data type is associated with forecast call fields. - `crm_total` indicates the Opportunities Total, and this data type is associated with read only fields. - `crm_closed` indicates the opportunities closed amount. type: array items: enum: - forecast - quota - forecast_updated - adjustment - crm_total - crm_closed type: string example: - forecast - forecast_updated default: - forecast - forecast_updated scopeId: type: string description: Specifies the scopeId to use as the root for the hierarchy that the export will run against. example: '1905::MGR' default: null currency: type: string description: Specifies the currency that currency fields should return in. example: USD default: null schedule: description: | Use this parameter to schedule retries of your export if the first attempt fails. - `NONE` means no retries - `ONCE` means retry once after 30 minutes if the first attempt failed - `MAX` means retry 3 times with 30 minute sleep between failed runs type: string enum: - NONE - ONCE - MAX default: NONE includeHistorical: type: boolean description: 'If set to true, you will receive week over week forecasts from the start of the quarter requested in `timePeriod` till the current week. If false, only the current week’s forecast will be returned. Note: these weeks will not be ordered by default in the JSON response. You can sort on the `timeFrameId` to sequence the weeks as needed.' default: false exportFormat: type: string enum: - JSON - CSV description: Format of the exported file example: CSV default: JSON responses: '200': description: 'Your export job was successfully queued. Use the `jobId`, provided in your response, to check it''s status and retrieve the requested data.' content: application/json: schema: type: object properties: jobId: type: string description: Unique identifier for your forecast export request. Use this `jobId` to check the status and retrieve data for your export. example: jobId: 6073683781a6da229df71e00 '400': description: 'Your job could not be queued. You may have reached your monthly quota or concurrent job limit. Use the `/admin/limits` endpoint to find out which limit you have hit. If you find yourself hitting the concurrent limit often, try adjusting your request parameters. Specifically, set `SCHEDULE` to `ONCE` or `MAX`. This parameter will initiate retries without extra effort on your end.' content: application/json: schema: oneOf: - $ref: '#/paths/~1export~1activity/post/responses/400/content/application~1json/schema/oneOf/1' - description: An exception thrown when a forecast is requested that does not exist. type: object properties: code: type: string example: no_such_forecast_config namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: Forecast deal_owner does not exist in the ForecastTemplate. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' - description: An exception thrown when a the forecast path parameter is not present. type: object properties: code: type: string example: missing_forecast_id namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: The forecastId query parameter is required. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' - description: An exception thrown when a forecast export request is made with an unsupported typeToExport. type: object properties: code: type: string example: type_not_supported namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: CRM Totals and CRM Closed are not supported typeToExport values for Export API. Please see Forecast API documentation if you’d like to retrieve CRM Totals or CRM Closed values. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' - description: An exception thrown when the request body is malformed. type: object properties: code: type: string example: bad_request namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: 'The request body was malformed: {REQUEST_BODY}' orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' - description: An exception thrown when the currency query parameter is not valid. type: object properties: code: type: string example: bad_request namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: The currency parameter is invalid. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' - description: An exception thrown when a typesToExport query parameter is not valid. type: object properties: code: type: string example: bad_request namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: 'The following typesToExport values are invalid: ["forecast_value", "quota_value"]' orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' '401': description: The user associated with the api token does not have permission to view the requested forecast's data. content: application/json: schema: description: An exception thrown when access to a given forecast is not allowed for the user. type: object properties: code: type: string example: no_optin namespace: type: string example: fcw errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: 'No optins for scope 1::MGR for forecast ''deal_owner''.' orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' '/export/jobs/{jobId}': get: summary: View the status of a given export using its jobId description: | Once your export job has been successfully created, it will be initialized with `"status": "STARTED"`. You'll need to poll the status of your request until it is complete. The possible states of your export request are: - `SCHEDULED` - job successfully created and queued up - `STARTED` - job in-progress - `DONE` - job complete and ready to output data - `FAILED` - job could not complete - `CANCELLED` - job was scheduled but then got cancelled - `ABORTED` - job started running but then got cancelled operationId: jobStatus tags: - Bulk Export Framework parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string - name: jobId description: The job id for the job to fetch the details for. in: path required: true schema: type: string responses: '200': description: Success! See job details for the requested job ID. content: application/json: schema: description: The UI formatted export item. type: object properties: jobId: type: string description: Unique identifier for your forecast export request. example: 6073683781a6da229df71e00 userId: type: integer description: Clari user ID of the user that initiated the job. example: 1 orgId: type: integer description: Clari org ID of the user that requested the job. example: 101 title: type: string description: Title of the Forecast Tab requested for the export. example: Forecast Export module: type: string description: Module from which the export is requested from. example: FORECAST startTime: type: integer description: Start time of export job. example: 1618451575216 endTime: type: integer description: End time of export job. example: 1618451581663 expiredTime: type: integer description: Expiry time of export job. example: 1621043581663 version: type: integer description: API version from when export job was initiated. example: 1 fileName: type: string description: File name of export job. example: clari_export_forecast_total_new_2021_Q12915_20210415_015255.json fileType: type: string example: JSON status: description: The status of the export job. type: string enum: - SCHEDULED - STARTED - DONE - FAILED - CANCELLED - ABORTED viewed: type: boolean example: false cellsTruncated: type: boolean example: false rowsTruncated: type: boolean example: false downloads: type: integer description: Number of times the export request was downloaded. example: 1 currency: type: string description: Currency used when initiating export job. example: USD example: jobId: 606e23c981a6da229d75b515 userId: 1 orgId: 101 title: Forecast Export module: FORECAST startTime: 1617830857175 endTime: 1617830861959 expiredTime: 1620422861959 version: 1 fileName: clari_export_forecast_new_summary_2021_Q12915_20210407_212737.json fileType: JSON status: STARTED viewed: false cellsTruncated: false rowsTruncated: false downloads: 0 deliveryStatusMap: {} currency: USD '400': description: The job status could not be retrieved. content: application/json: schema: $ref: '#/paths/~1export~1jobs/get/responses/400/content/application~1json/schema' '403': description: Invalid permissions to view this job. content: application/json: schema: $ref: '#/paths/~1export~1jobs/get/responses/400/content/application~1json/schema' '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' patch: summary: Stop or cancel an in-progress job description: Use this endpoint to stop or “cancel” an in-progress export job. The job will stop executing and free up space on your monthly quota. The job will still be accessible if you call the `GET /export/jobs` endpoint. operationId: updateJob tags: - Bulk Export Framework parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string - name: jobId description: The job id for the job to fetch the details for. $ref: '#/paths/~1export~1jobs~1%7BjobId%7D/get/parameters/1' requestBody: description: The request parameters for the update options available to update the job with. required: true content: application/json: schema: type: object properties: type: description: The type of patch task to perform on the job. Currently only `CANCEL` is supported. type: string example: CANCEL enum: - CANCEL responses: '200': description: Your job was successfully cancelled. content: application/json: schema: type: object properties: status: $ref: '#/paths/~1export~1jobs~1%7BjobId%7D/get/responses/200/content/application~1json/schema/properties/status' successful: type: boolean example: status: CANCELLED successful: true '400': description: Unable to complete request. Please check your parameters and/or the status of your job. If the job has already completed where `STATUS` is `DONE` you will not be able to cancel it. content: application/json: schema: description: Cannot cancel job as it has already finished executing. type: object properties: code: type: string example: export_failed_to_cancel namespace: type: string example: exports errorId: type: string example: 54c5a2b5-9b1c-11eb-a343-87ffa5f01191 message: type: string example: Cannot cancel the job because it already finished executing. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' '/export/jobs/{jobId}/results': get: summary: Retrieve and save forecast export content description: | Once your export finishes processing and its status returns `DONE`, you will be able to retrieve your file contents using this endpoint. operationId: externalExportDownload tags: - Bulk Export Framework parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string - name: jobId description: The job ID for the export job to fetch JSON output for. $ref: '#/paths/~1export~1jobs~1%7BjobId%7D/get/parameters/1' responses: '200': description: Retrieve the content of the output file of the desired export job. content: application/json: example: - User - Email - CRM User ID - Role - Parent Role - Timeframe - Field - Week - Start Day - End Day - Data Type - Data Value - Jain - name@s-clari.com - 005110000069tRpAAI - Sales Rep - East - CEO - July FY 2023 - Monthly Commit - '0' - 06/30/2023 - 06/30/2023 - Forecast Value - Jain - name@s-clari.com - 005110000069tRpAAI - Sales Rep - East - CEO - July FY 2023 - Monthly Commit - '0' - 06/30/2023 - 06/30/2023 - Forecast Updated - 'No' - Clari QA10 - manager@s-clari.com - 005d0000001rfYSAAY - CEO - '' - July FY 2023 - Monthly Commit - '0' - 06/30/2023 - 06/30/2023 - Forecast Value - '$3,000,190.00' - Clari QA10 - manager@s-clari.com - 005d0000001rfYSAAY - CEO - '' - July FY 2023 - Monthly Commit - '0' - 06/30/2023 - 06/30/2023 - Forecast Updated - 'No' '400': description: 'Unable to retrieve data. Please ensure you have passed in a valid `jobId`. Note that you will only be able to retrieve output for successfully completed jobs. Specifically, the job''s status must be `DONE` in order to retrieve its output.' content: application/json: schema: description: Cannot retrieve data for the requested jobId. Check your parameters and try again. type: object properties: code: type: string example: invalid_jobId namespace: type: string example: exports errorId: type: string example: 54c5a2b5-9b1c-11eb-a343-87ffa5f01191 message: type: string example: Cannot retrieve data for job because it has not finished executing. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' /export/jobs: get: summary: View all jobs initiated from a particular user description: 'View a list of all jobs initiated by a particular user. The response will include all complete, cancelled, and in-progress jobs.' operationId: externalFcwExport parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string tags: - Bulk Export Framework responses: '200': description: Success! See job details for all export jobs initiated by the authentication token passed in your parameter. content: application/json: schema: type: array items: $ref: '#/paths/~1export~1jobs~1%7BjobId%7D/get/responses/200/content/application~1json/schema' example: - jobId: '6073683781a6da229df71e00,' userId: '1,' orgId: '1,' title: 'Forecast Export,' module: 'FORECAST,' startTime: '123456789,' endTime: '123456799,' expiredTime: '133333333,' version: '1,' fileName: 'clari_export_default-view_20180118_004234.json,' fileType: 'JSON,' status: 'STARTED,' viewed: 'true,' cellsTruncated: 'false,' rowsTruncated: 'false,' downloads: '0,' currency: USD - jobId: '6073680cac043e61f93bac07,' userId: '1,' orgId: '1,' title: 'Forecast Export,' module: 'FORECAST,' startTime: '133456789,' endTime: '133456799,' expiredTime: '143333333,' version: '1,' fileName: 'clari_export_default-view_20180118_004234.json,' fileType: 'JSON,' status: 'STARTED,' viewed: 'true,' cellsTruncated: 'false,' rowsTruncated: 'false,' downloads: '2,' currency: USD '400': description: The job status could not be retrieved. content: application/json: schema: description: The generic exception response from the application. type: object properties: code: type: string example: SWW namespace: type: string example: exports errorId: type: string example: c16ae643-481a-11eb-a48d-a7e5677deee5 message: type: string example: Something went wrong orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' '403': description: Invalid permissions to view this job. content: application/json: schema: $ref: '#/paths/~1export~1jobs/get/responses/400/content/application~1json/schema' '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' /admin/limits: get: summary: View limit information for your organization description: List information about API limits and aggregate consumption for your organization. The response will include your monthly quota and all active and completed jobs that contribute to that quota. operationId: limits parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string tags: - Administrative API responses: '200': description: Success! View the limits and export jobs contributing to those limits for your organization. content: application/json: schema: type: object properties: jobs: description: The limits for an org at the time of the call. type: object properties: concurrentLimit: type: integer description: The maximum number of concurrent exports that can be queued or run at the same time. example: 3 monthlyQuota: type: integer description: 'The maximum number of exports that can be run in a rolling 30 day period. The monthly quota is at the organization level and can be adjusted as needed. Please work with your CSM if you''d like to adjust your quota. ' example: 1000 runningJobIds: type: array description: 'List of jobs that are in the `RUNNING` state. If all jobs are complete or there is no in-progress job, you will not receive a list of `runningJobIds` in the response. ' items: type: string example: - 6073680cac043e61f93bac07 - 607367f6304d430d58ab34ae submittedJobIds: type: array description: List of jobs contributing to your monthlyQuota. items: type: string example: - 606e6f6f304d430d583fdd4c - 606e2406304d430d5835db02 - 606e23c981a6da229d75b515 availableConcurrentLimit: type: integer description: The unused concurrent limit at the time. Concurrent limit - (running jobs + queued jobs) example: 1 availableMonthlyQuota: type: integer description: 'The unused monthly quota at the time. Monthly quota - submitted jobs. Before creating an export job request, make sure you have available quota. If you have completed your monthly quota, your requests to Clari API will fail. ' example: 995 '500': description: There was an unexpected error. content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' /export/audit/events: post: summary: Queue a job to export audit events as a json file description: |- This is a bulk export API. Queue an export job to export audit events for your org filtered by parameters specified in the request body. The exported json file will contain an array of audit events (`items` field) and an array of actors (`actors` field). The exported file can be downloaded using the `jobId` returned, once the job completes. The job status can also be queried using the `jobId`. To create your request, you will need to pass your `apikey` in as a header, all other optional parameters as a JSON in the body. operationId: exportAuditEvents tags: - Audit API parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string requestBody: description: Optional request parameters for the audit event export. required: false content: application/json: schema: type: object properties: actorId: description: The Actor ID to filter the result set type: integer format: int64 default: null example: 1 impersonatingActorId: type: integer format: int64 description: The Impersonating Actor ID to filter the result set default: null example: 1 sessionId: description: The Session UUID to filter the result set. type: string format: uuid maxLength: 36 default: null example: fe795746-54b0-11ed-bdc3-0242ac120002 sessionType: description: Filters the result based on the session type. If not presents all session types are returned. type: string default: WEB enum: - WEB - IOS - ANDROID dateFrom: description: |- Date from which events need to be pulled. The Internet Date/Time Format profile of ISO 8601 (opens new window) for example date-time: `2017-05-03T16:22:18Z` for example date-only: `2017-05-03` Defaults to 30 days ago type: string format: date-time default: null example: '2022-08-03T16:22:18Z' dateTo: description: |- Date until which events need to be pulled. The Internet Date/Time Format profile of ISO 8601 (opens new window) for example date-time: `2017-05-03T16:22:18Z` for example date-only: `2017-05-03` Defaults to the current date and time type: string format: date-time default: null example: '20122-08-05T16:22:18Z' event: description: Different categories/subcategories of events that we track. type: string default: null example: api.accessed responses: '202': description: 'Your export job was successfully queued. Use the `jobId`, provided in your response, to check its status and retrieve the requested data.' content: application/json: schema: title: Response Object With JobId description: jobId is the identifier of the queued job. type: object required: - jobId properties: jobId: description: The Job ID of the successfully queued export job. type: string example: 6073683781a6da229df71e00 '400': description: Client Error. Your job could not be queued. content: application/json: schema: oneOf: - title: Errors Response Object description: A Clari API-compliant error response. This object is inherited by the specific response type. type: object required: - errors properties: errors: description: An array of Error objects type: array minItems: 1 items: title: Error Object type: object description: A Clari API-compliant error object. An array of details about specific errors that led to this reported error. required: - status - message properties: code: description: an application-specific error code type: string message: description: 'a short, human-readable summary of the problem that SHOULD NOT change from occurrence to occurrence of the problem, except for purposes of localization' type: string target: description: The target of the error. type: string status: description: the HTTP status code applicable to this problem type: string minLength: 3 maxLength: 3 details: description: A String containing more specific information than the current object about the error. type: string - $ref: '#/paths/~1export~1activity/post/responses/400/content/application~1json/schema/oneOf/1' '500': description: Server Error content: application/json: schema: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema' x-export-results: description: 'JSON response from the `/export/jobs/{jobId}/results` endpoint returns an array of Audit Events items. It returns an empty `items` array if no records are found.' content: application/json: schema: $ref: '#/paths/~1audit~1events/get/responses/200/content/application~1json/schema' /audit/events: get: summary: View audit events with pagination description: 'View audit events filtered by query string parameters. This API returns a list of audit events, and a list of actors for all the events. If no items are found an empty array will returned. Additionally the response provides a `nextLink` for the next page available. Pages can be managed by the `limit` query string parameter. Use the `nextLink` to navigate to the next page if present.' operationId: listAuditEvents tags: - Audit API parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string - name: limit in: query description: Sets the number of results that are returned in the response The limit field can trigger for multiple pages to be generated. If more than the `limit` of records is in the results a `nextLink` is provided to facilitate the navigation. Integer between 1 and 1000. Defaults to 100 required: false schema: type: integer format: int64 minimum: 1 maximum: 1000 default: 100 - name: actorId in: query description: The Actor ID to filter the result set required: false schema: type: integer format: int64 - name: impersonatingActorId in: query description: The Impersonating Actor ID to filter the result set required: false schema: type: integer format: int64 - name: sessionId in: query description: The Session UUID to filter the result set. required: false schema: type: string format: uuid maxLength: 36 - name: sessionType in: query description: Filters the result based on the session type. If not presents all session types are returned. required: false schema: type: string enum: - WEB - IOS - ANDROID - name: dateFrom in: query description: 'Date from which events need to be pulled. The Internet Date/Time Format profile of ISO 8601 (opens new window) for example date-time: `2017-05-03T16:22:18Z` for example date-only: `2017-05-03` Defaults to 30 days ago' required: false schema: type: string format: date-time - name: dateTo in: query description: 'Date until which events need to be pulled. The Internet Date/Time Format profile of ISO 8601 (opens new window) for example date-time: `2017-05-03T16:22:18Z` for example date-only: `2017-05-03` Defaults to the current date and time' required: false schema: type: string format: date-time - name: event in: query description: Different categories/subcategories of events that we track. required: false schema: type: string responses: '200': description: Returns a paged array of Audit Events items. Returns an empty `items` array if no records are found. content: application/json: schema: title: Audit Logs Get Response Object type: object properties: nextLink: type: string format: url items: type: array items: title: Audit Event Response Object description: Represents an Audit Logger Log entry. type: object required: - actorId - sessionId - sessionType - event - ipAddress - actorType properties: correlationID: description: An additional field for the system to provide an ID to correlate the Audit Logger events with other log entries. type: string actorId: description: The person who is responsible for the changes type: string impersonatingActorId: description: The person on whose behalf the actor is logging in. Null if the actor is the same as impersonating_actor (allows for easy filtering). type: string actorType: description: |- The subject type who requested the action. `USER` - Clari user interactions `SYSTEM` - Can be from a specific line in service. `JOB` - Scheduled jobs only type: string enum: - USER - SYSTEM - JOB sessionId: description: Session ID of the current user performing the action type: string format: uuid ipAddress: description: IP Address where the event is originated from. type: string format: ipv4 sessionType: description: |- Device source from where the action is performed. Eg. If the change is originating from the Web application then the sessionType should be of Web type: string enum: - WEB - IOS - ANDROID event: description: The different categories and subcategories of events that can be logged into the service. type: string eventParameters: title: Event Parameters Object description: 'Allow passing additional parameters for a particular event as specified in [Audit Log Priorities C Column](https://docs.google.com/spreadsheets/d/1Kx5YUrpn13sSyh3pvYP68lxiU1mzzZNhr-cOPzBD_aE/edit?usp=sharing)' type: object maximum: 10 eventTimestamp: description: 'The date and time the event occurred. For example: 2017-05-03T16:22:18Z' type: string format: date-time maxItems: 1000 actors: type: array items: title: Actor Object type: object description: 'An Actor object including actorType, actorId, name and email return as get request response object.' required: - actorType - actorId - name - email properties: actorType: description: UserType is 'USER' type: string actorId: description: Clari User's userId type: string name: description: Clari User's full name type: string email: description: Clari User's email type: string uniqueItems: true 4XX: description: Client Error content: application/json: schema: title: Errors Response Object description: A Clari API-compliant error response. This object is inherited by the specific response type. type: object required: - errors properties: errors: description: An array of Error objects type: array minItems: 1 items: title: Error Object type: object description: A Clari API-compliant error object. An array of details about specific errors that led to this reported error. required: - status - message properties: code: description: an application-specific error code type: string message: description: 'a short, human-readable summary of the problem that SHOULD NOT change from occurrence to occurrence of the problem, except for purposes of localization' type: string target: description: The target of the error. type: string status: description: the HTTP status code applicable to this problem type: string minLength: 3 maxLength: 3 details: description: A String containing more specific information than the current object about the error. type: string 5XX: description: Server Error content: application/json: schema: $ref: '#/paths/~1audit~1events/get/responses/4XX/content/application~1json/schema' /opportunity: get: summary: Retrieve opportunity data description: |- You can retrieve opportunity related data from Clari. To create your request, you will need to pass your `apikey` in as a header, the one or more `oppId` in the request path, and optional `mode` query parameter. EXAMPLE: `/opportunity?oppId=005Z00000038x09IAA&oppId=006Z000000EPuiyIAD&mode=OPPORTUNITY_MODE_ID` operationId: externalOpportunityResource tags: - Opportunity API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: oppId in: query description: specific one or more Opportunity ID required: true style: form explode: true schema: type: array items: type: string maxItems: 100 example: 005Z00000038x09IAA - name: mode in: query description: Clari mode ID required: false schema: type: string default: OPPORTUNITY_MODE_ID responses: '200': description: Return an array of Opportunity Export Items. content: application/json: schema: type: array items: title: Opportunity Export Object description: 'Opportunity Export - oppId, crmScore and fields' type: object properties: id: description: Unique Identifier type: string example: 005Z00000038x09IAA crmScore: description: Opportunity CRM crmScore type: object properties: message: type: string example: Opportunity is lost score: type: integer example: 0 fields: description: List of fields type: array items: description: Opportunity Field Object type: object properties: id: type: string example: opportunity.amount alias: type: string imageUrl: type: string example: /images/CardOppSunny@2x.png trendHistory: type: array items: type: object properties: oldValue: type: object newValue: type: object date: description: specifies date as long type: integer format: int64 example: 1605312000000 trend: type: string value: description: 'Can be any value - string, number, boolean, array or object.' originalValue: $ref: '#/paths/~1opportunity/get/responses/200/content/application~1json/schema/items/properties/fields/items/properties/value' 4XX: description: |- Client Error For example {statusCode:400, reaspnPhrase:"Bad Request", description:"invalid query parameter", "details": "oppId is required"} content: application/json: schema: type: array items: title: Error Object type: object description: A Clari API-compliant error object. An array of details about specific errors that led to this reported error. properties: statusCode: description: an application-specific error code type: integer reaspnPhrase: description: give a short textual description of the Status-Code type: string description: description: The description of the error. type: string details: description: A String containing more specific information than the current object about the error. type: string 5XX: description: |- Server Error For example {statusCode:500, reaspnPhrase:"Server Error", description:"NullPointerException", "details": "Cannot initialize ExternalOpportunityResource"} content: application/json: schema: type: array items: $ref: '#/paths/~1opportunity/get/responses/4XX/content/application~1json/schema/items' '/ingest/bulk/entity/{entity}': post: summary: Bulk Upload entity data description: | This API allows partners to perform a bulk upload of field extensions and sub-objects to Clari's Account and Opportunity entities. It is designed for high-volume updates, enabling the ingestion of additional metadata beyond the standard CRM fields. Here are key details to keep in mind when using this API: - Upload a single JSON file (max 10MB) per request. - Specify the entity (account/opportunity/any sub-object entity) in the path. - Include both apikey and partnerkey in the request headers. - Use Salesforce Account IDs or Opportunity IDs to associate data. - JSON structure must match the /ingest/entity/{entity} API. - createdAt and updatedAt timestamps should be sent in milliseconds. BASE URL: `https://api.clari.com/v2` EXAMPLE: `https://api.clari.com/v2/ingest/bulk/entity/account` operationId: ingestBulk tags: - Ingestion API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: partnerkey in: header description: Partner key required: true schema: type: string - name: entity in: path description: the entity to upload data to required: true schema: type: string example: account - name: mode in: query description: data upload mode schema: type: string enum: - initial - incremental - name: isLastBatch in: query description: whether data is the last batch of initial data schema: type: boolean requestBody: required: true content: multipart/form-data: schema: type: object example: | Content-Type: multipart/form-data; boundary=----7MA4YWxkTrZu0gW ------7MA4YWxkTrZu0gW Content-Disposition: form-data; name="FileData"; filename="data.json" Content-Type: --FILE DATA-- ------7MA4YWxkTrZu0gW-- responses: '202': description: Data is accepted content: application/json: schema: type: object properties: jobId: type: string example: 64eef062b1a00d40e5f0bac5 '400': description: input is not in right format content: application/json: schema: type: array items: title: Ingestion bad request Error Object type: object description: Details of an bad request error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - INVALID_INPUT_FORMAT - INVALID_FILE_FORMAT - INVALID_CONFIGURATION description: description: description of the error code type: string example: - errorCode: INVALID_FILE_FORMAT errorSummary: Allowed file format is JSON only. Please try again with right format. - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Mode value is invalid. Please try again with a valid mode value, possible values are [initial, increment]' - errorCode: INVALID_INPUT_FORMAT errorSummary: '''Initial'' mode is allowed only during initial ingestion of data, please try ingesting it with ''Incremental'' mode for xyz entity' - errorCode: INVALID_CONFIGURATION errorSummary: 'Integration is not yet enabled, please contact support for assistance' - errorCode: INVALID_INPUT_FORMAT errorSummary: Entity is not valid/enabled for integration. Please try again with a valid/enabled entity '401': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/401' '403': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/403' '428': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/428' '429': description: Maximum concurrent request limit has been reached. content: application/json: schema: type: array items: title: Ingestion requests limit reached Error Object type: object description: Ingestion requests limit reached required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - TOO_MANY_REQUESTS description: description: description of the error code type: string example: - errorCode: TOO_MANY_REQUESTS errorSummary: Max concurrent async ingestion jobs limit reached for partner '500': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/500' '/ingest/entity/{entity}': post: summary: Upload entity data description: | This API allows partners to perform frequent, incremental updates to Clari’s Account and Opportunity entities. It supports uploading up to 100 records per request, and can be used to add or update field extensions or sub-objects associated with these entities. Key points to know when using this API: - Designed for partner integrations to sync small, regular data updates. - Supports up to 100 records in a single JSON payload. - Specify the target entity (account/opportunity/any sub-object entity) in the API path. - Include both apikey and partnerkey in the request headers. - Use Salesforce Account IDs or Opportunity IDs to identify records. - createdAt and updatedAt timestamps should be sent in milliseconds. BASE URL: `https://api.clari.com/v2` EXAMPLE: `https://api.clari.com/v2/ingest/entity/account` operationId: ingestIncremental tags: - Ingestion API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: partnerkey in: header description: Partner key required: true schema: type: string - name: entity in: path description: the entity to upload data to required: true schema: type: string example: account - name: mode in: query description: data upload mode schema: type: string enum: - initial - incremental - name: isLastBatch in: query description: whether data is the last batch of initial data schema: type: boolean requestBody: required: true content: application/json: schema: title: Ingest API Data description: Data could comprises of multiple source entity data type: array items: title: Entity Data description: Ingest extra Salesforce account or opportunities field data into Clari. type: object properties: sourceEntity: description: Source entity of the records type: string records: description: Data Records type: array items: title: Ingest API Data Record description: list required fields of a record type: object required: - createdAt - updatedAt - id properties: createdAt: description: The record creation timestamp denotes the number of milliseconds that have elapsed since the epoch. type: number updatedAt: description: The record update timestamp denotes the number of milliseconds elapsed since the epoch. type: number id: description: Salesforce identifier of the record type: string example: - sourceEntity: sourceEntityB records: - id: 001Z000000xOn4bIAA createdAt: 1303324502462 updatedAt: 1303324602462 adoptionDate: '2022-10-01T07:00:00Z' openSuccessPlan: 'yes' - id: 001Z000000xOn4bIAJ createdAt: 1303324502462 updatedAt: 1303324602462 adoptionDate: '2022-10-01T07:00:00Z' openSuccessPlan: 'yes' - sourceEntity: sourceEntityA records: - id: 001Z000000xOn4bIAC createdAt: 1303324502462 updatedAt: 1303324602462 healthScore: 88 nps: 13 csm: USD lifecycleStage: early mrr: 5146000 trend: Up dateOfLastTimelineActivity: '2022-10-10T07:00:00Z' - id: 001Z000000xOn4bIAD createdAt: 1303324502462 updatedAt: 1303324602462 healthScore: 89 nps: 13 csm: USD lifecycleStage: early mrr: 5146100 trend: Same dateOfLastTimelineActivity: '2022-10-10T07:00:00Z' responses: '200': description: Data is uploaded '400': description: Bad Request. content: application/json: schema: type: array items: title: Ingestion bad request Error Object type: object description: Details of an bad request error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - INVALID_INPUT_FORMAT - DATA_TYPE_ERROR - INVALID_CONFIGURATION description: description: description of the error code type: string example: - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: /email 12345 is not of type ''string''' - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: /quantity Value -5 is less than or equal to the minimum of 0''' - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: / updatedAt should be greater than or equal to createdAt''' - errorCode: INVALID_INPUT_FORMAT errorSummary: Payload is not an array - errorCode: INVALID_INPUT_FORMAT errorSummary: sourceEntity is missing dataSet - errorCode: INVALID_INPUT_FORMAT errorSummary: records is missing for dataSet - errorCode: INVALID_INPUT_FORMAT errorSummary: No entries have valid accountId for the domains - errorCode: INVALID_INPUT_FORMAT errorSummary: The number of records limit to 100 - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Mode value is invalid. Please try again with a valid mode value, possible values are [initial, increment]' - errorCode: INVALID_INPUT_FORMAT errorSummary: '''Initial'' mode is allowed only during initial ingestion of data, please try ingesting it with ''Incremental'' mode for xyz entity' - errorCode: INVALID_INPUT_FORMAT errorSummary: Entity is not valid/enabled for integration. Please try again with a valid/enabled entity - errorCode: INVALID_CONFIGURATION errorSummary: 'Integration is not yet enabled, please contact support for assistance' - errorCode: INVALID_INPUT_FORMAT errorSummary: Primary key field is missing - errorCode: INVALID_INPUT_FORMAT errorSummary: Field is missing - errorCode: INVALID_INPUT_FORMAT errorSummary: Duplicate record with value for primary key field - errorCode: INVALID_INPUT_FORMAT errorSummary: Duplicate record with value for primary key field - errorCode: INVALID_INPUT_FORMAT errorSummary: Field value is not a valid date - errorCode: INVALID_INPUT_FORMAT errorSummary: Field type does not match expected type - errorCode: INVALID_INPUT_FORMAT errorSummary: Field length exceeds max length of '401': description: Unauthorized content: application/json: schema: type: array items: title: Ingestion Unauthorized Error Object type: object description: Details of an Unauthorized error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - INVALID_PARTNER_KEY description: description: description of the error code type: string example: - errorCode: INVALID_PARTNER_KEY errorSummary: Unauthorized PartnerKey '403': description: data ingestion has disabled. content: application/json: schema: type: array items: title: Ingestion forbidden Error Object type: object description: Details of an forbidden error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - FORBIDDEN_ERROR description: description: description of the error code type: string example: - errorCode: FORBIDDEN_ERROR errorSummary: Data Ingestion has been disabled '428': description: precondition required error. content: application/json: schema: type: array items: title: Ingestion precondition required Error Object type: object description: Details of an precondition required error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - SCHEMA_MISSING description: description: description of the error code type: string example: - errorCode: SCHEMA_MISSING errorSummary: 'Schema file information of partner is not available for entity : , Please contact clari support.' '429': $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/429' '500': description: Server Error content: application/json: schema: type: array items: title: Ingestion Internal Error Object type: object description: Details of an Internal error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - INTERNAL_SERVER_ERROR description: description: description of the error code type: string example: - errorCode: INTERNAL_SERVER_ERROR errorSummary: '/ingest/job/{jobId}': get: summary: Check the data upload status description: | Upon receiving a response from the asynchronous ingest bulk upload API, make use of the provided 'jobId' to check the status and result of the upload job. BASE URL: `https://api.clari.com/v2` EXAMPLE: `https://api.clari.com/v2/ingest/bulk/entity/account` operationId: ingestJobStatus tags: - Bulk Ingest Job Status API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: partnerkey in: header description: Partner key required: true schema: type: string example: account - name: jobId in: path description: the job identifier of the asynchronous upload request required: true schema: type: string example: 1231244212322 responses: '200': description: Ingestion job success response content: application/json: schema: type: object description: Response containing job details wrapped in a message field properties: message: type: object description: Details of an async ingestion job. properties: jobId: description: Unique identifier of the job type: string module: description: Module name type: string submittedTime: description: Time when the job was submitted in milliseconds type: number startTime: description: Time when the job started in milliseconds type: number endTime: description: Time when the job ended in milliseconds type: number title: description: Title of the service type: string fileName: description: Name of the file type: string status: description: Status of the job type: string enum: - SUCCESS - IN_PROGRESS - FAILED - QUEUED - VALIDATION_FAILED message: description: Message of the job type: string example: message: jobId: 64eef062b1a00d40e5f0bac5 orgId: 1234 userId: 12345 module: DATA_INGESTION submittedTime: 1231244212310 startTime: 1231244212322 endTime: 1231244212340 title: Data Ingestion fileName: file.json status: SUCCESS message: Ingestion successfully completed. '202': description: Data is either in progress or in queue content: application/json: schema: $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/200/content/application~1json/schema' example: message: jobId: 64eef062b1a00d40e5f0bac5 orgId: 1234 userId: 12345 module: DATA_INGESTION submittedTime: 1231244212310 startTime: 1231244212322 endTime: null title: Data Ingestion fileName: file.json status: IN_PROGRESS message: Bulk ingestion job is in progress '400': description: Ingestion job validation errors content: application/json: schema: $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/200/content/application~1json/schema' example: message: jobId: 64eef062b1a00d40e5f0bac5 orgId: 1234 userId: 12345 module: DATA_INGESTION submittedTime: 1231244212310 startTime: 1231244212322 endTime: 1231244212340 title: Data Ingestion fileName: file.json status: VALIDATION_ERROR message: - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: /email 12345 is not of type ''string''' - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: /quantity Value -5 is less than or equal to the minimum of 0''' - errorCode: INVALID_INPUT_FORMAT errorSummary: 'Failed validation for data at path: / updatedAt should be greater than or equal to createdAt''' - errorCode: INVALID_INPUT_FORMAT errorSummary: Payload is not an array - errorCode: INVALID_INPUT_FORMAT errorSummary: sourceEntity is missing dataSet - errorCode: INVALID_INPUT_FORMAT errorSummary: records is missing for dataSet - errorCode: INVALID_INPUT_FORMAT errorSummary: No entries have valid accountId for the domains - errorCode: INVALID_INPUT_FORMAT errorSummary: Primary key field is missing - errorCode: INVALID_INPUT_FORMAT errorSummary: Field is missing - errorCode: INVALID_INPUT_FORMAT errorSummary: Duplicate record with value for primary key field - errorCode: INVALID_INPUT_FORMAT errorSummary: Duplicate record with value for primary key field - errorCode: INVALID_INPUT_FORMAT errorSummary: Field value is not a valid date - errorCode: INVALID_INPUT_FORMAT errorSummary: Field type does not match expected type - errorCode: INVALID_INPUT_FORMAT errorSummary: Field length exceeds max length of '401': description: Invalid authentication token content: application/json: schema: type: object properties: error: type: string example: Invalid authentication credentials '404': description: Not Found content: application/json: schema: type: object properties: error: type: string example: Bulk ingestion job not found. Please provide correct jobId. '429': description: API rate limit has been exceeded. The api limit is 100 requests per second per api token content: application/json: schema: type: object properties: error: type: string example: API rate limit exceeded '500': description: Ingestion job internal Error content: application/json: schema: $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/200/content/application~1json/schema' example: message: jobId: 64eef062b1a00d40e5f0bac5 orgId: 1234 userId: 12345 module: DATA_INGESTION submittedTime: 1231244212310 startTime: 1231244212322 endTime: 1231244212340 title: Data Ingestion fileName: file.json status: FAILED message: Bulk ingestion job failed. Please retry ingestion. /export/activity: post: summary: Create a new activity export job description: |- This is a bulk export API. Configure and start processing an export job by providing activityTypes, startDate, and endDate in the JSON as request body. To create your request, you will need to pass your `apikey` in as a header, all other parameters as a JSON in the body. tags: - Activity API parameters: - name: apikey in: header description: Authentication token. required: true schema: type: string requestBody: description: Request parameters for the activity export. required: true content: application/json: schema: type: object properties: activityTypes: type: array items: enum: - MEETING - EMAIL_SENT - EMAIL_RECEIVED - ATTACHMENT_SENT - ATTACHMENT_RECEIVED type: string description: | Specifies the list of supported activity types to consider to filter the activities Supported activityTypes * MEETING * EMAIL_SENT * EMAIL_RECEIVED * ATTACHMENT_SENT * ATTACHMENT_RECEIVED default: null example: - MEETING - EMAIL_SENT - ATTACHMENT_RECEIVED startDate: type: string format: date-time description: | Specifies the start date to filter the activities, following ISO-8601 date-time format. Ensure to provide UTC offset for accuracy. example: __10th March, 2023__ can be represented as below based on the timezone * UTC : 2023-03-10T00:00:00Z * PST : 2023-03-10T00:00:00-08:00 * IST : 2023-03-10T00:00:00+05:30 Note: Date and timezone provided will only be considered and not the time default: null example: '2023-03-10T00:00:00Z' endDate: type: string format: date-time description: | Specifies the end date to filter the activities, following ISO-8601 date-time format. Ensure to provide UTC offset for accuracy. examples: __21st March, 2023__ can be represented as below based on the timezone * UTC : 2023-03-21T00:00:00Z * PST : 2023-03-21T00:00:00-08:00 * IST : 2023-03-21T00:00:00+05:30 Note: Date and timezone provided will only be considered and not the time default: null example: '2023-03-21T00:00:00Z' exportFormat: type: string enum: - JSON description: Specifies format of the activity export example: JSON default: JSON responses: '202': description: 'Your export job was successfully queued. Use the `jobId`, provided in your response, to check its status and retrieve the requested data.' content: application/json: schema: title: Response Object With JobId description: jobId is the identifier of the queued job. type: object required: - jobId properties: jobId: description: The Job ID of the successfully queued export job. type: string example: 6073683781a6da229df71e00 '400': description: Client Error. Your job could not be queued. content: application/json: schema: oneOf: - title: Error Object type: object description: A Clari API-compliant error object. An array of details about specific errors that led to this reported error. required: - message properties: code: type: string example: Bad request namespace: type: string example: activity errorId: type: string example: 87c7f26038f40e3dbb4e001ac07150c1 message: description: 'a short, human-readable summary of the problem that SHOULD NOT change from occurrence to occurrence of the problem, except for purposes of localization' type: string userId: description: The user's Clari account ID type: string orgId: description: The organization's Clari account ID type: string - description: The job could not be queued. type: object properties: code: type: string example: export_monthly_quota_reached namespace: type: string example: exports errorId: type: string example: cd871759-9b0b-11eb-a343-87ffa5f01191 message: type: string example: The monthly quota limit of 30 or concurrent limit of 1 has been reached. orgId: $ref: '#/paths/~1export~1activity/post/responses/500/content/application~1json/schema/properties/orgId' source: type: string example: Export '401': description: Invalid authentication content: application/json: schema: title: Response Object for Authentication Failure description: Response with authentication failure message type: object required: - message properties: message: description: Message for authentication failure type: string example: Invalid authentication credentials '500': description: Server Error content: application/json: schema: description: Internal Server Error type: object properties: code: type: string example: internal_server_error namespace: type: string example: exports errorId: type: string example: 54c5a2b5-9b1c-11eb-a343-87ffa5f01191 message: type: string example: An unexpected error occurred. orgId: description: The organization's Clari account ID. Commonly referred to as `orgId`. type: integer format: int32 example: 101 x-export-results: description: 'JSON response from the `/export/jobs/{jobId}/results` endpoint returns an array of activity records. It returns an empty `activities` array if no records are found.' content: application/json: schema: type: object properties: activities: type: array items: type: object properties: activityId: type: string description: unique identifier for each activity record example: 58eaf6bae6bdab17f362400127170cc3 activityType: type: string description: 'type of activity record (i.e. MEETING, EMAIL_SENT)' example: MEETING subject: type: string description: subject of the activity example: Data Pulse <> Clari Sync date: type: integer description: date/time as an epoch timestamp on which activity occurred or occurs format: int64 example: 1702906200000 activityOwnerId: type: string description: salesforce id of user whose inbox or calendar from which the activity is indexed from example: 0073x000005ChMyQKK activityOrganiserId: type: string description: salesforce id of user who organised or created the activity example: 0044x000005ChMyQQA accounts: type: array description: list of accounts to which the activity is mapped to items: type: object properties: accountId: type: string description: salesforce account id example: 0014x000018I6EVAA0 accountName: type: string description: name of the account example: Data Pulse FY24 accountOwnerId: type: string description: salesforce account owner id example: 0073x000005ChMyQKK opportunities: type: array description: list of opportunities to which the activity is mapped to items: type: object properties: opportunityId: type: string description: salesforce opportunity id example: 0064x00000MaqIEAAZ opportunityName: type: string description: name of the opportunity example: Data Pulse FY24 opportunityOwnerId: type: string description: salesforce opportunity owner id example: 0073x000005ChMyQKK participants: type: array description: list of participants in the activity items: type: object properties: name: type: string description: name of the participant example: Ava Turner email: type: string description: email address of the participant example: aturner@internaldomain.com sfdcUserId: type: string description: salesforce user id of the participant (will be empty in case of external participant) example: 0073x000005ChMyQKK isInternal: type: boolean description: shows whether the participant is internal user or not example: true example: activities: - activityId: 58eaf6bae6bdab17f362400127170cc3 activityType: MEETING activityOwnerId: 0073x000005ChMyQKK activityOrganiserId: 0044x000005ChMyQQA subject: Data Pulse <> Clari Sync date: '1702906200000' accounts: - accountId: 0014x000018I6EVAA0 accountName: Data Pulse Inc. accountOwnerId: 0073x000005ChMyQKK opportunities: - opportunityId: 0064x00000MaqIEAAZ opportunityName: Data Pulse FY24 opportunityOwnerId: 0073x000005ChMyQKK participants: - name: Ava Turner email: aturner@internaldomain.com sfdcUserId: 0044x000005ChMyQQA isInternal: true - name: Aiden Lewis email: alewis@internaldomain.com sfdcUserId: 0073x000005ChMyQKK isInternal: true - name: Samuel Martin email: samuelm@datapulsedomain.com sfdcUserId: '' isInternal: false '/ingest/schema/{entity}/field': post: summary: Add picklist | multi-picicklist values description: This API lets us add picklist | multi-picklist values to a field of an appropriate type for a particular org of a partner operationId: ingestAddPicklist tags: - Ingestion API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: partnerkey in: header description: Partner key required: true schema: type: string - name: entity in: path description: the entity to upload data to required: true schema: type: string example: account requestBody: required: true content: application/json: schema: type: object properties: fieldName: description: Name of the field to which the values are going to be added type: string example: isACustomerOf fieldType: description: Type of the field to which the values are going to be added type: string example: multipicklist enum: - picklist - multipicklist values: description: The values which are going to be added to the given field type type: array items: type: string example: - Customer1 - Customer2 - Customer3 responses: '200': description: The list of values provided have been added successfully content: application/json: schema: type: object properties: message: type: string example: picklist options have been updated successfully. '400': description: The provided field type is not valid or supported content: application/json: schema: type: array items: title: Ingestion bad request Error Object type: object description: Details of an bad request error encountered when ingesting data. required: - errorCode - errorSummary properties: errorCode: description: a short error code type: string enum: - INVALID_INPUT_FORMAT description: description: description of the error code type: string example: - errorCode: INVALID_INPUT_FORMAT errorSummary: 'FieldType is not supported. Supported FieldTypes are [picklist, multipicklist]' - errorCode: INVALID_INPUT_FORMAT errorSummary: Oops! %s is not defined in schema. - errorCode: INVALID_INPUT_FORMAT errorSummary: Oops! Partner Schema is not defined. - errorCode: INVALID_INPUT_FORMAT errorSummary: One or more error in validating field details. Please provide picklist options. - errorCode: INVALID_INPUT_FORMAT errorSummary: One or more error in validating field details. fieldType cannot be empty or null - errorCode: INVALID_INPUT_FORMAT errorSummary: One or more error in validating field details. fieldName cannot be empty or null '401': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/401' '429': $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/429' '500': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/500' get: summary: Get picklist | multi-picicklist values description: This API lets us get the list of picklist | multi-picklist values which has been added to a field of an appropriate type for a particular org of a partner operationId: ingestGetPicklist tags: - Ingestion API parameters: - name: apikey in: header description: Authentication token required: true schema: type: string - name: partnerkey in: header description: Partner key required: true schema: type: string - name: entity in: path description: the entity to upload data to required: true schema: type: string - name: fieldNames in: query description: List of field names in a comma seperated format to get the values for only those fields required: false schema: type: string example: 'fieldName1,fieldName2' responses: '200': description: The list of values provided have been added successfully content: application/json: schema: type: object properties: fieldName: type: array items: type: string example: - fieldValue1 - fieldValue2 '401': $ref: '#/paths/~1ingest~1entity~1%7Bentity%7D/post/responses/401' '429': $ref: '#/paths/~1ingest~1job~1%7BjobId%7D/get/responses/429' security: - api_key: [] components: securitySchemes: api_key: type: apiKey name: apikey in: header