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CapsuleCRM

Integrating CapsuleCRM with Osano​

Connecting to CapsuleCRM​

In order for Osano to discover data stored in your systems, we must connect to those data providers via an API. We require, at minimum, read-only access to establish a connection to these providers. Each provider you connect may require different information. Please see the linked vendor documentation for instructions on where and how to obtain this data.

Required Steps for Setup​

  • Enter a Provider Name

  • Press Add Provider.

  • Log in with your credentials.

Required Scopes​

  • read write

Core Functionality​

  • Data Discovery
  • User Search
  • Data Deletion

Base URL​

https://api.capsulecrm.com/api/v2/

Auth​

  • oauth
  • apiKey

Authorization bearer with oauth access token

  • email
  • name
  • phoneNumber
  • address
  • birthday
  • userId