Linking JobNimbus as a source
This source is currently in alpha. The interface and available tables may change.
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Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Contents
Enter your JobNimbus API key to automatically pull your CRM data into the PostHog data warehouse.
Adding a data source
- Go to the sources tab of the data pipeline section in PostHog.
- Click + New source and then click Link next to JobNimbus.
- In JobNimbus, create an API key under Settings → API in JobNimbus. The key grants access to your contacts, jobs, tasks, and activities.
- Back in PostHog, paste the key into the API key field and click Next.
- Select the tables you want to sync, set the sync frequency, then click Import.
Once the syncs are complete, you can start using JobNimbus data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
contacts | A person or company in your JobNimbus CRM — a lead, customer, or business contact. | Full refresh |
jobs | A job or project tracked in JobNimbus, typically linked to one or more contacts. | Full refresh |
tasks | A to-do or scheduled task linked to a contact or job. | Full refresh |
activities | An activity or note recorded against a contact or job (calls, emails, updates). | Full refresh |
All tables use full refresh sync, meaning all data is reloaded on each sync. JobNimbus does not expose reliable server-side timestamp filters for incremental syncing.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
contacts | A person or company in your JobNimbus CRM — a lead, customer, or business contact. | Full refresh | — | — |
jobs | A job or project tracked in JobNimbus, typically linked to one or more contacts. | Full refresh | — | — |
tasks | A to-do or scheduled task linked to a contact or job. | Full refresh | — | — |
activities | An activity or note recorded against a contact or job (calls, emails, updates). | Full refresh | — | — |
payments | A payment collected from a customer, applied against one or more invoices. | Full refresh | — | — |
estimates | A quote sent to a customer for a job, with line items and totals. | Full refresh | — | — |
invoices | An invoice billed to a customer for a job, with line items, totals, and payments applied. | Full refresh | — | — |
products | A product or service in the account catalog, referenced by estimate and invoice line items. | Full refresh | — | — |
budgets | A job budget with its revenue, costs, commissions, and resulting profit and margin. | Full refresh | — | — |
users | A user or team member of the JobNimbus account. | Full refresh | — | — |
workflows | A workflow configured in the account, with the statuses it contains. | Full refresh | — | — |
lead_sources | A lead source configured in the account. | Full refresh | — | — |
groups | A group of users in the account, such as a team, crew, or office. | Full refresh | — | — |