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# Linking Spotler CRM as a source - Docs

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# Linking Spotler CRM as a source - Docs

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Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

[Learn more](/wizard.md)

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**Alpha release**

This source is currently in **alpha**. The interface and available tables may change.

The Spotler CRM (formerly Really Simple Systems) connector syncs your CRM data – accounts, contacts, opportunities, activities, and more – into PostHog, so you can analyze your sales pipeline alongside your product data.

## Prerequisites

You need a Spotler CRM account on a plan with API access (Professional or Enterprise). Some record types need paid add-ons: campaigns require the Marketing tool, and cases require the Service & Support tool.

## Adding a data source

1.  In PostHog, go to the [Sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section.
2.  Click **\+ New source** and click **Link** next to this source.
3.  Enter your credentials (see [Configuration](#configuration) below) and click **Next**.
4.  Select the tables you want to sync, choose a sync method and frequency, then click **Import**.

Once the syncs are complete, you can start querying this data in PostHog.

When linking Spotler CRM, you'll need:

-   **API access token** – in Spotler CRM, go to **Settings**, then **Integrations**, then **API V4**, and click **Generate new key**. The token is shown only once, so copy it right away.

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](/docs/cdp/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

The Spotler CRM API doesn't support server-side incremental filtering, so all tables sync as a full refresh.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| API access token | password | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| Accounts | Companies and organizations stored in the CRM. | Full refresh | — | — |
| Activities | Tasks, calls, meetings, and other activities logged against records. | Full refresh | — | — |
| Campaigns | Marketing campaigns. Requires the Spotler CRM Marketing tool add-on. | Full refresh | — | — |
| Cases | Customer service cases. Requires the Spotler CRM Service & Support tool add-on. | Full refresh | — | — |
| Contacts | People linked to accounts. | Full refresh | — | — |
| Documents | Documents attached to CRM records. | Full refresh | — | — |
| Opportunities | Sales opportunities in the pipeline. | Full refresh | — | — |
| OpportunityHistories | Historical stage and forecast changes for opportunities. | Full refresh | — | — |
| OpportunityLines | Line items attached to opportunities. | Full refresh | — | — |

## Troubleshooting

If a table fails to sync with a permission error, check that your plan includes that record type: campaigns need the Marketing tool add-on, and cases need the Service & Support tool add-on.

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.

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