Enables you to add, edit or remove fields to Gong CRM entities, so that you can display additional CRM data in Gong. Fields that are not included in the Gong CRM objects, and are uploaded without updating your schema, are not displayed in Gong.
Update your schema when:
- You create a new integration
- There are changes to the schema of any object type. You can also send a schema update request before any request to the
/v2/crm/entitiesAPI.
When updating your schema:
- Add or change field: include all fields you want in the schema, including those sent previously. Example:
Date Action Result 3/4/2023 Send account schema with fieldA fieldA added to the account 6/4/23 Send account schema with fieldA and fieldB fieldA still included in account schema. fieldB added to the account 8/4/23 Send account schema with fieldC but without fieldA and fieldB Receive an error that you must include all fields in the schema 15/4/23 Send account schema with fieldB, fieldC, and isDeleted for fieldA fieldA and all it's data are deleted. fieldB and fieldC remain in the schema - Changing a field: if you change the field type, a new field is created and the data associated with the original field is deleted. Other changes, such as the label do not result in data being deleted.
- Deleting a field: to delete a field and it's associated data, send the field with isDeleted = true
When accessed using a bearer token, this endpoint requires the 'api:crm:schema' scope.
Supported field types
This table describes the field types that can be added to your schema
| Field type | Format in JSON | Possible values |
|---|---|---|
| BOOLEAN | boolean | true, false |
| DATE | string (ISO-8601 date without time) | "2020-05-31" |
| DATETIME | string (ISO-8601 datetime without milliseconds) | "2020-12-17T07:37:21+02:00" "2020-12-17T05:37:21Z" |
| PICKLIST | string - one of the values in an orderedValueList | "Analyst" |
| NUMBER | number | 45.66, 8453 |
| PERCENT | number (between 0 to 100) | 67.3 |
| CURRENCY* | number | 34.68 |
| PHONENUMBER | string | "+14055766687" |
| EMAILADDRESS | string | "john.doe@anywhere.com" |
| REFERENCE | string - the id of another object | "48b009drax" |
| ID | string - the id of the object | "843hf8484jr84htg" |
| STRING | string | "whatever you want" |
| URL | string | "https://crm.com/account/6d4r578f" |
* In the integration send a number value, and specify the correct currency symbol in the Gong UI. Currently Gong does not support multiple currencies per company.
Example
Request
POST https://api.gong.io/v2/crm/entity-schema?integrationId=6286478263646&objectType=ACCOUNT
[{"uniqueName": "orderId", "label": "ID", "type": "ID", "lastModified": "2020-11-11T08:11:34+01:00"},
{"uniqueName": "parentAccount", "label": "Main Account", "type": "REFERENCE", "referenceTo": "ACCOUNT", "lastModified": "2020-11-11T08:11:34+01:00"},
{"uniqueName": "category", "label": "Category", "type": "PICKLIST", "orderedValueList": ["Analyst", "Competitor", "Customer", "Integrator", "Investor", "Partner", "Other"], "lastModified": "2020-11-11T08:11:34+01:00"},
// remove custom field
{"uniqueName": "industry", "isDeleted": true, "label": "Industry", "type": "PICKLIST", "lastModified": "2020-11-21T08:11:34+01:00"}]
Integration ID generated when creating the integration
The object type to set the schema for (case-sensitive)
selectedFields
The unique name of the field in the CRM system
The label to use in the UI for this field
The field type (case-sensitive). Must be one of the types listed above.
The date and time the schema was last modified.
Valid format: ISO-8601 format without milliseconds e.g., "2020-12-17T13:45:01Z"
When true, deletes the field from the schema and its value is removed from all objects. Use with caution
The object type this field refers to. Required for field of type REFERENCE. Must be one of "ACCOUNT", "CONTACT", "DEAL", "LEAD" or "USER"
The list of values for the field. Required for PICKLIST fields
The list of values for the field. Required for PICKLIST fields
OK
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Successfully uploaded crm schema fields
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Malformed request
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Error messages.
Access denied
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Error messages.
API request limit exceeded
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Error messages.
Failed to complete the operation due to an unexpected error
A Gong request reference Id, generated for this request. Can be used for troubleshooting purposes.
Error messages.