SpotlerCRM

SpotlerCRM (formerly Really Simple Systems) is a cloud-based CRM platform for managing accounts, contacts, opportunities, cases, and marketing campaigns. Its V4 REST API exposes these records over authenticated HTTP endpoints, allowing you to sync CRM data into and out of Nexla.

Power end-to-end data operations for your SpotlerCRM API with Nexla. Our bi-directional SpotlerCRM connector is purpose-built for SpotlerCRM, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to SpotlerCRM or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your SpotlerCRM workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating a SpotlerCRM credential, you need an API access token for the SpotlerCRM V4 API. The API is accessed at the base URL https://apiv4.reallysimplesystems.com, and every request is authenticated with a bearer token sent in the Authorization header.

To generate an access token, follow these steps:

1. Sign in to your SpotlerCRM account with an administrator user.

2. Navigate to Settings > Integrations > API V4.

3. Select Enable API Access to Users, and choose the user that will be used for API access.

4. Back on the API V4 page, select Manage API Keys and Alerts, then click Generate new key.

5. In the popup, select the user and click Generate. An access token is displayed.

6. Copy the access token immediately and store it securely. SpotlerCRM shows the token only once, so it cannot be retrieved again after you leave the page.

The access token is sent as a bearer token in the Authorization header on every API request. If the token is lost or compromised, revoke it in the Manage API Keys and Alerts section and generate a new one. For more detail, see the SpotlerCRM API V4 documentation.

Authenticate

Credentials required

Field	Required	Secret	Description
API Key	Yes	Yes	API key.

Create a credential in Nexla

1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter your SpotlerCRM access token in the API Key field. This is the token you generated in Prerequisites. Nexla sends it as a bearer token in the Authorization header on every request to the SpotlerCRM API, so it must be kept confidential.

   If your access token is compromised, revoke it in the SpotlerCRM Manage API Keys and Alerts section and generate a new one. The token grants access to your CRM data and should be treated as sensitive information.

   For detailed information about authentication and available endpoints, see the SpotlerCRM API V4 documentation.

4. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the SpotlerCRM connector tile, then select the credential that will be used to connect to SpotlerCRM, and click Next; or, create a new SpotlerCRM credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common SpotlerCRM endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

[Rest API] List Accounts

Retrieve accounts from SpotlerCRM. Use this template to ingest the organizations and companies stored in your CRM.

Nexla organizes the retrieved account records into one or more Nexsets. For details on the account resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Contacts

Retrieve contacts from SpotlerCRM. Use this template to ingest the individual people associated with your accounts.

Nexla organizes the retrieved contact records into one or more Nexsets. For details on the contact resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Opportunities

Retrieve opportunities from SpotlerCRM. Use this template to ingest the sales opportunities tracked against your accounts.

Nexla organizes the retrieved opportunity records into one or more Nexsets. For details on the opportunity resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Documents

Retrieve documents from SpotlerCRM. Use this template to ingest the documents attached to your CRM records.

Nexla organizes the retrieved document records into one or more Nexsets. For details on the document resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Campaigns

Retrieve campaigns from SpotlerCRM. Use this template to ingest the marketing campaigns configured in your CRM.

Nexla organizes the retrieved campaign records into one or more Nexsets. For details on the campaign resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Cases

Retrieve cases from SpotlerCRM. Use this template to ingest the support or service cases logged in your CRM.

Nexla organizes the retrieved case records into one or more Nexsets. For details on the case resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Activities

Retrieve activities from SpotlerCRM. Use this template to ingest the tasks, calls, and other activity records tracked in your CRM.

Nexla organizes the retrieved activity records into one or more Nexsets. For details on the activity resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Opportunity Histories

Retrieve opportunity histories from SpotlerCRM. Use this template to ingest the historical change records for your opportunities.

Nexla organizes the retrieved opportunity history records into one or more Nexsets. For details on this resource and its fields, see the SpotlerCRM API V4 documentation.

[Rest API] List Opportunity Lines

Retrieve opportunity lines from SpotlerCRM. Use this template to ingest the line items associated with your opportunities.

Nexla organizes the retrieved opportunity line records into one or more Nexsets. For details on this resource and its fields, see the SpotlerCRM API V4 documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

SpotlerCRM data sources can also be manually configured to ingest data from any valid SpotlerCRM V4 API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new SpotlerCRM data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.

Use as a destination

Click the + icon on the Nexset that will be sent to the SpotlerCRM destination, and select the Send to Destination option from the menu. Select the SpotlerCRM connector from the list of available destination connectors, then select the credential that will be used to connect to SpotlerCRM, and click Next; or, create a new SpotlerCRM credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common SpotlerCRM endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.

[Rest API] Create Account

Create a new account record in SpotlerCRM using records from a Nexset. Use this template to add organizations to your CRM based on data from your Nexla flows.

Each record from your Nexset is sent as a separate API request to create a new account. The request body must match the account structure expected by the SpotlerCRM API. For field details, see the SpotlerCRM API V4 documentation.

[Rest API] Update Account

Update an existing account record by ID in SpotlerCRM using records from a Nexset. Use this template to keep account details in sync with data from your Nexla flows.

Each record from your Nexset is sent as a separate API request to update the matching account. Include the ID of the account to be updated so the request targets the correct record. For field details, see the SpotlerCRM API V4 documentation.

[Rest API] Create Contact

Create a new contact record in SpotlerCRM using records from a Nexset. Use this template to add people to your CRM based on data from your Nexla flows.

Each record from your Nexset is sent as a separate API request to create a new contact. The request body must match the contact structure expected by the SpotlerCRM API. For field details, see the SpotlerCRM API V4 documentation.

[Rest API] Create Opportunity

Create a new opportunity record in SpotlerCRM using records from a Nexset. Use this template to add sales opportunities to your CRM based on data from your Nexla flows.

Each record from your Nexset is sent as a separate API request to create a new opportunity. The request body must match the opportunity structure expected by the SpotlerCRM API. For field details, see the SpotlerCRM API V4 documentation.

[Rest API] Create Activity

Create a new activity record in SpotlerCRM using records from a Nexset. Use this template to log tasks, calls, and other activities in your CRM based on data from your Nexla flows.

Each record from your Nexset is sent as a separate API request to create a new activity. The request body must match the activity structure expected by the SpotlerCRM API. For field details, see the SpotlerCRM API V4 documentation.

Manual configuration

SpotlerCRM destinations can also be manually configured to send data to any valid SpotlerCRM V4 API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.

SpotlerCRM APIs typically expect JSON format for most operations. For update operations, include the ID of the record to be updated so the request targets the correct object.

Save & activate

Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured SpotlerCRM endpoint, open the destination resource menu, and select Activate.

The Nexset data will not be sent to the SpotlerCRM endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.