# Circa

Circa (formerly Simple Circa) is an event management CRM that helps teams plan, track, and manage events, contacts, and companies in one place. You can connect Circa to Coupler.io to pull your event data, contact records, company information, and relationship data into your preferred destination for reporting and analysis.

## Why connect Circa to Coupler.io?

* **Centralize your event data** — combine events, contacts, companies, and their relationships in a single report without manual exports
* **Build custom dashboards** — send Circa data to Google Sheets, Looker Studio, BigQuery, or AI tools like ChatGPT or Gemini for deeper analysis
* **Join related entities** — use Coupler.io's Join transformation to link event contacts with contact records, or company contacts with company details
* **Automate reporting** — keep your reports up to date with scheduled data refreshes instead of manual CSV downloads

## Prerequisites

* An active Circa account
* A Circa API key (available in your Circa account settings)

## Quick start

{% hint style="success" %}
If you're reporting on event performance, start with the **Events** and **Event contacts** entities — join them to see which contacts are associated with each event.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow in Coupler.io.** Log in to Coupler.io, go to the Data Flows section, and click **Add data flow**. Search for and select **Circa** as your source.
{% endstep %}

{% step %}
**Enter your Circa API key.** In your Circa account, navigate to your account or developer settings to find your API key. Copy it and paste it into the API key field in Coupler.io.
{% endstep %}

{% step %}
**Select an entity.** Choose which Circa data you want to import — for example, Events, Contacts, or Companies. You can add more sources to the same data flow to pull multiple entities at once.
{% endstep %}

{% step %}
**Set a start date.** Use the date picker to define how far back Coupler.io should pull historical data from Circa.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your Circa data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like Claude or Perplexity.
{% endstep %}

{% step %}
**Run your data flow.** Click **Run** to execute a manual sync and confirm that your data is flowing correctly before setting up a schedule.
{% endstep %}
{% endstepper %}

## Available entities

| Entity           | Description                                          |
| ---------------- | ---------------------------------------------------- |
| Events           | Events and activities tracked in Circa               |
| Contacts         | Individual contact records and their details         |
| Teams            | Team structures and organizational units             |
| Companies        | Company records and organizational data              |
| Company contacts | Relationships between companies and contacts         |
| Event fields     | Custom field definitions for events                  |
| Contact fields   | Custom field definitions for contacts                |
| Company fields   | Custom field definitions for companies               |
| Event contacts   | Relationships between events and associated contacts |
