iLEVEL integration summary

Stitch’s iLEVEL integration replicates data from the iLEVEL Portfolio Monitoring Platform by IHS Markit using the 2019 SOAP API WSDL. Refer to the Schema section for a list of objects available for replication.

iLEVEL feature snapshot

A high-level look at Stitch's iLEVEL (v1) integration, including release status, useful links, and the features supported in Stitch.

STITCH
Release status

Beta

 Supported by

Singer Community
Stitch plan

Standard

 API availability

Available
Singer GitHub repository

singer-io/tap-ilevel
REPLICATION SETTINGS
Anchor Scheduling

Supported

 Advanced Scheduling

Supported
Table-level reset

Unsupported

 Configurable Replication Methods

Unsupported
DATA SELECTION
Table selection

Supported

 Column selection

Supported
Select all

Supported
TRANSPARENCY
Extraction Logs

Supported

 Loading Reports

Supported

Connecting iLEVEL

iLEVEL setup requirements

To set up iLEVEL in Stitch, you need:

  • Web Services access in iLEVEL. Reach out to iLEVEL support to enable this in your iLEVEL account. Once enabled, you can continue with the setup in Stitch.

Step 1: Add iLEVEL as a Stitch data source

  1. Sign into your Stitch account.

  2. On the Stitch Dashboard page, click the Add Integration button.

  3. Click the iLEVEL icon.

  4. Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

    For example, the name “Stitch iLEVEL” would create a schema called stitch_ilevel in the destination. Note: Schema names cannot be changed after you save the integration.

  5. In the Username field, enter the iLEVEL API user’s username.
  6. In the Password field, enter the iLEVEL API user’s password.
  7. Optional: If connecting to a sandbox environment, check Connect to a sandbox environment.

Step 2: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your iLEVEL integration. This means that:

  • For tables using Key-based Incremental Replication, data equal to or newer than this date will be replicated to your destination.
  • For tables using Full Table Replication, all data - including records that are older, equal to, or newer than this date - will be replicated to your destination.

Change this setting if you want to replicate data beyond iLEVEL’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.

Step 3: Create a replication schedule

In the Replication Frequency section, you’ll create the integration’s replication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

iLEVEL integrations support the following replication scheduling methods:

To keep your row usage low, consider setting the integration to replicate less frequently. See the Understanding and Reducing Your Row Usage guide for tips on reducing your usage.

Step 4: Set objects to replicate

The last step is to select the tables and columns you want to replicate. Learn about the available tables for this integration.

Note: If a replication job is currently in progress, new selections won’t be used until the next job starts.

For iLEVEL integrations, you can select:

  1. Individual tables and columns

  2. All tables and columns

Click the tabs to view instructions for each selection method.

  1. In the integration’s Tables to Replicate tab, locate a table you want to replicate.

  2. To track a table, click the checkbox next to the table’s name. A blue checkmark means the table is set to replicate.

  3. To track a column, click the checkbox next to the column’s name. A blue checkmark means the column is set to replicate.

  4. Repeat this process for all the tables and columns you want to replicate.
  5. When finished, click the Finalize Your Selections button at the bottom of the screen to save your selections.
  1. Click into the integration from the Stitch Dashboard page.

  2. Click the Tables to Replicate tab.

  3. In the list of tables, click the box next to the Table Names column.

  4. In the menu that displays, click Track all Tables and Fields:

    The Track all Tables and Fields menu in the Tables to Replicate tab

  5. Click the Finalize Your Selections button at the bottom of the page to save your data selections.

Initial and historical replication jobs

After you finish setting up iLEVEL, its Sync Status may show as Pending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, a Pending status indicates that Stitch is in the process of scheduling the initial replication job for the integration. This may take some time to complete.

Free historical data loads

The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.

iLEVEL table reference

assets

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified_date
Primary Key :

id

 API endpoint :

GetAssets

The assets table contains info about the assets in your iLEVEL account.

assets table schema

id
INTEGER

The asset ID.

Reference:

last_modified_date
DATE-TIME

The time when the asset was last modified.

acquisition_as_of
DATE-TIME

acquisition_date
DATE-TIME

asset_status_id
INTEGER

calendar_type
STRING

currency_code
STRING

description
STRING

excel_name
STRING

has_acquisition_as_of
BOOLEAN

industry_id
INTEGER

initial_period
DATE-TIME

investment_thesis
STRING

is_soft_deleted
BOOLEAN

lead_fund_id
INTEGER

Reference:

name
STRING

object_type_id
STRING

period_mapping
OBJECT

Click to expand period_mapping

fiscal_period_mapping
ARRAY

Click to expand fiscal_period_mapping

calendar_period
INTEGER

calendar_quarter
INTEGER

calendar_quarter_offset
INTEGER

calendar_type
STRING

fiscal_period
INTEGER

fiscal_quarter
INTEGER

object_id
INTEGER

is_fiscal_year_end
BOOLEAN

is_calendar_year_end
BOOLEAN

assets (table), fiscal_period_mapping (attribute)
assets (table), period_mapping (attribute)

status
INTEGER

type_id
INTEGER

url
STRING

asset_to_asset_relations

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

GetObjectRelationships(AssetToAsset)

The asset_to_asset_relations table contains info about asset to asset relations in your iLEVEL account.

data_items

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified_date
Primary Key :

id

 API endpoint :

GetDataItems

The data_items table contains info about global data items in your iLEVEL account.

data_items table schema

id
INTEGER

The data item ID.

Reference:

last_modified_date
DATE-TIME

The time the data item was last modified.

aggregation_null_replacement
BOOLEAN

aggregation_type_id
INTEGER

asset_i_ds_string
STRING

asset_id
INTEGER

Reference:

category_id
INTEGER

conversion_type_id
INTEGER

data_value_type
INTEGER

description
STRING

enabled_capabilities_string
STRING

excel_name
STRING

format_decimals
INTEGER

format_type_id
INTEGER

formula_type_i_ds_string
STRING

is_carry_over
BOOLEAN

is_global
BOOLEAN

is_monetary
BOOLEAN

is_number_comma_separated
BOOLEAN

is_putable
BOOLEAN

is_scalable
BOOLEAN

is_soft_deleted
BOOLEAN

name
STRING

object_type_id
STRING

scenario_i_ds_string
STRING

funds

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified_date
Primary Key :

id

 API endpoint :

GetFunds

The funds table contains info about the funds in your iLEVEL account.

funds table schema

id
INTEGER

The fund ID.

Reference:

last_modified_date
DATE-TIME

business_unit_id
INTEGER

calendar_type
STRING

color
STRING

currency_code
STRING

enabled_capabilities_string
STRING

excel_name
STRING

has_logo
BOOLEAN

initial_period
DATE-TIME

is_soft_deleted
BOOLEAN

object_type_id
STRING

owner_type_id
INTEGER

period_mapping
OBJECT

Click to expand period_mapping

fiscal_period_mapping
ARRAY

Click to expand fiscal_period_mapping

calendar_period
INTEGER

calendar_quarter
INTEGER

calendar_quarter_offset
INTEGER

calendar_type
STRING

fiscal_period
INTEGER

fiscal_quarter
INTEGER

object_id
INTEGER

is_fiscal_year_end
BOOLEAN

is_calendar_year_end
BOOLEAN

funds (table), fiscal_period_mapping (attribute)
funds (table), period_mapping (attribute)

status
INTEGER

status_id
INTEGER

total_committed_capital
NUMBER

type_of_plan_id
STRING

url
STRING

vintage
INTEGER

fund_to_asset_relations

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

GetObjectRelationships(FundToAsset)

The fund_to_asset_relations table contains info about fund to asset relations in your iLEVEL account.

fund_to_fund_relations

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

GetObjectRelationships(FundToFund)

The fund_to_fund_relations table contains info about fund to fund relations in your iLEVEL account.

investments

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified_date
Primary Key :

id

 API endpoint :

GetInvestments

The investments table contains info about the investments in your iLEVEL account.

investments table schema

id
INTEGER

The investment ID.

Reference:

last_modified_date
DATE-TIME

The time the investment was last modified.

acquisition_date
DATE-TIME

commitment
NUMBER

currency
STRING

from_id
INTEGER

is_soft_deleted
BOOLEAN

ownership_percentage
NUMBER

security_id
INTEGER

status_id
INTEGER

to_id
INTEGER

type_id
STRING

investment_transactions

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified
Primary Key :

id

 API endpoint :

GetInvestmentTransactions

The investment_transactions table contains info about investment transactions in your iLEVEL account.

investment_transactions table schema

id
INTEGER

The investment transaction ID.

last_modified
DATE-TIME

The time the investment transaction was last modified.

amount
NUMBER

as_of
DATE-TIME

client
OBJECT

Click to expand client

id
INTEGER

name
STRING

investment_transactions (table), client (attribute)

cost_per_share
NUMBER

currency
STRING

custom1
STRING

custom2
STRING

custom3
DATE-TIME

custom4
DATE-TIME

custom5
STRING

custom6
STRING

description
STRING

group_id
INTEGER

internal_id
STRING

investment
OBJECT

Click to expand investment
investment_transactions (table), investment (attribute)

is_soft_deleted
BOOLEAN

last_modified_by
OBJECT

Click to expand last_modified_by

email_address
STRING

first_name
STRING

id
INTEGER

last_name
STRING

middle_name
STRING

user_name
STRING

investment_transactions (table), last_modified_by (attribute)

local_amount
NUMBER

local_currency
STRING

original_id
INTEGER

owner
OBJECT

Click to expand owner

id
INTEGER

name
STRING

investment_transactions (table), owner (attribute)

scenario
OBJECT

Click to expand scenario
investment_transactions (table), scenario (attribute)

security
OBJECT

Click to expand security

id
INTEGER

name
STRING

investment_transactions (table), security (attribute)

shares
NUMBER

transaction_category
OBJECT

Click to expand transaction_category

id
INTEGER

name
STRING

investment_transactions (table), transaction_category (attribute)

transaction_date
DATE-TIME

transaction_type
OBJECT

Click to expand transaction_type

id
INTEGER

name
STRING

investment_transactions (table), transaction_type (attribute)

value_per_share
NUMBER

periodic_data_calculated

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

reported_date_value
Primary Key :

hash_key

 API endpoint :

iGetBatch

The periodic_data_calculated table contains calculated data using the following dimensions:

  • Entities: Assets
  • Scenarios: Actual
  • Currency: USD
  • Period: Fiscal quarter

periodic_data_calculated table schema

hash_key
STRING

This column is a Stitch-generated MD5 hash that should be used as a Primary Key. The hash is created using the following columns:

  • currency_code

  • data_item_id

  • data_value_type

  • end_of_period_value

  • entity_id

  • exchange_rate_type

  • period_type

  • scenario_id

reported_date_value
DATE-TIME

currency_code
STRING

data_item_id
INTEGER

Reference:

data_value_type
STRING

detail_id
INTEGER

end_of_period_value
DATE-TIME

entity_id
INTEGER

excel_formula
STRING

exchange_rate_type
STRING

period_type
STRING

request_identifier
INTEGER

scenario_id
INTEGER

Reference:

standardized_data_id
INTEGER

value
STRING

value_numeric
NUMBER

value_string
STRING

periodic_data_standardized

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

reported_date_value
Primary Key :

hash_key

 API endpoint :

iGetBatch

The periodic_data_standardized table contains info about periodic standardized data.

periodic_data_standardized table schema

hash_key
STRING

This column is a Stitch-generated MD5 hash that should be used as a Primary Key. The hash is created using the following columns:

  • currency_code

  • data_item_id

  • data_value_type

  • end_of_period_value

  • entity_id

  • exchange_rate_type

  • period_type

  • scenario_id

reported_date_value
DATE-TIME

currency_code
STRING

data_item_id
INTEGER

Reference:

data_value_type
STRING

detail_id
INTEGER

end_of_period_value
DATE-TIME

entity_id
INTEGER

excel_formula
STRING

exchange_rate_type
STRING

period_type
STRING

request_identifier
INTEGER

scenario_id
INTEGER

Reference:

standardized_data_id
INTEGER

value
STRING

value_numeric
NUMBER

value_string
STRING

scenarios

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

GetScenarios

The scenarios table contains info about the scenarios in your iLEVEL account.

scenarios table schema

id
INTEGER

The scenario ID.

Reference:

excel_name
STRING

is_soft_deleted
BOOLEAN

name
STRING

securities

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

last_modified_date
Primary Key :

id

 API endpoint :

GetSecurities

The securities table contains info about the securities in your iLEVEL account.

securities table schema

id
INTEGER

The security ID.

last_modified_date
DATE-TIME

The time the security was last modified.

asset_id
INTEGER

Reference:

excel_name
STRING

has_data
BOOLEAN

is_active
BOOLEAN

is_ownership
BOOLEAN

is_soft_deleted
BOOLEAN

name
STRING

object_type_id
STRING

security_sub_type_id
INTEGER

security_sub_type_name
STRING

security_type_id
INTEGER

security_type_name
STRING

Related Troubleshooting
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