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 data equal to or newer than this date will be replicated to your data warehouse.

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

asset_to_asset_relations

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

Replication Method

Full Table

Primary Key

id

Useful links

asset_to_asset_relations schema on GitHub

iLEVEL API method

Join asset_to_asset_relations with on
assets
asset_to_asset_relations.from_id = assets.id
asset_to_asset_relations.to_id = assets.id
data_items
asset_to_asset_relations.from_id = data_items.asset_id
asset_to_asset_relations.to_id = data_items.asset_id
fund_to_asset_relations
asset_to_asset_relations.from_id = fund_to_asset_relations.to_id
asset_to_asset_relations.to_id = fund_to_asset_relations.to_id
securities
asset_to_asset_relations.from_id = securities.asset_id
asset_to_asset_relations.to_id = securities.asset_id

from_id

INTEGER

id

INTEGER

is_soft_deleted

BOOLEAN

status_id

INTEGER

to_id

INTEGER

type_id

STRING

assets

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified_date

Useful links

assets schema on GitHub

iLEVEL API method

Join assets with on
asset_to_asset_relations
assets.id = asset_to_asset_relations.from_id
assets.id = asset_to_asset_relations.to_id
data_items
assets.id = data_items.asset_id
fund_to_asset_relations
assets.id = fund_to_asset_relations.to_id
assets.lead_fund_id = fund_to_asset_relations.from_id
securities
assets.id = securities.asset_id
fund_to_fund_relations
assets.lead_fund_id = fund_to_fund_relations.from_id
assets.lead_fund_id = fund_to_fund_relations.to_id
funds
assets.lead_fund_id = funds.id

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

id

INTEGER

industry_id

INTEGER

initial_period

DATE-TIME

investment_thesis

STRING

is_soft_deleted

BOOLEAN

last_modified_date

DATE-TIME

lead_fund_id

INTEGER

name

STRING

object_type_id

STRING

period_mapping

OBJECT

fiscal_period_mapping

ARRAY

calendar_period

INTEGER

calendar_quarter

INTEGER

calendar_quarter_offset

INTEGER

calendar_type

STRING

fiscal_period

INTEGER

fiscal_quarter

INTEGER

is_calendar_year_end

BOOLEAN

is_fiscal_year_end

BOOLEAN

object_id

INTEGER

status

INTEGER

type_id

INTEGER

url

STRING

data_items

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified_date

Useful links

data_items schema on GitHub

iLEVEL API method

Join data_items with on
asset_to_asset_relations
data_items.asset_id = asset_to_asset_relations.from_id
data_items.asset_id = asset_to_asset_relations.to_id
assets
data_items.asset_id = assets.id
fund_to_asset_relations
data_items.asset_id = fund_to_asset_relations.to_id
securities
data_items.asset_id = securities.asset_id
periodic_data_calculated
data_items.id = periodic_data_calculated.data_item_id
periodic_data_standardized
data_items.id = periodic_data_standardized.data_item_id

aggregation_null_replacement

BOOLEAN

aggregation_type_id

INTEGER

asset_i_ds_string

STRING

asset_id

INTEGER

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

id

INTEGER

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

last_modified_date

DATE-TIME

name

STRING

object_type_id

STRING

scenario_i_ds_string

STRING

fund_to_asset_relations

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

Replication Method

Full Table

Primary Key

id

Useful links

fund_to_asset_relations schema on GitHub

iLEVEL API method

Join fund_to_asset_relations with on
asset_to_asset_relations
fund_to_asset_relations.to_id = asset_to_asset_relations.from_id
fund_to_asset_relations.to_id = asset_to_asset_relations.to_id
assets
fund_to_asset_relations.to_id = assets.id
fund_to_asset_relations.from_id = assets.lead_fund_id
data_items
fund_to_asset_relations.to_id = data_items.asset_id
securities
fund_to_asset_relations.to_id = securities.asset_id
fund_to_fund_relations
fund_to_asset_relations.from_id = fund_to_fund_relations.from_id
fund_to_asset_relations.from_id = fund_to_fund_relations.to_id
funds
fund_to_asset_relations.from_id = funds.id

from_id

INTEGER

id

INTEGER

is_soft_deleted

BOOLEAN

status_id

INTEGER

to_id

INTEGER

type_id

STRING

fund_to_fund_relations

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

Replication Method

Full Table

Primary Key

id

Useful links

fund_to_fund_relations schema on GitHub

iLEVEL API method

Join fund_to_fund_relations with on
assets
fund_to_fund_relations.from_id = assets.lead_fund_id
fund_to_fund_relations.to_id = assets.lead_fund_id
fund_to_asset_relations
fund_to_fund_relations.from_id = fund_to_asset_relations.from_id
fund_to_fund_relations.to_id = fund_to_asset_relations.from_id
funds
fund_to_fund_relations.from_id = funds.id
fund_to_fund_relations.to_id = funds.id

from_id

INTEGER

id

INTEGER

is_soft_deleted

BOOLEAN

status_id

INTEGER

to_id

INTEGER

type_id

STRING

funds

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified_date

Useful links

funds schema on GitHub

iLEVEL API method

Join funds with on
assets
funds.id = assets.lead_fund_id
fund_to_asset_relations
funds.id = fund_to_asset_relations.from_id
fund_to_fund_relations
funds.id = fund_to_fund_relations.from_id
funds.id = fund_to_fund_relations.to_id

business_unit_id

INTEGER

calendar_type

STRING

color

STRING

currency_code

STRING

enabled_capabilities_string

STRING

excel_name

STRING

has_logo

BOOLEAN

id

INTEGER

initial_period

DATE-TIME

is_soft_deleted

BOOLEAN

last_modified_date

DATE-TIME

object_type_id

STRING

owner_type_id

INTEGER

period_mapping

OBJECT

fiscal_period_mapping

ARRAY

calendar_period

INTEGER

calendar_quarter

INTEGER

calendar_quarter_offset

INTEGER

calendar_type

STRING

fiscal_period

INTEGER

fiscal_quarter

INTEGER

is_calendar_year_end

BOOLEAN

is_fiscal_year_end

BOOLEAN

object_id

INTEGER

status

INTEGER

status_id

INTEGER

total_committed_capital

NUMBER

type_of_plan_id

STRING

url

STRING

vintage

INTEGER

investment_transactions

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified

Useful links

investment_transactions schema on GitHub

iLEVEL API method

Join investment_transactions with on
investments
investment_transactions.investment.id = investments.id
investment_transactions.security.id = investments.id
periodic_data_calculated
investment_transactions.scenario.id = periodic_data_calculated.scenario_id
periodic_data_standardized
investment_transactions.scenario.id = periodic_data_standardized.scenario_id
scenarios
investment_transactions.scenario.id = scenarios.id
securities
investment_transactions.security.id = securities.id

amount

NUMBER

as_of

DATE-TIME

client

OBJECT

id

INTEGER

name

STRING

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

id

INTEGER

internal_id

STRING

investment

OBJECT

id

INTEGER

name

STRING

is_soft_deleted

BOOLEAN

last_modified

DATE-TIME

last_modified_by

OBJECT

email_address

STRING

first_name

STRING

id

INTEGER

last_name

STRING

middle_name

STRING

user_name

STRING

local_amount

NUMBER

local_currency

STRING

original_id

INTEGER

owner

OBJECT

id

INTEGER

name

STRING

scenario

OBJECT

excel_name

STRING

id

INTEGER

name

STRING

security

OBJECT

id

INTEGER

name

STRING

shares

NUMBER

transaction_category

OBJECT

id

INTEGER

name

STRING

transaction_date

DATE-TIME

transaction_type

OBJECT

id

INTEGER

name

STRING

value_per_share

NUMBER

investments

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified_date

Useful links

investments schema on GitHub

iLEVEL API method

Join investments with on
investment_transactions
investments.id = investment_transactions.investment.id
investments.id = investment_transactions.security.id
securities
investments.id = securities.id

acquisition_date

DATE-TIME

commitment

NUMBER

currency

STRING

from_id

INTEGER

id

INTEGER

is_soft_deleted

BOOLEAN

last_modified_date

DATE-TIME

ownership_percentage

NUMBER

security_id

INTEGER

status_id

INTEGER

to_id

INTEGER

type_id

STRING

periodic_data_calculated

The periodic_data_calculated table contains calculated data using the following dimensions:

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

Replication Method

Key-based Incremental

Primary Key

hash_key

Replication Key

reported_date_value

Useful links

periodic_data_calculated schema on GitHub

iLEVEL API method

Join periodic_data_calculated with on
data_items
periodic_data_calculated.data_item_id = data_items.id
periodic_data_standardized
periodic_data_calculated.data_item_id = periodic_data_standardized.data_item_id
periodic_data_calculated.scenario_id = periodic_data_standardized.scenario_id
investment_transactions
periodic_data_calculated.scenario_id = investment_transactions.scenario.id
scenarios
periodic_data_calculated.scenario_id = scenarios.id

currency_code

STRING

data_item_id

INTEGER

data_value_type

STRING

detail_id

INTEGER

end_of_period_value

DATE-TIME

entity_id

INTEGER

excel_formula

STRING

exchange_rate_type

STRING

hash_key

STRING

period_type

STRING

reported_date_value

DATE-TIME

request_identifier

INTEGER

scenario_id

INTEGER

standardized_data_id

INTEGER

value

STRING

value_numeric

NUMBER

value_string

STRING

periodic_data_standardized

The periodic_data_standardized table contains info about periodic standardized data.

Replication Method

Key-based Incremental

Primary Key

hash_key

Replication Key

reported_date_value

Useful links

periodic_data_standardized schema on GitHub

iLEVEL API method

Join periodic_data_standardized with on
data_items
periodic_data_standardized.data_item_id = data_items.id
periodic_data_calculated
periodic_data_standardized.data_item_id = periodic_data_calculated.data_item_id
periodic_data_standardized.scenario_id = periodic_data_calculated.scenario_id
investment_transactions
periodic_data_standardized.scenario_id = investment_transactions.scenario.id
scenarios
periodic_data_standardized.scenario_id = scenarios.id

currency_code

STRING

data_item_id

INTEGER

data_value_type

STRING

detail_id

INTEGER

end_of_period_value

DATE-TIME

entity_id

INTEGER

excel_formula

STRING

exchange_rate_type

STRING

hash_key

STRING

period_type

STRING

reported_date_value

DATE-TIME

request_identifier

INTEGER

scenario_id

INTEGER

standardized_data_id

INTEGER

value

STRING

value_numeric

NUMBER

value_string

STRING

scenarios

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

Replication Method

Full Table

Primary Key

id

Useful links

scenarios schema on GitHub

iLEVEL API method

Join scenarios with on
investment_transactions
scenarios.id = investment_transactions.scenario.id
periodic_data_calculated
scenarios.id = periodic_data_calculated.scenario_id
periodic_data_standardized
scenarios.id = periodic_data_standardized.scenario_id

excel_name

STRING

id

INTEGER

is_soft_deleted

BOOLEAN

name

STRING

securities

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

Replication Method

Key-based Incremental

Primary Key

id

Replication Key

last_modified_date

Useful links

securities schema on GitHub

iLEVEL API method

Join securities with on
asset_to_asset_relations
securities.asset_id = asset_to_asset_relations.from_id
securities.asset_id = asset_to_asset_relations.to_id
assets
securities.asset_id = assets.id
data_items
securities.asset_id = data_items.asset_id
fund_to_asset_relations
securities.asset_id = fund_to_asset_relations.to_id
investment_transactions
securities.id = investment_transactions.security.id
investments
securities.id = investments.id

asset_id

INTEGER

excel_name

STRING

has_data

BOOLEAN

id

INTEGER

is_active

BOOLEAN

is_ownership

BOOLEAN

is_soft_deleted

BOOLEAN

last_modified_date

DATE-TIME

name

STRING

object_type_id

STRING

security_sub_type_id

INTEGER

security_sub_type_name

STRING

security_type_id

INTEGER

security_type_name

STRING


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