SaaSOptics integration summary

Stitch’s SaaSOptics integration replicates data using the SaaSOptics REST API. Refer to the Schema section for a list of objects available for replication.

SaaSOptics feature snapshot

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

STITCH
Release status

Released on March 4, 2020

 Supported by

Singer Community
Stitch plan

Standard

 API availability

Available
Singer GitHub repository

singer-io/tap-saasoptics
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 SaaSOptics

SaaSOptics setup requirements

To set up SaaSOptics in Stitch, you need:

  • Access to your API token. Only account admins can generate the first API token for users. Once it has been generated by the admin, users can regenerate their tokens. You will either need an admin account to generate your own API token, or you will need an admin to generate one for you.

Step 1: Identify your account name and server subdomain

The server subdomain and account name are in the URL you use to access your SaaSOptics account. If you are unsure of what your link is, locate it within your welcome email from SaaSOptics. Your server subdomain is the first portion of the URL, and the account name is between the first and second forward slashes.

SaaSOptics URL format.

Step 2: Obtain your token

  1. Login to the SaaSOptics account you want to replicate data from.
  2. In the upper right hand side of the page, click on the user account button that shows your username.

  3. Click on API.

    SaaSOptics API hyperlink.

  4. If you are an admin, generate an API token. If you are a user without admin privileges, you can either use the API token that already exists or regenerate the token. Keep note of it - you’ll need it to complete the next step. Your SaaSOptics API token.

Step 3: Add SaaSOptics 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 SaaSOptics 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 SaaSOptics” would create a schema called stitch_saasoptics in the destination. Note: Schema names cannot be changed after you save the integration.

  5. In the Account Name field, enter the account name you identified in step 1.
  6. In the Server Subdomain field, enter the subdomain you identified in step 1.
  7. In the Token field, enter the API token you obtained in step 2.

Step 4: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your SaaSOptics 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 SaaSOptics’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.

Step 5: 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.

SaaSOptics 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 6: 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 SaaSOptics 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 SaaSOptics, 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.

SaaSOptics table reference

accounts

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Accounts List

The accounts table contains info about accounts, or records in your Chart of Accounts, in SaaSOptics.

accounts table schema

id
INTEGER

Reference:

account_type
STRING

intacct_id
STRING

intacct_modified
DATE-TIME

intacct_recordno
INTEGER

name
STRING

netsuite_id
STRING

source_system
STRING

auto_renewal_profiles

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Auto-Renewal Profiles List

The auto_renewal_profiles table contains info about auto-renwal profiles, or transaction renewal rules in your SaaSOptics account.

auto_renewal_profiles table schema

id
INTEGER

Reference:

days
INTEGER

generate_revenue
BOOLEAN

months
INTEGER

name
STRING

recognize
BOOLEAN

billing_descriptions

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Billing Line Item Descriptions List

The billing_descriptions table contains info about billing line item descriptions.

billing_descriptions table schema

id
INTEGER

contents
STRING

name
STRING

notes
STRING

billing_methods

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Billing Methods List

The billing_methods table contains info about billing methods, which are used to specify billing/invoice frequencies for transactions in your SaaSOptics account.

contracts

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Contract List

The contracts table contains info about the contracts in your SaaSOptics account.

contracts table schema

id
INTEGER

Reference:

modified
DATE-TIME

billing_profile
OBJECT

Click to expand billing_profile

account_number
STRING

addr1
STRING

addr2
STRING

addr3
STRING

alt_contact
STRING

alt_phone
STRING

city
STRING

company_name
STRING

contact
STRING

country
STRING

currency
INTEGER

customer_type_ref_fullname
STRING

default_credit_memo_template
INTEGER

default_invoice_template
INTEGER

edit_sequence
STRING

email
STRING

entity_use_code
INTEGER

fax
STRING

first_name
STRING

full_name
STRING

invoice_email_preference
BOOLEAN

invoice_print_preference
BOOLEAN

is_active
BOOLEAN

job_description
STRING

job_end_date
DATE-TIME

job_projected_end_date
DATE-TIME

job_start_date
DATE-TIME

job_status
STRING

job_type
INTEGER

last_name
STRING

name
STRING

parent_id
STRING

payment_terms
INTEGER

Reference:

phone
STRING

resale_number
STRING

sales_rep
INTEGER

salutation
STRING

shipping_addr1
STRING

shipping_addr2
STRING

shipping_addr3
STRING

shipping_city
STRING

shipping_country
STRING

shipping_state
STRING

shipping_zip_code
STRING

state
STRING

zip_code
STRING

contracts (table), billing_profile (attribute)

channel
STRING

customer
INTEGER

Reference:

email
STRING

entry_date
DATE-TIME

is_job
BOOLEAN

lead_date
DATE-TIME

lead_source
STRING

notes
STRING

number
STRING

number_field1
NUMBER

number_field2
NUMBER

qb_job_id
STRING

register
INTEGER

Reference:

sf_id
STRING

text_field1
STRING

text_field2
STRING

unbalanced_revenue_exception
BOOLEAN

country_codes

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Country Codes List

The country_codes table contains info about country codes.

country_codes table schema

id
INTEGER

code
STRING

name
STRING

currency_codes

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

code
API endpoint :

Country Codes List

The currency_codes table contains info about currency codes.

currency_codes table schema

code
STRING

name
STRING

customers

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Customer List

The customers table contains info about customers.

customers table schema

id
INTEGER

Reference:

modified
DATE-TIME

autopay_enrollment
STRING

billing_profile
OBJECT

Click to expand billing_profile

account_number
STRING

addr1
STRING

addr2
STRING

addr3
STRING

alt_contact
STRING

alt_phone
STRING

avatax_address_validation_timestamp
DATE-TIME

city
STRING

company_name
STRING

contact
STRING

country
STRING

currency
INTEGER

customer_type
INTEGER

default_class
INTEGER

default_credit_memo_template
INTEGER

default_invoice_template
INTEGER

edit_sequence
STRING

email
STRING

entity_use_code
INTEGER

fax
STRING

first_name
STRING

full_name
STRING

invoice_email_preference
BOOLEAN

invoice_print_preference
BOOLEAN

is_active
BOOLEAN

item_sales_tax
INTEGER

last_name
STRING

last_updated_by_qb
BOOLEAN

name
STRING

payment_method
INTEGER

payment_terms
INTEGER

phone
STRING

resale_number
STRING

sales_rep
INTEGER

sales_rep_fullname
STRING

sales_tax_code
INTEGER

salutation
STRING

shipping_addr1
STRING

shipping_addr2
STRING

shipping_addr3
STRING

shipping_city
STRING

shipping_country
STRING

shipping_state
STRING

shipping_zip_code
STRING

state
STRING

zip_code
STRING

customers (table), billing_profile (attribute)

cc_email
STRING

code
STRING

crm_id
STRING

default_autorenewal_profile
STRING

default_email_from_so
BOOLEAN

default_enable_ach_payment
BOOLEAN

default_enable_cc_payment
BOOLEAN

default_theme
INTEGER

do_not_sync
BOOLEAN

einvoicing_id
STRING

email
STRING

enable_autopay
BOOLEAN

escalation_email
STRING

industry
STRING

is_active
BOOLEAN

market
STRING

name
STRING

notes
STRING

number
STRING

number_field1
NUMBER

number_field2
NUMBER

number_field3
NUMBER

parent
INTEGER

qb_id
STRING

recurly_id
STRING

segment
STRING

sf_default_renewal_opportunity_rule
INTEGER

sf_id
STRING

sf_opportunity_price_book_id
STRING

sf_owner_id
STRING

stripe_id
STRING

subsegment
STRING

text_field1
STRING

text_field2
STRING

text_field3
STRING

unbalanced_revenue_exception
BOOLEAN

deleted_contracts

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

deleted
Primary Key :

id

 Official docs :

Official Docs

The deleted_contracts table contains a list of deleted SaaSOptics contracts.

deleted_contracts table schema

id
INTEGER

The ID of the deleted contract.

Reference:

deleted
DATE-TIME

The date the contract was deleted.

deleted_by
STRING

The user who deleted the contract.

deleted_invoices

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

deleted
Primary Key :

id

 Official docs :

Official Docs

The deleted_invoices table contains a list of deleted SaaSOptics invoices.

deleted_invoices table schema

id
INTEGER

The ID of the deleted invoice.

Reference:

deleted
DATE-TIME

The date the invoice was deleted.

deleted_by
STRING

The user who deleted the invoice.

deleted_revenue_entries

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

deleted
Primary Key :

id

 Official docs :

Official Docs

The deleted_revenue_entries table contains a list of deleted SaaSOptics revenue entries.

deleted_revenue_entries table schema

id
INTEGER

The ID of the deleted revenue entry.

Reference:

deleted
DATE-TIME

The date the revenue entry was deleted.

deleted_by
STRING

The user who deleted the revenue entry.

deleted_transactions

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

deleted
Primary Key :

id

 Official docs :

Official Docs

The deleted_transactions table contains a list of deleted SaaSOptics transactions.

deleted_transactions table schema

id
INTEGER

The ID of the deleted transaction.

Reference:

deleted
DATE-TIME

The date the transaction was deleted.

deleted_by
STRING

The user who deleted the transaction.

invoices

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

auditentry_modified
Primary Key :

id

 API endpoint :

Invoice List

The invoices table contains info about invoices in your SaaSOptics account.

invoices table schema

id
INTEGER

Reference:

auditentry_modified
DATE-TIME

applied_amount
NUMBER

auditentry_created
DATE-TIME

auditentry_created_by_name
STRING

auditentry_modified_by_name
STRING

auditentry_qb_created
DATE-TIME

auditentry_qb_modified
DATE-TIME

avatax_commit_timestamp
DATE-TIME

avatax_id
STRING

avatax_modify_timestamp
DATE-TIME

avatax_reconciliation_status
STRING

avatax_status
STRING

balance
NUMBER

billing_addr1
STRING

billing_addr2
STRING

billing_addr3
STRING

billing_city
STRING

billing_country
STRING

billing_state
STRING

billing_zip_code
STRING

contract
INTEGER

date
DATE-TIME

deleted_in_qb
BOOLEAN

do_not_sync
BOOLEAN

due_date
DATE-TIME

ei_theme
INTEGER

email_from_so
BOOLEAN

enable_ach_payment
BOOLEAN

enable_cc_payment
BOOLEAN

exported_date
DATE-TIME

external_id
STRING

foreign_exchange_rate
NUMBER

ignore_date_when_syncing
BOOLEAN

is_paid
BOOLEAN

line_items
ARRAY

Click to expand line_items

deleted_in_qb
BOOLEAN

exported_date
DATE-TIME

external_id
STRING

home_amount
NUMBER

id
INTEGER

invoice
INTEGER

Reference:

item
INTEGER

Reference:

local_amount
NUMBER

modified
DATE-TIME

no_transaction_permitted
BOOLEAN

notes
STRING

number
STRING

qb_class
INTEGER

qb_time_modified
DATE-TIME

qb_txn_line_id
STRING

quantity
NUMBER

recurly_id
STRING

refund_of
INTEGER

refund_of_stripe_id
STRING

sf_id
STRING

stripe_id
STRING

sync_date
DATE-TIME

transaction
INTEGER

Reference:

invoices (table), line_items (attribute)

memo
STRING

number
STRING

other
STRING

po_number
STRING

qb_ar_account
INTEGER

qb_class
INTEGER

qb_currency
INTEGER

qb_customer_message
INTEGER

qb_number
STRING

qb_payment_terms
INTEGER

qb_sales_rep
INTEGER

qb_template
INTEGER

qb_txn_id
STRING

recurly_id
STRING

refund_of
INTEGER

sales_tax
NUMBER

sales_tax_percentage
NUMBER

sf_id
STRING

ship_date
DATE-TIME

shipping_addr1
STRING

shipping_addr2
STRING

shipping_addr3
STRING

shipping_city
STRING

shipping_country
STRING

shipping_state
STRING

shipping_zip_code
STRING

stripe_id
STRING

stripe_refund_id
STRING

subtotal
NUMBER

sync_date
DATE-TIME

to_be_emailed
BOOLEAN

to_be_printed
BOOLEAN

type
STRING

items

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Items List

The items table contains info about items, which are products and services you sell.

items table schema

id
INTEGER

Reference:

modified
DATE-TIME

asset_account
INTEGER

avatax_id
STRING

avatax_sales_tax_code
STRING

billing_description
STRING

billing_method
INTEGER

code
STRING

create_revenue
BOOLEAN

default_duration
STRING

description
STRING

enable_create_transactions
BOOLEAN

enforce_start_date_after_end_date
BOOLEAN

gl_created
DATE-TIME

gl_description
STRING

gl_is_active
BOOLEAN

gl_modified
DATE-TIME

gl_name
STRING

income_account
INTEGER

intacct_id
STRING

intacct_modified
DATE-TIME

intacct_recordno
STRING

is_active
BOOLEAN

is_discount
BOOLEAN

is_sales_tax
BOOLEAN

is_taxable
BOOLEAN

liability_account
INTEGER

name
STRING

needs_so_profile
BOOLEAN

netsuite_id
STRING

netsuite_modified
DATE-TIME

normalized_term
STRING

product_family
STRING

qb_account
INTEGER

qb_id
STRING

qb_only
BOOLEAN

qb_sales_tax_code
STRING

recurly_id
STRING

recurring
BOOLEAN

renew_all_open_transactions
BOOLEAN

renew_using_same_item
BOOLEAN

revenue_recognition_method
INTEGER

sf_do_not_sync
BOOLEAN

source_system
STRING

stripe_id
STRING

sync_invoices
BOOLEAN

transaction_end_date
DATE-TIME

transaction_start_date
DATE-TIME

wizard_enabled
BOOLEAN

payment_terms

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Payment Terms List

The payment_terms table contains info about invoice payment terms.

payment_terms table schema

id
INTEGER

intacct_id
STRING

intacct_modified
DATE-TIME

intacct_recordno
INTEGER

is_active
BOOLEAN

name
STRING

netsuite_id
STRING

num_days
NUMBER

registers

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Registers List

The registers table contains info about registers, which can contain one or more contracts.

registers table schema

id
INTEGER

Reference:

modified
DATE-TIME

currency_code
STRING

default_qb_ar_account
STRING

generated_invoice_number_prefix
STRING

name
STRING

revenue_entries

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Revenue Entries List

The revenue_entries table contains info about revenue entries.

revenue_entries table schema

id
INTEGER

Reference:

modified
DATE-TIME

end_date
DATE-TIME

home_amount
NUMBER

local_amount
NUMBER

start_date
DATE-TIME

transaction
INTEGER

Reference:

revenue_recognition_methods

View table schema on GitHub
Replication Method :

Full Table

 Primary Key :

id
API endpoint :

Revenue Recognition Methods List

The revenue_recognition_methods table contains info about revenue recognition methods, which are the methods for calculating and generating revenue records for a transaction.

sales_orders

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

created
Primary Key :

id

 API endpoint :

Sales Orders List

The sales_orders table contains info about sales orders, which have historically been synced in through the Salesforce integration and processed into financial records within SaaSOptics.

sales_orders table schema

id
INTEGER

created
DATE-TIME

close_date
DATE-TIME

contract_channel
STRING

contract_email
STRING

contract_entry_date
DATE-TIME

contract_is_job
BOOLEAN

contract_lead_date
DATE-TIME

contract_lead_source
STRING

contract_notes
STRING

contract_number
STRING

contract_number_field1
NUMBER

contract_number_field2
NUMBER

contract_register_name
STRING

contract_sf_id
STRING

contract_text_field1
STRING

contract_text_field2
STRING

contract_unbalanced_revenue_exception
BOOLEAN

created_by_username
STRING

customer_account_number
STRING

customer_alt_contact
STRING

customer_alt_phone
STRING

customer_autopay_enrollment
STRING

customer_billing_addr3
STRING

customer_billing_city
STRING

customer_billing_country
STRING

customer_billing_state
STRING

customer_billing_street
STRING

customer_billing_zip_code
STRING

customer_code
STRING

customer_contact
STRING

customer_crm_id
STRING

customer_currency
STRING

customer_default_autorenewal_profile
STRING

customer_default_cadence_template
STRING

customer_default_email_from_so
STRING

customer_default_enable_ach_payment
BOOLEAN

customer_default_enable_cc_payment
BOOLEAN

customer_default_invoice_template
STRING

customer_default_theme
STRING

customer_do_not_sync
BOOLEAN

customer_email
STRING

customer_enable_autopay
BOOLEAN

customer_entity_use_code
STRING

customer_fax
STRING

customer_first_name
STRING

customer_industry
STRING

customer_invoice_email_preference
BOOLEAN

customer_invoice_print_preference
BOOLEAN

customer_item_sales_tax
STRING

customer_last_name
STRING

customer_market
STRING

customer_name
STRING

customer_notes
STRING

customer_number
STRING

customer_number_field1
NUMBER

customer_number_field2
NUMBER

customer_number_field3
NUMBER

customer_parent
STRING

customer_payment_terms
STRING

customer_phone
STRING

customer_resale_number
STRING

customer_sales_rep
STRING

customer_sales_tax_code
STRING

customer_salutation
STRING

customer_segment
STRING

customer_sf_default_renewal_opportunity_rule
STRING

customer_sf_opportunity_price_book_id
STRING

customer_sf_owner_id
STRING

customer_sfdc_object_id
STRING

customer_shipping_addr3
STRING

customer_shipping_city
STRING

customer_shipping_country
STRING

customer_shipping_state
STRING

customer_shipping_street
STRING

customer_shipping_zip_code
STRING

customer_subsegment
STRING

customer_text_field1
STRING

customer_text_field2
STRING

customer_text_field3
STRING

customer_type
STRING

customer_unbalanced_revenue_exception
BOOLEAN

line_items
ARRAY

Click to expand line_items

affected_transaction
STRING

created
DATE-TIME

created_by_username
STRING

id
INTEGER

invoice_billing_addr1
STRING

invoice_billing_addr2
STRING

invoice_billing_addr3
STRING

invoice_billing_city
STRING

invoice_billing_country
STRING

invoice_billing_state
STRING

invoice_billing_zip_code
STRING

invoice_cadence_template
STRING

invoice_date
DATE-TIME

invoice_do_not_sync
BOOLEAN

invoice_ei_combine_all_description
STRING

invoice_ei_combine_lines
STRING

invoice_ei_theme
STRING

invoice_email_from_so
BOOLEAN

invoice_enable_ach_payment
BOOLEAN

invoice_enable_cc_payment
BOOLEAN

invoice_ignore_date_when_syncing
BOOLEAN

invoice_invoice_memo
STRING

invoice_other
STRING

invoice_payment_terms
STRING

invoice_po_number
STRING

invoice_qb_class
STRING

invoice_qb_customer_message
STRING

invoice_qb_payment_terms
STRING

invoice_qb_sales_rep
STRING

invoice_qb_template
STRING

invoice_ship_date
DATE-TIME

invoice_shipping_addr1
STRING

invoice_shipping_addr2
STRING

invoice_shipping_addr3
STRING

invoice_shipping_city
STRING

invoice_shipping_country
STRING

invoice_shipping_state
STRING

invoice_shipping_zip_code
STRING

invoice_suppress_zero_value_line_items
BOOLEAN

invoice_invoice_to_be_emailed
BOOLEAN

invoice_to_be_printed
BOOLEAN

line_item_id
STRING

processed
BOOLEAN

project_template
STRING

renewed_transaction
STRING

sfdc_object_type
STRING

transaction_action
STRING

transaction_amount
NUMBER

transaction_amount_after_discount
NUMBER

transaction_arr_amount
NUMBER

transaction_billing_method
STRING

transaction_conversion
STRING

transaction_crm_opportunity_id
STRING

transaction_crm_opportunity_line_item_id
STRING

transaction_discount_amount
NUMBER

transaction_duration
STRING

transaction_effective_change_date
DATE-TIME

transaction_effective_end_date
DATE-TIME

transaction_end_date
DATE-TIME

transaction_flagged
STRING

transaction_foreign_exchange_rate
NUMBER

transaction_generate_invoices
BOOLEAN

transaction_generate_revenue
BOOLEAN

transaction_ili_description
STRING

transaction_ili_qb_class
STRING

transaction_invoice_end_date
DATE-TIME

transaction_invoice_quantity
NUMBER

transaction_invoice_start_date
DATE-TIME

transaction_item_class_name
STRING

transaction_item_code
STRING

transaction_item_name
STRING

transaction_monthly_rate
NUMBER

transaction_normalized_amount
NUMBER

transaction_normalized_term
STRING

transaction_notes
STRING

transaction_number_field1
NUMBER

transaction_number_field2
NUMBER

transaction_order_date
DATE-TIME

transaction_order_number
STRING

transaction_quantity
NUMBER

transaction_recognize
BOOLEAN

transaction_renew_using_item
STRING

transaction_renewal_amount
NUMBER

transaction_renewal_amount_percentage
NUMBER

transaction_renewal_duration
STRING

transaction_renewal_factor
STRING

transaction_renewal_probability
NUMBER

transaction_renwal_quantity
NUMBER

transaction_revenue_amount
NUMBER

transaction_revenue_end_date
DATE-TIME

transaction_revenue_recognition_method
STRING

transaction_revenue_start_date
DATE-TIME

transaction_sales_manager
STRING

transaction_sales_rep
STRING

transaction_sf_group_id
STRING

transaction_sf_id
STRING

transaction_sf_renewal_opportunity_rule
STRING

transaction_start_date
DATE-TIME

transaction_term_number
INTEGER

transaction_text_field1
STRING

transaction_text_field2
STRING

transaction_unbalanced_revenue_exemption
BOOLEAN

sales_orders (table), line_items (attribute)

name
STRING

order_notes
STRING

order_total
STRING

project_name
STRING

project_template
STRING

quickbooks_job_account_number
STRING

quickbooks_job_addr1
STRING

quickbooks_job_addr2
STRING

quickbooks_job_addr3
STRING

quickbooks_job_alt_contact
STRING

quickbooks_job_alt_phone
STRING

quickbooks_job_city
STRING

quickbooks_job_company_name
STRING

quickbooks_job_contact
STRING

quickbooks_job_country
STRING

quickbooks_job_default_credit_memo_template
STRING

quickbooks_job_default_invoice_template
STRING

quickbooks_job_description
STRING

quickbooks_job_email
STRING

quickbooks_job_end_date
DATE-TIME

quickbooks_job_fax
STRING

quickbooks_job_first_name
STRING

quickbooks_job_invoice_email_preference
BOOLEAN

quickbooks_job_invoice_print_preference
BOOLEAN

quickbooks_job_is_active
BOOLEAN

quickbooks_job_last_name
STRING

quickbooks_job_name
STRING

quickbooks_job_payment_terms
STRING

quickbooks_job_phone
STRING

quickbooks_job_projected_end_date
DATE-TIME

quickbooks_job_resale_number
STRING

quickbooks_job_sales_rep
STRING

quickbooks_job_salutation
STRING

quickbooks_job_shipping_addr1
STRING

quickbooks_job_shipping_addr2
STRING

quickbooks_job_shipping_addr3
STRING

quickbooks_job_shipping_city
STRING

quickbooks_job_shipping_country
STRING

quickbooks_job_shipping_state
STRING

quickbooks_job_shipping_zip_code
STRING

quickbooks_job_start_date
DATE-TIME

quickbooks_job_state
STRING

quickbooks_job_status
STRING

quickbooks_job_type
STRING

quickbooks_job_zip_code
STRING

sales_order_id
STRING

stage_name
STRING

type
STRING

transactions

View table schema on GitHub
Replication Method :

Key-based Incremental

 Replication Key :

modified
Primary Key :

id

 API endpoint :

Transaction List

The transactions table contains info about transactions.

transactions table schema

id
INTEGER

Reference:

modified
DATE-TIME

always_use_amount_as_normalized_amount
BOOLEAN

auditentry_created
DATE-TIME

auditentry_created_by_name
STRING

auditentry_modified
DATE-TIME

auditentry_modified_by_name
STRING

automatically_update_revenue
BOOLEAN

autorenewal_profile
INTEGER

billing_method
INTEGER

cancelled
BOOLEAN

contract
INTEGER

Reference:

conversion
STRING

crm_opportunity_id
STRING

crm_opportunity_line_item_id
STRING

different_invoice_item_permitted
BOOLEAN

do_not_sync_invoices
BOOLEAN

duration
STRING

end_date
DATE-TIME

flagged
STRING

foreign_exchange_rate
NUMBER

home_amount
NUMBER

home_arr_amount
NUMBER

home_normalized_amount
NUMBER

home_normalized_rate
NUMBER

home_rate
NUMBER

ili_qb_class
STRING

invoice_description
STRING

is_autorenewal
BOOLEAN

item
INTEGER

Reference:

item_class
INTEGER

local_amount
NUMBER

local_arr_amount
NUMBER

local_normalized_amount
NUMBER

local_normalized_rate
NUMBER

local_rate
NUMBER

monthyear
STRING

notes
STRING

number
STRING

number_field1
NUMBER

number_field2
NUMBER

order_date
DATE-TIME

order_number
STRING

project
INTEGER

quantity
NUMBER

recognize
BOOLEAN

reconcile_required
BOOLEAN

renew_using_item
INTEGER

Reference:

renewal_amount
NUMBER

renewal_amount_percentage
NUMBER

renewal_amount_value
NUMBER

renewal_duration
STRING

renewal_factor
INTEGER

renewal_of_set
ARRAY

Click to expand renewal_of_set

value
ANYTHING

transactions (table), renewal_of_set (attribute)

renewal_probability
NUMBER

renewal_quantity
NUMBER

revenue_amount
NUMBER

revenue_notes
STRING

sales_manager
STRING

sales_rep
STRING

sf_group_id
STRING

sf_id
STRING

sf_opportunity_id
STRING

sf_opportunity_line_item_id
STRING

sf_renewal_opportunity_id
STRING

sf_renewal_opportunity_line_item_id
STRING

sf_renewal_opportunity_rule
STRING

start_date
DATE-TIME

term_number
INTEGER

text_field1
STRING

text_field2
STRING

unbalanced_revenue_exception
BOOLEAN

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