iLEVEL (v1) | Stitch Documentation

iLEVEL is in beta
iLEVEL is currently in beta. The info in this guide is subject to change.

iLEVEL is supported by the Singer community
This integration is powered by Singer's iLevel tap. For support, visit the GitHub repo or join the Singer Slack.

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

Sign into your Stitch account.
On the Stitch Dashboard page, click the Add Integration button.
Click the iLEVEL icon.
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.
In the Username field, enter the iLEVEL API user’s username.
In the Password field, enter the iLEVEL API user’s password.
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

Replication schedules affect the time Extraction begins, not the time to data loaded. Refer to the Replication Scheduling documentation for more information.

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:

Replication Frequency
Anchor Scheduling
Advanced Scheduling using Cron (Advanced or Premium plans only)

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

Is an object missing or not replicating? Verify that the object meets the requirements for selection and replication.

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:

Individual tables and columns
All tables and columns

Click the tabs to view instructions for each selection method.

In the integration’s Tables to Replicate tab, locate a table you want to replicate.
To track a table, click the checkbox next to the table’s name. A blue checkmark means the table is set to replicate.
To track a column, click the checkbox next to the column’s name. A blue checkmark means the column is set to replicate.
Repeat this process for all the tables and columns you want to replicate.
When finished, click the Finalize Your Selections button at the bottom of the screen to save your selections.

Important: Using the Select All feature will overwrite any previous selections. However, selections aren’t final until Finalize Your Selections is clicked. Clicking Cancel will restore your previous selections. Refer to the Select All guide for more info about this feature.

Click into the integration from the Stitch Dashboard page.
Click the Tables to Replicate tab.
In the list of tables, click the box next to the Table Names column.
In the menu that displays, click Track all Tables and Fields:
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.

Initial replication jobs with Anchor Scheduling

If using Anchor Scheduling, an initial replication job may not kick off immediately. This depends on the selected Replication Frequency and Anchor Time. Refer to the Anchor Scheduling documentation for more information.

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.

Replication will continue after the seven days are over. If you’re no longer interested in this source, be sure to pause or delete the integration to prevent unwanted usage.

iLEVEL table reference

Schemas and versioning

Schemas and naming conventions can change from version to version, so we recommend verifying your integration’s version before continuing.

The schema and info displayed below is for version 1 of this integration.

This is the latest version of the iLEVEL integration.

Table and column names in your destination

Depending on your destination, table and column names may not appear as they are outlined below.

For example: Object names are lowercased in Redshift (CusTomERs > customers), while case is maintained in PostgreSQL destinations (CusTomERs > CusTomERs). Refer to the Loading Guide for your destination for more info.

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

Useful links

asset_to_asset_relations schema on GitHub

iLEVEL API method

asset_to_asset_relations table foreign keys

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

asset_to_asset_relations table schema

from_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

assets table foreign keys

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

assets table schema

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

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

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

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

data_items table foreign keys

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

data_items table schema

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

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

Useful links

fund_to_asset_relations schema on GitHub

iLEVEL API method

fund_to_asset_relations table foreign keys

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

fund_to_asset_relations table schema

from_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

Useful links

fund_to_fund_relations schema on GitHub

iLEVEL API method

fund_to_fund_relations table foreign keys

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

Join fund_to_fund_relations with

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

fund_to_fund_relations table schema

from_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

funds table foreign keys

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

Join funds with

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

funds table schema

business_unit_id

INTEGER

calendar_type

STRING

color

STRING

currency_code

STRING

enabled_capabilities_string

STRING

excel_name

STRING

has_logo

BOOLEAN

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

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

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

investment_transactions table foreign keys

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

investment_transactions table schema

amount

NUMBER

as_of

DATE-TIME

client

OBJECT

Click to expand client

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

internal_id

STRING

investment

OBJECT

Click to expand investment

INTEGER

name

STRING

is_soft_deleted

BOOLEAN

last_modified

DATE-TIME

last_modified_by

OBJECT

Click to expand last_modified_by

email_address

STRING

first_name

STRING

INTEGER

last_name

STRING

middle_name

STRING

user_name

STRING

local_amount

NUMBER

local_currency

STRING

original_id

INTEGER

owner

OBJECT

Click to expand owner

INTEGER

name

STRING

scenario

OBJECT

Click to expand scenario

excel_name

STRING

INTEGER

name

STRING

security

OBJECT

Click to expand security

INTEGER

name

STRING

shares

NUMBER

transaction_category

OBJECT

Click to expand transaction_category

INTEGER

name

STRING

transaction_date

DATE-TIME

transaction_type

OBJECT

Click to expand transaction_type

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

investments table foreign keys

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

Join investments with

investment_transactions

investments.id = investment_transactions.investment.id

investments.id = investment_transactions.security.id

securities

investments.id = securities.id

investments table schema

acquisition_date

DATE-TIME

commitment

NUMBER

currency

STRING

from_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

periodic_data_calculated table foreign keys

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

periodic_data_calculated table schema

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

periodic_data_standardized table foreign keys

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

periodic_data_standardized table schema

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

Useful links

scenarios schema on GitHub

iLEVEL API method

scenarios table foreign keys

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

scenarios table schema

excel_name

STRING

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

securities table foreign keys

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

securities table schema

asset_id

INTEGER

excel_name

STRING

has_data

BOOLEAN

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

Questions? Feedback?

Did this article help? If you have questions or feedback, feel free to submit a pull request with your suggestions, open an issue on GitHub, or reach out to us.

Related	Troubleshooting
Destination & Integration Compatibility Replication Scheduling Syncing Historical SaaS Data Resetting Replication Keys Nested Data Structures & Row Count Impact	Third-Party Downtime Understanding & Reducing Your Usage Re-Authorizing Integrations Replication Issues