SaaSOptics (v1) | Stitch Documentation

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

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

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

Step 3: Add SaaSOptics as a Stitch data source

Sign into your Stitch account.
On the Stitch Dashboard page, click the Add Integration button.
Click the SaaSOptics 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 SaaSOptics” would create a schema called stitch_saasoptics in the destination. Note: Schema names cannot be changed after you save the integration.
In the Account Name field, enter the account name you identified in step 1.
In the Server Subdomain field, enter the subdomain you identified in step 1.
In the Token field, enter the API token you obtained in step 2.

Note: The Date Window Field is an internal field for Stitch use. The default value is 60; it is optional to change it.

Step 4: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your SaaSOptics 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 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

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.

SaaSOptics 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 6: 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 SaaSOptics 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 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.

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.

SaaSOptics 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 SaaSOptics 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.

accounts

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

Replication Method

Full Table

Primary Key

Useful links

accounts schema on GitHub

SaaSOptics API method

accounts table schema

account_type

STRING

INTEGER

intacct_id

STRING

intacct_modified

DATE-TIME

intacct_recordno

INTEGER

name

STRING

netsuite_id

STRING

source_system

STRING

auto_renewal_profiles

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

Replication Method

Full Table

Primary Key

Useful links

auto_renewal_profiles schema on GitHub

SaaSOptics API method

auto_renewal_profiles table schema

days

INTEGER

generate_revenue

BOOLEAN

INTEGER

months

INTEGER

name

STRING

recognize

BOOLEAN

billing_descriptions

The billing_descriptions table contains info about billing line item descriptions.

Replication Method

Full Table

Primary Key

Useful links

billing_descriptions schema on GitHub

SaaSOptics API method

billing_descriptions table schema

contents

STRING

INTEGER

name

STRING

notes

STRING

billing_methods

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

Replication Method

Full Table

Primary Key

Useful links

billing_methods schema on GitHub

SaaSOptics API method

billing_methods table schema

INTEGER

name

STRING

contracts

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

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	contracts schema on GitHub SaaSOptics API method

contracts table schema

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

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

channel

STRING

customer

INTEGER

email

STRING

entry_date

DATE-TIME

INTEGER

is_job

BOOLEAN

lead_date

DATE-TIME

lead_source

STRING

modified

DATE-TIME

notes

STRING

number

STRING

number_field1

NUMBER

number_field2

NUMBER

qb_job_id

STRING

register

INTEGER

sf_id

STRING

text_field1

STRING

text_field2

STRING

unbalanced_revenue_exception

BOOLEAN

country_codes

The country_codes table contains info about country codes.

Replication Method

Full Table

Primary Key

Useful links

country_codes schema on GitHub

SaaSOptics API method

country_codes table schema

code

STRING

INTEGER

name

STRING

currency_codes

The currency_codes table contains info about currency codes.

Replication Method

Full Table

Primary Key

code

Useful links

currency_codes schema on GitHub

SaaSOptics API method

currency_codes table schema

code

STRING

name

STRING

customers

The customers table contains info about customers.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	customers schema on GitHub SaaSOptics API method

customers table schema

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

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

INTEGER

industry

STRING

is_active

BOOLEAN

market

STRING

modified

DATE-TIME

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

The deleted_contracts table contains a list of deleted SaaSOptics contracts.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	deleted
Useful links	deleted_contracts schema on GitHub

deleted_contracts table schema

deleted

DATE-TIME

deleted_by

STRING

INTEGER

deleted_invoices

The deleted_invoices table contains a list of deleted SaaSOptics invoices.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	deleted
Useful links	deleted_invoices schema on GitHub

deleted_invoices table schema

deleted

DATE-TIME

deleted_by

STRING

INTEGER

deleted_revenue_entries

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

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	deleted
Useful links	deleted_revenue_entries schema on GitHub

deleted_revenue_entries table schema

deleted

DATE-TIME

deleted_by

STRING

INTEGER

deleted_transactions

The deleted_transactions table contains a list of deleted SaaSOptics transactions.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	deleted
Useful links	deleted_transactions schema on GitHub

deleted_transactions table schema

deleted

DATE-TIME

deleted_by

STRING

INTEGER

invoices

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

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	auditentry_modified
Useful links	invoices schema on GitHub SaaSOptics API method

invoices table schema

applied_amount

NUMBER

auditentry_created

DATE-TIME

auditentry_created_by_name

STRING

auditentry_modified

DATE-TIME

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

INTEGER

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

INTEGER

invoice

INTEGER

item

INTEGER

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

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

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

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	items schema on GitHub SaaSOptics API method

items table schema

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

INTEGER

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

modified

DATE-TIME

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

The payment_terms table contains info about invoice payment terms.

Replication Method

Full Table

Primary Key

Useful links

payment_terms schema on GitHub

SaaSOptics API method

payment_terms table schema

INTEGER

intacct_id

STRING

intacct_modified

DATE-TIME

intacct_recordno

INTEGER

is_active

BOOLEAN

name

STRING

netsuite_id

STRING

num_days

NUMBER

registers

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

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	registers schema on GitHub SaaSOptics API method

registers table schema

currency_code

STRING

default_qb_ar_account

STRING

generated_invoice_number_prefix

STRING

INTEGER

modified

DATE-TIME

name

STRING

revenue_entries

The revenue_entries table contains info about revenue entries.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	revenue_entries schema on GitHub SaaSOptics API method

revenue_entries table schema

end_date

DATE-TIME

home_amount

NUMBER

INTEGER

local_amount

NUMBER

modified

DATE-TIME

start_date

DATE-TIME

transaction

INTEGER

revenue_recognition_methods

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

Replication Method

Full Table

Primary Key

Useful links

revenue_recognition_methods schema on GitHub

SaaSOptics API method

revenue_recognition_methods table schema

INTEGER

name

STRING

sales_orders

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.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	created
Useful links	sales_orders schema on GitHub SaaSOptics API method

sales_orders table schema

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

DATE-TIME

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

INTEGER

line_items

ARRAY

Click to expand line_items

affected_transaction

STRING

created

DATE-TIME

created_by_username

STRING

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_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_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_renewal_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_opportunitiy_rule

STRING

transaction_start_date

DATE-TIME

transaction_term_number

INTEGER

transaction_text_field1

STRING

transaction_text_field2

STRING

transaction_unbalanced_revenue_exception

BOOLEAN

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

The transactions table contains info about transactions.

Replication Method	Key-based Incremental
Primary Key	id
Replication Key	modified
Useful links	transactions schema on GitHub SaaSOptics API method

transactions table schema

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

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

INTEGER

ili_qb_class

STRING

invoice_description

STRING

is_autorenewal

BOOLEAN

item

INTEGER

item_class

INTEGER

local_amount

NUMBER

local_arr_amount

NUMBER

local_normalized_amount

NUMBER

local_normalized_rate

NUMBER

local_rate

NUMBER

modified

DATE-TIME

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

renewal_amount

NUMBER

renewal_amount_percentage

NUMBER

renewal_amount_value

NUMBER

renewal_duration

STRING

renewal_factor

INTEGER

renewal_of_set

ARRAY

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