SaaSOptics (v1)
Last updated: 9/15/2026This 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
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Stitch plan
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Standard |
API availability
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Available
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| Singer GitHub repository | |||
| REPLICATION SETTINGS | |||
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Anchor Scheduling
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Supported
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Advanced Scheduling
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Supported
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Table-level reset
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Unsupported
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Configurable Replication Methods
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Unsupported
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| DATA SELECTION | |||
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Table selection
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Supported
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Column selection
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Supported
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Select all
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Supported
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| TRANSPARENCY | |||
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Extraction Logs
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Supported
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Loading Reports
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Supported
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Connecting SaaSOptics
SaaSOptics setup requirements
To set up SaaSOptics in Stitch, you need:
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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.
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.
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Click on API.
SaaSOptics API hyperlink. - 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
- Sign into your Stitch account.
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On the Stitch Dashboard page, click the Add Integration button.
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Click the SaaSOptics icon.
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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_saasopticsin 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
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:
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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
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:
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Individual tables and columns
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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.
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To track a table, click the checkbox next to the table’s name. A blue checkmark means the table is set to replicate.
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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.
- Click into the integration from the Stitch Dashboard page.
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Click the Tables to Replicate tab.
- In the list of tables, click the box next to the Table Names column.
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In the menu that displays, click Track all Tables and Fields:
The Track all Tables and Fields menu in the Tables to Replicate tab - 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.
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.
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Full Table |
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Primary Key |
id |
| Useful links |
auto_renewal_profiles
The auto_renewal_profiles table contains info about auto-renwal profiles, or transaction renewal rules in your SaaSOptics account.
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Full Table |
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Primary Key |
id |
| Useful links |
billing_descriptions
The billing_descriptions table contains info about billing line item descriptions.
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Full Table |
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Primary Key |
id |
| Useful links |
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.
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Full Table |
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Primary Key |
id |
| Useful links |
contracts
The contracts table contains info about the contracts in your SaaSOptics account.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |
country_codes
The country_codes table contains info about country codes.
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Full Table |
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Primary Key |
id |
| Useful links |
currency_codes
The currency_codes table contains info about currency codes.
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Full Table |
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Primary Key |
code |
| Useful links |
customers
The customers table contains info about customers.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |
deleted_contracts
The deleted_contracts table contains a list of deleted SaaSOptics contracts.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
deleted |
| Useful links |
deleted_invoices
The deleted_invoices table contains a list of deleted SaaSOptics invoices.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
deleted |
| Useful links |
deleted_revenue_entries
The deleted_revenue_entries table contains a list of deleted SaaSOptics revenue entries.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
deleted |
| Useful links |
deleted_transactions
The deleted_transactions table contains a list of deleted SaaSOptics transactions.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
deleted |
| Useful links |
invoices
The invoices table contains info about invoices in your SaaSOptics account.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
auditentry_modified |
| Useful links |
items
The items table contains info about items, which are products and services you sell.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |
payment_terms
The payment_terms table contains info about invoice payment terms.
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Full Table |
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Primary Key |
id |
| Useful links |
registers
The registers table contains info about registers, which can contain one or more contracts.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |
revenue_entries
The revenue_entries table contains info about revenue entries.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |
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.
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Full Table |
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Primary Key |
id |
| Useful links |
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.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
created |
| Useful links |
transactions
The transactions table contains info about transactions.
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Key-based Incremental |
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Primary Key |
id |
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Replication Key |
modified |
| Useful links |