SaaSOptics
SaaSOptics is a subscription management platform that automates financial operations for growing B2B SaaS businesses.
SaaSOptics integration replicates data using the SaaSOptics REST API.
See the Schema section for a list of objects available for replication.Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
Creating the connection
For more information, see Connecting to SaaS applications.
- Fill in the required connection properties.
Provide a name for the connection in Connection name.
Select Open connection metadata to define metadata for the connection when it has been created.
Click Create.
Setting | Description |
---|---|
Data gateway | Select a Data Movement gateway if required by your use case. Information note This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None. For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement. |
Start Date | Enter the date, in the format |
Account Name | Account Name. |
Server Subdomain | Server subdomain. You can find it in the URL of your account homepage. If the URL is https://mycompany.saasoptics.com/, the subdomain is mycompany. |
Token | API token. |
Date Window Size | The size of the date window for retrieving data. |
Schema
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
The schema and info displayed below is for version 1.
Depending on your destination, table and column names may not appear as they are outlined below.
accounts
The accounts
table contains info about accounts, or records in your Chart of Accounts, in SaaSOptics.
Replication Method | Full Table |
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.
Replication Method | Full Table |
Primary Key | id |
Useful links |
billing_descriptions
The billing_descriptions
table contains info about billing line item descriptions.
Replication Method | Full Table |
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.
Replication Method | Full Table |
Primary Key | id |
Useful links |
contracts
The contracts
table contains info about the contracts in your SaaSOptics account.
Replication Method | CDC |
Primary Key | id |
Replication Key | modified |
Useful links |
country_codes
The country_codes
table contains info about country codes.
Replication Method | Full Table |
Primary Key | id |
Useful links |
currency_codes
The currency_codes
table contains info about currency codes.
Replication Method | Full Table |
Primary Key | code |
Useful links |
customers
The customers
table contains info about customers.
Replication Method | CDC |
Primary Key | id |
Replication Key | modified |
Useful links |
deleted_contracts
The deleted_contracts
table contains a list of deleted SaaSOptics contracts.
Replication Method | CDC |
Primary Key | id |
Replication Key | deleted |
Useful links |
deleted_invoices
The deleted_invoices
table contains a list of deleted SaaSOptics invoices.
Replication Method | CDC |
Primary Key | id |
Replication Key | deleted |
Useful links |
deleted_revenue_entries
The deleted_revenue_entries
table contains a list of deleted SaaSOptics revenue entries.
Replication Method | CDC |
Primary Key | id |
Replication Key | deleted |
Useful links |
deleted_transactions
The deleted_transactions
table contains a list of deleted SaaSOptics transactions.
Replication Method | CDC |
Primary Key | id |
Replication Key | deleted |
Useful links |
invoices
The invoices
table contains info about invoices in your SaaSOptics account.
Replication Method | CDC |
Primary Key | id |
Replication Key | auditentry_modified |
Useful links |
items
The items
table contains info about items, which are products and services you sell.
Replication Method | CDC |
Primary Key | id |
Replication Key | modified |
Useful links |
payment_terms
The payment_terms
table contains info about invoice payment terms.
Replication Method | Full Table |
Primary Key | id |
Useful links |
registers
The registers
table contains info about registers, which can contain one or more contracts.
Replication Method | CDC |
Primary Key | id |
Replication Key | modified |
Useful links |
revenue_entries
The revenue_entries
table contains info about revenue entries.
Replication Method | CDC |
Primary Key | id |
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.
Replication Method | Full Table |
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.
Replication Method | CDC |
Primary Key | id |
Replication Key | created |
Useful links |
transactions
The transactions
table contains info about transactions.
Replication Method | CDC |
Primary Key | id |
Replication Key | modified |
Useful links |