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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.

Nota informaticaAssicurarsi che l'account utilizzata disponga di accesso di lettura per le tabelle che si desidera recuperare.

Creating the connection

Per ulteriori informazioni, vedere Connessione alle applicazioni SaaS.

  1. Inserire le proprietà di connessione richieste.
  2. Fornire un nome per la connessione in Nome connessione.

  3. Selezionare Apri metadati di connessione per definire i metadati della connessione al momento della creazione.

  4. Fare clic su Crea.

Connection settings
SettingDescription
Data gateway

Selezionare un Gateway Data Movement se richiesto dal proprio caso di utilizzo.

Nota informatica

Questo campo non è disponibile con la sottoscrizione a Avvio Qlik Talend Cloud, poiché non supporta il Gateway Data Movement. Se si dispone di un altro livello di sottoscrizione e non si desidera utilizzare il Gateway Data Movement, selezionare Nessuno.

Per informazioni sui vantaggi del Gateway Data Movement e quando è richiesto, vedere Qlik Data Gateway - Movimento dati.

Start Date

Inserire la data, nel formato MM/DD/YYYY, a partire dalla quale i dati devono essere replicati dalla sorgente alla destinazione.

Account NameAccount Name.
Server SubdomainServer subdomain. You can find it in the URL of your account homepage. If the URL is https://mycompany.saasoptics.com/, the subdomain is mycompany.
TokenAPI token.
Date Window SizeThe size of the date window for retrieving data.

Schema

Nota informatica

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

SaaSOptics API method

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

SaaSOptics API method

billing_descriptions

The billing_descriptions table contains info about billing line item descriptions.

Replication Method

Full Table

Primary Key

id

Useful links

SaaSOptics API method

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

SaaSOptics API method

contracts

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

Replication Method

CDC

Primary Key

id

Replication Key

modified

Useful links

SaaSOptics API method

country_codes

The country_codes table contains info about country codes.

Replication Method

Full Table

Primary Key

id

Useful links

SaaSOptics API method

currency_codes

The currency_codes table contains info about currency codes.

Replication Method

Full Table

Primary Key

code

Useful links

SaaSOptics API method

customers

The customers table contains info about customers.

Replication Method

CDC

Primary Key

id

Replication Key

modified

Useful links

SaaSOptics API method

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

SaaSOptics API method

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

SaaSOptics API method

payment_terms

The payment_terms table contains info about invoice payment terms.

Replication Method

Full Table

Primary Key

id

Useful links

SaaSOptics API method

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

SaaSOptics API method

revenue_entries

The revenue_entries table contains info about revenue entries.

Replication Method

CDC

Primary Key

id

Replication Key

modified

Useful links

SaaSOptics API method

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

SaaSOptics API method

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

SaaSOptics API method

transactions

The transactions table contains info about transactions.

Replication Method

CDC

Primary Key

id

Replication Key

modified

Useful links

SaaSOptics API method

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