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
Для получения дополнительной информации см. раздел Подключение к приложениям SaaS.
- Заполните необходимые свойства подключения.
Заполните поле Имя подключения.
Установите флажок Открыть метаданные подключения, чтобы определить метаданные для подключения, когда оно будет создано.
Щелкните Создать.
| Setting | Description |
|---|---|
| Data gateway | Выберите шлюз Шлюз движения данных, если этого требует текущий сценарий использования. Примечание к информации Это поле недоступно при использовании подписки Qlik Talend Cloud Starter, так как она не поддерживает Шлюз движения данных. Если используется другой уровень подписки или не требуется использовать Шлюз движения данных, выберите Нет. Для получения информации о преимуществах Шлюз движения данных и о сценариях, требующих его использования, см. раздел Шлюз данных Qlik — движение данных. |
| Start Date | Введите дату в формате |
| 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 |