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
有关更多信息,请参阅连接到 SaaS 应用程序。
- 填写所需的连接属性。
在连接名称中提供连接的名称。
选择打开连接元数据以定义创建连接时的元数据。
单击创建。
| Setting | Description |
|---|---|
| Data gateway | 如果您的用例需要,请选择一个 数据移动网关。 信息注释 此字段不适用于 Qlik Talend Cloud Starter 订阅,因为它不支持 数据移动网关。如果您有另一个订阅层并且不想使用 数据移动网关,请选择无。 有关 数据移动网关 的优势和需要它的用例的信息,请参阅Qlik 数据网关 - 数据移动。 |
| Start Date | 按格式 |
| 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 |