ConnectWise Datasets

Written by

Malachi Bazar

Published on

May 26, 2023
General

This document will cover all of the ConnectWise datasets that Resplendent Data supports and what those different datasets contain.

Please note that any dataset that ends with “Report” or “View” is sourced from the ConnectWise reports endpoint. Reports contain more data than their non-report counterparts and are well-formatted. However, they require more computational resources on your ConnectWise instance, which can be a problem during the initial sync. To avoid overloading your ConnectWise server, it is recommended to pull reports in batches of 1,000 rows. Please keep this in mind, as the default setting is also 1,000 rows.

Activities

This dataset typically includes all interactions with clients, such as calls, meetings, and emails. They’re often linked to opportunities, service tickets, or projects.

id: integer

name: string

type.id: integer

type.name: string

type._info.type_href: string

email: string

status.id: integer

status.name: string

status._info.status_href: string

notes: string

dateStart: string

dateEnd: string

assignedBy.id: integer

assignedBy.identifier: string

assignedBy.name: string

assignedBy._info.member_href: string

assignTo.id: integer

assignTo.identifier: string

assignTo.name: string

assignTo._info.member_href: string

notifyFlag: boolean

mobileGuid: string

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

_info.lastUpdated: string

_info.updatedBy: string

Activity Types

This dataset represents the various classifications of activities within your organization. Examples might include “sales call”, “support ticket follow-up”, “internal meeting”, etc.

id: integer

name: string

points: integer

defaultFlag: boolean

inactiveFlag: boolean

emailFlag: boolean

memoFlag: boolean

historyFlag: boolean

_info.lastUpdated: string

_info.updatedBy: string

Agreements

This dataset includes all service agreements between your organization and its clients.

id: integer

name: string

type.id: integer

type.name: string

type._info.type_href: string

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

contact.id: integer

contact.name: string

contact._info.contact_href: string

customerPO: string

location.id: integer

location.name: string

location._info.location_href: string

department.id: integer

department.identifier: string

department.name: string

department._info.department_href: string

restrictLocationFlag: boolean

restrictDepartmentFlag: boolean

startDate: string

endDate: string

noEndingDateFlag: boolean

cancelledFlag: boolean

dateCancelled: string

reasonCancelled: string

sla.id: integer

sla.name: string

sla._info.sla_href: string

workOrder: string

internalNotes: string

applicationLimit: integer

applicationCycle: string

applicationUnlimitedFlag: boolean

oneTimeFlag: boolean

coverAgreementTime: boolean

coverAgreementProduct: boolean

coverAgreementExpense: boolean

coverSalesTax: boolean

carryOverUnused: boolean

allowOverruns: boolean

expiredDays: integer

limit: integer

expireWhenZero: boolean

chargeToFirm: boolean

employeeCompRate: string

compHourlyRate: integer

compLimitAmount: integer

billingCycle.id: integer

billingCycle.name: string

billOneTimeFlag: boolean

invoicingCycle: string

billAmount: integer

taxable: boolean

prorateFirstBill: integer

billStartDate: string

taxCode.id: integer

taxCode.name: string

taxCode._info.taxCode_href: string

restrictDownPayment: boolean

prorateFlag: boolean

invoiceDescription: string

topComment: boolean

bottomComment: boolean

billTime: string

billExpenses: string

billProducts: string

billableTimeInvoice: boolean

billableExpenseInvoice: boolean

billableProductInvoice: boolean

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

autoInvoiceFlag: boolean

nextInvoiceDate: string

companyLocation.id: integer

companyLocation.name: string

companyLocation._info.location_href: string

agreementStatus: string

_info.lastUpdated: string

_info.updatedBy: string

customFields: array

Agreement Additions Report

This dataset could include details about additions to your service agreements, such as additional services or hardware provided to clients. Since this is a report, it comes with extra details that the agreements dataset doesn’t have.

Time_RecID: Numeric

member_recid: Numeric

member_id: Text

first_name: Text

last_name: Text

Owner_Level_RecID: Numeric

Location: Text

Billing_Log_RecID: Numeric

BusGroup: Text

Billing_Unit_RecID: Numeric

Company_RecID: Numeric

company_name: Text

te_status_id: Numeric

time_status: Text

Activity_Subject: Text

option_id: Text

billable_flag: Boolean

invoice_flag: Boolean

Date_Start: DateTime

time_start: DateTime

time_end: DateTime

date_entered_utc: DateTime

work_role: Text

work_type: Text

Hourly_Rate: Numeric

Hourly_Cost: Text

hours_actual: Numeric

Billable_Amt: Numeric

Billable_Hrs: Numeric

NonBillable_Hrs: Numeric

AgrAmtCovered: Numeric

AgrHrsCovered: Numeric

InvAdj_Total: Numeric

InvAdj_Firm: Numeric

AgrAdj_Total: Numeric

AgrAdj_Firm: Numeric

Agreement: Text

PM_Project_RecID: Numeric

project_name: Text

Project_Phase: Text

Project_Activity: Text

Charge_Code: Text

SR_Service_RecID: Numeric

sr_summary: Text

sr_status: Text

TE_Charge_Code_RecID: Numeric

SO_Activity_RecID: Numeric

Opportunity_RecID: Numeric

charge_to: Text

Invoice_Number: Text

date_invoice: DateTime

Notes: Text

internal_note: Text

Territory: Text

Time_Sheet_RecID: Numeric

Updated_By: Text

Last_Update_UTC: DateTime

Last_Update: DateTime

Time_Zone: Text

Utilization_Flag: Boolean

NonBillable_Amt: Numeric

Actual_Utilized_Hrs: Numeric

Billable_Utilized_Hrs: Numeric

Hourly_Cost_Decimal: Numeric

AGR_Header_RecID: Numeric

Invoice_Ready: Numeric

Time_Start_UTC: DateTime

Time_End_UTC: DateTime

Billing Cycles

This dataset will likely include the different billing cycles your organization has with its clients, such as monthly, quarterly, annually, etc.

id: integer
identifier: string
name: string
defaultFlag: boolean
billingOptions: string
_info.lastUpdated: string
_info.updatedBy: string
_info.dateEntered: string
_info.enteredBy: string

Boards

This dataset refers to the service boards that your organization uses to manage service tickets.

ID: integer
Name: string
Location.id: integer
Location.name: string
Department.id: integer
Department.identifier: string
Department.name: string
Inactive Flag: boolean
Send to Contact Flag: boolean
Send to Resource Flag: boolean
Project Flag: boolean
Bill Tickets After Closed Flag: boolean
Bill Ticket Separately Flag: boolean
Bill Unapproved Time Expense Flag: boolean
Override Billing Setup Flag: boolean
Dispatch Member.id: integer
Dispatch Member.identifier: string
Dispatch Member.name: string
Service Manager Member.id: integer
Service Manager Member.identifier: string
Service Manager Member.name: string
Duty Manager Member.id: integer
Duty Manager Member.identifier: string
Duty Manager Member.name: string
On-call Member.id: integer
On-call Member.identifier: string
On-call Member.name: string
Work Role.id: integer
Work Role.name: string
Work Type.id: integer
Work Type.name: string
Bill Time: string
Bill Expense: string
Bill Product: string
Auto Close Status.id: integer
Auto Close Status.name: string
Use Member Display Name Flag: boolean
Send to CC Flag: boolean
Closed Loop All Flag: boolean
Percentage Calculation: string
All Sort: string
Mark First Note Issue Flag: boolean
Restrict Board by Default Flag: boolean
Info.Last Updated: string
Info.Updated By: string

Calendars

This dataset includes all the different calendars in use within your organization. These could be linked to members, rooms, resources, etc.

id: integer
name: string
holidayList.id: integer
holidayList.name: string
mondayStartTime: string
mondayEndTime: string
tuesdayStartTime: string
tuesdayEndTime: string
wednesdayStartTime: string
wednesdayEndTime: string
thursdayStartTime: string
thursdayEndTime: string
fridayStartTime: string
fridayEndTime: string
_info.lastUpdated: string
_info.updatedBy: string

Companies

This dataset includes all the companies that your organization works with, such as clients, prospects, and vendors.

id: integer
identifier: string
name: string
status.id: integer
status.name: string
status._info.status_href: string
addressLine1: string
addressLine2: string
city: string
state: string
zip: string
country.id: integer
country.name: string
country._info.country_href: string
phoneNumber: string
faxNumber: string
website: string
territory.id: integer
territory.name: string
territory._info.location_href: string
accountNumber: string
defaultContact.id: integer
defaultContact.name: string
defaultContact._info.contact_href: string
dateAcquired: string
annualRevenue: integer
timeZoneSetup.id: integer
timeZoneSetup.name: string
timeZoneSetup._info.timeZoneSetup_href: string
leadFlag: boolean
unsubscribeFlag: boolean
taxCode.id: integer
taxCode.name: string
taxCode._info.taxCode_href: string
billingTerms.id: integer
billingTerms.name: string
billToCompany.id: integer
billToCompany.identifier: string
billToCompany.name: string
billToCompany._info.company_href: string
billingSite.id: integer
billingSite.name: string
billingSite._info.site_href: string
billingContact.id: integer
billingContact.name: string
billingContact._info.contact_href: string
invoiceDeliveryMethod.id: integer
invoiceDeliveryMethod.name: string
invoiceToEmailAddress: string
deletedFlag: boolean
mobileGuid: string
isVendorFlag: boolean
types: array
site.id: integer
site.name: string
site._info.site_href: string
_info.lastUpdated: string
_info.updatedBy: string
_info.dateEntered: string
_info.enteredBy: string
_info.contacts_href: string
_info.agreements_href: string
_info.tickets_href: string
_info.opportunities_href: string
_info.activities_href: string
_info.projects_href: string
_info.configurations_href: string
_info.orders_href: string
_info.documents_href: string
_info.sites_href: string
_info.teams_href: string
_info.reports_href: string
_info.notes_href: string

Configurations

This dataset represents the technical configurations that your organization manages for its clients.

id: integer

name: string

type.id: integer

type.name: string

type._info.type_href: string

status.id: integer

status.name: string

status._info.status_href: string

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

contact.id: integer

contact.name: string

contact._info.contact_href: string

site.id: integer

site.name: string

site._info.site_href: string

locationId: integer

businessUnitId: integer

deviceIdentifier: string

serialNumber: string

modelNumber: string

tagNumber: string

purchaseDate: string

installationDate: string

warrantyExpirationDate: string

vendorNotes: string

notes: string

macAddress: string

lastLoginName: string

billFlag: boolean

backupSuccesses: integer

backupIncomplete: integer

backupFailed: integer

backupRestores: integer

backupServerName: string

backupBillableSpaceGb: number

backupProtectedDeviceList: string

backupYear: integer

backupMonth: integer

ipAddress: string

defaultGateway: string

osType: string

osInfo: string

cpuSpeed: string

ram: string

localHardDrives: string

activeFlag: boolean

managementLink: string

mobileGuid: string

_info.lastUpdated: string

_info.updatedBy: string

_info.dateEntered: string

_info.enteredBy: string

companyLocationId: integer

showRemoteFlag: boolean

showAutomateFlag: boolean

needsRenewalFlag: boolean

customFields: array

Configuration Statuses

This dataset would include the different statuses that a configuration can have.

id: integer

description: string

closedFlag: boolean

defaultFlag: boolean

_info.lastUpdated: string

_info.updatedBy: string

Configuration Types

This dataset represents the various types of configurations managed by your organization, such as server configurations, workstation configurations, etc.

id: integer

name: string

inactiveFlag: boolean

systemFlag: boolean

_info.lastUpdated: string

_info.updatedBy: string

_info.questions_href: string

Contacts

This dataset includes all the contacts within the companies that your organization works with.

Contact ID: integer

First Name: string

Last Name: string

Company.id: integer

Company.identifier: string

Company.name: string

Site.id: integer

Site.name: string

Relationship Override: string

Department.id: integer

Department.name: string

Inactive Flag: boolean

Title: string

Married Flag: boolean

Children Flag: boolean

Disable Portal Login Flag: boolean

Unsubscribe Flag: boolean

Default Phone Type: string

Default Phone Nbr: string

Default Billing Flag: boolean

Default Flag: boolean

Company Location.id: integer

Company Location.name: string

Communication Items: array

Types: string

Custom Fields: array

Ignore Duplicates: boolean

Info.Last Updated: string

Info.updatedBy: string

Expense Entries

This dataset includes entries for all expenses logged by your organization’s members.

id: integer

expenseReport.id: integer

expenseReport.name: string

expenseReport._info.expenseReport_href: string

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

company._info.mobileGuid: string

chargeToId: integer

chargeToType: string

type.id: integer

type.name: string

type._info.type_href: string

member.id: integer

member.identifier: string

member.name: string

member._info.member_href: string

paymentMethod.id: integer

paymentMethod.name: string

paymentMethod._info.method_href: string

classification.id: integer

classification.name: string

classification._info.classification_href: string

amount: number

billableOption: string

date: string

locationId: integer

businessUnitId: integer

invoiceAmount: number

invoice.id: integer

invoice.identifier: string

invoice._info.invoice_href: string

mobileGuid: string

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

status: string

billAmount: number

agreementAmount: number

odometerStart: number

odometerEnd: number

ticket.id: integer

ticket.summary: string

ticket._info.ticket_href: string

ticket._info.billingMethod: string

project.id: integer

project.name: string

project._info.project_href: string

project._info.billingMethod: string

phase.id: integer

phase.name: string

phase._info.phase_href: string

phase._info.billingMethod: string

_info.lastUpdated: string

_info.updatedBy: string

In/Out Board

This dataset tracks the availability and status of your organization’s members.

Id: integer

Member.id: integer

Member.identifier: string

Member.name: string

In/Out.id: integer

In/Out.Reason: string

Additional Info: string

Date Back: string

Info.lastUpdated: string

Info.updatedBy: string

Invoices

This dataset includes all invoices generated by your organization.

Invoice ID: integer

Invoice Number: string

Type: string

Status.id: integer

Status.name: string

Company.id: integer

Company.identifier: string

Company.name: string

Bill To Company.id: integer

Bill To Company.identifier: string

Bill To Company.name: string

Ship To Company.id: integer

Ship To Company.identifier: string

Ship To Company.name: string

Account Number: string

Apply To Type: string

Apply To Id: integer

Attention: string

Billing Site.id: integer

Billing Site.name: string

Billing Site Address Line 1: string

Billing Site City: string

Billing Site State: string

Billing Site Zip: string

Billing Site Country: string

Shipping Site.id: integer

Shipping Site.name: string

Shipping Site Address Line 1: string

Shipping Site City: string

Shipping Site State: string

Shipping Site Zip: string

Shipping Site Country: string

Billing Terms.id: integer

Billing Terms.name: string

Reference: string

Customer PO: string

Template Setup Id: integer

Invoice Template.id: integer

Invoice Template.name: string

Email Template Id: integer

Add To Batch Email List: boolean

Invoice Date: string

Restrict Down Payment Flag: boolean

Location Id: integer

Department Id: integer

Territory Id: integer

Top Comment: string

Taxable Flag: boolean

Tax Code.id: integer

Tax Code.name: string

Internal Notes: string

Down Payment Previously Taxed Flag: boolean

Service Total: number

Override Down Payment Amount Flag: boolean

Due Date: string

Expense Total: number

Product Total: number

Previous Progress Applied: number

Service Adjustment Amount: number

Agreement Amount: number

Down Payment Applied: number

Subtotal: number

Total: number

Remaining Down Payment: number

Sales Tax: number

Payments: number

Credits: number

Balance: number

Special Invoice Flag: boolean

Billing Setup Reference.id: integer

Billing Setup Reference.name: string

Agreement.id: integer

Agreement.name: string

Agreement.type: string

Info.Last Updated: string

Info.Updated By: string

Info.Date Entered: string

Info.Entered By: string

Members

This dataset represents all the members of your organization.

Member ID: integer

Identifier: string

Inactive Date: string

Inactive: boolean

Last Login: string

First Name: string

Last Name: string

Hire Date: string

Calendar.Calendar ID: integer

Calendar.name: string

Security Role.id: integer

Security Role.name: string

Title: string

Type.id: integer

Type.name: string

Time Zone.id: integer

Time Zone.name: string

Admin: boolean

Security Location.id: integer

Security Location.name: string

Default Location.id: integer

Default Location.name: string

Default Department.id: integer

Default Department.identifier: string

Default Department.name: string

Reports To.id: integer

Reports To.identifier: string

Reports To.name: string

Work Role.id: integer

Work Role.name: string

Work Type.id: integer

Work Type.name: string

Time Approver.id: integer

Time Approver.identifier: string

Time Approver.name: string

Expense Approver.id: integer

Expense Approver.identifier: string

Expense Approver.name: string

Billable Forecast: number

Daily Capacity: number

Hourly Cost: number

Hourly Rate: number

Include In Utilization Reporting: boolean

Enter Time Against Company: boolean

Allow Expenses Entered Against Companies: boolean

Days Tolerance: integer

Minimum Hours: number

Time Sheet Start Date: string

Team IDs: array

Service Board Team IDs: array

Project Default Board.id: integer

Project Default Board.name: string

Schedule Capacity: number

Sales Default Location.id: integer

Sales Default Location.name: string

Info.lastUpdated: string

Info.updatedBy: string

Opportunities Report

This dataset includes details about all the sales opportunities tracked by your organization. Since this is a report, it includes data that’s more formatted compared to raw datasets.

Opportunity_RecID: Numeric

Opportunity_Name: Text

so_type_recid: Numeric

Date_Became_Lead: DateTime

so_Type: Text

Opportunity_Desc: Text

owner_level_recid: Numeric

Location: Text

billing_unit_recid: Numeric

BusGroup: Text

Company_RecID: Numeric

CompanyRecId: Numeric

Company_Name: Text

Contact_RecID: Numeric

Contact_Name: Text

Status_RecID: Numeric

Status: Text

Closed_Status: Text

Sales_Stage: Text

Forecast: Text

Rating: Text

Probability: Numeric

Expected_Close_Date: DateTime

Date_Closed: DateTime

Closed_By: Text

Closed_Flag: Boolean

Agreement_Cost: Numeric

Agreement_Revenue: Numeric

Product_Cost: Numeric

Product_Revenue: Numeric

Service_Cost: Numeric

Service_Revenue: Numeric

Other1_Cost: Numeric

Other1_Revenue: Numeric

Other2_Cost: Numeric

Other2_Revenue: Numeric

Total_Cost: Numeric

Total_Revenue: Numeric

marketing: Text

Agreement_Type: Text

Sales_Rep1: Text

Sales_Rep1_FullName: Text

Sales_Rep2: Text

Sales_Rep2_FullName: Text

Referral_Flag: Numeric

CustomerPO: Text

Entered_By: Text

Updated_By: Text

Date_Update: DateTime

Universal_Formatted_Date_Update: Text

Last_Update_UTC: DateTime

Last_Update: DateTime

Time_Zone: Text

Lost_Revenue: Numeric

Priorities

This dataset represents the different priorities that your organization can assign to service tickets.

SLA Priority Id: integer

Priority.id: integer

Priority.name: string

Priority.sort: integer

Respond Hours: number

Respond Percent: integer

Resplan Within: number

Resplan Within Percent: integer

Resolution Hours: number

Resolution Percent: integer

SLA.id: integer

SLA.name: string

Info.lastUpdated: string

Info.updatedBy: string

Info.dateEntered: string

Info.enteredBy: string

Products

This dataset includes all the products that your organization sells.

id: integer

catalogItem.id: integer

catalogItem.identifier: string

catalogItem._info.catalog_href: string

description: string

sequenceNumber: number

quantity: number

price: number

cost: number

agreementAmount: number

billableOption: string

agreement.id: integer

agreement.name: string

agreement._info.agreement_href: string

locationId: integer

businessUnitId: integer

taxableFlag: boolean

dropshipFlag: boolean

specialOrderFlag: boolean

phaseProductFlag: boolean

cancelledFlag: boolean

quantityCancelled: number

customerDescription: string

productSuppliedFlag: boolean

invoice.id: integer

invoice.identifier: string

invoice._info.invoice_href: string

warehouseId: integer

warehouseBinId: integer

calculatedPriceFlag: boolean

calculatedCostFlag: boolean

warehouse: string

warehouseBin: string

listPrice: number

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

productClass: string

needToPurchaseFlag: boolean

minimumStockFlag: boolean

poApprovedFlag: boolean

_info.lastUpdated: string

_info.updatedBy: string

customFields: array

Products Report

This dataset includes detailed reports on the products sold by your organization. As a report, it includes data that is more formatted compared to the Products dataset and includes some other additional columns.

Sub_Number: Numeric

IsParent: Numeric

parent_recid: Numeric

IV_Product_RecID: Numeric

iv_item_recid: Numeric

item_id: Text

item_desc: Text

item_category: Text

item_subcategory: Text

owner_level_recid: Numeric

Location: Text

billing_log_recid: Numeric

BusGroup: Text

company_recid: Numeric

company_name: Text

te_status_id: Numeric

time_status: Text

option_id: Text

billable_flag: Boolean

invoice_flag: Boolean

Date_Entered: DateTime

Quantity: Numeric

uom: Text

unit_cost: Numeric

unit_price: Numeric

Billable_Amt: Numeric

NonBillable_Amt: Numeric

Extended_Cost: Numeric

Quantity_Picked_Extended_Cost: Numeric

Quantity_Shipped_Extended_Cost: Numeric

AgrAmtCovered: Numeric

Agreement: Text

pm_project_recid: Numeric

project_name: Text

sr_service_recid: Numeric

sr_summary: Text

sr_status: Text

charge_to: Text

invoice_number: Text

date_invoice: DateTime

Line_Desc: Text

territory: Text

serial_number: Text

Opportunity_RecID: Numeric

Manufacturer_RecID: Numeric

IsPhaseProduct: Boolean

Updated_By: Text

Last_Update: DateTime

Time_Zone: Text

Quantity_Picked: Numeric

Quantity_Shipped: Numeric

IV_Class_ID: Text

AGR_Detail_RecID: Numeric

Extended_Price_Amount: Numeric

Sequence_Number: Numeric

Project Tickets

This dataset includes all the tickets linked to projects. It’s not as detailed as the Project Tickets Report, but it is faster to run.

id: integer

summary: string

isIssueFlag: boolean

board.id: integer

board.name: string

board._info.board_href: string

status.id: integer

status.name: string

status._info.status_href: string

project.id: integer

project.name: string

project._info.project_href: string

phase.id: integer

phase.name: string

phase._info.phase_href: string

wbsCode: string

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

company._info.mobileGuid: string

site.id: integer

site.name: string

site._info.site_href: string

site._info.mobileGuid: string

siteName: string

addressLine1: string

city: string

stateIdentifier: string

zip: string

country.id: integer

country.name: string

country._info.country_href: string

contact.id: integer

contact.name: string

contact._info.mobileGuid: string

contact._info.contact_href: string

contactName: string

contactPhoneNumber: string

contactEmailAddress: string

owner.id: integer

owner.identifier: string

owner.name: string

owner._info.member_href: string

owner._info.image_href: string

priority.id: integer

priority.name: string

priority.sort: integer

priority._info.priority_href: string

priority._info.image_href: string

serviceLocation.id: integer

serviceLocation.name: string

serviceLocation._info.location_href: string

source.id: integer

source.name: string

source._info.source_href: string

allowAllClientsPortalView: boolean

customerUpdatedFlag: boolean

automaticEmailContactFlag: boolean

automaticEmailResourceFlag: boolean

automaticEmailCcFlag: boolean

closedFlag: boolean

actualHours: number

approved: boolean

subBillingMethod: string

resources: string

billTime: string

billExpenses: string

billProducts: string

location.id: integer

location.name: string

location._info.location_href: string

department.id: integer

department.identifier: string

department.name: string

department._info.department_href: string

mobileGuid: string

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

_info.lastUpdated: string

_info.updatedBy: string

_info.dateEntered: string

_info.enteredBy: string

customFields: array

Resplendent Tickets View

This is a custom dataset that combines data from multiple datasets to make a comprehensive dataset for anything relating to tickets. This dataset includes both tickets and project tickets and has custom columns that calculate SLA data, among other things. It’s fairly slow and expensive on its initial pull.

Ticket #: integer

Actual Hours: number

Address 1: string

Address 2: string

Agreement.id: integer

Agreement.name: string

Approved: boolean

Bill Expenses: string

Bill Products: string

Bill Time: string

Billing Amount: number

Billing Method: string

Board.id: integer

Board.name: string

Budget Hours: number

City: string

Closed By: string

Date Closed: string

Closed: boolean

Company.id: integer

Company.identifier: string

Company.name: string

Contact.id: integer

Contact.name: string

Contact Email Address: string

Contact Phone Number: string

Country.id: integer

Country.name: string

Custom Fields: string

Config RecIDs: array

Contact Updated: boolean

Resolved Date: string

Resolved By: string

Resolution Expiration Date: string

Resplan Date: string

Resplan By: string

Resplan Expiration Date: string

Responded Date: string

Responded By: string

Responded Expiration Date: string

Date Required: string

Mins to Resolve Goal: integer

Mins to Resplan Goal: integer

Mins to Respond Goal: integer

Percent of Resolve Goal: integer

Percent of Resplan Goal: integer

Percent of Respond Goal: integer

Department.id: integer

Department.name: string

Escalation Level: string

Estimated Expense Cost: number

Estimated Expense Revenue: number

Estimated Product Cost: number

Estimated Product Revenue: number

Estimated Time Cost: number

Estimated Time Revenue: number

Has Child Ticket: boolean

Has Config: boolean

Has Merged Ticket: boolean

Merged Parent Ticket.id: integer

Merged Parent Ticket.summary: string

Impact: string

Info.Last Updated: string

Info.updatedBy: string

Info.dateEntered: string

Info.enteredBy: string

Is Assigned: boolean

Is On Agreement: boolean

Is Child Ticket: boolean

Level: string

In SLA: boolean

Ticket Type: string

Item.id: integer

Item.name: string

Location.id: integer

Location.name: string

Opportunity.id: integer

Opportunity.name: string

Owner.id: integer

Owner.identifier: string

Owner.name: string

Parent Ticket #: integer

Priority.id: integer

Priority.name: string

Priority.sort: integer

Project Phase.id: integer

Project Phase.name: string

Project.id: integer

Project.name: string

Record Type: string

Resplanned Minutes: integer

Resolved Minutes: integer

Responded Minutes: integer

Waiting Flag: boolean

Minutes Waiting: integer

Minutes Before Waiting: integer

Resources: string

Service Location.id: integer

Service Location.name: string

Severity: string

Site.id: integer

Site.name: string

SLA.id: integer

SLA.name: string

SLA Status: string

Source.id: integer

Source.name: string

State: string

Status.id: integer

Status.name: string

Sub Billing Method: string

Sub Type.id: integer

Sub Type.name: string

Summary: string

Same Day Resolution: boolean

Same Hour Resolution: boolean

Same Day Resplan: boolean

Same Hour Resplan: boolean

Same Day Respond: boolean

Same Hour Respond: boolean

Team.id: integer

Team.name: string

Type.id: integer

Type.name: string

Work Role.id: integer

Work Role.name: string

Work Type.id: integer

Work Type.name: string

Zip: string

Respond Within (Hrs) (SLA): number

Respond Percent (SLA): integer

Resplan Within (Hrs) (SLA): number

Resplan Within Percent (SLA): integer

Resolution Within (Hrs) (SLA): number

Resolution Percent (SLA): integer

Resplendent Time Entries View

This is a custom dataset that formats time entries to be easier to work with. It includes calendar info on each entry based on the member assigned to the entry.

Time Entry ID: integer

Company.id: integer

Company.identifier: string

Company.name: string

Charge To ID: integer

Charge To Type: string

Member.id: integer

Member.identifier: string

Member.name: string

Location ID: integer

Business Unit ID: integer

Work Type.id: integer

Work Type.name: string

Work Role.id: integer

Work Role.name: string

Agreement.id: integer

Agreement.name: string

Time Start: string

Time End: string

Actual Hours: number

Billable Option: string

Notes: string

Internal Notes: string

Add To Detail Description Flag: boolean

Add To Internal Analysis Flag: boolean

Add To Resolution Flag: boolean

Email Resource Flag: boolean

Email Contact Flag: boolean

Email Cc Flag: boolean

Hours Billed: number

Invoice Hours: number

Entered By: string

Date Entered: string

Invoice.id: integer

Hourly Rate: number

Hourly Cost: number

Utilization Flag: boolean

NonBillable Amt: number

Actual Utilized Hrs: number

Billable Utilized Hrs: number

Agreement Hours: number

Agreement Amount: number

Time Sheet.id: integer

Time Sheet.name: string

Status: string

Ticket.Ticket #: integer

Ticket.summary: string

Info.lastUpdated: string

Info.updatedBy: string

TTE: number

Calendar Day Start Time: string

Calendar Day End Time: string

Sales Orders

This dataset includes all the sales orders processed by your organization.

ID: integer

Company.id: integer

Company.identifier: string

Company.name: string

Contact.id: integer

Contact.name: string

Phone: string

Email: string

Site.id: integer

Site.name: string

Status.id: integer

Status.name: string

Opportunity.id: integer

Opportunity.name: string

Order Date: string

Billing Terms.id: integer

Billing Terms.name: string

Tax Code.id: integer

Tax Code.name: string

PO Number: string

Location.id: integer

Location.name: string

Department.id: integer

Department.identifier: string

Department.name: string

Sales Rep.id: integer

Sales Rep.identifier: string

Sales Rep.name: string

Notes: string

Bill Closed Flag: boolean

Bill Shipped Flag: boolean

Restrict Downpayment Flag: boolean

Description: string

Top Comment Flag: boolean

Bottom Comment Flag: boolean

Bill To Company.id: integer

Bill To Company.identifier: string

Bill To Company.name: string

Bill To Contact.id: integer

Bill To Contact.name: string

Bill To Site.id: integer

Bill To Site.name: string

Product IDs: string

Document IDs: string

Invoice IDs: string

Total: number

Tax Total: number

Company Location.id: integer

Company Location.name: string

Sub Total: number

Info.Last Updated: string

Info.updatedBy: string

Sales Quotas

This dataset includes the sales targets set for your organization or its members.

id: integer

member.id: integer

member.identifier: string

member.name: string

member._info.member_href: string

forecastYear: integer

location.id: integer

location.name: string

location._info.location_href: string

department.id: integer

department.identifier: string

department.name: string

department._info.department_href: string

category.id: integer

category.name: string

category._info.category_href: string

subCategory.id: integer

subCategory.name: string

subCategory._info.subCategory_href: string

januaryRevenue: number

januaryMargin: number

februaryRevenue: number

februaryMargin: number

marchRevenue: number

marchMargin: number

aprilRevenue: number

aprilMargin: number

mayRevenue: number

mayMargin: number

juneRevenue: number

juneMargin: number

julyRevenue: number

julyMargin: number

augustRevenue: number

augustMargin: number

septemberRevenue: number

septemberMargin: number

octoberRevenue: number

octoberMargin: number

novemberRevenue: number

novemberMargin: number

decemberRevenue: number

decemberMargin: number

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

_info.lastUpdated: string

_info.updatedBy: string

Schedules

This dataset includes all the schedules created within your organization, such as member schedules, resource schedules, etc.

Schedule ID: integer

Object ID: integer

Name: string

Member.id: integer

Member.identifier: string

Member.name: string

Where.id: integer

Where.name: string

Date Start: string

Date End: string

Reminder.id: integer

Reminder.name: string

Status.id: integer

Status.name: string

Type.id: integer

Type.identifier: string

Span.id: integer

Span.identifier: string

Done Flag: boolean

Acknowledged Flag: boolean

Owner Flag: boolean

Meeting Flag: boolean

Acknowledged Date: string

Close Date: string

Hours: number

Info.Last Updated: string

Info.updatedBy: string

Info.objectMobileGuid: string

Info.dateEntered: string

Info.enteredBy: string

Service Report

This dataset includes detailed reports on your company’s service tickets. It’s similar to Tickets.

TicketNbr: Numeric

owner_level_recid: Numeric

Location: Text

billing_unit_recid: Numeric

BusGroup: Text

SR_Board_RecID: Numeric

Board_Name: Text

Site_Name: Text

sr_status_recid: Numeric

Urgency: Text

service_location: Text

Status_SortOrder: Numeric

status_description: Text

Source: Text

Closed_Flag: Boolean

ClosedDesc: Text

date_closed: DateTime

closed_by: Text

Type_RecID: Numeric

ServiceType: Text

SubType_RecID: Numeric

ServiceSubType: Text

SubTypeItem_RecID: Numeric

ServiceSubTypeItem: Text

company_name: Text

company_recid: Numeric

contact_name: Text

contact_recid: Numeric

Address_Line1: Text

Address_Line2: Text

City: Text

State: Text

PostalCode: Text

Country: Text

Summary: Text

Detail_Description: Text

Internal_Analysis: Text

Resolution: Text

AGR_Header_RecID: Numeric

agreement_name: Text

team_name: Text

Territory: Text

territory_recid: Numeric

Territory_Manager: Text

date_entered: DateTime

entered_by: Text

Approved: Boolean

Last_Update: DateTime

Time_Zone: Text

Updated_By: Text

Date_Required: DateTime

Hours_Actual: Numeric

Hours_Budget: Numeric

Hours_Scheduled: Numeric

Hours_Billable: Numeric

Hours_NonBillable: Numeric

Hours_Invoiced: Numeric

Hours_Agreement: Numeric

Parent: Numeric

resource_list: Text

Assigned_By_RecID: Numeric

Age: Numeric

Date_Resolved_UTC: DateTime

Date_Resplan_UTC: DateTime

Date_Responded_UTC: DateTime

Date_Status_Changed_UTC: DateTime

Escalation_Start_Date_UTC: DateTime

Minutes_Before_Waiting: Numeric

Minutes_Waiting: Numeric

Overall_Start_Date_UTC: DateTime

Previous_SR_Status_RecID: Numeric

Resolved_By: Text

Resolved_Minutes: Numeric

Resplan_Minutes: Numeric

Resplan_Skipped_Minutes: Numeric

Responded_By: Text

Responded_Minutes: Numeric

Responded_Skipped_Minutes: Numeric

Waiting_Flag: Boolean

Severity: Text

SR_Severity_RecID: Numeric

Impact: Text

SR_Impact_RecID: Numeric

Opportunity_RecID: Numeric

SR_Service_RecID: Numeric

Date_Entered_UTC: DateTime

Date_Closed_UTC: DateTime

SR_Billing_Method_RecID: Numeric

SR_Billing_Method_ID: Text

ServiceBillingMethod: Text

config_recids: Text

PM_Phase_RecID: Numeric

Priority_Description: Text

Priority_Sort_Order: Numeric

Ticket_Owner_RecID: Numeric

SR_SLA_RecID: Numeric

Est_Start_Date_UTC: DateTime

SR_Urgency_RecID: Numeric

Initial_Description: Text

Ticket_Owner_First_Name: Text

Ticket_Owner_Last_Name: Text

Closed_Age: Numeric

Service SLA Report

Similar to the Service Report dataset, but includes info more targets at SLA information.

SR_Service_RecID: Numeric

Summary: Text

SR_SLA_RecID: Numeric

SLA_Name: Text

Responded_Minutes: Numeric

Responded_Hours: Numeric

Date_Responded_UTC: DateTime

Responded_By: Text

Resplan_Minutes: Numeric

ResPlan_Hours: Numeric

Date_Resplan_UTC: DateTime

Resplan_BY: Text

Resolved_Minutes: Numeric

Resolution_Hours: Numeric

Date_Resolved_UTC: DateTime

Resolved_By: Text

Minutes_Waiting: Numeric

Expected_Resolution_Expiration_Date: DateTime

Expected_Resplan_Expiration_Date: DateTime

Expected_Responded_Expiration_Date: DateTime

Min_Expected_Expiration_Date: DateTime

SLA_Status_Text: Text

Office_Calendar_RecID: Numeric

SR_Status_RecID: Numeric

Closed_Flag: Boolean

Time_Zone: Text

Last_Update: DateTime

Updated_By: Text

Expected_Resolution_Expiration_Date_UTC: DateTime

Expected_Resplan_Expiration_Date_UTC: DateTime

Expected_Responded_Expiration_Date_UTC: DateTime

Min_Expected_Expiration_Date_UTC: DateTime

Last_Update_UTC: DateTime

SLAs

This dataset includes all the Service Level Agreements in place within your organization.

id: integer

Name: string

Based On: string

Default Flag: boolean

High Impact High Urgency.id: integer

High Impact High Urgency.name: string

High Impact High Urgency.sort: integer

High Impact Medium Urgency.id: integer

High Impact Medium Urgency.name: string

High Impact Medium Urgency.sort: integer

High Impact Low Urgency.id: integer

High Impact Low Urgency.name: string

High Impact Low Urgency.sort: integer

Medium Impact High Urgency.id: integer

Medium Impact High Urgency.name: string

Medium Impact High Urgency.sort: integer

Medium Impact Medium Urgency.id: integer

Medium Impact Medium Urgency.name: string

Medium Impact Medium Urgency.sort: integer

Medium Impact Low Urgency.id: integer

Medium Impact Low Urgency.name: string

Medium Impact Low Urgency.sort: integer

Low Impact High Urgency.id: integer

Low Impact High Urgency.name: string

Low Impact High Urgency.sort: integer

Low Impact Medium Urgency.id: integer

Low Impact Medium Urgency.name: string

Low Impact Medium Urgency.sort: integer

Low Impact Low Urgency.id: integer

Low Impact Low Urgency.name: string

Low Impact Low Urgency.sort: integer

Respond Hours: number

Respond Percent: integer

Plan Within: number

Plan Within Percent: integer

Resolution Hours: number

Resolution Percent: integer

Info.lastUpdated: string

Info.updatedBy: string

Tickets

This dataset includes all the service tickets managed by your organization.

id: integer

summary: string

recordType: string

board.id: integer

board.name: string

board._info.board_href: string

status.id: integer

status.name: string

status._info.status_href: string

workRole.id: integer

workRole.name: string

workRole._info.workRole_href: string

workType.id: integer

workType.name: string

workType._info.workType_href: string

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

company._info.mobileGuid: string

site.id: integer

site.name: string

site._info.site_href: string

site._info.mobileGuid: string

siteName: string

addressLine1: string

addressLine2: string

city: string

stateIdentifier: string

zip: string

country.id: integer

country.name: string

country._info.country_href: string

contact.id: integer

contact.name: string

contact._info.mobileGuid: string

contact._info.contact_href: string

contactName: string

contactPhoneNumber: string

contactEmailAddress: string

type.id: integer

type.name: string

type._info.type_href: string

subType.id: integer

subType.name: string

subType._info.subType_href: string

item.id: integer

item.name: string

item._info.item_href: string

team.id: integer

team.name: string

team._info.team_href: string

owner.id: integer

owner.identifier: string

owner.name: string

owner._info.member_href: string

owner._info.image_href: string

priority.id: integer

priority.name: string

priority.sort: integer

priority._info.priority_href: string

priority._info.image_href: string

serviceLocation.id: integer

serviceLocation.name: string

serviceLocation._info.location_href: string

source.id: integer

source.name: string

source._info.source_href: string

opportunity.id: integer

opportunity.name: string

opportunity._info.opportunity_href: string

opportunity._info.mobileGuid: string

budgetHours: number

agreement.id: integer

agreement.name: string

agreement._info.agreement_href: string

severity: string

impact: string

allowAllClientsPortalView: boolean

customerUpdatedFlag: boolean

automaticEmailContactFlag: boolean

automaticEmailResourceFlag: boolean

automaticEmailCcFlag: boolean

automaticEmailCc: string

closedDate: string

closedBy: string

closedFlag: boolean

approved: boolean

actualHours: number

estimatedExpenseCost: number

estimatedExpenseRevenue: number

estimatedProductCost: number

estimatedProductRevenue: number

estimatedTimeCost: number

estimatedTimeRevenue: number

billingMethod: string

subBillingMethod: string

dateResolved: string

dateResplan: string

dateResponded: string

resolveMinutes: integer

resPlanMinutes: integer

respondMinutes: integer

isInSla: boolean

parentTicketId: integer

resources: string

hasChildTicket: boolean

hasMergedChildTicketFlag: boolean

billTime: string

billExpenses: string

billProducts: string

location.id: integer

location.name: string

location._info.location_href: string

department.id: integer

department.identifier: string

department.name: string

department._info.department_href: string

mobileGuid: string

sla.id: integer

sla.name: string

sla._info.sla_href: string

slaStatus: string

currency.id: integer

currency.symbol: string

currency.currencyCode: string

currency.decimalSeparator: string

currency.numberOfDecimals: integer

currency.thousandsSeparator: string

currency.negativeParenthesesFlag: boolean

currency.displaySymbolFlag: boolean

currency.currencyIdentifier: string

currency.displayIdFlag: boolean

currency.rightAlign: boolean

currency.name: string

currency._info.currency_href: string

_info.lastUpdated: string

_info.updatedBy: string

_info.dateEntered: string

_info.enteredBy: string

_info.activities_href: string

_info.scheduleentries_href: string

_info.documents_href: string

_info.configurations_href: string

_info.tasks_href: string

_info.notes_href: string

_info.products_href: string

_info.timeentries_href: string

_info.expenseEntries_href: string

escalationLevel: integer

customFields: array

Time Entries

This dataset includes all the time entries logged by your organization’s members.

id: integer

company.id: integer

company.identifier: string

company.name: string

company._info.company_href: string

company._info.mobileGuid: string

chargeToId: integer

chargeToType: string

member.id: integer

member.identifier: string

member.name: string

member._info.member_href: string

member._info.image_href: string

locationId: integer

businessUnitId: integer

workType.id: integer

workType.name: string

workType._info.workType_href: string

workRole.id: integer

workRole.name: string

workRole._info.workRole_href: string

agreement.id: integer

agreement.name: string

agreement._info.agreement_href: string

timeStart: string

timeEnd: string

actualHours: number

billableOption: string

notes: string

internalNotes: string

addToDetailDescriptionFlag: boolean

addToInternalAnalysisFlag: boolean

addToResolutionFlag: boolean

emailResourceFlag: boolean

emailContactFlag: boolean

emailCcFlag: boolean

hoursBilled: number

invoiceHours: number

enteredBy: string

dateEntered: string

invoice.id: integer

invoice._info.invoice_href: string

mobileGuid: string

hourlyRate: number

agreementHours: number

agreementAmount: number

timeSheet.id: integer

timeSheet.name: string

timeSheet._info.timeSheet_href: string

status: string

ticket.id: integer

ticket.summary: string

ticket._info.ticket_href: string

ticket._info.billingMethod: string

_info.lastUpdated: string

_info.updatedBy: string

_info.chargeToMobileGuid: string

Roles

This dataset represents the different roles that members can have within your organization.

id: integer

Work Role Name: string

Hourly Rate: number

Inactive Flag: boolean

Location Ids: array

Info.lastUpdated: string

Info.updatedBy: string

Work Types

This dataset includes the different types of work that can be logged by your organization’s members.

id: integer

name: string

billTime: string

rateType: string

rate: number

hoursMin: number

hoursMax: number

roundBillHoursTo: number

inactiveFlag: boolean

overallDefaultFlag: boolean

activityDefaultFlag: boolean

utilizationFlag: boolean

costMultiplier: number

_info.lastUpdated: string

_info.updatedBy: string

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