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
