The CData Sync App provides a straightforward way to continuously pipeline your SugarCRM data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.
The SugarCRM connector can be used from the CData Sync application to pull data from SugarCRM and move it to any of the supported destinations.
The Sync App connects to SugarCRM instances version 7 or later.
For required properties, see the Settings tab.
For connection properties that are not typically required, see the Advanced tab.
To establish a connection to SugarCRM, set URL to the URL associated with your SugarCRM account in the form http://{sugar crm instance}.com.
To authenticate the Sync App to SugarCRM, set the following:
By default, SugarCRM uses the "sugar" client id for authentication, but users can optionally specify the client Id and client secret values of a custom app. See Creating a Custom OAuth Application for more information.
To create a new set of OAuth Consumer Keys:
When you connect the Sync App, it automatically:
This section details a selection of advanced features of the SugarCRM Sync App.
The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
The Sync App offloads as much of the SELECT statement processing as possible to SugarCRM and then processes the rest of the query in memory (client-side).
See Query Processing for more information.
See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.
By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert property for the available formats to do so.
To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.
In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.
Set the following properties:
The CData Sync App models SugarCRM modules as relational tables.
Table definitions are dynamically retrieved. The Sync App connects to SugarCRM and gets the list of tables and the metadata for the tables by calling the appropriate Web services.
Any changes you make to your SugarCRM account, such as adding a new table, or adding new columns, or changing the data type of a column, are immediately reflected when you connect using the Sync App.
The Sync App can also expose custom modules on your SugarCRM account that are not mentioned in the Tables section. You can query these custom modules like any other table. Additionally, you can query custom fields of standard modules.
The following sections show the sample table definitions that are included in the SugarCRM development environment.
The Sync App models the SugarCRM development environment sample tables, such as Account, Asset, and Campaign as relational Tables.
The Audit module is modeled as a read-only view. See Views for more information.
Stored Procedures are function-like interfaces to SugarCRM. They can be used to download SugarCRM files and create custom schemas.
The Sync App models the data in SugarCRM as a list of tables in a relational database that can be queried using standard SQL statements.
Name | Description |
Accounts | The Accounts table. |
ACLRoles | The ACLRoles table. |
ArchiveRuns | The ArchiveRuns table. |
Bugs | The Bugs table. |
BusinessCenters | The BusinessCenters table. |
Calendar | The Calendar table. |
Calls | The Calls table. |
CampaignLog | The CampaignLog table. |
Campaigns | The Campaigns table. |
CampaignTrackers | The CampaignTrackers table. |
Cases | The Cases table. |
Categories | The Categories table. |
ChangeTimers | The ChangeTimers table. |
CJ_Forms | The CJ_Forms table. |
CJ_WebHooks | The CJ_WebHooks table. |
CloudDrivePaths | The CloudDrivePaths table. |
CommentLog | The CommentLog table. |
Comments | The Comments table. |
ConsoleConfiguration | The ConsoleConfiguration table. |
Contacts | The Contacts table. |
Contracts | The Contracts table. |
ContractTypes | The ContractTypes table. |
Currencies | The Currencies table. |
CustomQueries | The CustomQueries table. |
Dashboards | The Dashboards table. |
DataArchiver | The DataArchiver table. |
DataPrivacy | The DataPrivacy table. |
DataSets | The DataSets table. |
DocumentMerges | The DocumentMerges table. |
DocumentRevisions | The DocumentRevisions table. |
Documents | The Documents table. |
DocumentTemplates | The DocumentTemplates table. |
DocuSignEnvelopes | The DocuSignEnvelopes table. |
DRI_SubWorkflows | The DRI_SubWorkflows table. |
DRI_SubWorkflow_Templates | The DRI_SubWorkflow_Templates table. |
DRI_Workflows | The DRI_Workflows table. |
DRI_Workflow_Task_Templates | The DRI_Workflow_Task_Templates table. |
DRI_Workflow_Templates | The DRI_Workflow_Templates table. |
EAPM | The EAPM table. |
EmailAddresses | The EmailAddresses table. |
EmailMarketing | The EmailMarketing table. |
EmailParticipants | The EmailParticipants table. |
Emails | The Emails table. |
EmailTemplates | The EmailTemplates table. |
EmbeddedFiles | The EmbeddedFiles table. |
Employees | The Employees table. |
Escalations | The Escalations table. |
ExternalUsers | The ExternalUsers table. |
Filters | The Filters table. |
ForecastManagerWorksheets | The ForecastManagerWorksheets table. |
Forecasts | The Forecasts table. |
ForecastWorksheets | The ForecastWorksheets table. |
Geocode | The Geocode table. |
HintAccountsets | The HintAccountsets table. |
HintEnrichFieldConfigs | The HintEnrichFieldConfigs table. |
HintNewsNotifications | The HintNewsNotifications table. |
HintNotificationTargets | The HintNotificationTargets table. |
Holidays | The Holidays table. |
InboundEmail | The InboundEmail table. |
KBArticles | The KBArticles table. |
KBContents | The KBContents table. |
KBContentTemplates | The KBContentTemplates table. |
KBDocuments | The KBDocuments table. |
Leads | The Leads table. |
Manufacturers | The Manufacturers table. |
Meetings | The Meetings table. |
Messages | The Messages table. |
Metrics | The Metrics table. |
MobileDevices | The MobileDevices table. |
Notes | The Notes table. |
Notifications | The Notifications table. |
OAuthKeys | The OAuthKeys table. |
OAuthTokens | The OAuthTokens table. |
Opportunities | The Opportunities table. |
OutboundEmail | The OutboundEmail table. |
PdfManager | The PdfManager table. |
pmse_Business_Rules | The pmse_Business_Rules table. |
pmse_Emails_Templates | The pmse_Emails_Templates table. |
pmse_Inbox | The pmse_Inbox table. |
pmse_Project | The pmse_Project table. |
ProductBundleNotes | The ProductBundleNotes table. |
ProductBundles | The ProductBundles table. |
ProductCategories | The ProductCategories table. |
Products | The Products table. |
ProductTemplates | The ProductTemplates table. |
ProductTypes | The ProductTypes table. |
Project | The Project table. |
ProjectTask | The ProjectTask table. |
ProspectLists | The ProspectLists table. |
PubSub_ModuleEvent_PushSubs | The PubSub_ModuleEvent_PushSubs table. |
PurchasedLineItems | The PurchasedLineItems table. |
Purchases | The Purchases table. |
PushNotifications | The PushNotifications table. |
Quotas | The Quotas table. |
Quotes | The Quotes table. |
Releases | The Releases table. |
ReportMaker | The ReportMaker table. |
Reports | The Reports table. |
ReportSchedules | The ReportSchedules table. |
RevenueLineItems | The RevenueLineItems table. |
SavedSearch | The SavedSearch table. |
Schedulers | The Schedulers table. |
ShiftExceptions | The ShiftExceptions table. |
Shifts | The Shifts table. |
Shippers | The Shippers table. |
Styleguide | The Styleguide table. |
Subscriptions | The Subscriptions table. |
SugarFavorites | The SugarFavorites table. |
SugarLive | The SugarLive table. |
Tags | The Tags table. |
Tasks | The Tasks table. |
TaxRates | The TaxRates table. |
TeamNotices | The TeamNotices table. |
Teams | The Teams table. |
TimePeriods | The TimePeriods table. |
TrackerPerfs | The TrackerPerfs table. |
TrackerQueries | The TrackerQueries table. |
Trackers | The Trackers table. |
TrackerSessions | The TrackerSessions table. |
Users | The Users table. |
UserSignatures | The UserSignatures table. |
VisualPipeline | The VisualPipeline table. |
WebLogicHooks | The WebLogicHooks table. |
WorkFlow | The WorkFlow table. |
The Sync App can also expose custom modules on your SugarCRM account that are not mentioned in the Tables. You can query against these custom modules as with any other table. Additionally, you can query against custom fields of standard modules.
The Accounts table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the Company |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
String | False |
The facebook name of the company | |
String | False |
The twitter name of the company | |
Googleplus | String | False |
The Google Plus name of the company |
Account_Type | String | False |
The Company is of this type |
Industry | String | False |
The company belongs in this industry |
Annual_Revenue | String | False |
Annual revenue for this company |
Phone_Fax | String | False |
The fax phone number of this company |
Billing_Address_Street | String | False |
The street address used for billing address |
Billing_Address_City | String | False |
The city used for billing address |
Billing_Address_State | String | False |
The state used for billing address |
Billing_Address_Postalcode | String | False |
The postal code used for billing address |
Billing_Address_Country | String | False |
The country used for the billing address |
Rating | String | False |
An arbitrary rating for this company for use in comparisons with others |
Phone_Office | String | False |
The office phone number |
Phone_Alternate | String | False |
An alternate phone number |
Website | String | False |
URL of website for the company |
Ownership | String | False | |
Employees | String | False |
Number of employees, varchar to accomodate for both number (100) or range (50-100) |
Ticker_Symbol | String | False |
The stock trading (ticker) symbol for the company |
Shipping_Address_Street | String | False |
The street address used for for shipping purposes |
Shipping_Address_City | String | False |
The city used for the shipping address |
Shipping_Address_State | String | False |
The state used for the shipping address |
Shipping_Address_Postalcode | String | False |
The zip code used for the shipping address |
Shipping_Address_Country | String | False |
The country used for the shipping address |
Service_Level | String | False |
An indication of the service level of a company |
Parent_Id | String | False |
Account ID of the parent of this account |
Sic_Code | String | False |
SIC code of the account |
Duns_Num | String | False |
DUNS number of the account |
Parent_Name | String | True | |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Campaign_Id | String | False |
Campaign that generated Account |
Campaign_Name | String | True |
The first campaign name for Account (Meta-data only) |
Next_Renewal_Date | Date | True | |
Widget_Next_Renewal_Date | String | True | |
Hint_Account_Size | String | False |
Company Size |
Hint_Account_Industry | String | False |
Company Industry |
Hint_Account_Location | String | False |
Company Location |
Hint_Account_Industry_Tags | String | False |
industry tags |
Hint_Account_Founded_Year | String | False |
company founded year |
Hint_Account_Facebook_Handle | String | False |
company facebook |
Hint_Account_Logo | String | False |
company logo |
Hint_Account_Pic | String | False |
Hint Account logo |
Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
Hint_Account_Fiscal_Year_End | String | False |
FY End |
Geocode_Status | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
String | False | ||
Email1 | String | False | |
Email2 | String | False | |
Invalid_Email | Bool | False | |
Email_Opt_Out | Bool | False | |
Email_Addresses_Non_Primary | String | False | |
Is_Escalated | Bool | True |
Is this escalated? |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Perform_Sugar_Action | Bool | False | |
Hint_Account_Industry_C | String | False | |
Orderconfirmed_C | Bool | False | |
Accounts_Prospects_1_Name | String | True | |
Accounts_Prospects_1prospects_Idb | String | False | |
Call_Id_C | String | False | |
Campaign_Id_C | String | False | |
Hint_Account_Facebook_Handle_C | String | False | |
Hint_Account_Fiscal_Year_End_C | String | False | |
Hint_Account_Founded_Year_C | String | False | |
Hint_Account_Industry_Tags_C | String | False | |
Hint_Account_Location_C | String | False | |
Hint_Account_Logo_C | String | False | |
Hint_Account_Naics_Code_Lbl_C | String | False | |
Hint_Account_Pic_C | String | False | |
Hint_Account_Size_C | String | False | |
Latitude_C | String | False | |
Longitude_C | String | False |
The ACLRoles table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User who created record |
Name | String | False |
The role name |
Description | String | False |
The role description |
Deleted | Bool | False |
Record deletion indicator |
Access_Override | Int | True |
The ArchiveRuns table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Archiver_Id | String | False |
ID associated with the Data Archiver |
Date_Of_Archive | Datetime | False |
The date and time this archiver was run |
Source_Module | String | False |
The source module |
Filter_Def | String | False |
The filter definition associated with the run |
Num_Processed | Int | False |
The number of fields archived/deleted |
Process_Type | String | False |
Whether the data was deleted or archived |
Ids_Processed | String | False |
The IDs that were processed in this run |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Bugs table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
The short description of the bug |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Bug_Number | Int | False |
Visual unique identifier |
Type | String | False |
The type of issue (ex: issue, feature) |
Status | String | False |
The status of the issue |
Priority | String | False |
An indication of the priorty of the issue |
Resolution | String | False |
An indication of how the issue was resolved |
Work_Log | String | False |
Free-form text used to denote activities of interest |
Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
Widget_Follow_Up_Datetime | String | True | |
Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
Pending_Processing | Bool | True | |
Found_In_Release | String | False |
The software or service release that manifested the bug |
Release_Name | String | True | |
Fixed_In_Release | String | False |
The software or service release that corrected the bug |
Fixed_In_Release_Name | String | True | |
Source | String | False |
An indicator of how the bug was entered (ex: via web, email, etc.) |
Product_Category | String | False |
Where the bug was discovered (ex: Accounts, Contacts, Leads) |
Portal_Viewable | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False | |
Is_Escalated | Bool | True |
Is this escalated? |
The BusinessCenters table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Timezone | String | False |
Time Zone in which this Business Center operates |
Address_Street | String | False |
Address of this Business Center |
Address_City | String | False |
City of this Business Center |
Address_State | String | False |
State of this Business Center |
Address_Postalcode | String | False |
Postal Code of this Business Center |
Address_Country | String | False |
Country of this Business Center |
Geocode_Status | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Is_Open_Sunday | Bool | False |
Explicit marker for if this business center is open on Sunday |
Sunday_Open_Hour | String | False |
The hour portion of the time this business center is open on Sunday |
Sunday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Sunday |
Sunday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Sunday |
Sunday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Sunday |
Is_Open_Monday | Bool | False |
Explicit marker for if this business center is open on Monday |
Monday_Open_Hour | String | False |
The hour portion of the time this business center is open on Monday |
Monday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Monday |
Monday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Monday |
Monday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Monday |
Is_Open_Tuesday | Bool | False |
Explicit marker for if this business center is open on Tuesday |
Tuesday_Open_Hour | String | False |
The hour portion of the time this business center is open on Tuesday |
Tuesday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Tuesday |
Tuesday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Tuesday |
Tuesday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Tuesday |
Is_Open_Wednesday | Bool | False |
Explicit marker for if this business center is open on Wednesday |
Wednesday_Open_Hour | String | False |
The hour portion of the time this business center is open on Wednesday |
Wednesday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Wednesday |
Wednesday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Wednesday |
Wednesday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Wednesday |
Is_Open_Thursday | Bool | False |
Explicit marker for if this business center is open on Thursday |
Thursday_Open_Hour | String | False |
The hour portion of the time this business center is open on Thursday |
Thursday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Thursday |
Thursday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Thursday |
Thursday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Thursday |
Is_Open_Friday | Bool | False |
Explicit marker for if this business center is open on Friday |
Friday_Open_Hour | String | False |
The hour portion of the time this business center is open on Friday |
Friday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Friday |
Friday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Friday |
Friday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Friday |
Is_Open_Saturday | Bool | False |
Explicit marker for if this business center is open on Saturday |
Saturday_Open_Hour | String | False |
The hour portion of the time this business center is open on Saturday |
Saturday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Saturday |
Saturday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Saturday |
Saturday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Saturday |
The Calendar table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Subject | String | True | |
Calendar_Module | String | False | |
Event_Start | String | False | |
Event_End | String | True | |
Duration_Minutes | String | True | |
Duration_Hours | String | True | |
Duration_Days | String | True | |
Calendar_Type | String | True | |
Color | String | True | |
Dblclick_Event | String | True | |
Allow_Create | Bool | False | |
Allow_Update | Bool | False | |
Allow_Delete | Bool | False | |
Event_Tooltip_Template | String | True | |
Day_Event_Template | String | True | |
Week_Event_Template | String | True | |
Month_Event_Template | String | True | |
Agenda_Event_Template | String | True | |
Timeline_Event_Template | String | True | |
Schedulermonth_Event_Template | String | True | |
Ical_Event_Template | String | True | |
Calendar_Filter | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Calls table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Brief description of the call |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Internal_Notes | String | False |
Internal notes for the call |
Duration_Hours | Int | False |
Call duration, hours portion |
Duration_Minutes | String | False |
Call duration, minutes portion |
Date_Start | Datetime | False |
Date in which call is schedule to (or did) start |
Date_End | Datetime | True |
Date is which call is scheduled to (or did) end |
Parent_Type | String | True |
The Sugar object to which the call is related |
Parent_Name | String | True | |
Status | String | False |
The status of the call (Held, Not Held, etc.) |
Direction | String | False |
Indicates whether call is inbound or outbound |
Parent_Id | String | False |
The ID of the parent Sugar object identified by parent_type |
Reminder_Checked | Bool | False |
checkbox indicating whether or not the reminder value is set (Meta-data only) |
Reminder_Time | String | False |
Specifies when a reminder alert should be issued; -1 means no alert; otherwise the number of seconds prior to the start |
Email_Reminder_Checked | Bool | False |
checkbox indicating whether or not the email reminder value is set (Meta-data only) |
Email_Reminder_Time | String | False |
Specifies when a email reminder alert should be issued; -1 means no alert; otherwise the number of seconds prior to the start |
Email_Reminder_Sent | Bool | False |
Whether email reminder is already sent |
Outlook_Id | String | False |
When the Sugar Plug-in for Microsoft Outlook syncs an Outlook appointment, this is the Outlook appointment item ID |
Accept_Status | String | False | |
Set_Accept_Links | String | False | |
Contact_Name | String | True | |
Lead_Id | String | True | |
Lead_Name | String | True | |
Accept_Status_Users | String | False | |
Contact_Id | String | True | |
Repeat_Type | String | False |
Type of recurrence |
Repeat_Interval | Int | True |
Interval of recurrence |
Repeat_Dow | String | False |
Days of week in recurrence |
Repeat_Until | Date | False |
Repeat until specified date |
Repeat_Count | Int | True |
Number of recurrence |
Repeat_Selector | String | False |
Repeat selector |
Repeat_Days | String | False |
Days of month |
Repeat_Ordinal | String | False |
Repeat ordinal value |
Repeat_Unit | String | False |
Repeat unit value |
Repeat_Parent_Id | String | False |
Id of the first element of recurring records |
Recurrence_Id | Datetime | False |
Recurrence ID of call. Original call start date |
Recurring_Source | String | False |
Source of recurring call |
Send_Invites | Bool | False |
checkbox indicating whether or not to send out invites (Meta-data only) |
Invitees | String | True | |
Auto_Invite_Parent | Bool | False |
Flag to allow for turning off auto invite of parent record - (Meta-data only) |
Transcript | String | True | |
Aws_Contact_Id | String | True |
The AWS Connect Contact ID |
Call_Recording_Url | String | False |
The URL for the call recording |
Call_Recording | String | True |
The friendly name for the call recording link |
Aws_Lens_Data | String | False |
Raw data from the aws lens service |
Sentiment_Score_Agent | Decimal | True |
The sentiment score for the agent ranging from -5 to 5 |
Sentiment_Score_Agent_String | String | True | |
Sentiment_Score_Customer | Decimal | True |
The sentiment score for the customer ranging from -5 to 5 |
Sentiment_Score_Customer_String | String | True | |
Sentiment_Score_Agent_First_Quarter | Decimal | True |
The sentiment score for the agent during the first quarter ranging from -5 to 5 |
Sentiment_Score_Agent_Second_Quarter | Decimal | True |
The sentiment score for the agent during the second quarter ranging from -5 to 5 |
Sentiment_Score_Agent_Third_Quarter | Decimal | True |
The sentiment score for the agent during the third quarter ranging from -5 to 5 |
Sentiment_Score_Agent_Fourth_Quarter | Decimal | True |
The sentiment score for the agent during the fourth quarter ranging from -5 to 5 |
Sentiment_Score_Customer_First_Quarter | Decimal | True |
The sentiment score for the customer during the first quarter ranging from -5 to 5 |
Sentiment_Score_Customer_Second_Quarter | Decimal | True |
The sentiment score for the customer during the second quarter ranging from -5 to 5 |
Sentiment_Score_Customer_Third_Quarter | Decimal | True |
The sentiment score for the customer during the third quarter ranging from -5 to 5 |
Sentiment_Score_Customer_Fourth_Quarter | Decimal | True |
The sentiment score for the customer during the fourth quarter ranging from -5 to 5 |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Dri_Workflow_Id | String | False | |
Dri_Workflow_Name | String | True | |
Dri_Subworkflow_Id | String | False | |
Dri_Subworkflow_Name | String | True | |
Dri_Subworkflow_Template_Id | String | False | |
Dri_Subworkflow_Template_Name | String | True | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Dri_Workflow_Task_Template_Id | String | False | |
Cj_Activity_Tpl_Name | String | True | |
Dri_Workflow_Sort_Order | String | False | |
Cj_Actual_Sort_Order | String | False | |
Customer_Journey_Score | Int | True | |
Cj_Momentum_Points | Int | True | |
Cj_Momentum_Score | Int | True | |
Cj_Allow_Activity_By | String | False | |
Customer_Journey_Progress | Double | True | |
Cj_Momentum_Ratio | Double | True | |
Customer_Journey_Points | String | False | |
Cj_Parent_Activity_Type | String | False | |
Customer_Journey_Blocked_By | String | False | |
Cj_Blocked_By_Stages | String | False | |
Is_Cj_Parent_Activity | Bool | False | |
Is_Customer_Journey_Activity | Bool | False | |
Cj_Momentum_Start_Date | Datetime | False | |
Cj_Momentum_End_Date | Datetime | False | |
Cj_Url | String | False | |
Cj_Parent_Activity_Id | String | False | |
Start_Next_Journey_Id | String | False | |
Kbcontents_Calls_1_Name | String | True | |
Kbcontents_Calls_1kbcontents_Ida | String | False |
The CampaignLog table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Campaign_Id | String | False |
Campaign identifier |
Target_Tracker_Key | String | False |
Identifier of Tracker URL |
Target_Id | String | False |
Identifier of target record |
Target_Type | String | False |
Descriptor of the target record type (e.g., Contact, Lead) |
Activity_Type | String | False |
The activity that occurred (e.g., Viewed Message, Bounced, Opted out) |
Activity_Date | Datetime | False |
The date the activity occurred |
Related_Id | String | False | |
Related_Type | String | False | |
Archived | Bool | False |
Indicates if item has been archived |
Hits | Int | True |
Number of times the item has been invoked (e.g., multiple click-thrus) |
List_Id | String | False |
The target list from which item originated |
Deleted | Bool | False |
Record deletion indicator |
Recipient_Name | String | True | |
Recipient_Email | String | False | |
Marketing_Name | String | False | |
Campaign_Name1 | String | True | |
Campaign_Name | String | False | |
Campaign_Objective | String | False | |
Campaign_Content | String | False | |
Related_Name | String | True | |
Date_Modified | Datetime | True | |
More_Information | String | False | |
Marketing_Id | String | False |
ID of marketing email this entry is associated with |
The Campaigns table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
The name of the campaign |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | True |
inhertied but not used |
Deleted | Bool | False |
Record deletion indicator |
Tracker_Key | Int | False |
The internal ID of the tracker used in a campaign; no longer used as of 4.2 (see campaign_trkrs) |
Tracker_Count | Int | True |
The number of accesses made to the tracker URL; no longer used as of 4.2 (see campaign_trkrs) |
Tracker_Text | String | False |
The text that appears in the tracker URL; no longer used as of 4.2 (see campaign_trkrs) |
Start_Date | Date | False |
Starting date of the campaign |
End_Date | Date | False |
Ending date of the campaign |
Status | String | False |
Status of the campaign |
Impressions | Int | True |
Expected Click throughs manually entered by Campaign Manager |
Budget | Decimal | True |
Budgeted amount for the campaign |
Expected_Cost | Decimal | True |
Expected cost of the campaign |
Actual_Cost | Decimal | True |
Actual cost of the campaign |
Expected_Revenue | Decimal | True |
Expected revenue stemming from the campaign |
Campaign_Type | String | False |
The type of campaign |
Objective | String | False |
The objective of the campaign |
Content | String | False |
The campaign description |
Frequency | String | False |
Frequency of the campaign |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The CampaignTrackers table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Tracker_Name | String | False |
The name of the campaign tracker |
Tracker_Url | String | False |
The URL that represents the landing page when the tracker URL in the campaign email is clicked |
Tracker_Key | Int | False |
Internal key to uniquely identifier the tracker URL |
Campaign_Id | String | False |
The ID of the campaign |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User ID who created record |
Is_Optout | Bool | False |
Indicator whether tracker URL represents an opt-out link |
Deleted | Bool | False |
Record deletion indicator |
The Cases table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
The short description of the bug |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Case_Number | Int | False |
Visual unique identifier |
Type | String | False |
The type of issue (ex: issue, feature) |
Status | String | False |
The status of the case |
Priority | String | False |
The priority of the case |
Resolution | String | False |
The resolution of the case |
Work_Log | String | False |
Free-form text used to denote activities of interest |
Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
Widget_Follow_Up_Datetime | String | True | |
Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
Pending_Processing | Bool | True | |
Account_Name | String | False |
The name of the account represented by the account_id field |
Account_Id | String | False |
The account to which the case is associated |
Service_Level | String | True |
Service level of the associated account of case |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Source | String | False |
An indicator of how the case was entered (ex: via web, email, etc.) |
Request_Close | Bool | True |
The request close status of the case |
Request_Close_Date | Datetime | True |
The date/time that the request close was initiated |
Portal_Viewable | Bool | False | |
Widget_Status | String | True | |
Primary_Contact_Name | String | True | |
Primary_Contact_Id | String | False | |
Attachment_List | String | True | |
Action_Claim | String | True | |
Action_Close | String | True | |
Action_Unassign | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False | |
First_Response_Target_Datetime | Datetime | True | |
First_Response_Actual_Datetime | Datetime | True | |
Hours_To_First_Response | Decimal | True | |
Business_Hrs_To_First_Response | Decimal | True | |
First_Response_Var_From_Target | Decimal | True | |
First_Response_Sla_Met | String | False | |
First_Response_User_Id | String | False | |
First_Response_User_Name | String | True | |
First_Response_Sent | Bool | False | |
Is_Escalated | Bool | True |
Is this escalated? |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Perform_Sugar_Action | Bool | False | |
Denorm_Account_Name | String | False |
Name of the Company |
The Categories table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Name | String | False |
Category name |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Root | String | False |
Root ID |
Lft | Int | False |
Left node index |
Rgt | Int | False |
Right node index |
Lvl | Int | False |
Node level |
Is_External | Bool | False |
External category flag |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False |
The ChangeTimers table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Parent_Type | String | False | |
Parent_Id | String | False | |
Field_Name | String | False | |
Value_String | String | False | |
From_Datetime | Datetime | False | |
To_Datetime | Datetime | False | |
Hours | Decimal | True | |
Business_Hours | Decimal | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Sync_Key | String | True |
The CJ_Forms table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Trigger_Event | String | False | |
Action_Type | String | False | |
Action_Trigger_Type | String | False | |
Relationship | String | False | |
Activity_Module | String | False | |
Active | Bool | False | |
Ignore_Errors | Bool | False | |
Populate_Fields | String | False | |
Select_To_Email_Address | String | False | |
Parent_Id | String | False | |
Parent_Name | String | True | |
Parent_Type | String | True | |
Display_Activity_Rsa_Icon | String | False | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | False | |
Email_Templates_Id | String | False | |
Email_Templates_Name | String | True | |
Main_Trigger_Type | String | False | |
Module_Trigger | String | False | |
Field_Trigger | String | False | |
Smart_Guide_Template_Id | String | False | |
Smart_Guide_Template_Name | String | False | |
Target_Action | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The CJ_WebHooks table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Url | String | False | |
Error_Message_Path | String | False | |
Sort_Order | Int | False | |
Request_Method | String | False | |
Request_Format | String | False | |
Response_Format | String | False | |
Trigger_Event | String | False | |
Request_Body | String | False | |
Headers | String | False | |
Custom_Post_Body | String | False | |
Ignore_Errors | Bool | False | |
Active | Bool | False | |
Parent_Id | String | False | |
Parent_Name | String | False | |
Parent_Type | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The CloudDrivePaths table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Record_Id | String | True | |
Path_Module | String | True | |
Path | String | True | |
Type | String | True | |
Is_Root | Bool | False | |
Is_Shared | Bool | False | |
Folder_Id | String | True | |
Drive_Id | String | True | |
Site_Id | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The CommentLog table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Entry | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Comments table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False | |
Deleted | Bool | False |
Record deletion indicator |
Parent_Id | String | False | |
Data | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True |
The ConsoleConfiguration table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Enabled_Modules | String | False | |
Order_By_Primary | String | False | |
Order_By_Secondary | String | False | |
Filter_Def | String | False | |
Freeze_First_Column | Bool | False |
Decides if the first column should be frozen |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Contacts table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | True | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
First_Name | String | False |
First name of the contact |
Last_Name | String | False |
Last name of the contact |
Full_Name | String | True | |
Title | String | False |
The title of the contact |
String | False |
The facebook name of the user | |
String | False |
The twitter name of the user | |
Googleplus | String | False |
The google plus id of the user |
Department | String | False |
The department of the contact |
Do_Not_Call | Bool | False |
An indicator of whether contact can be called |
Phone_Home | String | False |
Home phone number of the contact |
Phone_Mobile | String | False |
Mobile phone number of the contact |
Phone_Work | String | False |
Work phone number of the contact |
Phone_Other | String | False |
Other phone number for the contact |
Phone_Fax | String | False |
Contact fax number |
Primary_Address_Street | String | False |
The street address used for primary address |
Primary_Address_Street_2 | String | False | |
Primary_Address_Street_3 | String | False | |
Primary_Address_City | String | False |
City for primary address |
Primary_Address_State | String | False |
State for primary address |
Primary_Address_Postalcode | String | False |
Postal code for primary address |
Primary_Address_Country | String | False |
Country for primary address |
Alt_Address_Street | String | False |
Street address for alternate address |
Alt_Address_Street_2 | String | False | |
Alt_Address_Street_3 | String | False | |
Alt_Address_City | String | False |
City for alternate address |
Alt_Address_State | String | False |
State for alternate address |
Alt_Address_Postalcode | String | False |
Postal code for alternate address |
Alt_Address_Country | String | False |
Country for alternate address |
Assistant | String | False |
Name of the assistant of the contact |
Assistant_Phone | String | False |
Phone number of the assistant of the contact |
Picture | String | False |
Avatar |
Email_And_Name1 | String | False | |
Lead_Source | String | False |
How did the contact come about |
Account_Name | String | True | |
Account_Id | String | False | |
Dnb_Principal_Id | String | False |
Unique Id For DB Contact |
Opportunity_Role_Fields | String | True | |
Opportunity_Role_Id | String | False | |
Opportunity_Role | String | False | |
Reports_To_Id | String | False |
The contact this contact reports to |
Report_To_Name | String | True | |
Birthdate | Date | False |
The birthdate of the contact |
Portal_Name | String | True |
Name as it appears in the portal |
Portal_Active | Bool | False |
Indicator whether this contact is a portal user |
Portal_Password | String | True | |
Portal_Password1 | String | True | |
Portal_App | String | False |
Reference to the portal |
Portal_User_Company_Name | String | False |
User company name in the portal |
Preferred_Language | String | False | |
Cookie_Consent | Bool | False |
Indicator whether this portal user accepts cookies |
Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Dp_Business_Purpose | String | True |
Business purposes consented for |
Dp_Consent_Last_Updated | Date | False |
Date consent last updated |
Campaign_Id | String | False |
Campaign that generated lead |
Campaign_Name | String | True |
The first campaign name for Contact (Meta-data only) |
C_Accept_Status_Fields | String | True | |
M_Accept_Status_Fields | String | True | |
Accept_Status_Id | String | False | |
Accept_Status_Name | String | False | |
Accept_Status_Calls | String | False | |
Accept_Status_Meetings | String | False | |
Accept_Status_Messages | String | False | |
Hint_Account_Size | String | False |
Company Size |
Hint_Account_Industry | String | False |
Company Industry |
Hint_Account_Location | String | False |
Company Location |
Hint_Account_Description | String | False |
Company Description |
Hint_Job_2 | String | False |
Job 2 |
Hint_Education | String | False |
Education |
Hint_Education_2 | String | False |
Education 2 |
Hint_Facebook | String | False | |
Hint_Twitter | String | False | |
Hint_Industry_Tags | String | False |
industry tags |
Hint_Account_Founded_Year | String | False |
company founded year |
Hint_Account_Facebook_Handle | String | False |
company facebook |
Hint_Account_Twitter_Handle | String | False |
company twitter |
Hint_Account_Logo | String | False |
company logo |
Hint_Contact_Pic | String | False |
Hint Contact logo |
Hint_Photo | String | False |
person photo |
Hint_Phone_1 | String | False |
extra phone field |
Hint_Phone_2 | String | False |
extra phone field |
Hint_Account_Website | String | False |
company website |
Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
Hint_Account_Sic_Code_Label | String | False |
SIC Code |
Hint_Account_Fiscal_Year_End | String | False |
FY End |
Hint_Account_Annual_Revenue | String | False |
Annual Rev |
Geocode_Status | String | True | |
Sync_Contact | Bool | False |
Synch to outlook? (Meta-Data only) |
Market_Interest_Prediction_Score | String | True | |
Market_Score | Int | True | |
Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
Mkto_Id | Int | True |
Associated Marketo Lead ID |
Mkto_Lead_Score | Int | True | |
Entry_Source | String | True |
Determines if a record was created internal to the system or external to the system |
Site_User_Id | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
String | False | ||
Email1 | String | False | |
Email2 | String | False | |
Invalid_Email | Bool | False | |
Email_Opt_Out | Bool | False | |
Email_Addresses_Non_Primary | String | False | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Perform_Sugar_Action | Bool | False | |
Hint_Education_C | String | False | |
Hint_Facebook_C | String | False | |
Hint_Education_2_C | String | False | |
Hint_Twitter_C | String | False | |
Hint_Job_2_C | String | False | |
Hint_Phone_2_C | String | False | |
Hint_Phone_1_C | String | False | |
Denorm_Account_Name | String | False |
Name of the Company |
Purchases_Contacts_1_Name | String | True | |
Purchases_Contacts_1purchases_Ida | String | False | |
Hint_Account_Annual_Revenue_C | String | False | |
Hint_Account_Description_C | String | False | |
Hint_Account_Facebook_Handle_C | String | False | |
Hint_Account_Fiscal_Year_End_C | String | False | |
Hint_Account_Founded_Year_C | String | False | |
Hint_Account_Industry_C | String | False | |
Hint_Account_Location_C | String | False | |
Hint_Account_Logo_C | String | False | |
Hint_Account_Naics_Code_Lbl_C | String | False | |
Hint_Account_Sic_Code_Label_C | String | False | |
Hint_Account_Size_C | String | False | |
Hint_Account_Twitter_Handle_C | String | False | |
Hint_Account_Website_C | String | False | |
Hint_Contact_Pic_C | String | False | |
Hint_Industry_Tags_C | String | False | |
Hint_Photo_C | String | False | |
Latitude_C | String | False | |
Longitude_C | String | False |
The Contracts table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
The name of the contract |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Reference_Code | String | False |
The reference code used by the organization to refer to this contract |
Opportunity_Name | String | True | |
Opportunity_Id | String | False | |
Account_Name | String | False | |
Account_Id | String | False |
The account ID to which the contract is associated |
Start_Date | Date | False |
The effective date of the contract |
End_Date | Date | False |
The date in which the contract is no longer effective |
Total_Contract_Value | Decimal | True |
The overall value of the contract |
Total_Contract_Value_Usdollar | Decimal | True |
The overall contract value expressed in USD |
Status | String | False |
The contract status |
Customer_Signed_Date | Date | False |
Date in which the ultimate customer signed the contract |
Company_Signed_Date | Date | False |
Date in which the company using Sugar signed the contract |
Contract_Term | Int | True | |
Expiration_Notice | Datetime | False |
Date to issue an expiration notice (useful for workflow rules) |
Time_To_Expiry | Int | True | |
Type_Name | String | True |
The contract type |
Type | String | False |
The dropdown options for Contract types |
Parent_Name | String | True |
parent_name of contract, added to prevent ability to add flex relate field to module because of relationship in linked_documentsMetaData.php |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The ContractTypes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
List_Order | Int | True |
Relative order in drop down list |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Currencies table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifer |
Name | String | False |
Name of the currency |
Symbol | String | False |
Symbol representing the currency |
Iso4217 | String | False |
3-letter identifier specified by ISO 4217 (ex: USD) |
Conversion_Rate | Decimal | False |
Conversion rate factor (relative to stored value) |
Status | String | False |
Currency status |
Deleted | Bool | False |
Record deletion indicator |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Created_By | String | False |
User ID who created record |
Sync_Key | String | True |
The CustomQueries table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifer |
Deleted | Bool | False |
Record deletion indicator |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User ID who created record |
Name | String | False |
Name of the custom query |
Description | String | False |
Full description of the custom query |
Custom_Query | String | False |
The SQL statement |
Query_Type | String | False |
The type of query (unused) |
List_Order | Int | True |
The relative order of this query (unused) |
Query_Locked | Bool | False |
Indicates whether query body (the SQL statement) can be changed |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The Dashboards table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Dashboard_Module | String | False | |
View_Name | String | False | |
Metadata | String | False | |
Default_Dashboard | Bool | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The DataArchiver table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Filter_Module_Name | String | False |
Module associated with the archived data |
Filter_Def | String | False |
The filter definitions defined for the archive |
Process_Type | String | False |
Whether the data should be truncated or archived |
Active | Bool | False |
Whether the definition is active or not |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The DataPrivacy table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
The short description of the bug |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Dataprivacy_Number | Int | False |
Visual unique identifier |
Type | String | False |
The type of request |
Status | String | False |
The status of the request |
Priority | String | False |
An indication of the priorty of the issue |
Resolution | String | False |
The resolution of the request |
Work_Log | String | False |
Free-form text used to denote activities of interest |
Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
Widget_Follow_Up_Datetime | String | True | |
Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
Pending_Processing | Bool | True | |
Business_Purpose | String | True |
Business purpose |
Source | String | False |
The source of the request |
Requested_By | String | False |
Requested by |
Date_Opened | Date | False |
Date opened |
Date_Due | Date | False |
Due date |
Date_Closed | Date | False |
Date closed |
Fields_To_Erase | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DataSets table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Parent_Id | String | False | |
Parent_Name | String | True |
Parent data sets for the data set (Meta-data only) |
Report_Id | String | False | |
Report_Name | String | False |
Custom Queries for the data sets (Meta-data only) |
Query_Id | String | False | |
Query_Name | String | False |
Custom Queries for the data sets (Meta-data only) |
Name | String | False | |
List_Order_Y | Int | True | |
Exportable | Bool | False | |
Header | Bool | False | |
Description | String | False | |
Table_Width | String | False | |
Font_Size | String | False | |
Output_Default | String | False | |
Prespace_Y | Bool | False | |
Use_Prev_Header | Bool | False | |
Header_Back_Color | String | False | |
Body_Back_Color | String | False | |
Header_Text_Color | String | False | |
Body_Text_Color | String | False | |
Table_Width_Type | String | False | |
Custom_Layout | String | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DocumentMerges table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Parent_Name | String | True | |
Parent_Type | String | True | |
Parent_Id | String | True | |
Template | String | True | |
Template_Id | String | True | |
Generated_Document_Id | String | True | |
Status | String | True | |
Merge_Type | String | True | |
File_Type | String | True | |
Message | String | True | |
Seen | Bool | False | |
Dismissed | Bool | False | |
Record_Ids | String | True |
store the record ids for the multimerge |
Flow_Data | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DocumentRevisions table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Change_Log | String | False | |
Document_Id | String | False | |
Related_Document_Name | String | True | |
Doc_Id | String | False |
Document ID from documents web server provider |
Doc_Type | String | False |
Document type (ex: Google, box.net, IBM SmartCloud) |
Doc_Url | String | False |
Document URL from documents web server provider |
Date_Entered | Datetime | True | |
Created_By | String | True | |
Filename | String | False | |
File_Ext | String | False | |
File_Mime_Type | String | False | |
File_Size | Int | True |
The size of the file |
Revision | String | False | |
Deleted | Bool | False | |
Date_Modified | Datetime | True | |
Created_By_Name | String | True | |
Latest_Revision_Id | String | False | |
Document_Name | String | False | |
Latest_Revision | String | False |
The Documents table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Document_Name | String | False | |
Doc_Id | String | False |
Document ID from documents web server provider |
Doc_Type | String | True |
Document type (ex: Google, box.net, IBM SmartCloud) |
Doc_Url | String | False |
Document URL from documents web server provider |
Filename | String | False |
The filename of the document attachment |
Active_Date | Date | False | |
Exp_Date | Date | False | |
Category_Id | String | False | |
Subcategory_Id | String | False | |
Is_Shared | Bool | False | |
Status_Id | String | False | |
Status | String | False |
Document status for Meta-Data framework |
Document_Revision_Id | String | False | |
Revision | String | False | |
Last_Rev_Created_Name | String | False | |
Last_Rev_Mime_Type | String | False | |
Latest_Revision | String | False | |
Latest_Revision_File_Mime_Type | String | True | |
Latest_Revision_File_Size | String | True | |
Latest_Revision_File_Ext | String | True | |
Last_Rev_Create_Date | String | True | |
Related_Doc_Id | String | False | |
Related_Doc_Name | String | True |
The related document name for Meta-Data framework |
Related_Doc_Rev_Id | String | False | |
Related_Doc_Rev_Number | String | True |
The related document version number for Meta-Data framework |
Is_Template | Bool | False | |
Template_Type | String | False | |
Latest_Revision_Name | String | False | |
Selected_Revision_Name | String | False | |
Contract_Status | String | False | |
Contract_Name | String | False | |
Linked_Id | String | False | |
Selected_Revision_Id | String | False | |
Latest_Revision_Id | String | False | |
Selected_Revision_Filename | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DocumentTemplates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Filename | String | False | |
File_Ext | String | False | |
File_Mime_Type | String | False | |
File_Size | Int | True |
The size of the file |
Template_Module | String | False | |
Use_Revisions | Bool | False | |
Label_Merging | Bool | False | |
Prefix | String | False | |
Postfix | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Parent_Name | String | False | |
Parent_Id | String | False | |
Parent_Type | String | False |
The DocuSignEnvelopes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Status | String | True |
The status of the envelope |
Envelope_Id | String | True |
The id of the envelope in DocuSign |
Completed_Document | String | True |
The document completed in DocuSign |
Document_Id | String | False | |
Parent_Name | String | True |
The parent record |
Parent_Id | String | False | |
Parent_Type | String | True | |
Last_Audit | Datetime | False |
The last time the envelope was fetched from DocuSign |
Cloud_Service_Type | String | False | |
Driveid | String | False | |
Cloud_Path | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The DRI_SubWorkflows table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Label | String | False | |
State | String | False | |
Start_Next_Journey_Id | String | False | |
Progress | Double | True | |
Momentum_Ratio | Double | True | |
Score | Int | True | |
Points | Int | True | |
Momentum_Points | Int | True | |
Momentum_Score | Int | True | |
Sort_Order | Int | False | |
Date_Started | Datetime | True | |
Date_Completed | Datetime | True | |
Is_Journey_Saved | Bool | False | |
Dri_Subworkflow_Template_Id | String | False | |
Dri_Subworkflow_Template_Name | String | True | |
Dri_Workflow_Id | String | False | |
Dri_Workflow_Name | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The DRI_SubWorkflow_Templates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Label | String | False | |
Sort_Order | Int | True | |
Points | Int | True | |
Related_Activities | Int | True | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | False | |
Start_Next_Journey_Id | String | False | |
Start_Next_Journey_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DRI_Workflows table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | True |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Available_Modules | String | True | |
Enabled_Modules | String | True | |
State | String | False | |
Assignee_Rule | String | False | |
Target_Assignee | String | False | |
Stage_Numbering | String | True | |
Progress | Double | True | |
Momentum_Ratio | Double | True | |
Score | Int | True | |
Points | Int | True | |
Momentum_Points | Int | True | |
Momentum_Score | Int | True | |
Date_Started | Datetime | True | |
Date_Completed | Datetime | True | |
Archived | Bool | False | |
Is_Cancelled | Bool | False | |
Is_Deleted | Bool | False | |
Current_Stage_Id | String | False | |
Current_Stage_Name | String | True | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | False | |
Parent_Id | String | True | |
Parent_Name | String | True | |
Parent_Type | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Contact_Id | String | False | |
Contact_Name | String | True | |
Account_Id | String | False | |
Account_Name | String | True | |
Opportunity_Id | String | False | |
Opportunity_Name | String | True | |
Case_Id | String | False | |
Case_Name | String | True | |
Lead_Id | String | False | |
Lead_Name | String | True |
The DRI_Workflow_Task_Templates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Task_Start_Date_Type | String | False | |
Task_Due_Date_Type | String | False | |
Momentum_Start_Type | String | False | |
Start_Date_Module | String | False | |
Due_Date_Module | String | False | |
Start_Date_Field | String | False | |
Due_Date_Field | String | False | |
Due_Date_Criteria | String | False | |
Momentum_Start_Module | String | False | |
Momentum_Start_Field | String | False | |
Priority | String | False | |
Type | String | False | |
Activity_Type | String | False | |
Duration_Minutes | String | False | |
Direction | String | False | |
Points | String | False | |
Momentum_Points | String | False | |
Send_Invite_Type | String | False | |
Target_Assignee | String | False | |
Assignee_Rule | String | False | |
Populate_Fields | String | False | |
Select_To_Guests | String | False | |
Allow_Activity_By | String | False | |
Time_Of_Day | String | False | |
Sort_Order | String | False | |
Task_Start_Days | Int | False | |
Task_Due_Days | Int | False | |
Momentum_Due_Days | Int | False | |
Momentum_Due_Hours | Int | False | |
Duration_Hours | Int | True | |
Duration | Int | True | |
Is_Parent | Bool | True | |
Blocked_By | String | False | |
Blocked_By_Stages | String | False | |
Url | String | False | |
Stage_Template_Label | String | True | |
Stage_Template_Sort_Order | String | True | |
Assignee_Rule_Activity_Id | String | False | |
Assignee_Rule_Activity_Name | String | False | |
Start_Date_Activity_Id | String | False | |
Start_Date_Activity_Name | String | False | |
Due_Date_Activity_Id | String | False | |
Due_Date_Activity_Name | String | False | |
Momentum_Start_Activity_Id | String | False | |
Momentum_Start_Activity_Name | String | False | |
Parent_Id | String | False | |
Parent_Name | String | True | |
Dri_Subworkflow_Template_Id | String | False | |
Dri_Subworkflow_Template_Name | String | False | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | False | |
Start_Next_Journey_Id | String | False | |
Start_Next_Journey_Name | String | True | |
Target_Assignee_User_Id | String | False | |
Target_Assignee_User_Name | String | False | |
Target_Assignee_Team_Id | String | False | |
Target_Assignee_Team_Name | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The DRI_Workflow_Templates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Available_Modules | String | False | |
Disabled_Stage_Actions | String | True | |
Disabled_Activity_Actions | String | True | |
Active_Limit | Int | True | |
Points | Int | True | |
Related_Activities | Int | True | |
Active | Bool | False | |
Update_Assignees | Bool | False | |
Assignee_Rule | String | False | |
Target_Assignee | String | False | |
Stage_Numbering | String | True | |
Cancel_Action | String | False | |
Not_Applicable_Action | String | False | |
Copied_Template_Id | String | False | |
Copied_Template_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The EAPM table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Password | String | False | |
Url | String | False | |
Application | String | False | |
Api_Data | String | False |
Any API data that the external API may wish to store on a per-user basis |
Consumer_Key | String | False | |
Consumer_Secret | String | False | |
Oauth_Token | String | False | |
Oauth_Secret | String | False | |
Validated | Bool | False | |
Note | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The EmailAddresses table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Email_Address | String | False | |
Email_Address_Caps | String | False | |
Invalid_Email | Bool | False | |
Opt_Out | Bool | False | |
Date_Created | Datetime | False | |
Date_Modified | Datetime | True | |
Confirmation_Requested_On | Datetime | False | |
Deleted | Bool | False |
The EmailMarketing table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Name | String | False | |
From_Name | String | False | |
From_Addr | String | False | |
Reply_To_Name | String | False | |
Reply_To_Addr | String | False | |
Inbound_Email_Id | String | False | |
Date_Start | Datetime | False | |
Template_Id | String | False | |
Status | String | False | |
Campaign_Id | String | False | |
All_Prospect_Lists | Bool | False | |
Template_Name | String | True | |
Prospect_List_Name | String | False |
The EmailParticipants table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Email_Id | String | False | |
Address_Type | String | False |
The role (from, to, cc, bcc) that the entry plays in the email |
Email_Address_Id | String | False | |
Email_Address | String | True | |
Invalid_Email | String | True | |
Opt_Out | String | True | |
Parent_Type | String | True | |
Parent_Id | String | False |
The bean's ID |
Parent_Name | String | True | |
Deleted | Bool | False | |
Date_Entered | Datetime | True | |
Date_Modified | Datetime | True |
The Emails table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Assigned_User_Id | String | False |
User ID that last modified record |
Assigned_User_Name | String | True | |
Modified_User_Id | String | True |
User ID that last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User name who created record |
Created_By_Name | String | True | |
Deleted | Bool | False |
Record deletion indicator |
From_Addr_Name | String | False | |
Reply_To_Addr | String | False | |
To_Addrs_Names | String | False | |
Cc_Addrs_Names | String | False | |
Bcc_Addrs_Names | String | False | |
Raw_Source | String | False | |
Description_Html | String | True | |
Description | String | False | |
Date_Sent | Datetime | False | |
Message_Id | String | False |
ID of the email item obtained from the email transport system |
Message_Uid | String | False |
UID of the email item obtained from the email transport system |
Name | String | False |
The subject of the email |
Type | String | False |
Type of email (ex: draft) |
Status | String | False | |
Flagged | Bool | False |
flagged status |
Reply_To_Status | Bool | False |
If you reply to an email then reply to status of original email is set |
Intent | String | False |
Target of action used in Inbound Email assignment |
Mailbox_Id | String | False | |
Mailbox_Name | String | True | |
State | String | False |
An email is either a draft or archived |
Reply_To_Id | String | False |
Identifier of email record that this email was a reply to |
Parent_Name | String | True | |
Parent_Type | String | True |
Identifier of Sugar module to which this email is associated |
Parent_Id | String | False |
ID of Sugar object referenced by parent_type |
Direction | String | False |
Email direction is one of Unknown, Outbound, Inbound, Internal |
Attachments_Collection | String | True | |
Total_Attachments | Int | True | |
Outbound_Email_Id | String | False |
The configuration used to send an email, only used for emails sent using SugarCRM |
From_Collection | String | True | |
To_Collection | String | True | |
Cc_Collection | String | True | |
Bcc_Collection | String | True | |
Sync_Key | String | True | |
My_Favorite | Bool | False |
Favorite for the user |
Following | Bool | False |
Is user following this record |
Tag | String | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The EmailTemplates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Published | String | False | |
Name | String | False |
Email template name |
Description | String | False |
Email template description |
Subject | String | False |
Email subject to be used in resulting email |
Body | String | False |
Plain text body to be used in resulting email |
Body_Html | String | True |
HTML formatted email body to be used in resulting email |
Deleted | Bool | False |
Record deletion indicator |
Base_Module | String | False |
In Workflow alert templates, the module to which this template is associated |
From_Name | String | False | |
From_Address | String | False | |
Text_Only | Bool | False |
Should be checked if email template is to be sent in text only |
Type | String | False |
Type of the email template |
Attachments_Collection | String | True | |
Has_Variables | Bool | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Tag | String | False |
The EmbeddedFiles table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Filename | String | True | |
File_Mime_Type | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Employees table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
User_Name | String | False | |
User_Hash | String | True | |
System_Generated_Password | Bool | False | |
Pwd_Last_Changed | Datetime | False | |
Authenticate_Id | String | False | |
Sugar_Login | Bool | False | |
Picture | String | False | |
First_Name | String | False | |
Last_Name | String | False | |
Full_Name | String | True | |
Name | String | True | |
Is_Admin | Bool | False | |
External_Auth_Only | Bool | False | |
Receive_Notifications | Bool | False | |
Send_Email_On_Mention | Bool | False | |
Description | String | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Last_Login | Datetime | True | |
Modified_User_Id | String | True | |
Modified_By_Name | String | True | |
Created_By | String | True | |
Created_By_Name | String | True | |
Title | String | False | |
Department | String | False | |
Phone_Home | String | False | |
Phone_Mobile | String | False | |
Phone_Work | String | False | |
Phone_Other | String | False | |
Phone_Fax | String | False | |
Status | String | False | |
Address_Street | String | False | |
Address_City | String | False | |
Address_State | String | False | |
Address_Country | String | False | |
Address_Postalcode | String | False | |
Usertype | String | False | |
License_Type | String | False | |
Default_Team | String | False | |
Team_Id | String | False | |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Team_Count | String | False | |
Team_Name | String | False | |
Deleted | Bool | False | |
Portal_Only | Bool | False | |
Show_On_Employees | Bool | False | |
Employee_Status | String | False | |
Messenger_Id | String | False | |
Messenger_Type | String | False | |
Reports_To_Id | String | False | |
Reports_To_Name | String | True | |
Email1 | String | False | |
String | False | ||
Email_Link_Type | String | False | |
Is_Group | Bool | False | |
C_Accept_Status_Fields | String | True | |
M_Accept_Status_Fields | String | True | |
Accept_Status_Id | String | False | |
Accept_Status_Name | String | False | |
Accept_Status_Calls | String | False | |
Accept_Status_Meetings | String | False | |
Accept_Status_Messages | String | False | |
Preferred_Language | String | False | |
Acl_Role_Set_Id | String | False | |
Site_User_Id | String | True | |
Cookie_Consent | Bool | False |
Indicator whether this user accepts cookies |
Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
Sync_Key | String | True | |
Customer_Journey_Access | Bool | True | |
Customer_Journey_Last_Active | Datetime | True | |
Previously_Licensed_C | Bool | False |
The Escalations table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Escalation_Number | Int | False |
Visual unique identifier |
Status | String | False |
The status of the escalation |
Reason | String | False |
The reason given for the escalation |
Source | String | False |
The source of the escalation |
Parent_Type | String | False |
The Sugar object to which the call is related |
Parent_Name | String | False | |
Parent_Id | String | False |
The ID of the parent Sugar object identified by parent_type |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The ExternalUsers table.
Name | Type | ReadOnly | Description |
Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
First_Name | String | False |
First name of the contact |
Last_Name | String | False |
Last name of the contact |
Name | String | False | |
Full_Name | String | True | |
Title | String | False |
The title of the contact |
String | False |
The facebook name of the user | |
String | False |
The twitter name of the user | |
Googleplus | String | False |
The google plus id of the user |
Department | String | False |
The department of the contact |
Do_Not_Call | Bool | False |
An indicator of whether contact can be called |
Phone_Home | String | False |
Home phone number of the contact |
Phone_Mobile | String | False |
Mobile phone number of the contact |
Phone_Work | String | False |
Work phone number of the contact |
Phone_Other | String | False |
Other phone number for the contact |
Phone_Fax | String | False |
Contact fax number |
Primary_Address_Street | String | False |
The street address used for primary address |
Primary_Address_Street_2 | String | False | |
Primary_Address_Street_3 | String | False | |
Primary_Address_City | String | False |
City for primary address |
Primary_Address_State | String | False |
State for primary address |
Primary_Address_Postalcode | String | False |
Postal code for primary address |
Primary_Address_Country | String | False |
Country for primary address |
Alt_Address_Street | String | False |
Street address for alternate address |
Alt_Address_Street_2 | String | False | |
Alt_Address_Street_3 | String | False | |
Alt_Address_City | String | False |
City for alternate address |
Alt_Address_State | String | False |
State for alternate address |
Alt_Address_Postalcode | String | False |
Postal code for alternate address |
Alt_Address_Country | String | False |
Country for alternate address |
Assistant | String | False |
Name of the assistant of the contact |
Assistant_Phone | String | False |
Phone number of the assistant of the contact |
Picture | String | False |
Avatar |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
User_Name | String | False |
Username of the external user |
Status | String | False |
Status of the external user |
External_App | String | False |
External application which creates the external user |
External_Id | String | False |
External id of the external user |
Contact_Name | String | True | |
Contact_Id | String | False |
Contact ID the external user is associated with |
String | False | ||
Email1 | String | False | |
Email2 | String | False | |
Invalid_Email | Bool | False | |
Email_Opt_Out | Bool | False | |
Email_Addresses_Non_Primary | String | False | |
Tag | String | False | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Filters table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Filter_Definition | String | False | |
Filter_Template | String | False | |
Module_Name | String | False | |
App | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The ForecastManagerWorksheets table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Quota | Decimal | True | |
Best_Case | Decimal | True | |
Best_Case_Adjusted | Decimal | True | |
Likely_Case | Decimal | True | |
Likely_Case_Adjusted | Decimal | True | |
Worst_Case | Decimal | True | |
Worst_Case_Adjusted | Decimal | True | |
Timeperiod_Id | String | False | |
Draft | Bool | False | |
Is_Manager | Bool | False |
needed for commitLog field logic |
User_Id | String | False | |
Opp_Count | Int | True |
Number of opportunities represented by this forecast |
Pipeline_Opp_Count | Int | True |
Number of opportunities minus closed won/closed lost represented by this forecast |
Pipeline_Amount | Decimal | True |
Total of opportunities minus closed won/closed lost represented by this forecast |
Closed_Amount | Decimal | True |
Total of closed won items in the forecast |
Manager_Saved | Bool | False | |
Show_History_Log | Int | True | |
Draft_Save_Type | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The Forecasts table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Timeperiod_Id | String | False |
ID of the associated time period for this forecast |
Commit_Type | String | True |
This is used by the commit code to figure out what type of worksheet we are committing |
Forecast_Type | String | False |
Indicator of whether forecast is direct or rollup |
Opp_Count | Int | True |
Number of opportunities represented by this forecast |
Pipeline_Opp_Count | Int | True |
Number of opportunities minus closed won/closed lost represented by this forecast |
Pipeline_Amount | Decimal | True |
Total of opportunities minus closed won/closed lost represented by this forecast |
Closed_Amount | Decimal | True |
Total of closed won items in the forecast |
Opp_Weigh_Value | Int | True |
Weighted amount of all opportunities represented by this forecast |
Best_Case | Decimal | True |
Best case forecast amount |
Likely_Case | Decimal | True |
Likely case forecast amount |
Worst_Case | Decimal | True |
Worst case likely amount |
User_Id | String | False |
User to which this forecast pertains |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record modified |
Deleted | Bool | False |
Record deletion indicator |
User_Name | String | True | |
Reports_To_User_Name | String | True | |
Start_Date | Date | False | |
End_Date | Date | False | |
Name | String | False | |
Closed_Count | Int | True |
This is used by the commit code to determine how many closed opps exist for the pipeline calc |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The ForecastWorksheets table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Parent_Id | String | False |
Account ID of the parent of this account |
Parent_Type | String | True |
Sugar module the Worksheet is associated with |
Parent_Name | String | True | |
Opportunity_Id | String | False | |
Opportunity_Name | String | True | |
Account_Name | String | True | |
Account_Id | String | False | |
Campaign_Id | String | False | |
Campaign_Name | String | True | |
Product_Template_Id | String | False | |
Product_Template_Name | String | True | |
Category_Id | String | False | |
Category_Name | String | True | |
Sales_Status | String | False | |
Likely_Case | Decimal | True | |
Best_Case | Decimal | True | |
Worst_Case | Decimal | True | |
Date_Closed | Date | False |
Expected or actual date the oppportunity will close |
Date_Closed_Timestamp | String | True | |
Sales_Stage | String | False |
Indication of progression towards closure |
Probability | Int | True |
The probability of closure |
Commit_Stage | String | False |
Forecast commit ranges: Include, Likely, Omit etc. |
Draft | Int | True |
Is A Draft Version |
Next_Step | String | False |
The next step in the sales process |
Lead_Source | String | False |
Source of the product |
Product_Type | String | False |
Type of product ( from opportunities opportunity_type ex: Existing, New) |
List_Price | Decimal | True |
List price of product ( |
Cost_Price | Decimal | True |
Product cost ( |
Discount_Price | Decimal | True |
Discounted price ( |
Discount_Amount | Decimal | True |
Discounted amount |
Quantity | Int | True |
Quantity in use |
Total_Amount | Decimal | True | |
Parent_Deleted | Int | True |
Is Parent Deleted |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The Geocode table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Deleted | Bool | False |
Record deletion indicator |
Parent_Id | String | False | |
Parent_Type | String | False | |
Parent_Name | String | False | |
Parent_User_Name | String | False | |
Address | String | False | |
Status | String | False | |
Postalcode | String | False | |
Country | String | False | |
Latitude | Decimal | True | |
Longitude | Decimal | True | |
Geocoded | Bool | False | |
Error_Message | String | False |
The HintAccountsets table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Type | String | False | |
Category | String | False | |
Targets | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The HintEnrichFieldConfigs table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Config_Data | String | False | |
Created | Datetime | False | |
Synced | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The HintNewsNotifications table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Category | String | False | |
Title | String | False | |
Article_Date | Datetime | False | |
Photo_Url | String | False | |
Source_Url | String | False | |
Publisher | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The HintNotificationTargets table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Type | String | False | |
Credentials | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Holidays table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True | |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Holiday_Date | Date | False | |
Description | String | False | |
Deleted | Bool | False | |
Person_Id | String | False | |
Person_Type | String | False | |
Related_Module | String | False | |
Related_Module_Id | String | False | |
Resource_Name | String | False | |
Name | String | False |
The InboundEmail table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Eapm_Id | String | True | |
Authorized_Account | String | True | |
Auth_Type | String | True | |
Email_Provider | String | False | |
Deleted | Bool | False |
Record deltion indicator |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User who created record |
Name | String | False |
Name given to the inbound email mailbox |
Status | String | False |
Status of the inbound email mailbox (ex: Active or Inactive) |
Server_Url | String | False |
Mail server URL |
Email_User | String | False |
User name allowed access to mail server |
Email_Password | String | False |
Password of user identified by email_user |
Port | Int | False |
Port used to access mail server |
Service | String | False | |
Mailbox | String | False | |
Delete_Seen | Bool | False |
Delete email from server once read (seen) |
Mailbox_Type | String | False | |
Template_Id | String | False |
Template used for auto-reply |
Stored_Options | String | False | |
Group_Id | String | False |
Group ID (unused) |
Is_Personal | Bool | False |
Personal account flag |
Groupfolder_Id | String | False |
Unique identifier |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The KBArticles table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Kbdocument_Id | String | False | |
Kbdocument_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The KBContents table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Kbdocument_Body | String | True |
Article body |
Language | String | False | |
Active_Date | Date | False | |
Exp_Date | Date | False | |
Approved | Bool | False | |
Status | String | False | |
Viewcount | Int | True | |
Revision | Int | True | |
Useful | Int | True | |
Notuseful | Int | True | |
Attachment_List | String | True | |
Kbdocument_Id | String | False | |
Kbdocument_Name | String | True | |
Active_Rev | String | True |
Active revision flag |
Is_External | String | True |
External article flag |
Kbarticle_Id | String | False | |
Kbarticle_Name | String | True | |
Related_Languages | String | False | |
Kbsapprover_Id | String | False |
User who approved article |
Kbsapprover_Name | String | True | |
Kbscase_Id | String | False |
Related case |
Kbscase_Name | String | True | |
Category_Id | String | False |
Category ID |
Category_Name | String | True | |
Usefulness_User_Vote | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Parent_Name | String | False | |
Kbcontents_Calls_1_Name | String | True | |
Kbcontents_Calls_1calls_Idb | String | False | |
Parent_Id | String | False | |
Parent_Type | String | False |
The KBContentTemplates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Body | String | True |
Template body |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The KBDocuments table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Leads table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | True | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
First_Name | String | False |
First name of the contact |
Last_Name | String | False |
Last name of the contact |
Full_Name | String | True | |
Title | String | False |
The title of the contact |
String | False |
The facebook name of the user | |
String | False |
The twitter name of the user | |
Googleplus | String | False |
The google plus id of the user |
Department | String | False |
Department the lead belongs to |
Do_Not_Call | Bool | False |
An indicator of whether contact can be called |
Phone_Home | String | False |
Home phone number of the contact |
Phone_Mobile | String | False |
Mobile phone number of the contact |
Phone_Work | String | False |
Work phone number of the contact |
Phone_Other | String | False |
Other phone number for the contact |
Phone_Fax | String | False |
Contact fax number |
Primary_Address_Street | String | False |
The street address used for primary address |
Primary_Address_Street_2 | String | False | |
Primary_Address_Street_3 | String | False | |
Primary_Address_City | String | False |
City for primary address |
Primary_Address_State | String | False |
State for primary address |
Primary_Address_Postalcode | String | False |
Postal code for primary address |
Primary_Address_Country | String | False |
Country for primary address |
Alt_Address_Street | String | False |
Street address for alternate address |
Alt_Address_Street_2 | String | False | |
Alt_Address_Street_3 | String | False | |
Alt_Address_City | String | False |
City for alternate address |
Alt_Address_State | String | False |
State for alternate address |
Alt_Address_Postalcode | String | False |
Postal code for alternate address |
Alt_Address_Country | String | False |
Country for alternate address |
Assistant | String | False |
Name of the assistant of the contact |
Assistant_Phone | String | False |
Phone number of the assistant of the contact |
Picture | String | False |
Avatar |
Converted | Bool | False |
Has Lead been converted to a Contact (and other Sugar objects) |
Refered_By | String | False |
Identifies who refered the lead |
Lead_Source | String | False |
Lead source (ex: Web, print) |
Lead_Source_Description | String | False |
Description of the lead source |
Status | String | False |
Status of the lead |
Status_Description | String | False |
Description of the status of the lead |
Reports_To_Id | String | False |
ID of Contact the Lead reports to |
Report_To_Name | String | True | |
Dp_Business_Purpose | String | True |
Business purposes consented for |
Dp_Consent_Last_Updated | Date | False |
Date consent last updated |
Dnb_Principal_Id | String | False |
Unique Id For DB Contact |
Account_Name | String | False |
Account name for lead |
Account_To_Lead | String | True | |
Account_Description | String | False |
Description of lead account |
Contact_Id | String | False |
If converted, Contact ID resulting from the conversion |
Contact_Name | String | True | |
Account_Id | String | False |
If converted, Account ID resulting from the conversion |
Opportunity_Id | String | False |
If converted, Opportunity ID resulting from the conversion |
Converted_Opp_Name | String | True | |
Opportunity_Name | String | False |
Opportunity name associated with lead |
Opportunity_Amount | String | False |
Amount of the opportunity |
Campaign_Id | String | False |
Campaign that generated lead |
Campaign_Name | String | True | |
C_Accept_Status_Fields | String | True | |
M_Accept_Status_Fields | String | True | |
Accept_Status_Id | String | False | |
Accept_Status_Name | String | False | |
Accept_Status_Calls | String | False | |
Accept_Status_Meetings | String | False | |
Accept_Status_Messages | String | False | |
Webtolead_Email1 | String | False |
Main email address of lead |
Webtolead_Email2 | String | False |
Secondary email address of lead |
Webtolead_Email_Opt_Out | Bool | False |
Indicator signaling if lead elects to opt out of email campaigns |
Webtolead_Invalid_Email | Bool | False |
Indicator that email address for lead is invalid |
Birthdate | Date | False |
The birthdate of the contact |
Portal_Name | String | False |
Portal user name when lead created via lead portal |
Portal_App | String | False |
Portal application that resulted in created of lead |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Website | String | False |
URL of website for the company |
Preferred_Language | String | False | |
Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
Mkto_Id | Int | True |
Associated Marketo Lead ID |
Mkto_Lead_Score | Int | True | |
Ai_Conv_Score_Classification | String | True | |
Ai_Icp_Fit_Score_Classification | String | True | |
Market_Interest_Prediction_Score | String | True | |
Market_Score | Int | True | |
Ai_Conv_Score_Absolute | Decimal | True | |
Ai_Conv_Bin_Accuracy | Decimal | True | |
Ai_Conv_Multiplier | Decimal | True | |
Ai_Icp_Fit_Score_Absolute | Decimal | True | |
Ai_Icp_Fit_Bin_Accuracy | Decimal | True | |
Ai_Icp_Fit_Multiplier | Decimal | True | |
Hint_Account_Size | String | False |
Company Size |
Hint_Account_Industry | String | False |
Company Industry |
Hint_Account_Location | String | False |
Company Location |
Hint_Account_Description | String | False |
Company Description |
Hint_Job_2 | String | False |
Job 2 |
Hint_Education | String | False |
Education |
Hint_Education_2 | String | False |
Education 2 |
Hint_Facebook | String | False | |
Hint_Twitter | String | False | |
Hint_Industry_Tags | String | False |
industry tags |
Hint_Account_Founded_Year | String | False |
company founded year |
Hint_Account_Facebook_Handle | String | False |
company facebook |
Hint_Account_Twitter_Handle | String | False |
company twitter |
Hint_Account_Logo | String | False |
company logo |
Hint_Contact_Pic | String | False |
Hint Contact logo |
Hint_Photo | String | False |
person photo |
Hint_Phone_1 | String | False |
extra phone field |
Hint_Phone_2 | String | False |
extra phone field |
Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
Hint_Account_Sic_Code_Label | String | False |
SIC Code |
Hint_Account_Fiscal_Year_End | String | False |
FY End |
Hint_Account_Annual_Revenue | String | False |
Annual Rev |
Hint_Account_Website | String | False |
company website |
Geocode_Status | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
String | False | ||
Email1 | String | False | |
Email2 | String | False | |
Invalid_Email | Bool | False | |
Email_Opt_Out | Bool | False | |
Email_Addresses_Non_Primary | String | False | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Perform_Sugar_Action | Bool | False | |
Hint_Job_2_C | String | False | |
Hint_Education_C | String | False | |
Hint_Twitter_C | String | False | |
Hint_Education_2_C | String | False | |
Hint_Facebook_C | String | False | |
Hint_Phone_1_C | String | False | |
Hint_Phone_2_C | String | False | |
Hint_Account_Annual_Revenue_C | String | False | |
Hint_Account_Description_C | String | False | |
Hint_Account_Facebook_Handle_C | String | False | |
Hint_Account_Fiscal_Year_End_C | String | False | |
Hint_Account_Founded_Year_C | String | False | |
Hint_Account_Industry_C | String | False | |
Hint_Account_Location_C | String | False | |
Hint_Account_Logo_C | String | False | |
Hint_Account_Naics_Code_Lbl_C | String | False | |
Hint_Account_Sic_Code_Label_C | String | False | |
Hint_Account_Size_C | String | False | |
Hint_Account_Twitter_Handle_C | String | False | |
Hint_Account_Website_C | String | False | |
Hint_Contact_Pic_C | String | False | |
Hint_Industry_Tags_C | String | False | |
Hint_Photo_C | String | False | |
Latitude_C | String | False | |
Longitude_C | String | False |
The Manufacturers table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
List_Order | Int | True |
Order within list |
Status | String | False |
Manufacturer status |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Meetings table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Meeting name |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Accept_Status | String | False | |
Set_Accept_Links | String | False | |
Location | String | False |
Meeting location |
Password | String | False |
Meeting password |
Join_Url | String | False |
Join URL |
Host_Url | String | False |
Host URL |
Displayed_Url | String | False |
Meeting URL |
Creator | String | False |
Meeting creator |
External_Id | String | False |
Meeting ID for external app API |
Duration_Hours | Int | False |
Duration (hours) |
Duration_Minutes | String | False |
Duration (minutes) |
Date_Start | Datetime | False |
Date of start of meeting |
Date_End | Datetime | True |
Date meeting ends |
Parent_Type | String | True |
Module meeting is associated with |
Status | String | False |
Meeting status (ex: Planned, Held, Not held) |
Type | String | False |
Meeting type (ex: WebEx, Other) |
Direction | String | False |
Indicates whether call is inbound or outbound |
Parent_Id | String | False |
ID of item indicated by parent_type |
Reminder_Checked | Bool | False |
checkbox indicating whether or not the reminder value is set (Meta-data only) |
Reminder_Time | String | False |
Specifies when a reminder alert should be issued; -1 means no alert; otherwise the number of seconds prior to the start |
Email_Reminder_Checked | Bool | False |
checkbox indicating whether or not the email reminder value is set (Meta-data only) |
Email_Reminder_Time | String | False |
Specifies when a email reminder alert should be issued; -1 means no alert; otherwise the number of seconds prior to the start |
Email_Reminder_Sent | Bool | False |
Whether email reminder is already sent |
Outlook_Id | String | False |
When the Sugar Plug-in for Microsoft Outlook syncs an Outlook appointment, this is the Outlook appointment item ID |
Sequence | Int | True |
Meeting update sequence for meetings as per iCalendar standards |
Contact_Name | String | True | |
Parent_Name | String | True | |
Accept_Status_Users | String | False | |
Internal_Notes | String | False |
Internal notes for the meeting |
Contact_Id | String | True | |
Repeat_Type | String | False |
Type of recurrence |
Repeat_Interval | Int | True |
Interval of recurrence |
Repeat_Dow | String | False |
Days of week in recurrence |
Repeat_Until | Date | False |
Repeat until specified date |
Repeat_Count | Int | True |
Number of recurrence |
Repeat_Selector | String | False |
Repeat selector |
Repeat_Days | String | False |
Days of month |
Repeat_Ordinal | String | False |
Repeat ordinal value |
Repeat_Unit | String | False |
Repeat unit value |
Repeat_Parent_Id | String | False |
Id of the first element of recurring records |
Recurrence_Id | Datetime | False |
Recurrence ID of meeting. Original meeting start date |
Recurring_Source | String | False |
Source of recurring meeting |
Send_Invites | Bool | False |
checkbox indicating whether or not to send out invites (Meta-data only) |
Invitees | String | True | |
Auto_Invite_Parent | Bool | False |
Flag to allow for turning off auto invite of parent record - (Meta-data only) |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Dri_Workflow_Id | String | False | |
Dri_Workflow_Name | String | True | |
Dri_Subworkflow_Id | String | False | |
Dri_Subworkflow_Name | String | True | |
Dri_Subworkflow_Template_Id | String | False | |
Dri_Subworkflow_Template_Name | String | True | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Dri_Workflow_Task_Template_Id | String | False | |
Cj_Activity_Tpl_Name | String | True | |
Dri_Workflow_Sort_Order | String | False | |
Cj_Actual_Sort_Order | String | False | |
Customer_Journey_Score | Int | True | |
Cj_Momentum_Points | Int | True | |
Cj_Momentum_Score | Int | True | |
Cj_Allow_Activity_By | String | False | |
Customer_Journey_Progress | Double | True | |
Cj_Momentum_Ratio | Double | True | |
Customer_Journey_Points | String | False | |
Cj_Parent_Activity_Type | String | False | |
Customer_Journey_Blocked_By | String | False | |
Cj_Blocked_By_Stages | String | False | |
Is_Cj_Parent_Activity | Bool | False | |
Is_Customer_Journey_Activity | Bool | False | |
Cj_Momentum_Start_Date | Datetime | False | |
Cj_Momentum_End_Date | Datetime | False | |
Cj_Url | String | False | |
Cj_Parent_Activity_Id | String | False | |
Start_Next_Journey_Id | String | False |
The Messages table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Date_Start | Datetime | False | |
Date_End | Datetime | False | |
Parent_Type | String | True |
Sugar module the Message is associated with |
Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
Invitees | String | True | |
Accept_Status | String | False | |
Accept_Status_Users | String | False | |
Invitee_Lead_Id | String | True | |
Invitee_Lead_Name | String | True | |
Invitee_Contact_Id | String | True | |
Invitee_Contact_Name | String | True | |
Contact_Id | String | False | |
Parent_Name | String | True | |
Contact_Name | String | True | |
Status | String | False | |
Direction | String | False | |
Channel_Type | String | False | |
Conversation_Link | String | False | |
Conversation | String | True | |
Aws_Contact_Id | String | True |
The AWS Connect Contact ID |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Aws_Comprehend_Data | String | False |
Raw data from the aws comprehend service |
Sentiment | String | False |
The sentiment string value (e.g POSITIVE, NEGATIVE, NEUTRAL, MIXED) |
The Metrics table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Metric_Module | String | False | |
Metric_Context | String | False | |
Status | String | False | |
Labels | String | False | |
Viewdefs | String | False | |
Filter_Def | String | False | |
Order_By_Primary | String | False | |
Order_By_Secondary | String | False | |
Order_By_Primary_Direction | String | False | |
Order_By_Secondary_Direction | String | False | |
Freeze_First_Column | Bool | False |
Decides if the first column should be frozen |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The MobileDevices table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Device_Id | String | False | |
Device_Platform | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Notes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the note |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
File_Mime_Type | String | False |
Attachment MIME type |
File_Ext | String | False | |
File_Source | String | False |
The name of the module where the attachment originated |
File_Size | Int | True |
Attachment File Size |
File_Url | String | False |
Path to file (can be URL) |
Filename | String | True |
File name associated with the note (attachment) |
Upload_Id | String | False |
File id under uploads/ dir. Set only for email attachments |
Email_Type | String | False |
The module of the record to which this note's file is attached (Emails or EmailTemplates) |
Email_Id | String | False |
Email or EmailTemplate ID to which this note is attached |
Note_Parent_Id | String | False |
The parent Note ID |
Parent_Type | String | True |
Sugar module the Note is associated with |
Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
Contact_Id | String | False |
Contact ID note is associated with |
Portal_Flag | Bool | False |
Portal flag indicator determines if note created via portal |
Embed_Flag | Bool | False |
Embed flag indicator determines if note embedded in email |
Parent_Name | String | True | |
Contact_Name | String | True | |
Contact_Phone | String | True | |
Contact_Email | String | False | |
Account_Id | String | False | |
Opportunity_Id | String | False | |
Acase_Id | String | False | |
Lead_Id | String | False | |
Product_Id | String | False | |
Quote_Id | String | False | |
User_Name | String | True | |
External_Id | String | False |
External id of the external user |
Entry_Source | String | True |
Determines if a record was created internal to the system or external to the system |
Attachment_Flag | Bool | True |
Identify this note as an attachment to another record |
Attachment_List | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False |
The Notifications table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | True |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Is_Read | Bool | False | |
Severity | String | False | |
Parent_Name | String | True | |
Parent_Type | String | True |
Module notification is associated with. |
Parent_Id | String | False |
ID of item indicated by parent_type. |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The OAuthKeys table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
C_Key | String | False |
Consumer public key |
C_Secret | String | False |
Consumer secret key |
Oauth_Type | String | False |
Is this client an OAuth1 or OAuth2 client |
Client_Type | String | False |
What type of client does this key belong to, mobile, portal, UI or other. |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The OAuthTokens table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Secret | String | False |
Secret key |
Tstate | String | False |
Token state |
Consumer | String | False |
Token related to the consumer |
Token_Ts | String | False |
Token timestamp |
Expire_Ts | String | False |
Token expiration, defaults to -1 for no expiration date |
Verify | String | False |
Token verification info |
Download_Token | String | False |
A token used to download images and files. |
Platform | String | False |
Which platform is this token attached to |
Deleted | Bool | False |
Record deletion indicator |
Callback_Url | String | False |
Callback URL for Authorization |
Consumer_Name | String | True | |
Contact_Id | String | False |
Contact ID this oauth token is associated with (via portal) |
Contact_Name | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Opportunities table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the opportunity |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Opportunity_Type | String | False |
Type of opportunity (ex: Existing, New) |
Account_Name | String | False | |
Account_Id | String | False | |
Campaign_Id | String | False |
Campaign that generated lead |
Campaign_Name | String | True | |
Lead_Source | String | False |
Source of the opportunity |
Amount | Decimal | True |
Unconverted amount of the opportunity |
Amount_Usdollar | Decimal | True |
Formatted amount of the opportunity |
Date_Closed | Date | False |
Expected or actual date the oppportunity will close |
Date_Closed_Timestamp | String | True | |
Next_Step | String | False |
The next step in the sales process |
Sales_Stage | String | False |
Indication of progression towards closure |
Sales_Status | String | True | |
Probability | Int | True |
The probability of closure |
Best_Case | Decimal | True | |
Worst_Case | Decimal | True | |
Commit_Stage | String | False |
Forecast commit ranges: Include, Likely, Omit etc. |
Forecasted_Likely | Decimal | True |
Rollup of included RLIs on the Opportunity |
Lost | Decimal | True |
Rollup of lost RLIs on the Opportunity |
Commit_Stage_Cascade | String | False | |
Closed_Won_Revenue_Line_Items | Int | True | |
Service_Start_Date | Date | False |
Service start date field. |
Service_Open_Revenue_Line_Items | Int | True | |
Service_Start_Date_Cascade | Date | False | |
Total_Revenue_Line_Items | Int | True | |
Closed_Revenue_Line_Items | Int | True | |
Included_Revenue_Line_Items | Int | True | |
Renewal_Parent_Id | String | False | |
Renewal_Parent_Name | String | True | |
Widget_Sales_Stage | String | True | |
Widget_Date_Closed | String | True | |
Widget_Amount | String | True | |
Sales_Stage_Cascade | String | False | |
Date_Closed_Cascade | Date | False | |
Contact_Role | String | False | |
Ai_Opp_Conv_Score_Absolute | Decimal | True | |
Ai_Opp_Conv_Bin_Accuracy | Decimal | True | |
Ai_Opp_Conv_Multiplier | Decimal | True | |
Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
Service_Duration_Unit | String | False |
Service duration unit: day, month, or year |
Service_Duration_Value_Cascade | Int | True | |
Service_Duration_Unit_Cascade | String | False | |
Service_Open_Flex_Duration_Rlis | Int | True | |
Geocode_Status | String | True | |
Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
Mkto_Id | Int | True |
Associated Marketo Lead ID |
Ai_Opp_Close_Week_Scores | String | True | |
Renewal | Bool | False |
Indicates whether the opportunity is a renewal |
Ai_Opp_Conv_Score_Enum | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | True | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Is_Escalated | Bool | True |
Is this escalated? |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Perform_Sugar_Action | Bool | False | |
Denorm_Account_Name | String | False |
Name of the Company |
The OutboundEmail table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Eapm_Id | String | True | |
Name | String | False | |
Type | String | False | |
User_Id | String | False | |
Email_Address_Id | String | False | |
Email_Address | String | False | |
Authorized_Account | String | True | |
Mail_Authtype | String | True | |
Reply_To_Name | String | False | |
Reply_To_Email_Address_Id | String | False | |
Reply_To_Email_Address | String | True | |
Mail_Sendtype | String | False | |
Mail_Smtptype | String | False | |
Mail_Smtpserver | String | False | |
Mail_Smtpport | Int | True | |
Mail_Smtpuser | String | False | |
Mail_Smtppass | String | True | |
Mail_Smtpauth_Req | Bool | False | |
Mail_Smtpssl | String | False | |
Preferred_Sending_Account | Bool | False | |
Deleted | Bool | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
My_Favorite | Bool | False |
Favorite for the user |
The PdfManager table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Base_Module | String | False | |
Published | String | False | |
Field | String | False | |
Body_Html | String | False | |
Template_Name | String | False | |
Author | String | False | |
Title | String | False | |
Subject | String | False | |
Keywords | String | False | |
Header_Title | String | False | |
Header_Text | String | False | |
Header_Logo | String | True |
PDF header logo |
Footer_Text | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The pmse_Business_Rules table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Rst_Uid | String | False | |
Rst_Type | String | False | |
Rst_Definition | String | False | |
Rst_Editable | Int | True | |
Rst_Source | String | False | |
Rst_Source_Definition | String | True | |
Rst_Module | String | False | |
Rst_Filename | String | False | |
Rst_Create_Date | Datetime | False | |
Rst_Update_Date | Datetime | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The pmse_Emails_Templates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
From_Name | String | False | |
From_Address | String | False | |
Subject | String | False | |
Body | String | False | |
Body_Html | String | True | |
Type | String | False | |
Base_Module | String | False | |
Text_Only | String | True | |
Published | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The pmse_Inbox table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Cas_Id | Int | False | |
Cas_Parent | Int | False | |
Cas_Status | String | False | |
Pro_Id | String | False | |
Cas_Title | String | False | |
Pro_Title | String | False | |
Cas_Custom_Status | String | False | |
Cas_Init_User | String | False | |
Cas_Create_Date | Datetime | False | |
Cas_Update_Date | Datetime | False | |
Cas_Finish_Date | Datetime | False | |
Cas_Pin | String | False | |
Cas_Assigned_Status | String | False | |
Cas_Module | String | False | |
Act_Name | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The pmse_Project table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Prj_Uid | String | False | |
Prj_Target_Namespace | String | False | |
Prj_Expression_Language | String | False | |
Prj_Type_Language | String | False | |
Prj_Exporter | String | False | |
Prj_Exporter_Version | String | False | |
Prj_Author | String | False | |
Prj_Author_Version | String | False | |
Prj_Original_Source | String | False | |
Prj_Status | String | False |
Process Definition status (ex: Enabled, Disabled) |
Prj_Module | String | False | |
Prj_Run_Order | Int | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The ProductBundleNotes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Deleted | Bool | False |
Record deletion indicator |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User who created record |
Description | String | True |
Note content |
Position | Int | True |
The ProductBundles table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Deleted | Bool | False |
Record deletion indicator |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Created_By | String | True |
User who created record |
Name | String | False |
Name of the group |
Bundle_Stage | String | False |
Processing stage of the group (ex: Draft) |
Description | String | False |
Group description |
Taxrate_Id | String | False | |
Tax | Decimal | True |
Tax rate applied to items in the group |
Tax_Usdollar | Decimal | True |
Total tax for all items in group in USD |
Total | Decimal | True |
Total amount for all items in the group |
Total_Usdollar | Decimal | True |
Total amount for all items in the group in USD |
Subtotal_Usdollar | Decimal | True |
Group total minus tax and shipping in USD |
Shipping_Usdollar | Decimal | True |
Shipping charge for group in USD |
Deal_Tot | Decimal | True |
discount amount |
Deal_Tot_Usdollar | Decimal | True |
discount amount |
New_Sub | Decimal | True |
Group total minus discount and tax and shipping |
New_Sub_Usdollar | Decimal | True |
Group total minus discount and tax and shipping |
Subtotal | Decimal | True |
Group total minus tax and shipping |
Taxable_Subtotal | Decimal | True |
Rollup of all products marked as Taxable |
Shipping | Decimal | True |
Shipping charge for group |
Product_Bundle_Items | String | True | |
Position | Int | True | |
Default_Group | Bool | False | |
Sync_Key | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The ProductCategories table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
List_Order | Int | True |
Order within list |
Parent_Id | String | False |
Parent category of this item; used for multi-tiered categorization |
Parent_Name | String | True | |
Type | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Products table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the product |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Revenuelineitem_Id | String | False |
Associated Revenue Line Item that served as the source. |
Revenuelineitem_Name | String | True | |
Product_Template_Id | String | False |
Product (in Admin Products) from which this product is derived (in user Products) |
Product_Template_Name | String | True | |
Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
Account_Id | String | True |
Account this product is associated with |
Contact_Id | String | False |
Contact this product is associated with |
Subtotal | Decimal | True |
The total of the line item before any discounts are applied, taking proration into consideration |
Total_Amount | Decimal | True | |
Contact_Name | String | True | |
Type_Id | String | False |
Product type (ex: hardware, software) |
Quote_Id | String | False |
If product created via Quote, this is quote ID |
Manufacturer_Id | String | False |
Manufacturer of product |
Manufacturer_Name | String | True | |
Category_Id | String | False |
Product category |
Category_Name | String | True | |
Mft_Part_Num | String | False |
Manufacturer part number |
Cost_Price | Decimal | True |
Product cost ( |
Discount_Amount_Signed | Decimal | True |
Discounted Amount Signed |
Discount_Price | Decimal | True |
Discounted price ( |
Discount_Amount | String | True |
Discounted amount |
Discount_Rate_Percent | Decimal | True | |
Discount_Amount_Usdollar | Decimal | True | |
Discount_Select | Bool | False | |
Deal_Calc | Decimal | True |
deal_calc |
Deal_Calc_Usdollar | Decimal | True |
deal_calc_usdollar |
Cost_Usdollar | Decimal | True |
Cost expressed in USD |
Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
List_Usdollar | Decimal | True |
List price expressed in USD |
Status | String | False |
Product status (ex: Quoted, Ordered, Shipped) |
Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
Date_Closed | Date | False |
Expected or actual date the product (for opportunity) will close |
Date_Closed_Timestamp | String | True | |
Next_Step | String | False |
The next step in the sales process |
Campaign_Id | String | False |
Campaign that generated lead |
Campaign_Name | String | True | |
Quote_Name | String | True |
Quote Name |
Opportunity_Id | String | False |
The opportunity id for the line item entry |
Opportunity_Name | String | True |
The opportunity name associated with the opportunity_id |
Type_Name | String | True | |
Account_Name | String | True | |
Position | Int | True | |
Parent_Rli_Id | String | False |
RLI this product was generated from |
Parent_Rli_Name | String | True | |
Add_On_To_Id | String | False |
Purchased line item that this is an add-on to |
Add_On_To_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Asset_Number | String | False |
Asset tag number of sales item in use |
Book_Value | Decimal | True |
Book value of sales item in use |
Book_Value_Date | Date | False |
Date of book value for sales item in use |
Date_Purchased | Date | False |
Date sales item purchased |
Date_Support_Expires | Date | False |
Support expiration date |
Date_Support_Starts | Date | False |
Support start date |
List_Price | Decimal | True |
List price of sales item |
Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
Quantity | Decimal | True |
Quantity in use |
Serial_Number | String | False |
Serial number of sales item in use |
Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
Service | Bool | False |
Indicates whether the sales item is a service or a product |
Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
Service_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
Service_Duration_Multiplier | Decimal | True |
Stores a multiplier based on the ratio of this sales item's duration to another duration (such as a Product Template's) |
Service_End_Date | String | True |
End date of the service |
Service_Start_Date | Date | False |
Start date of the service |
Support_Contact | String | False |
Contact for support purposes |
Support_Description | String | False |
Description of sales item for support purposes |
Support_Name | String | False |
Name of sales item for support purposes |
Support_Term | String | False |
Term (length) of support contract |
Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
Vendor_Part_Num | String | False |
Vendor part number |
Website | String | False |
Sales item URL |
Weight | Decimal | True |
Weight of the sales item |
Renewal | Bool | True |
Indicates whether this line item is a renewal |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The ProductTemplates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Type_Id | String | False |
Product type (ex: hardware, software) |
Manufacturer_Id | String | False |
Manufacturer of the product |
Manufacturer_Name | String | True | |
Category_Id | String | False |
Category of the product |
Category_Name | String | True | |
Type_Name | String | True | |
Mft_Part_Num | String | False |
Manufacturer part number |
Vendor_Part_Num | String | False |
Vendor part number |
Date_Cost_Price | Date | False |
Starting date cost price is valid |
Cost_Price | Decimal | False |
Product cost ( |
Discount_Price | Decimal | False |
Discounted price ( |
List_Price | Decimal | False |
List price of product ( |
Cost_Usdollar | Decimal | True |
Cost expressed in USD |
Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
List_Usdollar | Decimal | True |
List price expressed in USD |
Status | String | False |
Product status (not used in product Catalog) |
Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
Active_Status | String | False |
Active status (ex: Active, Inactive or Retired) |
Date_Available | Date | False |
Availability date |
Website | String | False |
Product URL |
Weight | Decimal | True |
Weight of the product |
Qty_In_Stock | Int | True |
Quantity on hand |
Support_Name | String | False |
Name of product for support purposes |
Support_Description | String | False |
Description of product for support purposes |
Support_Contact | String | False |
Contact for support purposes |
Support_Term | String | False |
Term (length) of support contract |
Pricing_Formula | String | True |
Pricing formula (ex: Fixed, Markup over Cost) |
Pricing_Factor | Decimal | True |
Variable pricing factor depending on pricing_formula |
Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
Service_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
Service | Bool | False |
Indicates whether the sales item is a service or a product |
Lock_Duration | Bool | False |
Indicates whether the duration can be manually changed |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The ProductTypes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Product type description |
Deleted | Bool | False |
Record deletion indicator |
List_Order | Int | False |
Order within list |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Project table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Assigned_User_Id | String | False |
User assigned to this record |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Name | String | False |
Project name |
Description | String | False |
Project description |
Deleted | Bool | False |
Record deletion indicator |
Estimated_Start_Date | Date | False | |
Estimated_End_Date | Date | False | |
Status | String | False | |
Priority | String | False | |
Is_Template | Bool | False |
Should be checked if the project is a template |
Total_Estimated_Effort | Int | True | |
Total_Actual_Effort | Int | True | |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The ProjectTask table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Date_Entered | Datetime | True | |
Date_Modified | Datetime | True | |
Project_Id | String | False | |
Project_Task_Id | Int | True | |
Name | String | False | |
Status | String | False | |
Description | String | False | |
Resource_Id | String | False | |
Resource_Name | String | False | |
Predecessors | String | False | |
Date_Start | Date | False | |
Time_Start | Int | True | |
Time_Finish | Int | True | |
Date_Finish | Date | False | |
Duration | Int | False | |
Duration_Unit | String | False | |
Actual_Duration | Int | True | |
Percent_Complete | Int | True | |
Date_Due | Date | False | |
Time_Due | String | True | |
Parent_Task_Id | Int | True | |
Assigned_User_Id | String | False | |
Modified_User_Id | String | True | |
Modified_By_Name | String | True | |
Priority | String | False | |
Created_By | String | True | |
Created_By_Name | String | True | |
Milestone_Flag | Bool | False | |
Order_Number | Int | True | |
Task_Number | Int | True | |
Estimated_Effort | Int | True | |
Actual_Effort | Int | True | |
Deleted | Bool | False | |
Utilization | Int | True | |
Project_Name | String | True | |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The ProspectLists table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Name | String | False | |
List_Type | String | False | |
Date_Entered | Datetime | True | |
Date_Modified | Datetime | True | |
Modified_User_Id | String | True | |
Modified_By_Name | String | True | |
Created_By | String | True | |
Created_By_Name | String | True | |
Deleted | Bool | False | |
Description | String | False | |
Domain_Name | String | False | |
Entry_Count | Int | True | |
Marketing_Id | String | False | |
Marketing_Name | String | False | |
Tag | String | False | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Commentlog | String | True |
The PubSub_ModuleEvent_PushSubs table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Expiration_Date | Datetime | False |
Subscriptions last 7 days and must be updated to be extended |
Target_Module | String | False |
Send notifications regarding this module |
Token | String | False |
An arbitrary string delivered to the destination with each notification |
Webhook_Url | String | False |
Send notifications to this webhook |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The PurchasedLineItems table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the product |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Annual_Revenue | Decimal | True | |
Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
Cost_Price | Decimal | True |
Product cost |
Cost_Usdollar | Decimal | True |
Cost expressed in USD |
Date_Closed | Date | False |
Expected or actual date the purchased line item will close |
Date_Closed_Timestamp | String | True | |
Deal_Calc | Decimal | True |
Calculated Revenue or Loss |
Deal_Calc_Usdollar | Decimal | True |
Calculated Revenue or Loss in US Dollars |
Discount_Amount | String | True |
Discounted amount (Displayed as Total Discount Amount) |
Discount_Amount_Signed | Decimal | True |
Discounted Amount Signed |
Discount_Amount_Usdollar | Decimal | True | |
Discount_Price | Decimal | False |
Discounted price ( |
Discount_Select | Bool | False | |
Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
List_Usdollar | Decimal | True |
List price expressed in USD |
Mft_Part_Num | String | False |
Manufacturer part number |
Revenue | Decimal | False | |
Revenue_Usdollar | Decimal | True |
Revenue expressed in USD |
Total_Amount | Decimal | True | |
Subtotal | Decimal | True |
The total of the line item before any discounts are applied, taking any proration into consideration |
Category_Id | String | False |
Product category |
Category_Name | String | True | |
Manufacturer_Id | String | False |
Manufacturer of product |
Manufacturer_Name | String | True | |
Product_Template_Id | String | False |
Product (in Admin Products) from which this purchased item is derived. |
Product_Template_Name | String | True | |
Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
Product_Type_Id | String | False |
Product type (ex: hardware, software) |
Product_Type_Name | String | True | |
Purchase_Id | String | False |
Purchase which spawned this PLI |
Purchase_Name | String | False | |
Revenuelineitem_Id | String | False |
If PLI was created from RLI, this is that RLIs ID |
Revenuelineitem_Name | String | True |
RLI Name |
Renewal_Opp_Id | String | False |
Renewal opportunity of this PLI |
Renewal_Opp_Name | String | True | |
Account_Id | String | False |
Account related to the parent Purchase of this PLI |
Account_Name | String | True | |
Status | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Asset_Number | String | False |
Asset tag number of sales item in use |
Book_Value | Decimal | True |
Book value of sales item in use |
Book_Value_Date | Date | False |
Date of book value for sales item in use |
Date_Purchased | Date | False |
Date sales item purchased |
Date_Support_Expires | Date | False |
Support expiration date |
Date_Support_Starts | Date | False |
Support start date |
List_Price | Decimal | True |
List price of sales item |
Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
Quantity | Decimal | True |
Quantity in use |
Serial_Number | String | False |
Serial number of sales item in use |
Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
Service | Bool | False |
Indicates whether the sales item is a service or a product |
Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
Service_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
Service_Duration_Multiplier | Decimal | True |
Stores a multiplier based on the ratio of this sales item's duration to another duration (such as a Product Template's) |
Service_End_Date | String | True |
End date of the service |
Service_Start_Date | Date | False |
Start date of the service |
Support_Contact | String | False |
Contact for support purposes |
Support_Description | String | False |
Description of sales item for support purposes |
Support_Name | String | False |
Name of sales item for support purposes |
Support_Term | String | False |
Term (length) of support contract |
Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
Vendor_Part_Num | String | False |
Vendor part number |
Website | String | False |
Sales item URL |
Weight | Decimal | True |
Weight of the sales item |
Renewal | Bool | True |
Indicates whether this line item is a renewal |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Denorm_Account_Name | String | False |
Name of the Company |
The Purchases table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Start_Date | Date | True |
Start date of the purchase |
End_Date | Date | True |
End date of the purchase |
Service | Bool | False |
Indicates whether the purchase is a service |
Total_Revenue | Decimal | True | |
Total_Quantity | Decimal | True | |
Pli_Count | Int | True | |
Renewable | Bool | False |
Indicates whether the purchase is renewable |
Product_Template_Id | String | False | |
Product_Template_Name | String | True | |
Account_Name | String | False | |
Account_Id | String | False | |
Type_Id | String | False |
Product type (ex: hardware, software] |
Type_Name | String | True | |
Category_Id | String | False |
Product category |
Category_Name | String | True | |
Pli_Collection | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Purchases_Contacts_1_Name | String | True | |
Purchases_Contacts_1contacts_Idb | String | False |
The PushNotifications table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Is_Sent | Bool | False | |
Notification_Type | String | False |
Type of notification, eg, record_assignment. |
Parent_Type | String | True |
Module notification is associated with. |
Parent_Id | String | False |
ID of item indicated by parent_type. |
Extra_Data | String | False |
JSON encoded string containing extra data. |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Quotas table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
User_Id | String | False | |
User_Name | String | False | |
User_Full_Name | String | False | |
Timeperiod_Id | String | False | |
Quota_Type | String | False | |
Amount | Decimal | False | |
Amount_Base_Currency | Decimal | False | |
Committed | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True |
The Quotes table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Shipper_Id | String | False | |
Shipper_Name | String | True |
Shipper Name |
Taxrate_Id | String | False | |
Taxrate_Name | String | True |
Tax Rate Name |
Taxrate_Value | Decimal | True |
Tax Rate Value |
Show_Line_Nums | Bool | False | |
Quote_Type | String | False | |
Date_Quote_Expected_Closed | Date | False | |
Original_Po_Date | Date | False | |
Payment_Terms | String | False | |
Date_Quote_Closed | Date | False | |
Date_Order_Shipped | Date | False | |
Order_Stage | String | False | |
Quote_Stage | String | False | |
Purchase_Order_Num | String | False | |
Quote_Num | Int | False | |
Subtotal | Decimal | True | |
Subtotal_Usdollar | Decimal | True | |
Shipping | Decimal | True | |
Shipping_Usdollar | Decimal | True | |
Discount | Decimal | True | |
Deal_Tot | Decimal | True | |
Deal_Tot_Discount_Percentage | Double | True | |
Deal_Tot_Usdollar | Decimal | True | |
New_Sub | Decimal | True | |
New_Sub_Usdollar | Decimal | True | |
Taxable_Subtotal | Decimal | True |
Rollup of product bundles taxable_subtotal values |
Tax | Decimal | True | |
Tax_Usdollar | Decimal | True | |
Total | Decimal | True | |
Total_Usdollar | Decimal | True | |
Billing_Address_Street | String | False | |
Billing_Address_City | String | False | |
Billing_Address_State | String | False | |
Billing_Address_Postalcode | String | False | |
Billing_Address_Country | String | False | |
Shipping_Address_Street | String | False | |
Shipping_Address_City | String | False | |
Shipping_Address_State | String | False | |
Shipping_Address_Postalcode | String | False | |
Shipping_Address_Country | String | False | |
Shipping_Account_Name | String | True | |
Shipping_Account_Id | String | True | |
Shipping_Contact_Name | String | True | |
Shipping_Contact_Id | String | True | |
Account_Name | String | True | |
Account_Id | String | True | |
Billing_Account_Name | String | False | |
Billing_Account_Id | String | True | |
Billing_Contact_Name | String | True | |
Billing_Contact_Id | String | True | |
Bundles | String | True | |
Opportunity_Name | String | True | |
Opportunity_Id | String | True | |
Renewal | Bool | True |
Indicates whether this quote is a renewal |
Geocode_Status | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Currency_Id | String | False | |
Base_Rate | String | False | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Denorm_Billing_Account_Name | String | False |
Name of the Company |
The Releases table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Name | String | False | |
List_Order | Int | True | |
Status | String | False |
The ReportMaker table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Name | String | False | |
Title | String | False | |
Report_Align | String | False | |
Description | String | False | |
Scheduled | Bool | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The Reports table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | False |
Date record created |
Date_Modified | Datetime | False |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Module | String | False | |
Report_Type | String | False | |
Content | String | True | |
Is_Published | Bool | False | |
Last_Run_Date | Datetime | False | |
Report_Cache_Id | String | False | |
Chart_Type | String | False | |
Schedule_Type | String | False | |
Favorite | Bool | False | |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The ReportSchedules table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
User_Id | String | False | |
Report_Id | String | False | |
Report_Name | String | False | |
Date_Start | Datetime | False | |
Time_Interval | String | False | |
Next_Run | Datetime | False | |
Active | Bool | False | |
Schedule_Type | String | False |
Legacy field. ent for advanced reports, pro for regular reports |
File_Type | String | False |
File type for scheduled report attachment |
Embed_Report | String | False |
Embed report in email |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The RevenueLineItems table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Name of the product |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Product_Template_Id | String | False |
Product (in Admin Products) from which this product is derived (in user Products) |
Product_Template_Name | String | True | |
Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
Account_Id | String | False |
Account this product is associated with |
Subtotal | Decimal | True |
Stores the total of the line item before any discounts are applied, taking proration into consideration |
Total_Amount | Decimal | True | |
Type_Id | String | False |
Product type (ex: hardware, software) |
Quote_Id | String | False |
If product created via Quote, this is quote ID |
Manufacturer_Id | String | False |
Manufacturer of product |
Manufacturer_Name | String | True | |
Category_Id | String | False |
Product category |
Category_Name | String | True | |
Mft_Part_Num | String | False |
Manufacturer part number |
Cost_Price | Decimal | True |
Product cost ( |
Discount_Price | Decimal | True |
Discounted price ( |
Discount_Amount | String | True |
Discounted amount |
Discount_Select | Bool | False | |
Discount_Rate_Percent | Decimal | True | |
Discount_Amount_Usdollar | Decimal | True | |
Discount_Amount_Signed | Decimal | True |
Discounted Amount Signed |
Deal_Calc | Decimal | True |
deal_calc |
Deal_Calc_Usdollar | Decimal | True |
deal_calc_usdollar |
Cost_Usdollar | Decimal | True |
Cost expressed in USD |
Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
List_Usdollar | Decimal | True |
List price expressed in USD |
Status | String | False |
Product status (ex: Quoted, Ordered, Shipped) |
Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
Generate_Purchase | String | False |
Generate Purchase Options (ex: Yes, No, Completed) |
Purchasedlineitem_Id | String | False |
If PLI was created from this RLI, this is that PLIs ID |
Purchasedlineitem_Name | String | True |
PLI Name |
Best_Case | Decimal | True | |
Likely_Case | Decimal | False | |
Worst_Case | Decimal | True | |
Date_Closed | Date | False |
Expected or actual date the product (for opportunity) will close |
Date_Closed_Timestamp | String | True | |
Next_Step | String | False |
The next step in the sales process |
Commit_Stage | String | False |
Forecast commit category: Include, Likely, Omit etc. |
Sales_Stage | String | False |
Indication of progression towards closure |
Probability | Int | True |
The probability of closure |
Lead_Source | String | False |
Source of the product |
Campaign_Id | String | False |
Campaign that generated lead |
Campaign_Name | String | True | |
Forecasted_Likely | Decimal | True |
Rollup of included RLIs on the Opportunity |
Quote_Name | String | True |
Quote Name |
Opportunity_Id | String | False |
The opportunity id for the line item entry |
Opportunity_Name | String | False |
The opportunity name associated with the opportunity_id |
Product_Type | String | False |
Type of product ( from opportunities opportunity_type ex: Existing, New) |
Type_Name | String | True | |
Account_Name | String | True | |
Add_On_To_Id | String | False |
Purchased line item that this is an add-on to |
Add_On_To_Name | String | True | |
Renewal_Rli_Id | String | False |
Renewal RLI of this RLI, set during renewal generation |
Renewal_Rli_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Asset_Number | String | False |
Asset tag number of sales item in use |
Book_Value | Decimal | True |
Book value of sales item in use |
Book_Value_Date | Date | False |
Date of book value for sales item in use |
Date_Purchased | Date | False |
Date sales item purchased |
Date_Support_Expires | Date | False |
Support expiration date |
Date_Support_Starts | Date | False |
Support start date |
List_Price | Decimal | True |
List price of sales item |
Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
Quantity | Decimal | True |
Quantity in use |
Serial_Number | String | False |
Serial number of sales item in use |
Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
Service | Bool | False |
Indicates whether the sales item is a service or a product |
Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
Service_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
Service_Duration_Multiplier | Decimal | True |
Stores a multiplier based on the ratio of this sales item's duration to another duration (such as a Product Template's) |
Service_End_Date | String | True |
End date of the service |
Service_Start_Date | Date | False |
Start date of the service |
Support_Contact | String | False |
Contact for support purposes |
Support_Description | String | False |
Description of sales item for support purposes |
Support_Name | String | False |
Name of sales item for support purposes |
Support_Term | String | False |
Term (length) of support contract |
Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
Vendor_Part_Num | String | False |
Vendor part number |
Website | String | False |
Sales item URL |
Weight | Decimal | True |
Weight of the sales item |
Renewal | Bool | True |
Indicates whether this line item is a renewal |
Currency_Id | String | False | |
Base_Rate | String | True | |
Currency_Name | String | True | |
Currency_Symbol | String | True | |
Denorm_Account_Name | String | False |
Name of the Company |
The SavedSearch table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Name | String | False | |
Search_Module | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Assigned_User_Id | String | False | |
Assigned_User_Name | String | False | |
Contents | String | False | |
Description | String | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The Schedulers table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Job | String | False | |
Job_Url | String | False | |
Job_Function | String | False | |
Date_Time_Start | Datetime | False | |
Date_Time_End | Datetime | False | |
Job_Interval | String | False | |
Adv_Interval | Bool | False | |
Time_From | String | True | |
Time_To | String | True | |
Last_Run | Datetime | False | |
Status | String | False | |
Catch_Up | Bool | False | |
System_Job | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The ShiftExceptions table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Timezone | String | False |
Time Zone in which this Shift Exception operates |
Shift_Exception_Type | String | False |
The Shift Exception is of this type |
All_Day | Bool | False |
The Shift Exception is all day or not |
Start_Date | Date | False |
The start date of the shift exception |
Start_Hour | String | False |
The hour portion of the time this shift exception starts |
Start_Minutes | String | False |
The minute portion of the time this shift exception starts |
End_Date | Date | False |
The end date of the shift exception |
End_Hour | String | False |
The hour portion of the time this shift exception ends |
End_Minutes | String | False |
The minute portion of the time this shift exception ends |
Enabled | Bool | False |
An indicator of whether shift exception is enabled |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The Shifts table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Timezone | String | False |
Time Zone in which this Shift operates |
Date_Start | Date | False |
Date in which shift is schedule to (or did) start |
Date_End | Date | False |
Date is which shift is scheduled to (or did) end |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Is_Open_Sunday | Bool | False |
Explicit marker for if this business center is open on Sunday |
Sunday_Open_Hour | String | False |
The hour portion of the time this business center is open on Sunday |
Sunday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Sunday |
Sunday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Sunday |
Sunday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Sunday |
Is_Open_Monday | Bool | False |
Explicit marker for if this business center is open on Monday |
Monday_Open_Hour | String | False |
The hour portion of the time this business center is open on Monday |
Monday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Monday |
Monday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Monday |
Monday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Monday |
Is_Open_Tuesday | Bool | False |
Explicit marker for if this business center is open on Tuesday |
Tuesday_Open_Hour | String | False |
The hour portion of the time this business center is open on Tuesday |
Tuesday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Tuesday |
Tuesday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Tuesday |
Tuesday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Tuesday |
Is_Open_Wednesday | Bool | False |
Explicit marker for if this business center is open on Wednesday |
Wednesday_Open_Hour | String | False |
The hour portion of the time this business center is open on Wednesday |
Wednesday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Wednesday |
Wednesday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Wednesday |
Wednesday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Wednesday |
Is_Open_Thursday | Bool | False |
Explicit marker for if this business center is open on Thursday |
Thursday_Open_Hour | String | False |
The hour portion of the time this business center is open on Thursday |
Thursday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Thursday |
Thursday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Thursday |
Thursday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Thursday |
Is_Open_Friday | Bool | False |
Explicit marker for if this business center is open on Friday |
Friday_Open_Hour | String | False |
The hour portion of the time this business center is open on Friday |
Friday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Friday |
Friday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Friday |
Friday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Friday |
Is_Open_Saturday | Bool | False |
Explicit marker for if this business center is open on Saturday |
Saturday_Open_Hour | String | False |
The hour portion of the time this business center is open on Saturday |
Saturday_Open_Minutes | String | False |
The minute portion of the time this business center is open on Saturday |
Saturday_Close_Hour | String | False |
The hour portion of the time this business center is closed on Saturday |
Saturday_Close_Minutes | String | False |
The minute portion of the time this business center is closed on Saturday |
The Shippers table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
List_Order | Int | True | |
Default_Cost | Decimal | True |
Default cost (Shown) |
Default_Cost_Usdollar | Decimal | True | |
Status | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Styleguide table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | True | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the styleguide page |
Deleted | Bool | False |
Record deletion indicator |
Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
First_Name | String | False |
First name of the contact |
Last_Name | String | False |
Last name of the contact |
Full_Name | String | True | |
Title | String | True |
Title of the Styleguide page |
String | False |
The facebook name of the user | |
String | False |
The twitter name of the user | |
Googleplus | String | False |
The google plus id of the user |
Department | String | False |
The department of the contact |
Do_Not_Call | Bool | False |
Whether or not to allow calls to contact |
Phone_Home | String | False |
Don't call to this number |
Phone_Mobile | String | False |
Mobile phone number of the contact |
Phone_Work | String | False |
Work phone number of the contact |
Phone_Other | String | False |
Other phone number for the contact |
Phone_Fax | String | False |
Contact fax number |
Primary_Address_Street | String | False |
The street address used for primary address |
Primary_Address_Street_2 | String | False | |
Primary_Address_Street_3 | String | False | |
Primary_Address_City | String | False |
City for primary address |
Primary_Address_State | String | False |
State for primary address |
Primary_Address_Postalcode | String | False |
Postal code for primary address |
Primary_Address_Country | String | False |
Country for primary address |
Alt_Address_Street | String | False |
Street address for alternate address |
Alt_Address_Street_2 | String | False | |
Alt_Address_Street_3 | String | False | |
Alt_Address_City | String | False |
City for alternate address |
Alt_Address_State | String | False |
State for alternate address |
Alt_Address_Postalcode | String | False |
Postal code for alternate address |
Alt_Address_Country | String | False |
Country for alternate address |
Assistant | String | False |
Name of the assistant of the contact |
Assistant_Phone | String | False |
Phone number of the assistant of the contact |
Picture | String | False |
Image to be used as an avatar |
Parent_Type | String | True |
Sugar module the Note is associated with |
Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
Parent_Name | String | True | |
File_Mime_Type | String | False |
Attachment MIME type |
File_Url | String | False |
Path to file (can be URL) |
Filename | String | True |
File name associated with the note (attachment) |
Currency_Id | String | False |
Currency of the product |
List_Price | Decimal | True |
List price of product ( |
Website | String | False |
URL of website for the company |
Birthdate | Date | False |
The birthdate of the contact |
Secret_Password | String | True |
Your password will be saved securely |
User_Email | String | False |
Emails can also have a big help description to further enhance the user experience |
Date_Start | Datetime | False |
Date of start of meeting |
Radio_Button_Group | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
String | False | ||
Email1 | String | False | |
Email2 | String | False | |
Invalid_Email | Bool | False | |
Email_Opt_Out | Bool | False | |
Email_Addresses_Non_Primary | String | False | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Subscriptions table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False | |
Deleted | Bool | False |
Record deletion indicator |
Parent_Type | String | False | |
Parent_Id | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True |
The SugarFavorites table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Name of the feed |
Deleted | Bool | False |
Record deletion indicator |
Module | String | False | |
Record_Id | String | False | |
Record_Name | String | True | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The SugarLive table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Enabled_Modules | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The Tags table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Name_Lower | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Source_Id | String | False | |
Source_Type | String | False | |
Source_Meta | String | False | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True |
The Tasks table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Status | String | False | |
Date_Due_Flag | Bool | False | |
Date_Due | Datetime | False | |
Time_Due | Datetime | False | |
Date_Start_Flag | Bool | False | |
Date_Start | Datetime | False | |
Parent_Type | String | True |
The Sugar object to which the call is related |
Parent_Name | String | True | |
Parent_Id | String | False | |
Contact_Id | String | False | |
Contact_Name | String | True | |
Contact_Phone | String | True | |
Contact_Email | String | False | |
Priority | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True | |
Assigned_User_Id | String | False |
User ID assigned to record |
Assigned_User_Name | String | True | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True | |
Dri_Workflow_Id | String | False | |
Dri_Workflow_Name | String | True | |
Dri_Subworkflow_Id | String | False | |
Dri_Subworkflow_Name | String | True | |
Dri_Subworkflow_Template_Id | String | False | |
Dri_Subworkflow_Template_Name | String | True | |
Dri_Workflow_Template_Id | String | False | |
Dri_Workflow_Template_Name | String | True | |
Dri_Workflow_Task_Template_Id | String | False | |
Cj_Activity_Tpl_Name | String | True | |
Dri_Workflow_Sort_Order | String | False | |
Cj_Actual_Sort_Order | String | False | |
Customer_Journey_Score | Int | True | |
Cj_Momentum_Points | Int | True | |
Cj_Momentum_Score | Int | True | |
Cj_Allow_Activity_By | String | False | |
Customer_Journey_Progress | Double | True | |
Cj_Momentum_Ratio | Double | True | |
Customer_Journey_Points | String | False | |
Cj_Parent_Activity_Type | String | False | |
Customer_Journey_Blocked_By | String | False | |
Cj_Blocked_By_Stages | String | False | |
Is_Cj_Parent_Activity | Bool | False | |
Is_Customer_Journey_Activity | Bool | False | |
Cj_Momentum_Start_Date | Datetime | False | |
Cj_Momentum_End_Date | Datetime | False | |
Cj_Url | String | False | |
Cj_Parent_Activity_Id | String | False | |
Start_Next_Journey_Id | String | False | |
Customer_Journey_Type | String | False | |
Cj_Activity_Start_Date | Datetime | True | |
Cj_Activity_Completion_Date | Datetime | True | |
Cj_Days_To_Complete | String | True |
The TaxRates table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Value | Decimal | False | |
List_Order | Int | False | |
Status | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The TeamNotices table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Date_Start | Date | False | |
Date_End | Date | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Name | String | False | |
Description | String | False | |
Status | String | False | |
Url | String | False | |
Url_Title | String | False | |
Team_Id | String | False |
Team ID for the account |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Team_Count | String | False | |
Team_Name | String | False | |
Acl_Team_Names | String | True |
The Teams table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Name_2 | String | False | |
Associated_User_Id | String | False | |
Private | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The TimePeriods table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Name | String | True | |
Parent_Id | String | False | |
Start_Date | Date | False | |
Start_Date_Timestamp | Int | False | |
End_Date | Date | False | |
End_Date_Timestamp | Int | False | |
Created_By | String | True | |
Date_Entered | Datetime | True | |
Date_Modified | Datetime | True | |
Deleted | Bool | False | |
Is_Fiscal | Bool | False | |
Is_Fiscal_Year | Bool | False | |
Leaf_Cycle | Int | True | |
Type | String | False |
Time Period to be Forecast over |
The TrackerPerfs table.
Name | Type | ReadOnly | Description |
Id [KEY] | Int | True | |
Monitor_Id | String | False | |
Server_Response_Time | Double | True | |
Db_Round_Trips | Int | True | |
Files_Opened | Int | True | |
Memory_Usage | Int | True | |
Deleted | Bool | False |
Record deletion indicator |
Date_Modified | Datetime | True |
The TrackerQueries table.
Name | Type | ReadOnly | Description |
Id [KEY] | Int | True | |
Query_Id | String | False | |
Text | String | False | |
Query_Hash | String | False | |
Sec_Total | Double | True | |
Sec_Avg | Double | True | |
Run_Count | Int | True | |
Deleted | Bool | False |
Record deletion indicator |
Date_Modified | Datetime | True |
The Trackers table.
Name | Type | ReadOnly | Description |
Id [KEY] | Int | True | |
Monitor_Id | String | False | |
User_Id | String | False | |
Module_Name | String | False | |
Item_Id | String | False | |
Item_Summary | String | False | |
Team_Id | String | False | |
Date_Modified | Datetime | True | |
Action | String | False | |
Session_Id | String | False | |
Visible | Bool | False | |
Deleted | Bool | False |
Record deletion indicator |
The TrackerSessions table.
Name | Type | ReadOnly | Description |
Id [KEY] | Int | True | |
Session_Id | String | False | |
Date_Start | Datetime | False | |
Date_End | Datetime | False | |
Seconds | Int | True | |
Client_Ip | String | False | |
User_Id | String | False | |
Active | Bool | False | |
Deleted | Bool | False |
Record deletion indicator |
The Users table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
User_Name | String | False | |
User_Hash | String | True | |
System_Generated_Password | Bool | False | |
Pwd_Last_Changed | Datetime | False | |
Authenticate_Id | String | False | |
Sugar_Login | Bool | False | |
Picture | String | False | |
First_Name | String | False | |
Last_Name | String | False | |
Full_Name | String | True | |
Name | String | True | |
Is_Admin | Bool | False | |
External_Auth_Only | Bool | False | |
Receive_Notifications | Bool | False | |
Send_Email_On_Mention | Bool | False | |
Description | String | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Last_Login | Datetime | True | |
Modified_User_Id | String | True | |
Modified_By_Name | String | True | |
Created_By | String | True | |
Created_By_Name | String | True | |
Title | String | False | |
Department | String | False | |
Phone_Home | String | False | |
Phone_Mobile | String | False | |
Phone_Work | String | False | |
Phone_Other | String | False | |
Phone_Fax | String | False | |
Status | String | False | |
Address_Street | String | False | |
Address_City | String | False | |
Address_State | String | False | |
Address_Country | String | False | |
Address_Postalcode | String | False | |
Usertype | String | False | |
License_Type | String | False | |
Default_Team | String | False | |
Team_Id | String | False | |
Team_Set_Id | String | False | |
Acl_Team_Set_Id | String | False | |
Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
Business_Center_Id | String | False |
The business center to which the case is associated |
Team_Count | String | False | |
Team_Name | String | False | |
Deleted | Bool | False | |
Portal_Only | Bool | False | |
Show_On_Employees | Bool | False | |
Employee_Status | String | False | |
Messenger_Id | String | False | |
Messenger_Type | String | False | |
Reports_To_Id | String | False | |
Reports_To_Name | String | True | |
Email1 | String | False | |
String | False | ||
Email_Link_Type | String | False | |
Is_Group | Bool | False | |
C_Accept_Status_Fields | String | True | |
M_Accept_Status_Fields | String | True | |
Accept_Status_Id | String | False | |
Accept_Status_Name | String | False | |
Accept_Status_Calls | String | False | |
Accept_Status_Meetings | String | False | |
Accept_Status_Messages | String | False | |
Preferred_Language | String | False | |
Acl_Role_Set_Id | String | False | |
Site_User_Id | String | True | |
Cookie_Consent | Bool | False |
Indicator whether this user accepts cookies |
Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
Sync_Key | String | True | |
Customer_Journey_Access | Bool | True | |
Customer_Journey_Last_Active | Datetime | True | |
Previously_Licensed_C | Bool | False |
The UserSignatures table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
User_Id | String | False | |
Signature | String | False | |
Signature_Html | String | False | |
Is_Default | Bool | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The VisualPipeline table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False | |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Enabled_Module | String | False | |
Table_Header | String | False | |
Hidden_Values | String | False | |
Tile_Header | String | False | |
Tile_Body_Fields | String | False | |
Records_Per_Column | String | False | |
Available_Columns | String | False |
An array of white-listed column names |
Show_Column_Count | Bool | False | |
Show_Column_Total | Bool | False | |
Total_Field | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Tag | String | False | |
Commentlog | String | True | |
Locked_Fields | String | True | |
Sync_Key | String | True |
The WebLogicHooks table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False |
Unique identifier |
Name | String | False |
Hook name |
Date_Entered | Datetime | True |
Date record created |
Date_Modified | Datetime | True |
Date record last modified |
Modified_User_Id | String | True |
User who last modified record |
Modified_By_Name | String | True | |
Created_By | String | True |
User who created record |
Created_By_Name | String | True | |
Description | String | False |
Full text of the note |
Deleted | Bool | False |
Record deletion indicator |
Webhook_Target_Module | String | False | |
Request_Method | String | False | |
Url | String | False |
URL of website for the company |
Trigger_Event | String | False | |
Following | Bool | False |
Is user following this record |
My_Favorite | Bool | False |
Favorite for the user |
Locked_Fields | String | True | |
Sync_Key | String | True |
The WorkFlow table.
Name | Type | ReadOnly | Description |
Id [KEY] | String | False | |
Deleted | Bool | False | |
Date_Entered | Datetime | False | |
Date_Modified | Datetime | False | |
Modified_User_Id | String | True | |
Created_By | String | True | |
Name | String | False | |
Base_Module | String | False | |
Status | Bool | False | |
Description | String | False | |
Type | String | False | |
Fire_Order | String | False | |
Parent_Id | String | False | |
Record_Type | String | False | |
List_Order_Y | Int | True |
Views are similar to tables in the way that data is represented; however, views are read-only.
Queries can be executed against a view as if it were a normal table.
Name | Description |
Activities | The Activities view. |
Audit | The Audit view. |
DropDownValues | The DropDownValues View. This view provides information regarding the values of dropdowns from different fields and modules. |
Relationships | The Relationships View. This view provides information regarding different relationships between tables. |
The Activities view.
Name | Type | Description |
Id [KEY] | String | Unique identifier |
Name | String | |
Date_Entered | Datetime | Date record created |
Date_Modified | Datetime | Date record last modified |
Modified_User_Id | String | User who last modified record |
Modified_By_Name | String | |
Created_By | String | User who created record |
Created_By_Name | String | |
Description | String | |
Deleted | Bool | Record deletion indicator |
Parent_Id | String | |
Parent_Type | String | |
Activity_Type | String | |
Data | String | |
Comment_Count | Int | |
Last_Comment | String | |
Following | Bool | Is user following this record |
My_Favorite | Bool | Favorite for the user |
Locked_Fields | String | |
Sync_Key | String |
The Audit view.
When querying Audit, you can get Audit logs by specifying the Module name (this is required):
SELECT * FROM Audit WHERE Module = 'Contacts'
Allowed values for Module are: Accounts, KBDocuments, RevenueLineItems, Contacts, Opportunities, Leads
If you want to get Audit logs for a single Module Id, the Audit parent_id needs to be tied to the ID that belongs to the module, for instance:
SELECT * FROM Audit WHERE Module = 'Contacts' AND parent_id = '9d46a91c-43bf-11e8-a83c-0681183120c1'
Name | Type | Description |
Parent_Id | String | |
Date_Created | Datetime | |
Created_By | String | |
Created_By_Username | String | |
Field_Name | String | |
Data_Type | String | |
Before_Value_String | String | |
After_Value_String | String | |
Before | String | |
After | String |
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
Module | String |
The DropDownValues View. This view provides information regarding the values of dropdowns from different fields and modules.
When querying DropDownValues, you can create label fields for an existing dropdown list (which is tied to an existing module.) You can get these values simply by specifying the Module name (this is required):
SELECT * FROM DropDownValues WHERE Module = 'Accounts'
If you want to create a custom dropdown list, you can do so, however, the dropdown list needs to be tied to a custom field that belongs to the module, for instance:
SELECT * FROM DropDownValues WHERE Module = 'Accounts' AND Field = 'myCustomDropdown_c
Note that you may need to create a new custom field: Go to the Admin Panel > Studio > Accounts > Fields > Add Field.
Set type as Dropdown and set Drop Down List to the custom dropdown list you've created.
Name | Type | Description |
Module | String | The module containing this dropdown item. |
Field | String | The field containing this dropdown item. |
ItemName | String | The name of the dropdown item. |
DisplayLabel | String | The display label of the dropdown item. |
The Relationships View. This view provides information regarding different relationships between tables.
Name | Type | Description |
Name | String | The name of the relationship. |
DynamicSubpanel | String | The dynamic subpanel of the relationship. |
JoinKeyLhs | String | The lhs join key of the relationship. |
JoinKeyRhs | String | The rhs join key of the relationship. |
JoinTable | String | The name of join table. |
LhsKey | String | The lhs key of the relationship. |
LhsModule | String | The lhs module of the relationship. |
LhsTable | String | The lhs table of the relationship. |
RelationshipRoleColumn | String | The name of the relationship role column. |
RelationshipRoleColumnValue | String | The value of the relationship role column. |
RelationshipType | String | The type of the relationship. |
PrimaryFlagColumn | String | The name of the primary flag column. |
PrimaryFlagDefault | String | The default value of the primary flag. |
PrimaryFlagSide | String | The side of the primary flag. |
RhsKey | String | The rhs key of the relationship. |
RhsModule | String | The rhs module of the relationship. |
RhsTable | String | The rhs table of the relationship. |
TrueRelationshipType | String | The true type of the relationship. |
UserField | String | The name of the user field. |
The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.
For more information on establishing a connection, see Establishing a Connection.
Property | Description |
User | The SugarCRM user account used to authenticate. |
Password | The password used to authenticate the user. |
APIVersion | The version of the SugarCRM used. |
URL | The URL of the SugarCRM account in the form 'http://{sugar crm instance}.com'. |
Platform | The SugarCRM platform that you want to use during your session. |
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
Property | Description |
LogModules | Core modules to be included in the log file. |
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
Property | Description |
Pagesize | The maximum number of results to return per page from SugarCRM. |
AggregateColumnMode | Controls how aggregate columns are treated by the provider. |
LinkColumnsMode | Controls how the 'link' type columns are exposed by the provider provider. |
UseDisplayNames | Set this to true to use the table and column names from the UI. By default, the provider displays the API names for tables and columns. |
DisplayLanguage | The language used with the provider. This affects table names, view names and column names. |
IncludeRelationships | Set this to true if you want to expose relationship columns, which give you the ability to query objects in relation to other objects. |
IncludeFiltersAsViews | Set this to true if you want to expose filters for the modules as views. |
ModulesFiltersList | Each SugarCRM module has named filters. This property enables you to control the list of filters that the provider exposes (as a view) for each module. |
IncludeReports | Set this to true if you want to expose reports as views. |
ReportModulesList | In SugarCRM, each report is built upon a specific module. This connection property enables you to control the list of reports the provider exposes as Views. |
FlattenReportObjects | Specifies whether or not to flatten the objects' data for report views. |
FlattenReportsArrayDepth | Specifies the maximum depth of array elements to flatten for report views. |
IncludeDeleted | Specify whether to get deleted records. |
ServerSideOrderBy | Set this to true if you want to perform the order by operation server-side. Keep in mind that having or creating indexes results in the best query performance. |
MaxRows | Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
Property | Description |
User | The SugarCRM user account used to authenticate. |
Password | The password used to authenticate the user. |
APIVersion | The version of the SugarCRM used. |
URL | The URL of the SugarCRM account in the form 'http://{sugar crm instance}.com'. |
Platform | The SugarCRM platform that you want to use during your session. |
The SugarCRM user account used to authenticate.
Together with Password, this field is used to authenticate against the SugarCRM server.
The password used to authenticate the user.
The User and Password are together used to authenticate with the server.
The version of the SugarCRM used.
The SugarCRM API version used by default is v11_22.
The URL of the SugarCRM account in the form 'http://{sugar crm instance}.com'.
The URL of the SugarCRM account in the form http://{sugar crm instance}.com.
The SugarCRM platform that you want to use during your session.
Use this connection property if you are encountering a login conflict (error during authentication).
You can set it to the value of one of the platforms that you have created in SugarCRM's UI.
To create a new platform in SugarCRM:
This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.
Property | Description |
OAuthClientId | The client Id assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
The client Id assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
The client secret assigned when you register your application with an OAuth authorization server.
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
The certificate to be accepted from the server when connecting using TLS/SSL.
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
Description | Example |
A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
A path to a local file containing the certificate | C:\cert.cer |
The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.
Property | Description |
FirewallType | The protocol used by a proxy-based firewall. |
FirewallServer | The name or IP address of a proxy-based firewall. |
FirewallPort | The TCP port for a proxy-based firewall. |
FirewallUser | The user name to use to authenticate with a proxy-based firewall. |
FirewallPassword | A password used to authenticate to a proxy-based firewall. |
The protocol used by a proxy-based firewall.
This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.
Type | Default Port | Description |
TUNNEL | 80 | When this is set, the Sync App opens a connection to SugarCRM and traffic flows back and forth through the proxy. |
SOCKS4 | 1080 | When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted. |
SOCKS5 | 1080 | When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes. |
To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.
The name or IP address of a proxy-based firewall.
This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.
Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.
The TCP port for a proxy-based firewall.
This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.
The user name to use to authenticate with a proxy-based firewall.
The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.
A password used to authenticate to a proxy-based firewall.
This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
Property | Description |
ProxyAutoDetect | This indicates whether to use the system proxy settings or not. |
ProxyServer | The hostname or IP address of a proxy to route HTTP traffic through. |
ProxyPort | The TCP port the ProxyServer proxy is running on. |
ProxyAuthScheme | The authentication type to use to authenticate to the ProxyServer proxy. |
ProxyUser | A user name to be used to authenticate to the ProxyServer proxy. |
ProxyPassword | A password to be used to authenticate to the ProxyServer proxy. |
ProxySSLType | The SSL type to use when connecting to the ProxyServer proxy. |
ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer . |
This indicates whether to use the system proxy settings or not.
This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of a proxy to route HTTP traffic through.
The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.
If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.
By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.
The TCP port the ProxyServer proxy is running on.
The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.
The authentication type to use to authenticate to the ProxyServer proxy.
This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.
Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
The authentication type can be one of the following:
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
A user name to be used to authenticate to the ProxyServer proxy.
The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:
user@domain domain\user
A password to be used to authenticate to the ProxyServer proxy.
This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.
If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.
If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.
For SOCKS 5 authentication or tunneling, see FirewallType.
By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.
The SSL type to use when connecting to the ProxyServer proxy.
This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:
AUTO | Default setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option. |
ALWAYS | The connection is always SSL enabled. |
NEVER | The connection is not SSL enabled. |
TUNNEL | The connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy. |
A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.
Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
Property | Description |
LogModules | Core modules to be included in the log file. |
Core modules to be included in the log file.
Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.
See the Logging page for an overview.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC. |
A path to the directory that contains the schema files defining tables, views, and stored procedures.
The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\\CData\\SugarCRM Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:
Platform | %APPDATA% |
Windows | The value of the APPDATA environment variable |
Linux | ~/.config |
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
Property | Description |
Pagesize | The maximum number of results to return per page from SugarCRM. |
AggregateColumnMode | Controls how aggregate columns are treated by the provider. |
LinkColumnsMode | Controls how the 'link' type columns are exposed by the provider provider. |
UseDisplayNames | Set this to true to use the table and column names from the UI. By default, the provider displays the API names for tables and columns. |
DisplayLanguage | The language used with the provider. This affects table names, view names and column names. |
IncludeRelationships | Set this to true if you want to expose relationship columns, which give you the ability to query objects in relation to other objects. |
IncludeFiltersAsViews | Set this to true if you want to expose filters for the modules as views. |
ModulesFiltersList | Each SugarCRM module has named filters. This property enables you to control the list of filters that the provider exposes (as a view) for each module. |
IncludeReports | Set this to true if you want to expose reports as views. |
ReportModulesList | In SugarCRM, each report is built upon a specific module. This connection property enables you to control the list of reports the provider exposes as Views. |
FlattenReportObjects | Specifies whether or not to flatten the objects' data for report views. |
FlattenReportsArrayDepth | Specifies the maximum depth of array elements to flatten for report views. |
IncludeDeleted | Specify whether to get deleted records. |
ServerSideOrderBy | Set this to true if you want to perform the order by operation server-side. Keep in mind that having or creating indexes results in the best query performance. |
MaxRows | Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses. |
Other | These hidden properties are used only in specific use cases. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
UserDefinedViews | A filepath pointing to the JSON configuration file containing your custom views. |
The maximum number of results to return per page from SugarCRM.
The Pagesize property affects the maximum number of results the Sync App returns per page from SugarCRM. Setting a higher value may result in better performance at the cost of additional memory consumption per page.
Note: The default max supported value is 1000.
Controls how aggregate columns are treated by the provider.
The available aggregate column modes are detailed below:
Ignore | All aggregate will be ignored and will not show up as available columns in the table definition. |
List | Aggregate columns will be listed in all tables, but on base tables such as Contacts, they will not retrieve data from SugarCRM. |
ListAndRetrieve | Aggregate columns will be listed and requested on all tables. Note that when this mode is activated, primitive columns that are also part of the aggregates will be returned as NULL. For example, in the Accounts table, the Team_Id column, which is also part of the Team_Name aggregate, will be returned as NULL. |
Controls how the 'link' type columns are exposed by the provider provider.
The available options are detailed below:
Ignore | All 'link' type columns will not be pushed by the provider. |
Include | The 'link' type columns are used only for the Insertion of the related objects. This mode is useful for cases when we need to add relationships between Parent-Child objects. For instance, if we need to add comments to a Call we can use the 'commentlog_link' column and provide a comma-separated list of comment ids. |
Set this to true to use the table and column names from the UI. By default, the provider displays the API names for tables and columns.
Set this to true to use the table and column names from the UI.
Set this to false to use the API names for tables and columns.
The language used with the provider. This affects table names, view names and column names.
The default language used is 'English US'.
Available languages are: Albanian, Arabic, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English UK, English US, Estonian, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Portuguese Brazilian, Romanian, Russian, Serbian, Slovak, Spanish, Spanish Latin America, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian.
Set this to true if you want to expose relationship columns, which give you the ability to query objects in relation to other objects.
Relationships are the basis for linking information within the SugarCRM system. The relationships are exposed by the Sync App in the form of views. Set this to true if you want to expose relationship Views.
For example:
SELECT * FROM REL_account_tasks = '514b69aa-41e0-11ea-a5ef-02424563122e' SELECT * FROM Accounts WHERE accounts_contacts = 'e9b69b60-41e0-11ea-82f2-02424563122e' SELECT * FROM Notes WHERE accounts_notes_1 = '514b69aa-41e0-11ea-a5ef-02424563122e' SELECT * FROM Accounts WHERE accounts_notes_1 IN ('4a6cd5de-f40e-11ea-99f0-02f85148f4a4', '456ffdc2-f40e-11ea-86ca-02f85148f4a4')
Set this to true if you want to expose filters for the modules as views.
You can query the filtered modules like you would query the views:
SELECT * FROM [Filter_Cases_Open Cases]
where "Cases" is the name of the module and "Open Cases" is the name of the filter applied to that module.
Use the connection property ModulesFiltersList to control the list of filters that the Sync App exposes (as a View) for each module.
Each SugarCRM module has named filters. This property enables you to control the list of filters that the provider exposes (as a view) for each module.
These views have the following naming convention: Filter_{{module_name}}_{{filtername}}. For example: [Filter_Cases_Open Cases]
By default, we expose the modules listed on the Top menu bar in SugarCRM UI.
If you need more/fewer modules, you can specify them in a comma-separated list.
Set the value to * to expose the Filters for all modules.
**Note: The names on the list must be the original English names of the modules.
For the full list of filters in your system, please query the 'Filters' table.
Set this to true if you want to expose reports as views.
You can query the reports like you would query the views:
SELECT * FROM [Report_Revenues per industry (2021)]
where "Revenues per industry (2021)" is the name of the report.
If you experience performance issues, use the connection properties Pagesize and RowScanDepth to control how the driver queries the report metadata.
In SugarCRM, each report is built upon a specific module. This connection property enables you to control the list of reports the provider exposes as Views.
By default, we expose the modules listed on the Top menu bar in SugarCRM UI.
If you need more/fewer modules you can specify them in a comma-separated list.
Set this connection property to * if you like to expose the Reports for all modules.
**Note: The names on the list must be the original English names of the modules.
For the full list of filters in your system, please query the 'Reports' table.
Specifies whether or not to flatten the objects' data for report views.
If false, only the first-level objects are displayed as columns, and the values of non-primitive objects are pushed as JSON aggregates.
To access the values of those aggregates, you can use the JSON_EXTRACT function.
The default value is true.
Specifies the maximum depth of array elements to flatten for report views.
By default, the value is set to 0, meaning that only the first level will be pushed.
If the value is set to -1, all the levels will be flattened.
The nested values of non-primitive objects will be pushed as JSON aggregates.
To access the values of those aggregates you can use the JSON_EXTRACT function.
Specify whether to get deleted records.
Set this to true in order to retrieve deleted records in the result set.
Set this to true if you want to perform the order by operation server-side. Keep in mind that having or creating indexes results in the best query performance.
For more information, please refer to the SugarCRM Indexes Documentation.
By default, this is set to true.
Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
These hidden properties are used only in specific use cases.
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
This property indicates whether or not to include pseudo columns as columns to the table.
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
The maximum number of rows to scan to look for the columns available in a table.
The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.
Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.
The value in seconds until the timeout error is thrown, canceling the operation.
If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout expires and the operation is not yet complete, the Sync App throws an exception.
A filepath pointing to the JSON configuration file containing your custom views.
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.
This User Defined View configuration file is formatted as follows:
For example:
{ "MyView": { "query": "SELECT * FROM Accounts WHERE MyColumn = 'value'" }, "MyView2": { "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)" } }Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", C:\Users\yourusername\Desktop\tmp\UserDefinedViews.jsonNote that the specified path is not embedded in quotation marks.