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 supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .
Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .
Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.
For further information, see Query Processing.
By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.
To specify another certificate, see the SSLServerCert connection property.
To authenticate to an HTTP proxy, set the following:
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 |
| Account_Type | String | False |
The Company is of this type |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Affiliated_Business_Or_Jv_C | Bool | False | |
| Affiliationothername_C | String | False | |
| Agentstarthistorydate_C | Date | False | |
| Agenttrax_User_C | Bool | False | |
| Agenttrax_User_Notes_C | String | False | |
| Agenttraxaccounttype_C | String | False | |
| Agenttraxaccttype_C | String | False | |
| Annual_Revenue | String | False |
Annual revenue for this company |
| Area_C | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | Decimal | False | |
| Billing_Address_City | String | False |
The city used for billing address |
| Billing_Address_Country | String | False |
The country used for the billing address |
| Billing_Address_Postalcode | String | False |
The postal code used for billing address |
| Billing_Address_State | String | False |
The state used for billing address |
| Billing_Address_Street | String | False |
The street address used for billing address |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| Campaign_Id | String | False |
Campaign that generated Account |
| Campaign_Name | String | True |
The first campaign name for Account (Meta-data only) |
| Cancellation_Date_C | Date | False | |
| Claimsratioytdloc_C | Decimal | False | |
| Commentlog | String | True | |
| Commission_C | Decimal | False | |
| Contact_To_Discuss_Audits_C | String | False | |
| Contact_To_Discuss_Claims_C | String | False | |
| Contact_To_Discuss_General_C | String | False | |
| Contact_To_Discuss_Premiums_C | String | False | |
| Contact_To_Discuss_Reporting_C | String | False | |
| Cplspriorytdloc_C | Int | False | |
| Cplsytdloc_C | Int | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Credit_Reports_Agent_Permiss_C | Bool | False | |
| Credit_Reports_Last_Run_Off_C | Date | False | |
| Currency_Id | String | False | |
| Currytdnetloc_C | Decimal | False | |
| Cyber_Insurance_Coverage_C | Bool | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Dba_C | String | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Doctype_C | String | False | |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| Duns_Num | String | False |
DUNS number of the account |
| Ec_Purchasing_User_C | Bool | False | |
| String | False | ||
| Email_Addresses_Non_Primary | String | False | |
| Email_Opt_Out | Bool | False | |
| Email1 | String | False | |
| Email2 | String | False | |
| Employees | String | False |
Number of employees, varchar to accomodate for both number (100) or range (50-100) |
| Epay_User_C | Bool | False | |
| Est_Total_Prem_Gen_At_Office_C | Decimal | False | |
| Estatement_User_C | Bool | False | |
| Estimated_Fntg_Wallet_Share_C | String | False | |
| String | False |
The facebook name of the company | |
| Fidelity_Pak_User_C | Bool | False | |
| Fnf_Agencies_Accounts_1_Name | String | True | |
| Fnf_Agencies_Accounts_1fnf_Agencies_Ida | String | False | |
| Following | Bool | False |
Is user following this record |
| Googleplus | String | False |
The Google Plus name of the company |
| Hint_Account_Facebook_Handle | String | False |
company facebook |
| Hint_Account_Fiscal_Year_End | String | False |
FY End |
| Hint_Account_Founded_Year | String | False |
company founded year |
| Hint_Account_Industry | String | False |
Company Industry |
| Hint_Account_Industry_Tags | String | False |
industry tags |
| Hint_Account_Location | String | False |
Company Location |
| Hint_Account_Logo | String | False |
company logo |
| Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
| Hint_Account_Pic | String | False |
Hint Account logo |
| Hint_Account_Size | String | False |
Company Size |
| Id [KEY] | String | True |
Unique identifier |
| Industry | String | False |
The company belongs in this industry |
| Invalid_Email | Bool | False | |
| Is_Escalated | Bool | True |
Is this escalated? |
| Jacketsorderedytdloc_C | String | False | |
| Jv_Or_Afba_Partner_Name_C | String | False | |
| Lastaccountingperiod_C | String | False | |
| Lastupdatedate_C | Datetime | False | |
| Local_Tag_C | String | False | |
| Locked_Fields | String | True | |
| Maxliability_C | Decimal | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Mtcc_Modules_In_Use_C | String | False | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the Company |
| Name_City_State_C | String | False | |
| Nasid_C | String | False | |
| Next_Renewal_Date | Date | True | |
| Ownership | String | False | |
| Parent_Id | String | False |
Account ID of the parent of this account |
| Parent_Name | String | True | |
| Perform_Sugar_Action | Bool | False | |
| Phone_Alternate | String | False |
An alternate phone number |
| Phone_Fax | String | False |
The fax phone number of this company |
| Phone_Office | String | False |
The office phone number |
| Primarylocation_C | Bool | False | |
| Prior_Year_Total_Premium_C | Decimal | False | |
| Prioreoynetloc_C | Decimal | False | |
| Priorytdnetloc_C | Decimal | False | |
| Prospect_Numb_Sales_Calls_C | Int | False | |
| Prospecting_Next_Step_C | String | False | |
| Prospecting_Notes_C | String | False | |
| Rating | String | False |
An arbitrary rating for this company for use in comparisons with others |
| Reportedpoliciesytdloc_C | Int | False | |
| Rynoh_Erecon_C | Bool | False | |
| Service_Level | String | False |
An indication of the service level of a company |
| Shipping_Address_City | String | False |
The city used for the shipping address |
| Shipping_Address_Country | String | False |
The country used for the shipping address |
| Shipping_Address_Postalcode | String | False |
The zip code used for the shipping address |
| Shipping_Address_State | String | False |
The state used for the shipping address |
| Shipping_Address_Street | String | False |
The street address used for for shipping purposes |
| Sic_Code | String | False |
SIC code of the account |
| Software_Escrow_Title_C | String | False | |
| Status_C | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Test_Contact_For_Claims_C | String | False | |
| Ticker_Symbol | String | False |
The stock trading (ticker) symbol for the company |
| Titlepoint_User_C | Bool | False | |
| Titlepoint_User_Notes_C | String | False | |
| Titlewave_User_C | Bool | False | |
| String | False |
The twitter name of the company | |
| Website | String | False |
URL of website for the company |
| Widget_Next_Renewal_Date | String | True | |
| Ytdvarianceloc_C | Decimal | False |
The ACLRoles table.
| Name | Type | ReadOnly | Description |
| Access_Override | Int | True | |
| Created_By | String | True |
User who created record |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
The role description |
| Id [KEY] | String | True |
Unique identifier |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
The role name |
The ArchiveRuns table.
| Name | Type | ReadOnly | Description |
| Archiver_Id | String | False |
ID associated with the Data Archiver |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Of_Archive | Datetime | False |
The date and time this archiver was run |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Filter_Def | String | False |
The filter definition associated with the run |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Ids_Processed | String | False |
The IDs that were processed in this run |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Num_Processed | Int | False |
The number of fields archived/deleted |
| Process_Type | String | False |
Whether the data was deleted or archived |
| Source_Module | String | False |
The source module |
| Sync_Key | String | True | |
| Tag | String | False |
The Bugs table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Bug_Number | Int | False |
Visual unique identifier |
| Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Fixed_In_Release | String | False |
The software or service release that corrected the bug |
| Fixed_In_Release_Name | String | True | |
| Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
| Following | Bool | False |
Is user following this record |
| Found_In_Release | String | False |
The software or service release that manifested the bug |
| Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
| Id [KEY] | String | True |
Unique identifier |
| Is_Escalated | Bool | True |
Is this escalated? |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The short description of the bug |
| Pending_Processing | Bool | True | |
| Portal_Viewable | Bool | False | |
| Priority | String | False |
An indication of the priorty of the issue |
| Product_Category | String | False |
Where the bug was discovered (ex: Accounts, Contacts, Leads) |
| Release_Name | String | True | |
| Resolution | String | False |
An indication of how the issue was resolved |
| Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
| Source | String | False |
An indicator of how the bug was entered (ex: via web, email, etc.) |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Status | String | False |
The status of the issue |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False |
The type of issue (ex: issue, feature) |
| Widget_Follow_Up_Datetime | String | True | |
| Work_Log | String | False |
Free-form text used to denote activities of interest |
The BusinessCenters table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Address_City | String | False |
City of this Business Center |
| Address_Country | String | False |
Country of this Business Center |
| Address_Postalcode | String | False |
Postal Code of this Business Center |
| Address_State | String | False |
State of this Business Center |
| Address_Street | String | False |
Address of this Business Center |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| 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 |
| 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 |
| Id [KEY] | String | True |
Unique identifier |
| Is_Open_Friday | Bool | False |
Explicit marker for if this business center is open on Friday |
| Is_Open_Monday | Bool | False |
Explicit marker for if this business center is open on Monday |
| Is_Open_Saturday | Bool | False |
Explicit marker for if this business center is open on Saturday |
| Is_Open_Sunday | Bool | False |
Explicit marker for if this business center is open on Sunday |
| Is_Open_Thursday | Bool | False |
Explicit marker for if this business center is open on Thursday |
| Is_Open_Tuesday | Bool | False |
Explicit marker for if this business center is open on Tuesday |
| Is_Open_Wednesday | Bool | False |
Explicit marker for if this business center is open on Wednesday |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| 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 |
| 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 |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| 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 |
| 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 |
| 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 |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| 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 |
| 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 |
| Timezone | String | False |
Time Zone in which this Business Center operates |
| 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 |
| 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 |
| 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 |
| 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 |
The Calendar table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Agenda_Event_Template | String | True | |
| Allow_Create | Bool | False | |
| Allow_Delete | Bool | False | |
| Allow_Update | Bool | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Calendar_Filter | String | True | |
| Calendar_Module | String | False | |
| Calendar_Type | String | True | |
| Color | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Day_Event_Template | String | True | |
| Dblclick_Event | String | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Duration_Days | String | True | |
| Duration_Hours | String | True | |
| Duration_Minutes | String | True | |
| Event_End | String | True | |
| Event_Start | String | False | |
| Event_Tooltip_Template | String | True | |
| Following | Bool | False |
Is user following this record |
| Ical_Event_Template | String | True | |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Month_Event_Template | String | True | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Schedulermonth_Event_Template | String | True | |
| Subject | String | True | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Timeline_Event_Template | String | True | |
| Week_Event_Template | String | True |
The Calls table.
| Name | Type | ReadOnly | Description |
| Accept_Status | String | False | |
| Accept_Status_Users | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Auto_Invite_Parent | Bool | False |
Flag to allow for turning off auto invite of parent record - (Meta-data only) |
| Aws_Contact_Id | String | True |
The AWS Connect Contact ID |
| Aws_Lens_Data | String | False |
Raw data from the aws lens service |
| Call_Differentiating_Value_C | String | False | |
| Call_Recording | String | True |
The friendly name for the call recording link |
| Call_Recording_Url | String | False |
The URL for the call recording |
| Cj_Activity_Tpl_Name | String | True | |
| Cj_Actual_Sort_Order | String | False | |
| Cj_Allow_Activity_By | String | False | |
| Cj_Blocked_By_Stages | String | False | |
| Cj_Momentum_End_Date | Datetime | False | |
| Cj_Momentum_Points | Int | True | |
| Cj_Momentum_Ratio | Double | True | |
| Cj_Momentum_Score | Int | True | |
| Cj_Momentum_Start_Date | Datetime | False | |
| Cj_Parent_Activity_Id | String | False | |
| Cj_Parent_Activity_Type | String | False | |
| Cj_Url | String | False | |
| Commentlog | String | True | |
| Contact_Id | String | True | |
| Contact_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Customer_Journey_Blocked_By | String | False | |
| Customer_Journey_Points | String | False | |
| Customer_Journey_Progress | Double | True | |
| Customer_Journey_Score | Int | True | |
| Date_End | Datetime | True |
Date is which call is scheduled to (or did) end |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False |
Date in which call is schedule to (or did) start |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Direction | String | False |
Indicates whether call is inbound or outbound |
| Dri_Subworkflow_Id | String | False | |
| Dri_Subworkflow_Name | String | True | |
| Dri_Subworkflow_Template_Id | String | False | |
| Dri_Subworkflow_Template_Name | String | True | |
| Dri_Workflow_Id | String | False | |
| Dri_Workflow_Name | String | True | |
| Dri_Workflow_Sort_Order | String | False | |
| Dri_Workflow_Task_Template_Id | String | False | |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| Duration_Hours | Int | False |
Call duration, hours portion |
| Duration_Minutes | String | False |
Call duration, minutes portion |
| Email_Reminder_Checked | Bool | False |
checkbox indicating whether or not the email reminder value is set (Meta-data only) |
| Email_Reminder_Sent | Bool | False |
Whether email reminder is already sent |
| 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 |
| Fnf_Agencies_Calls_1_Name | String | True | |
| Fnf_Agencies_Calls_1fnf_Agencies_Ida | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Internal_Notes | String | False |
Internal notes for the call |
| Invitees | String | True | |
| Is_Cj_Parent_Activity | Bool | False | |
| Is_Customer_Journey_Activity | Bool | False | |
| Lead_Id | String | True | |
| Lead_Name | String | True | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Brief description of the call |
| Outlook_Id | String | False |
When the Sugar Plug-in for Microsoft Outlook syncs an Outlook appointment, this is the Outlook appointment item ID |
| Parent_Id | String | False |
The ID of the parent Sugar object identified by parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
The Sugar object to which the call is related |
| Recurrence_Id | Datetime | False |
Recurrence ID of call. Original call start date |
| Recurring_Source | String | False |
Source of recurring call |
| 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 |
| Repeat_Count | Int | True |
Number of recurrence |
| Repeat_Days | String | False |
Days of month |
| Repeat_Dow | String | False |
Days of week in recurrence |
| Repeat_Interval | Int | True |
Interval of recurrence |
| Repeat_Ordinal | String | False |
Repeat ordinal value |
| Repeat_Parent_Id | String | False |
Id of the first element of recurring records |
| Repeat_Selector | String | False |
Repeat selector |
| Repeat_Type | String | False |
Type of recurrence |
| Repeat_Unit | String | False |
Repeat unit value |
| Repeat_Until | Date | False |
Repeat until specified date |
| Send_Invites | Bool | False |
checkbox indicating whether or not to send out invites (Meta-data only) |
| Sentiment_Score_Agent | Decimal | True |
The sentiment score for the agent ranging from -5 to 5 |
| 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_Fourth_Quarter | Decimal | True |
The sentiment score for the agent during the fourth 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_String | String | True | |
| Sentiment_Score_Agent_Third_Quarter | Decimal | True |
The sentiment score for the agent during the third quarter ranging from -5 to 5 |
| Sentiment_Score_Customer | Decimal | True |
The sentiment score for the customer 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_Fourth_Quarter | Decimal | True |
The sentiment score for the customer during the fourth 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_String | String | True | |
| Sentiment_Score_Customer_Third_Quarter | Decimal | True |
The sentiment score for the customer during the third quarter ranging from -5 to 5 |
| Set_Accept_Links | String | False | |
| Start_Next_Journey_Id | String | False | |
| Status | String | False |
The status of the call (Held, Not Held, etc.) |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Transcript | String | True | |
| Type_Of_Call_C | String | False |
The CampaignLog table.
| Name | Type | ReadOnly | Description |
| Activity_Date | Datetime | False |
The date the activity occurred |
| Activity_Type | String | False |
The activity that occurred (e.g., Viewed Message, Bounced, Opted out) |
| Archived | Bool | False |
Indicates if item has been archived |
| Campaign_Content | String | False | |
| Campaign_Id | String | False |
Campaign identifier |
| Campaign_Name | String | False | |
| Campaign_Name1 | String | True | |
| Campaign_Objective | String | False | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Hits | Int | True |
Number of times the item has been invoked (e.g., multiple click-thrus) |
| Id [KEY] | String | True |
Unique identifier |
| List_Id | String | False |
The target list from which item originated |
| Marketing_Id | String | False |
ID of marketing email this entry is associated with |
| Marketing_Name | String | False | |
| More_Information | String | False | |
| Recipient_Email | String | False | |
| Recipient_Name | String | True | |
| Related_Id | String | False | |
| Related_Name | String | True | |
| Related_Type | String | False | |
| Target_Id | String | False |
Identifier of target record |
| Target_Tracker_Key | String | False |
Identifier of Tracker URL |
| Target_Type | String | False |
Descriptor of the target record type (e.g., Contact, Lead) |
The Campaigns table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Actual_Cost | Decimal | True |
Actual cost of the campaign |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Budget | Decimal | True |
Budgeted amount for the campaign |
| Campaign_Type | String | False |
The type of campaign |
| Commentlog | String | True | |
| Content | String | False |
The campaign description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | True |
inhertied but not used |
| End_Date | Date | False |
Ending date of the campaign |
| Expected_Cost | Decimal | True |
Expected cost of the campaign |
| Expected_Revenue | Decimal | True |
Expected revenue stemming from the campaign |
| Following | Bool | False |
Is user following this record |
| Frequency | String | False |
Frequency of the campaign |
| Id [KEY] | String | True |
Unique identifier |
| Impressions | Int | True |
Expected Click throughs manually entered by Campaign Manager |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The name of the campaign |
| Objective | String | False |
The objective of the campaign |
| Start_Date | Date | False |
Starting date of the campaign |
| Status | String | False |
Status of the campaign |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Tracker_Count | Int | True |
The number of accesses made to the tracker URL; no longer used as of 4.2 (see campaign_trkrs) |
| 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_Text | String | False |
The text that appears in the tracker URL; no longer used as of 4.2 (see campaign_trkrs) |
The CampaignTrackers table.
| Name | Type | ReadOnly | Description |
| Campaign_Id | String | False |
The ID of the campaign |
| Created_By | String | True |
User ID who created record |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Id [KEY] | String | True |
Unique identifier |
| Is_Optout | Bool | False |
Indicator whether tracker URL represents an opt-out link |
| Modified_User_Id | String | True |
User who last modified record |
| Tracker_Key | Int | False |
Internal key to uniquely identifier the tracker URL |
| 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 |
The Cases table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
The account to which the case is associated |
| Account_Name | String | False |
The name of the account represented by the account_id field |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Action_Claim | String | True | |
| Action_Close | String | True | |
| Action_Unassign | String | True | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Attachment_List | String | True | |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
| Business_Hrs_To_First_Response | Decimal | True | |
| Case_Number | Int | False |
Visual unique identifier |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| First_Response_Actual_Datetime | Datetime | True | |
| First_Response_Sent | Bool | False | |
| First_Response_Sla_Met | String | False | |
| First_Response_Target_Datetime | Datetime | True | |
| First_Response_User_Id | String | False | |
| First_Response_User_Name | String | True | |
| First_Response_Var_From_Target | Decimal | True | |
| Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
| Following | Bool | False |
Is user following this record |
| Hours_To_First_Response | Decimal | True | |
| Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
| Id [KEY] | String | True |
Unique identifier |
| Is_Escalated | Bool | True |
Is this escalated? |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The short description of the bug |
| Pending_Processing | Bool | True | |
| Perform_Sugar_Action | Bool | False | |
| Portal_Viewable | Bool | False | |
| Primary_Contact_Id | String | False | |
| Primary_Contact_Name | String | True | |
| Priority | String | False |
The priority of the case |
| 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 |
| Resolution | String | False |
The resolution of the case |
| Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
| Service_Level | String | True |
Service level of the associated account of case |
| Source | String | False |
An indicator of how the case was entered (ex: via web, email, etc.) |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Status | String | False |
The status of the case |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False |
The type of issue (ex: issue, feature) |
| Widget_Follow_Up_Datetime | String | True | |
| Widget_Status | String | True | |
| Work_Log | String | False |
Free-form text used to denote activities of interest |
The Categories table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True | |
| Is_External | Bool | False |
External category flag |
| Lft | Int | False |
Left node index |
| Locked_Fields | String | True | |
| Lvl | Int | False |
Node level |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Category name |
| Rgt | Int | False |
Right node index |
| Root | String | False |
Root ID |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Sync_Key | String | True |
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 |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Drive_Id | String | True | |
| Folder_Id | String | True | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Root | Bool | False | |
| Is_Shared | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Path | String | True | |
| Path_Module | String | True | |
| Record_Id | String | True | |
| Site_Id | String | True | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Type | String | True |
The CommentLog table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Entry | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Comments table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Data | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False | |
| Sync_Key | String | True |
The ConsoleConfiguration table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Enabled_Modules | String | False | |
| Filter_Def | String | False | |
| Following | Bool | False |
Is user following this record |
| Freeze_First_Column | Bool | False |
Decides if the first column should be frozen |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Order_By_Primary | String | False | |
| Order_By_Secondary | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Contacts table.
| Name | Type | ReadOnly | Description |
| Accept_Status_Calls | String | False | |
| Accept_Status_Id | String | False | |
| Accept_Status_Meetings | String | False | |
| Accept_Status_Messages | String | False | |
| Accept_Status_Name | String | False | |
| Account_Id | String | False | |
| Account_Name | String | True | |
| Accounting_Bulletins_C | Bool | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Alt_Address_City | String | False |
City for alternate address |
| Alt_Address_Country | String | False |
Country for alternate address |
| Alt_Address_Postalcode | String | False |
Postal code for alternate address |
| Alt_Address_State | String | False |
State for alternate address |
| Alt_Address_Street | String | False |
Street address for alternate address |
| Alt_Address_Street_2 | String | False | |
| Alt_Address_Street_3 | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Assistant | String | False |
Name of the assistant of the contact |
| Assistant_Phone | String | False |
Phone number of the assistant of the contact |
| Birthdate | Date | False |
The birthdate of the contact |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| C_Accept_Status_Fields | String | True | |
| Campaign_Id | String | False |
Campaign that generated lead |
| Campaign_Name | String | True |
The first campaign name for Contact (Meta-data only) |
| Commentlog | String | True | |
| Contact_Type_C | String | False | |
| Contactid_C | String | False | |
| Cookie_Consent | Bool | False |
Indicator whether this portal user accepts cookies |
| Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Day_Of_Birth_Yr_Optional_C | String | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Department | String | False |
The department of the contact |
| Description | String | False |
Full text of the note |
| Dnb_Principal_Id | String | False |
Unique Id For DB Contact |
| Do_Not_Call | Bool | False |
An indicator of whether contact can be called |
| Dp_Business_Purpose | String | True |
Business purposes consented for |
| Dp_Consent_Last_Updated | Date | False |
Date consent last updated |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| String | False | ||
| Email_Addresses_Non_Primary | String | False | |
| Email_And_Name1 | String | False | |
| Email_Opt_Out | Bool | False | |
| Email1 | String | False | |
| Email2 | String | False | |
| Entry_Source | String | True |
Determines if a record was created internal to the system or external to the system |
| Escrow_Bulletins_C | Bool | False | |
| String | False |
The facebook name of the user | |
| First_Name | String | False |
First name of the contact |
| Fnf_Agencies_Contacts_1_Name | String | True | |
| Fnf_Agencies_Contacts_1fnf_Agencies_Ida | String | False | |
| Following | Bool | False |
Is user following this record |
| Full_Name | String | True | |
| General_Bulletins_C | Bool | False | |
| Googleplus | String | False |
The google plus id of the user |
| Hint_Account_Annual_Revenue | String | False |
Annual Rev |
| Hint_Account_Description | String | False |
Company Description |
| Hint_Account_Facebook_Handle | String | False |
company facebook |
| Hint_Account_Fiscal_Year_End | String | False |
FY End |
| Hint_Account_Founded_Year | String | False |
company founded year |
| Hint_Account_Industry | String | False |
Company Industry |
| Hint_Account_Location | String | False |
Company Location |
| Hint_Account_Logo | String | False |
company logo |
| Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
| Hint_Account_Sic_Code_Label | String | False |
SIC Code |
| Hint_Account_Size | String | False |
Company Size |
| Hint_Account_Twitter_Handle | String | False |
company twitter |
| Hint_Account_Website | String | False |
company website |
| Hint_Contact_Pic | String | False |
Hint Contact logo |
| Hint_Education | String | False |
Education |
| Hint_Education_2 | String | False |
Education 2 |
| Hint_Facebook | String | False | |
| Hint_Industry_Tags | String | False |
industry tags |
| Hint_Job_2 | String | False |
Job 2 |
| Hint_Phone_1 | String | False |
extra phone field |
| Hint_Phone_2 | String | False |
extra phone field |
| Hint_Photo | String | False |
person photo |
| Hint_Twitter | String | False | |
| Id [KEY] | String | True |
Unique identifier |
| Invalid_Email | Bool | False | |
| Last_Name | String | False |
Last name of the contact |
| Lead_Registered_User_C | Bool | False | |
| Lead_Source | String | False |
How did the contact come about |
| Locked_Fields | String | True | |
| M_Accept_Status_Fields | String | True | |
| Market_Interest_Prediction_Score | String | True | |
| Market_Score | Int | True | |
| Mkto_Id | Int | True |
Associated Marketo Lead ID |
| Mkto_Lead_Score | Int | True | |
| Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | True | |
| No_Longer_At_Account_C | Bool | False | |
| Opportunity_Role | String | False | |
| Opportunity_Role_Fields | String | True | |
| Opportunity_Role_Id | String | False | |
| Owner_Only_Bulletins_C | Bool | False | |
| Perform_Sugar_Action | Bool | False | |
| Phone_Fax | String | False |
Contact fax number |
| Phone_Home | String | False |
Home phone number of the contact |
| Phone_Mobile | String | False |
Mobile phone number of the contact |
| Phone_Other | String | False |
Other phone number for the contact |
| Phone_Work | String | False |
Work phone number of the contact |
| Picture | String | False |
Avatar |
| Portal_Active | Bool | False |
Indicator whether this contact is a portal user |
| Portal_App | String | False |
Reference to the portal |
| Portal_Name | String | True |
Name as it appears in the portal |
| Portal_Password | String | True | |
| Portal_Password1 | String | True | |
| Portal_User_Company_Name | String | False |
User company name in the portal |
| Preferred_Language | String | False | |
| Primary_Address_City | String | False |
City for primary address |
| Primary_Address_Country | String | False |
Country for primary address |
| Primary_Address_Postalcode | String | False |
Postal code for primary address |
| Primary_Address_State | String | False |
State for primary address |
| Primary_Address_Street | String | False |
The street address used for primary address |
| Primary_Address_Street_2 | String | False | |
| Primary_Address_Street_3 | String | False | |
| Report_To_Name | String | True | |
| Reports_To_Id | String | False |
The contact this contact reports to |
| Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
| Site_User_Id | String | True | |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Sync_Contact | Bool | False |
Synch to outlook? (Meta-Data only) |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Title | String | False |
The title of the contact |
| Title_Wave_User_C | Bool | False | |
| String | False |
The twitter name of the user | |
| Underwriting_Bulletins_C | Bool | False |
The Contracts table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
The account ID to which the contract is associated |
| Account_Name | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Commentlog | String | True | |
| Company_Signed_Date | Date | False |
Date in which the company using Sugar signed the contract |
| Contract_Term | Int | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Customer_Signed_Date | Date | False |
Date in which the ultimate customer signed the contract |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| End_Date | Date | False |
The date in which the contract is no longer effective |
| Expiration_Notice | Datetime | False |
Date to issue an expiration notice (useful for workflow rules) |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The name of the contract |
| Opportunity_Id | String | False | |
| Opportunity_Name | String | True | |
| 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 |
| Reference_Code | String | False |
The reference code used by the organization to refer to this contract |
| Start_Date | Date | False |
The effective date of the contract |
| Status | String | False |
The contract status |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Time_To_Expiry | Int | True | |
| Total_Contract_Value | Decimal | True |
The overall value of the contract |
| Total_Contract_Value_Usdollar | Decimal | True |
The overall contract value expressed in USD |
| Type | String | False |
The dropdown options for Contract types |
| Type_Name | String | True |
The contract type |
The ContractTypes table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | True |
Relative order in drop down list |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Currencies table.
| Name | Type | ReadOnly | Description |
| Conversion_Rate | Decimal | False |
Conversion rate factor (relative to stored value) |
| Created_By | String | True |
User ID who created record |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Id [KEY] | String | True |
Unique identifer |
| Iso4217 | String | False |
3-letter identifier specified by ISO 4217 (ex: USD) |
| Name | String | False |
Name of the currency |
| Status | String | False |
Currency status |
| Symbol | String | False |
Symbol representing the currency |
| Sync_Key | String | True |
The CustomQueries table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Created_By | String | True |
User ID who created record |
| Custom_Query | String | False |
The SQL statement |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full description of the custom query |
| Id [KEY] | String | True |
Unique identifer |
| List_Order | Int | True |
The relative order of this query (unused) |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
Name of the custom query |
| Query_Locked | Bool | False |
Indicates whether query body (the SQL statement) can be changed |
| Query_Type | String | False |
The type of query (unused) |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The Dashboards table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Dashboard_Module | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Default_Dashboard | Bool | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Metadata | String | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| View_Name | String | False |
The DataArchiver table.
| Name | Type | ReadOnly | Description |
| Active | Bool | False |
Whether the definition is active or not |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Filter_Def | String | False |
The filter definitions defined for the archive |
| Filter_Module_Name | String | False |
Module associated with the archived data |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Process_Type | String | False |
Whether the data should be truncated or archived |
| Sync_Key | String | True | |
| Tag | String | False |
The DataPrivacy table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Business_Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal business hours |
| Business_Purpose | String | True |
Business purpose |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Dataprivacy_Number | Int | False |
Visual unique identifier |
| Date_Closed | Date | False |
Date closed |
| Date_Due | Date | False |
Due date |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Opened | Date | False |
Date opened |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Fields_To_Erase | String | False | |
| Follow_Up_Datetime | Datetime | False |
Deadline for following up on an issue |
| Following | Bool | False |
Is user following this record |
| Hours_To_Resolution | Decimal | True |
How long it took to resolve this issue, in decimal calendar hours |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The short description of the bug |
| Pending_Processing | Bool | True | |
| Priority | String | False |
An indication of the priorty of the issue |
| Requested_By | String | False |
Requested by |
| Resolution | String | False |
The resolution of the request |
| Resolved_Datetime | Datetime | False |
Date when an issue is resolved |
| Source | String | False |
The source of the request |
| Status | String | False |
The status of the request |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False |
The type of request |
| Widget_Follow_Up_Datetime | String | True | |
| Work_Log | String | False |
Free-form text used to denote activities of interest |
The DataSets table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Body_Back_Color | String | False | |
| Body_Text_Color | String | False | |
| Created_By | String | True | |
| Custom_Layout | String | False | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Description | String | False | |
| Exportable | Bool | False | |
| Font_Size | String | False | |
| Header | Bool | False | |
| Header_Back_Color | String | False | |
| Header_Text_Color | String | False | |
| Id [KEY] | String | True | |
| List_Order_Y | Int | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Output_Default | String | False | |
| Parent_Id | String | False | |
| Parent_Name | String | True |
Parent data sets for the data set (Meta-data only) |
| Prespace_Y | Bool | False | |
| Query_Id | String | False | |
| Query_Name | String | False |
Custom Queries for the data sets (Meta-data only) |
| Report_Id | String | False | |
| Report_Name | String | False |
Custom Queries for the data sets (Meta-data only) |
| Table_Width | String | False | |
| Table_Width_Type | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Use_Prev_Header | Bool | False |
The DocumentMerges table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Dismissed | Bool | False | |
| File_Type | String | True | |
| Flow_Data | String | False | |
| Following | Bool | False |
Is user following this record |
| Generated_Document_Id | String | True | |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Merge_Type | String | True | |
| Message | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | True | |
| Parent_Name | String | True | |
| Parent_Type | String | True | |
| Record_Ids | String | True |
store the record ids for the multimerge |
| Seen | Bool | False | |
| Status | String | True | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Template | String | True | |
| Template_Id | String | True |
The DocumentRevisions table.
| Name | Type | ReadOnly | Description |
| Change_Log | String | False | |
| Created_By | String | True | |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| 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 |
| Document_Id | String | False | |
| Document_Name | String | False | |
| File_Ext | String | False | |
| File_Mime_Type | String | False | |
| File_Size | Int | True |
The size of the file |
| Filename | String | False | |
| Id [KEY] | String | True | |
| Latest_Revision | String | False | |
| Latest_Revision_Id | String | False | |
| Related_Document_Name | String | True | |
| Revision | String | False |
The Documents table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Active_Date | Date | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Category_Id | String | False | |
| Commentlog | String | True | |
| Contract_Name | String | False | |
| Contract_Status | String | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| 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 |
| Document_Name | String | False | |
| Document_Revision_Id | String | False | |
| Exp_Date | Date | False | |
| Filename | String | False |
The filename of the document attachment |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Shared | Bool | False | |
| Is_Template | Bool | False | |
| Last_Rev_Create_Date | String | True | |
| Last_Rev_Created_Name | String | False | |
| Last_Rev_Mime_Type | String | False | |
| Latest_Revision | String | False | |
| Latest_Revision_File_Ext | String | True | |
| Latest_Revision_File_Mime_Type | String | True | |
| Latest_Revision_File_Size | String | True | |
| Latest_Revision_Id | String | False | |
| Latest_Revision_Name | String | False | |
| Linked_Id | String | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| 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 |
| Revision | String | False | |
| Selected_Revision_Filename | String | False | |
| Selected_Revision_Id | String | False | |
| Selected_Revision_Name | String | False | |
| Status | String | False |
Document status for Meta-Data framework |
| Status_Id | String | False | |
| Subcategory_Id | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Template_Type | String | False |
The DocumentTemplates table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| File_Ext | String | False | |
| File_Mime_Type | String | False | |
| File_Size | Int | True |
The size of the file |
| Filename | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Label_Merging | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Postfix | String | False | |
| Prefix | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Template_Module | String | False | |
| Use_Revisions | Bool | False |
The DocuSignEnvelopes table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Cloud_Path | String | False | |
| Cloud_Service_Type | String | False | |
| Commentlog | String | True | |
| Completed_Document | String | True |
The document completed in DocuSign |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Document_Id | String | False | |
| Driveid | String | False | |
| Envelope_Id | String | True |
The id of the envelope in DocuSign |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Last_Audit | Datetime | False |
The last time the envelope was fetched from DocuSign |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False | |
| Parent_Name | String | True |
The parent record |
| Parent_Type | String | True | |
| Status | String | True |
The status of the envelope |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
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 |
| Api_Data | String | False |
Any API data that the external API may wish to store on a per-user basis |
| Application | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Consumer_Key | String | False | |
| Consumer_Secret | String | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Note | String | False | |
| Oauth_Secret | String | False | |
| Oauth_Token | String | False | |
| Password | String | False | |
| Sync_Key | String | True | |
| Url | String | False | |
| Validated | Bool | False |
The EmailAddresses table.
| Name | Type | ReadOnly | Description |
| Confirmation_Requested_On | Datetime | False | |
| Date_Created | Datetime | False | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Email_Address | String | False | |
| Email_Address_Caps | String | False | |
| Id [KEY] | String | True | |
| Invalid_Email | Bool | False | |
| Opt_Out | Bool | False |
The EmailMarketing table.
| Name | Type | ReadOnly | Description |
| All_Prospect_Lists | Bool | False | |
| Campaign_Id | String | False | |
| Created_By | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Date_Start | Datetime | False | |
| Deleted | Bool | False | |
| From_Addr | String | False | |
| From_Name | String | False | |
| Id [KEY] | String | True | |
| Inbound_Email_Id | String | False | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Prospect_List_Name | String | False | |
| Reply_To_Addr | String | False | |
| Reply_To_Name | String | False | |
| Status | String | False | |
| Template_Id | String | False | |
| Template_Name | String | True |
The EmailParticipants table.
| Name | Type | ReadOnly | Description |
| Address_Type | String | False |
The role (from, to, cc, bcc) that the entry plays in the email |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Email_Address | String | True | |
| Email_Address_Id | String | False | |
| Email_Id | String | False | |
| Id [KEY] | String | True | |
| Invalid_Email | String | True | |
| Opt_Out | String | True | |
| Parent_Id | String | False |
The bean's ID |
| Parent_Name | String | True | |
| Parent_Type | String | True |
The Emails table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID that last modified record |
| Assigned_User_Name | String | True | |
| Attachments_Collection | String | True | |
| Bcc_Addrs_Names | String | False | |
| Bcc_Collection | String | True | |
| Cc_Addrs_Names | String | False | |
| Cc_Collection | String | True | |
| Created_By | String | True |
User name who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Sent | Datetime | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False | |
| Description_Html | String | True | |
| Direction | String | False |
Email direction is one of Unknown, Outbound, Inbound, Internal |
| Flagged | Bool | False |
flagged status |
| Following | Bool | False |
Is user following this record |
| From_Addr_Name | String | False | |
| From_Collection | String | True | |
| Id [KEY] | String | True |
Unique identifier |
| Intent | String | False |
Target of action used in Inbound Email assignment |
| Mailbox_Id | String | False | |
| Mailbox_Name | String | True | |
| 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 |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User ID that last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
The subject of the email |
| Outbound_Email_Id | String | False |
The configuration used to send an email, only used for emails sent using SugarCRM |
| Parent_Id | String | False |
ID of Sugar object referenced by parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Identifier of Sugar module to which this email is associated |
| Raw_Source | String | False | |
| Reply_To_Addr | String | False | |
| Reply_To_Id | String | False |
Identifier of email record that this email was a reply to |
| Reply_To_Status | Bool | False |
If you reply to an email then reply to status of original email is set |
| State | String | False |
An email is either a draft or archived |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| To_Addrs_Names | String | False | |
| To_Collection | String | True | |
| Total_Attachments | Int | True | |
| Type | String | False |
Type of email (ex: draft) |
The EmailTemplates table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Attachments_Collection | String | True | |
| Base_Module | String | False |
In Workflow alert templates, the module to which this template is associated |
| 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 |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Email template description |
| From_Address | String | False | |
| From_Name | String | False | |
| Has_Variables | Bool | True | |
| Id [KEY] | String | True |
Unique identifier |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
Email template name |
| Published | String | False | |
| Subject | String | False |
Email subject to be used in resulting email |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | 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 |
The EmbeddedFiles table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| File_Mime_Type | String | False | |
| Filename | String | True | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True |
The Employees table.
| Name | Type | ReadOnly | Description |
| Accept_Status_Calls | String | False | |
| Accept_Status_Id | String | False | |
| Accept_Status_Meetings | String | False | |
| Accept_Status_Messages | String | False | |
| Accept_Status_Name | String | False | |
| Acl_Role_Set_Id | String | False | |
| Acl_Team_Set_Id | String | False | |
| Address_City | String | False | |
| Address_Country | String | False | |
| Address_Postalcode | String | False | |
| Address_State | String | False | |
| Address_Street | String | False | |
| Authenticate_Id | String | False | |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| C_Accept_Status_Fields | String | True | |
| Cookie_Consent | Bool | False |
Indicator whether this user accepts cookies |
| Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
| Created_By | String | True | |
| Created_By_Name | String | True | |
| Customer_Journey_Access | Bool | True | |
| Customer_Journey_Last_Active | Datetime | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Default_Team | String | False | |
| Deleted | Bool | False | |
| Department | String | False | |
| Description | String | False | |
| String | False | ||
| Email_Link_Type | String | False | |
| Email1 | String | False | |
| Employee_Status | String | False | |
| External_Auth_Only | Bool | False | |
| First_Name | String | False | |
| Full_Name | String | True | |
| Id [KEY] | String | True | |
| Is_Admin | Bool | False | |
| Is_Group | Bool | False | |
| Last_Login | Datetime | True | |
| Last_Name | String | False | |
| License_Type | String | False | |
| M_Accept_Status_Fields | String | True | |
| Messenger_Id | String | False | |
| Messenger_Type | String | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True | |
| Name | String | True | |
| Phone_Fax | String | False | |
| Phone_Home | String | False | |
| Phone_Mobile | String | False | |
| Phone_Other | String | False | |
| Phone_Work | String | False | |
| Picture | String | False | |
| Portal_Only | Bool | False | |
| Preferred_Language | String | False | |
| Pwd_Last_Changed | Datetime | False | |
| Receive_Notifications | Bool | False | |
| Reports_To_Id | String | False | |
| Reports_To_Name | String | True | |
| Send_Email_On_Mention | Bool | False | |
| Show_On_Employees | Bool | False | |
| Site_User_Id | String | True | |
| Status | String | False | |
| Sugar_Login | Bool | False | |
| Sync_Key | String | True | |
| System_Generated_Password | Bool | False | |
| Team_Count | String | False | |
| Team_Id | String | False | |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Title | String | False | |
| User_Hash | String | True | |
| User_Name | String | False | |
| Usertype | String | False |
The Escalations table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Escalation_Number | Int | False |
Visual unique identifier |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False |
The ID of the parent Sugar object identified by parent_type |
| Parent_Name | String | False | |
| Parent_Type | String | False |
The Sugar object to which the call is related |
| Reason | String | False |
The reason given for the escalation |
| Source | String | False |
The source of the escalation |
| Status | String | False |
The status of the escalation |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
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 |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| App | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Filter_Definition | String | False | |
| Filter_Template | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Module_Name | String | False | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The ForecastManagerWorksheets table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Best_Case | Decimal | True | |
| Best_Case_Adjusted | Decimal | True | |
| Closed_Amount | Decimal | True |
Total of closed won items in the forecast |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Draft | Bool | False | |
| Draft_Save_Type | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Manager | Bool | False |
needed for commitLog field logic |
| Likely_Case | Decimal | True | |
| Likely_Case_Adjusted | Decimal | True | |
| Locked_Fields | String | True | |
| Manager_Saved | Bool | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Opp_Count | Int | True |
Number of opportunities represented by this forecast |
| Pipeline_Amount | Decimal | True |
Total of opportunities minus closed won/closed lost represented by this forecast |
| Pipeline_Opp_Count | Int | True |
Number of opportunities minus closed won/closed lost represented by this forecast |
| Quota | Decimal | True | |
| Show_History_Log | Int | True | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Timeperiod_Id | String | False | |
| User_Id | String | False | |
| Worst_Case | Decimal | True | |
| Worst_Case_Adjusted | Decimal | True |
The Forecasts table.
| Name | Type | ReadOnly | Description |
| Base_Rate | String | False | |
| Best_Case | Decimal | True |
Best case forecast amount |
| Closed_Amount | Decimal | True |
Total of closed won items in the forecast |
| Closed_Count | Int | True |
This is used by the commit code to determine how many closed opps exist for the pipeline calc |
| Commit_Type | String | True |
This is used by the commit code to figure out what type of worksheet we are committing |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record modified |
| Deleted | Bool | False |
Record deletion indicator |
| End_Date | Date | False | |
| Forecast_Type | String | False |
Indicator of whether forecast is direct or rollup |
| Id [KEY] | String | True |
Unique identifier |
| Likely_Case | Decimal | True |
Likely case forecast amount |
| Name | String | False | |
| Opp_Count | Int | True |
Number of opportunities represented by this forecast |
| Opp_Weigh_Value | Int | True |
Weighted amount of all opportunities represented by this forecast |
| Pipeline_Amount | Decimal | True |
Total of opportunities minus closed won/closed lost represented by this forecast |
| Pipeline_Opp_Count | Int | True |
Number of opportunities minus closed won/closed lost represented by this forecast |
| Reports_To_User_Name | String | True | |
| Start_Date | Date | False | |
| Timeperiod_Id | String | False |
ID of the associated time period for this forecast |
| User_Id | String | False |
User to which this forecast pertains |
| User_Name | String | True | |
| Worst_Case | Decimal | True |
Worst case likely amount |
The ForecastWorksheets table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False | |
| Account_Name | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Best_Case | Decimal | True | |
| Campaign_Id | String | False | |
| Campaign_Name | String | True | |
| Category_Id | String | False | |
| Category_Name | String | True | |
| Commit_Stage | String | False |
Forecast commit ranges: Include, Likely, Omit etc. |
| Cost_Price | Decimal | True |
Product cost ( |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Closed | Date | False |
Expected or actual date the oppportunity will close |
| Date_Closed_Timestamp | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Discount_Amount | Decimal | True |
Discounted amount |
| Discount_Price | Decimal | True |
Discounted price ( |
| Draft | Int | True |
Is A Draft Version |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Lead_Source | String | False |
Source of the product |
| Likely_Case | Decimal | True | |
| List_Price | Decimal | True |
List price of product ( |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Next_Step | String | False |
The next step in the sales process |
| Opportunity_Id | String | False | |
| Opportunity_Name | String | True | |
| Parent_Deleted | Int | True |
Is Parent Deleted |
| Parent_Id | String | False |
Account ID of the parent of this account |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Sugar module the Worksheet is associated with |
| Probability | Int | True |
The probability of closure |
| Product_Template_Id | String | False | |
| Product_Template_Name | String | True | |
| Product_Type | String | False |
Type of product ( from opportunities opportunity_type ex: Existing, New) |
| Quantity | Int | True |
Quantity in use |
| Sales_Stage | String | False |
Indication of progression towards closure |
| Sales_Status | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Amount | Decimal | True | |
| Worst_Case | Decimal | True |
The Geocode table.
| Name | Type | ReadOnly | Description |
| Address | String | False | |
| Country | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Error_Message | String | False | |
| Geocoded | Bool | False | |
| Id [KEY] | String | True |
Unique identifier |
| Latitude | Decimal | True | |
| Longitude | Decimal | True | |
| Parent_Id | String | False | |
| Parent_Name | String | False | |
| Parent_Type | String | False | |
| Parent_User_Name | String | False | |
| Postalcode | String | False | |
| Status | String | False |
The HintAccountsets table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Category | String | False | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Targets | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False |
The HintEnrichFieldConfigs table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Config_Data | String | False | |
| Created | Datetime | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Synced | Bool | False | |
| Tag | String | False |
The HintNewsNotifications table.
| Name | Type | ReadOnly | Description |
| Article_Date | Datetime | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Category | String | False | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Photo_Url | String | False | |
| Publisher | String | False | |
| Source_Url | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Title | String | False |
The HintNotificationTargets table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Credentials | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Type | String | False |
The Holidays table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False | |
| Description | String | False | |
| Holiday_Date | Date | False | |
| Id [KEY] | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Person_Id | String | False | |
| Person_Type | String | False | |
| Related_Module | String | False | |
| Related_Module_Id | String | False | |
| Resource_Name | String | False |
The InboundEmail table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Auth_Type | String | True | |
| Authorized_Account | String | True | |
| Created_By | String | True |
User who created record |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Delete_Seen | Bool | False |
Delete email from server once read (seen) |
| Deleted | Bool | False |
Record deltion indicator |
| Eapm_Id | String | True | |
| Email_Password | String | False |
Password of user identified by email_user |
| Email_Provider | String | False | |
| Email_User | String | False |
User name allowed access to mail server |
| Group_Id | String | False |
Group ID (unused) |
| Groupfolder_Id | String | False |
Unique identifier |
| Id [KEY] | String | True |
Unique identifier |
| Is_Personal | Bool | False |
Personal account flag |
| Mailbox | String | False | |
| Mailbox_Type | String | False | |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
Name given to the inbound email mailbox |
| Port | Int | False |
Port used to access mail server |
| Server_Url | String | False |
Mail server URL |
| Service | String | False | |
| Status | String | False |
Status of the inbound email mailbox (ex: Active or Inactive) |
| Stored_Options | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Template_Id | String | False |
Template used for auto-reply |
The KBArticles table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Kbdocument_Id | String | False | |
| Kbdocument_Name | String | True | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The KBContents table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Active_Date | Date | False | |
| Active_Rev | String | True |
Active revision flag |
| Approved | Bool | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Attachment_List | String | True | |
| Category_Id | String | False |
Category ID |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Exp_Date | Date | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_External | String | True |
External article flag |
| Kbarticle_Id | String | False | |
| Kbarticle_Name | String | True | |
| Kbdocument_Body | String | True |
Article body |
| Kbdocument_Id | String | False | |
| Kbdocument_Name | String | True | |
| Kbsapprover_Id | String | False |
User who approved article |
| Kbsapprover_Name | String | True | |
| Kbscase_Id | String | False |
Related case |
| Kbscase_Name | String | True | |
| Language | String | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Notuseful | Int | True | |
| Related_Languages | String | False | |
| Revision | Int | True | |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Useful | Int | True | |
| Usefulness_User_Vote | String | True | |
| Viewcount | Int | True |
The KBContentTemplates table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Body | String | True |
Template body |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The KBDocuments table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The Leads table.
| Name | Type | ReadOnly | Description |
| Accept_Status_Calls | String | False | |
| Accept_Status_Id | String | False | |
| Accept_Status_Meetings | String | False | |
| Accept_Status_Messages | String | False | |
| Accept_Status_Name | String | False | |
| Account_Description | String | False |
Description of lead account |
| Account_Id | String | False |
If converted, Account ID resulting from the conversion |
| Account_Name | String | False |
Account name for lead |
| Account_To_Lead | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Ai_Conv_Bin_Accuracy | Decimal | True | |
| Ai_Conv_Multiplier | Decimal | True | |
| Ai_Conv_Score_Absolute | Decimal | True | |
| Ai_Conv_Score_Classification | String | True | |
| Ai_Icp_Fit_Bin_Accuracy | Decimal | True | |
| Ai_Icp_Fit_Multiplier | Decimal | True | |
| Ai_Icp_Fit_Score_Absolute | Decimal | True | |
| Ai_Icp_Fit_Score_Classification | String | True | |
| Alt_Address_City | String | False |
City for alternate address |
| Alt_Address_Country | String | False |
Country for alternate address |
| Alt_Address_Postalcode | String | False |
Postal code for alternate address |
| Alt_Address_State | String | False |
State for alternate address |
| Alt_Address_Street | String | False |
Street address for alternate address |
| Alt_Address_Street_2 | String | False | |
| Alt_Address_Street_3 | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Assistant | String | False |
Name of the assistant of the contact |
| Assistant_Phone | String | False |
Phone number of the assistant of the contact |
| Base_Rate | Decimal | False | |
| Birthdate | Date | False |
The birthdate of the contact |
| Brand_C | String | False | |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| C_Accept_Status_Fields | String | True | |
| Campaign_Id | String | False |
Campaign that generated lead |
| Campaign_Name | String | True | |
| Classification_C | String | False | |
| Commentlog | String | True | |
| Contact_Id | String | False |
If converted, Contact ID resulting from the conversion |
| Contact_Name | String | True | |
| Converted | Bool | False |
Has Lead been converted to a Contact (and other Sugar objects) |
| Converted_Opp_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Dead_End_Other_C | String | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Department | String | False |
Department the lead belongs to |
| Description | String | False |
Full text of the note |
| Dnb_Principal_Id | String | False |
Unique Id For DB Contact |
| Do_Not_Call | Bool | False |
An indicator of whether contact can be called |
| Dp_Business_Purpose | String | True |
Business purposes consented for |
| Dp_Consent_Last_Updated | Date | False |
Date consent last updated |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| String | False | ||
| Email_Addresses_Non_Primary | String | False | |
| Email_Opt_Out | Bool | False | |
| Email1 | String | False | |
| Email2 | String | False | |
| Estimate_Remittance_C | Decimal | False | |
| String | False |
The facebook name of the user | |
| First_Name | String | False |
First name of the contact |
| Following | Bool | False |
Is user following this record |
| Full_Name | String | True | |
| Googleplus | String | False |
The google plus id of the user |
| Hint_Account_Annual_Revenue | String | False |
Annual Rev |
| Hint_Account_Description | String | False |
Company Description |
| Hint_Account_Facebook_Handle | String | False |
company facebook |
| Hint_Account_Fiscal_Year_End | String | False |
FY End |
| Hint_Account_Founded_Year | String | False |
company founded year |
| Hint_Account_Industry | String | False |
Company Industry |
| Hint_Account_Location | String | False |
Company Location |
| Hint_Account_Logo | String | False |
company logo |
| Hint_Account_Naics_Code_Lbl | String | False |
NAICS Code |
| Hint_Account_Sic_Code_Label | String | False |
SIC Code |
| Hint_Account_Size | String | False |
Company Size |
| Hint_Account_Twitter_Handle | String | False |
company twitter |
| Hint_Account_Website | String | False |
company website |
| Hint_Contact_Pic | String | False |
Hint Contact logo |
| Hint_Education | String | False |
Education |
| Hint_Education_2 | String | False |
Education 2 |
| Hint_Facebook | String | False | |
| Hint_Industry_Tags | String | False |
industry tags |
| Hint_Job_2 | String | False |
Job 2 |
| Hint_Phone_1 | String | False |
extra phone field |
| Hint_Phone_2 | String | False |
extra phone field |
| Hint_Photo | String | False |
person photo |
| Hint_Twitter | String | False | |
| Id [KEY] | String | True |
Unique identifier |
| Invalid_Email | Bool | False | |
| Last_Name | String | False |
Last name of the contact |
| Lead_Source | String | False |
Lead source (ex: Web, print) |
| Lead_Source_Description | String | False |
Description of the lead source |
| Locked_Fields | String | True | |
| M_Accept_Status_Fields | String | True | |
| Market_Interest_Prediction_Score | String | True | |
| Market_Score | Int | True | |
| Mkto_Id | Int | True |
Associated Marketo Lead ID |
| Mkto_Lead_Score | Int | True | |
| Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | True | |
| Opportunity_Amount | String | False |
Amount of the opportunity |
| Opportunity_Id | String | False |
If converted, Opportunity ID resulting from the conversion |
| Opportunity_Name | String | False |
Opportunity name associated with lead |
| Other_Underwriter_Notes_C | String | False | |
| Perform_Sugar_Action | Bool | False | |
| Phone_Fax | String | False |
Contact fax number |
| Phone_Home | String | False |
Home phone number of the contact |
| Phone_Mobile | String | False |
Mobile phone number of the contact |
| Phone_Other | String | False |
Other phone number for the contact |
| Phone_Work | String | False |
Work phone number of the contact |
| Picture | String | False |
Avatar |
| Portal_App | String | False |
Portal application that resulted in created of lead |
| Portal_Name | String | False |
Portal user name when lead created via lead portal |
| Preferred_Language | String | False | |
| Primary_Address_City | String | False |
City for primary address |
| Primary_Address_Country | String | False |
Country for primary address |
| Primary_Address_Postalcode | String | False |
Postal code for primary address |
| Primary_Address_State | String | False |
State for primary address |
| Primary_Address_Street | String | False |
The street address used for primary address |
| Primary_Address_Street_2 | String | False | |
| Primary_Address_Street_3 | String | False | |
| Refered_By | String | False |
Identifies who refered the lead |
| Report_To_Name | String | True | |
| Reports_To_Id | String | False |
ID of Contact the Lead reports to |
| Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
| Status | String | False |
Status of the lead |
| Status_Description | String | False |
Description of the status of the lead |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Title | String | False |
The title of the contact |
| String | False |
The twitter name of the user | |
| Underwriters_Non_Fntg_C | String | False | |
| Website | String | False |
URL of website for the company |
| Webtolead_Email_Opt_Out | Bool | False |
Indicator signaling if lead elects to opt out of email campaigns |
| Webtolead_Email1 | String | False |
Main email address of lead |
| Webtolead_Email2 | String | False |
Secondary email address of lead |
| Webtolead_Invalid_Email | Bool | False |
Indicator that email address for lead is invalid |
The Manufacturers table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | True |
Order within list |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Status | String | False |
Manufacturer status |
| Sync_Key | String | True | |
| Tag | String | False |
The Meetings table.
| Name | Type | ReadOnly | Description |
| Accept_Status | String | False | |
| Accept_Status_Users | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Auto_Invite_Parent | Bool | False |
Flag to allow for turning off auto invite of parent record - (Meta-data only) |
| Base_Rate | Decimal | False | |
| Cj_Activity_Tpl_Name | String | True | |
| Cj_Actual_Sort_Order | String | False | |
| Cj_Allow_Activity_By | String | False | |
| Cj_Blocked_By_Stages | String | False | |
| Cj_Momentum_End_Date | Datetime | False | |
| Cj_Momentum_Points | Int | True | |
| Cj_Momentum_Ratio | Double | True | |
| Cj_Momentum_Score | Int | True | |
| Cj_Momentum_Start_Date | Datetime | False | |
| Cj_Parent_Activity_Id | String | False | |
| Cj_Parent_Activity_Type | String | False | |
| Cj_Url | String | False | |
| Commentlog | String | True | |
| Contact_Id | String | True | |
| Contact_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Creator | String | False |
Meeting creator |
| Currency_Id | String | False | |
| Customer_Journey_Blocked_By | String | False | |
| Customer_Journey_Points | String | False | |
| Customer_Journey_Progress | Double | True | |
| Customer_Journey_Score | Int | True | |
| Date_End | Datetime | True |
Date meeting ends |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False |
Date of start of meeting |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Differentiating_Value_C | String | False | |
| Direction | String | False |
Indicates whether call is inbound or outbound |
| Displayed_Url | String | False |
Meeting URL |
| Dri_Subworkflow_Id | String | False | |
| Dri_Subworkflow_Name | String | True | |
| Dri_Subworkflow_Template_Id | String | False | |
| Dri_Subworkflow_Template_Name | String | True | |
| Dri_Workflow_Id | String | False | |
| Dri_Workflow_Name | String | True | |
| Dri_Workflow_Sort_Order | String | False | |
| Dri_Workflow_Task_Template_Id | String | False | |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| Duration_Hours | Int | False |
Duration (hours) |
| Duration_Minutes | String | False |
Duration (minutes) |
| Email_Reminder_Checked | Bool | False |
checkbox indicating whether or not the email reminder value is set (Meta-data only) |
| Email_Reminder_Sent | Bool | False |
Whether email reminder is already sent |
| 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 |
| Expense_To_Operation_C | Decimal | False | |
| External_Id | String | False |
Meeting ID for external app API |
| Fnf_Agencies_Meetings_1_Name | String | True | |
| Fnf_Agencies_Meetings_1fnf_Agencies_Ida | String | False | |
| Following | Bool | False |
Is user following this record |
| Host_Url | String | False |
Host URL |
| Id [KEY] | String | True |
Unique identifier |
| Internal_Notes | String | False |
Internal notes for the meeting |
| Invitees | String | True | |
| Is_Cj_Parent_Activity | Bool | False | |
| Is_Customer_Journey_Activity | Bool | False | |
| Join_Url | String | False |
Join URL |
| Location | String | False |
Meeting location |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Meeting name |
| Outlook_Id | String | False |
When the Sugar Plug-in for Microsoft Outlook syncs an Outlook appointment, this is the Outlook appointment item ID |
| Parent_Id | String | False |
ID of item indicated by parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Module meeting is associated with |
| Password | String | False |
Meeting password |
| Recurrence_Id | Datetime | False |
Recurrence ID of meeting. Original meeting start date |
| Recurring_Source | String | False |
Source of recurring meeting |
| 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 |
| Repeat_Count | Int | True |
Number of recurrence |
| Repeat_Days | String | False |
Days of month |
| Repeat_Dow | String | False |
Days of week in recurrence |
| Repeat_Interval | Int | True |
Interval of recurrence |
| Repeat_Ordinal | String | False |
Repeat ordinal value |
| Repeat_Parent_Id | String | False |
Id of the first element of recurring records |
| Repeat_Selector | String | False |
Repeat selector |
| Repeat_Type | String | False |
Type of recurrence |
| Repeat_Unit | String | False |
Repeat unit value |
| Repeat_Until | Date | False |
Repeat until specified date |
| Send_Invites | Bool | False |
checkbox indicating whether or not to send out invites (Meta-data only) |
| Sequence | Int | True |
Meeting update sequence for meetings as per iCalendar standards |
| Set_Accept_Links | String | False | |
| Start_Next_Journey_Id | String | False | |
| Status | String | False |
Meeting status (ex: Planned, Held, Not held) |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False |
Meeting type (ex: WebEx, Other) |
| Type_Of_Meeting_C | String | False |
The Messages table.
| Name | Type | ReadOnly | Description |
| Accept_Status | String | False | |
| Accept_Status_Users | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Aws_Comprehend_Data | String | False |
Raw data from the aws comprehend service |
| Aws_Contact_Id | String | True |
The AWS Connect Contact ID |
| Channel_Type | String | False | |
| Commentlog | String | True | |
| Contact_Id | String | False | |
| Contact_Name | String | True | |
| Conversation | String | True | |
| Conversation_Link | String | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_End | Datetime | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Direction | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Invitee_Contact_Id | String | True | |
| Invitee_Contact_Name | String | True | |
| Invitee_Lead_Id | String | True | |
| Invitee_Lead_Name | String | True | |
| Invitees | String | True | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Sugar module the Message is associated with |
| Sentiment | String | False |
The sentiment string value (e.g POSITIVE, NEGATIVE, NEUTRAL, MIXED) |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Sentiment | String | False |
The sentiment string value (e.g POSITIVE, NEGATIVE, NEUTRAL, MIXED) |
The Metrics table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Filter_Def | String | False | |
| Following | Bool | False |
Is user following this record |
| Freeze_First_Column | Bool | False |
Decides if the first column should be frozen |
| Id [KEY] | String | True |
Unique identifier |
| Labels | String | False | |
| Metric_Context | String | False | |
| Metric_Module | String | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Order_By_Primary | String | False | |
| Order_By_Primary_Direction | String | False | |
| Order_By_Secondary | String | False | |
| Order_By_Secondary_Direction | String | False | |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Viewdefs | String | False |
The MobileDevices table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Device_Id | String | False | |
| Device_Platform | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True |
The Notes table.
| Name | Type | ReadOnly | Description |
| Acase_Id | String | False | |
| Account_Id | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Attachment_Flag | Bool | True |
Identify this note as an attachment to another record |
| Attachment_List | String | True | |
| Base_Rate | Decimal | False | |
| Commentlog | String | True | |
| Contact_Email | String | False | |
| Contact_Id | String | False |
Contact ID note is associated with |
| Contact_Name | String | True | |
| Contact_Phone | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Email_Id | String | False |
Email or EmailTemplate ID to which this note is attached |
| Email_Type | String | False |
The module of the record to which this note's file is attached (Emails or EmailTemplates) |
| Embed_Flag | Bool | False |
Embed flag indicator determines if note embedded in email |
| Entry_Source | String | True |
Determines if a record was created internal to the system or external to the system |
| Expense_To_Operation_C | Decimal | False | |
| External_Id | String | False |
External id of the external user |
| File_Ext | String | False | |
| File_Mime_Type | String | False |
Attachment MIME type |
| File_Size | Int | True |
Attachment File Size |
| File_Source | String | False |
The name of the module where the attachment originated |
| File_Url | String | False |
Path to file (can be URL) |
| Filename | String | True |
File name associated with the note (attachment) |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Lead_Id | String | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the note |
| Note_Parent_Id | String | False |
The parent Note ID |
| Opportunity_Id | String | False | |
| Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Sugar module the Note is associated with |
| Portal_Flag | Bool | False |
Portal flag indicator determines if note created via portal |
| Product_Id | String | False | |
| Quote_Id | String | False | |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Upload_Id | String | False |
File id under uploads/ dir. Set only for email attachments |
| User_Name | String | True |
The Notifications table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | True |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Read | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False |
ID of item indicated by parent_type. |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Module notification is associated with. |
| Severity | String | False | |
| Sync_Key | String | True |
The OAuthKeys table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| C_Key | String | False |
Consumer public key |
| C_Secret | String | False |
Consumer secret key |
| Client_Type | String | False |
What type of client does this key belong to, mobile, portal, UI or other. |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Oauth_Type | String | False |
Is this client an OAuth1 or OAuth2 client |
| Sync_Key | String | True |
The OAuthTokens table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Callback_Url | String | False |
Callback URL for Authorization |
| Consumer | String | False |
Token related to the consumer |
| Consumer_Name | String | True | |
| Contact_Id | String | False |
Contact ID this oauth token is associated with (via portal) |
| Contact_Name | String | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Download_Token | String | False |
A token used to download images and files. |
| Expire_Ts | String | False |
Token expiration, defaults to -1 for no expiration date |
| Id [KEY] | String | True |
Unique identifier |
| Platform | String | False |
Which platform is this token attached to |
| Secret | String | False |
Secret key |
| Token_Ts | String | False |
Token timestamp |
| Tstate | String | False |
Token state |
| Verify | String | False |
Token verification info |
The Opportunities table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False | |
| Account_Name | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Ai_Opp_Close_Week_Scores | String | True | |
| Ai_Opp_Conv_Bin_Accuracy | Decimal | True | |
| Ai_Opp_Conv_Multiplier | Decimal | True | |
| Ai_Opp_Conv_Score_Absolute | Decimal | True | |
| Ai_Opp_Conv_Score_Enum | String | True | |
| Amount | Decimal | True |
Unconverted amount of the opportunity |
| Amount_Usdollar | Decimal | True |
Formatted amount of the opportunity |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | True | |
| Best_Case | Decimal | True | |
| Campaign_Id | String | False |
Campaign that generated lead |
| Campaign_Name | String | True | |
| Closed_Revenue_Line_Items | Int | True | |
| Closed_Won_Revenue_Line_Items | Int | True | |
| Commentlog | String | True | |
| Commit_Stage | String | False |
Forecast commit ranges: Include, Likely, Omit etc. |
| Commit_Stage_Cascade | String | False | |
| Contact_Role | String | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Closed | Date | False |
Expected or actual date the oppportunity will close |
| Date_Closed_Cascade | Date | False | |
| Date_Closed_Timestamp | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| Following | Bool | False |
Is user following this record |
| Forecasted_Likely | Decimal | True |
Rollup of included RLIs on the Opportunity |
| Id [KEY] | String | True |
Unique identifier |
| Included_Revenue_Line_Items | Int | True | |
| Is_Escalated | Bool | True |
Is this escalated? |
| Lead_Source | String | False |
Source of the opportunity |
| Locked_Fields | String | True | |
| Lost | Decimal | True |
Rollup of lost RLIs on the Opportunity |
| Mkto_Id | Int | True |
Associated Marketo Lead ID |
| Mkto_Sync | Bool | False |
Should the Lead be synced to Marketo |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the opportunity |
| Next_Step | String | False |
The next step in the sales process |
| Opportunity_Type | String | False |
Type of opportunity (ex: Existing, New) |
| Perform_Sugar_Action | Bool | False | |
| Probability | Int | True |
The probability of closure |
| Renewal | Bool | False |
Indicates whether the opportunity is a renewal |
| Renewal_Parent_Id | String | False | |
| Renewal_Parent_Name | String | True | |
| Sales_Stage | String | False |
Indication of progression towards closure |
| Sales_Stage_Cascade | String | False | |
| Sales_Status | String | True | |
| Service_Duration_Unit | String | False |
Service duration unit: day, month, or year |
| Service_Duration_Unit_Cascade | String | False | |
| Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
| Service_Duration_Value_Cascade | Int | True | |
| Service_Open_Flex_Duration_Rlis | Int | True | |
| Service_Open_Revenue_Line_Items | Int | True | |
| Service_Start_Date | Date | False |
Service start date field. |
| Service_Start_Date_Cascade | Date | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Revenue_Line_Items | Int | True | |
| Widget_Amount | String | True | |
| Widget_Date_Closed | String | True | |
| Widget_Sales_Stage | String | True | |
| Worst_Case | Decimal | True |
The OutboundEmail table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Authorized_Account | String | True | |
| Deleted | Bool | False | |
| Eapm_Id | String | True | |
| Email_Address | String | False | |
| Email_Address_Id | String | False | |
| Id [KEY] | String | True | |
| Mail_Authtype | String | True | |
| Mail_Sendtype | String | False | |
| Mail_Smtpauth_Req | Bool | False | |
| Mail_Smtppass | String | True | |
| Mail_Smtpport | Int | True | |
| Mail_Smtpserver | String | False | |
| Mail_Smtpssl | String | False | |
| Mail_Smtptype | String | False | |
| Mail_Smtpuser | String | False | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Preferred_Sending_Account | Bool | False | |
| Reply_To_Email_Address | String | True | |
| Reply_To_Email_Address_Id | String | False | |
| Reply_To_Name | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type | String | False | |
| User_Id | String | False |
The PdfManager table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Author | String | False | |
| Base_Module | String | False | |
| Body_Html | String | False | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Field | String | False | |
| Following | Bool | False |
Is user following this record |
| Footer_Text | String | False | |
| Header_Logo | String | True |
PDF header logo |
| Header_Text | String | False | |
| Header_Title | String | False | |
| Id [KEY] | String | True |
Unique identifier |
| Keywords | String | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Published | String | False | |
| Subject | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Template_Name | String | False | |
| Title | String | False |
The pmse_Business_Rules table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Rst_Create_Date | Datetime | False | |
| Rst_Definition | String | False | |
| Rst_Editable | Int | True | |
| Rst_Filename | String | False | |
| Rst_Module | String | False | |
| Rst_Source | String | False | |
| Rst_Source_Definition | String | True | |
| Rst_Type | String | False | |
| Rst_Uid | String | False | |
| Rst_Update_Date | Datetime | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The pmse_Emails_Templates table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Module | String | False | |
| Body | String | False | |
| Body_Html | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| From_Address | String | False | |
| From_Name | String | False | |
| Id [KEY] | String | True |
Unique identifier |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Published | String | False | |
| Subject | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Text_Only | String | True | |
| Type | String | False |
The pmse_Inbox table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Act_Name | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Cas_Assigned_Status | String | False | |
| Cas_Create_Date | Datetime | False | |
| Cas_Custom_Status | String | False | |
| Cas_Finish_Date | Datetime | False | |
| Cas_Id | Int | False | |
| Cas_Init_User | String | False | |
| Cas_Module | String | False | |
| Cas_Parent | Int | False | |
| Cas_Pin | String | False | |
| Cas_Status | String | False | |
| Cas_Title | String | False | |
| Cas_Update_Date | Datetime | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Pro_Id | String | False | |
| Pro_Title | String | False | |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The pmse_Project table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Prj_Author | String | False | |
| Prj_Author_Version | String | False | |
| Prj_Exporter | String | False | |
| Prj_Exporter_Version | String | False | |
| Prj_Expression_Language | String | False | |
| Prj_Module | String | False | |
| Prj_Original_Source | String | False | |
| Prj_Run_Order | Int | True | |
| Prj_Status | String | False |
Process Definition status (ex: Enabled, Disabled) |
| Prj_Target_Namespace | String | False | |
| Prj_Type_Language | String | False | |
| Prj_Uid | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The ProductBundleNotes table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | True |
Note content |
| Id [KEY] | String | True |
Unique identifier |
| Modified_User_Id | String | True |
User who last modified record |
| Position | Int | True |
The ProductBundles table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Base_Rate | String | False | |
| Bundle_Stage | String | False |
Processing stage of the group (ex: Draft) |
| Created_By | String | True |
User who created record |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deal_Tot | Decimal | True |
discount amount |
| Deal_Tot_Usdollar | Decimal | True |
discount amount |
| Default_Group | Bool | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Group description |
| Id [KEY] | String | True |
Unique identifier |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
Name of the group |
| 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 |
| Position | Int | True | |
| Product_Bundle_Items | String | True | |
| Shipping | Decimal | True |
Shipping charge for group |
| Shipping_Usdollar | Decimal | True |
Shipping charge for group in USD |
| Subtotal | Decimal | True |
Group total minus tax and shipping |
| Subtotal_Usdollar | Decimal | True |
Group total minus tax and shipping in USD |
| Sync_Key | String | True | |
| Tax | Decimal | True |
Tax rate applied to items in the group |
| Tax_Usdollar | Decimal | True |
Total tax for all items in group in USD |
| Taxable_Subtotal | Decimal | True |
Rollup of all products marked as Taxable |
| Taxrate_Id | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| 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 |
The ProductCategories table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | True |
Order within list |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False |
Parent category of this item; used for multi-tiered categorization |
| Parent_Name | String | True | |
| Sync_Key | String | True | |
| Type | String | False |
The Products table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | True |
Account this product is associated with |
| Account_Name | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Add_On_To_Id | String | False |
Purchased line item that this is an add-on to |
| Add_On_To_Name | String | True | |
| Asset_Number | String | False |
Asset tag number of sales item in use |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| 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 |
| Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
| Campaign_Id | String | False |
Campaign that generated lead |
| Campaign_Name | String | True | |
| Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
| Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
| Category_Id | String | False |
Product category |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Contact_Id | String | False |
Contact this product is associated with |
| Contact_Name | String | True | |
| Cost_Price | Decimal | True |
Product cost ( |
| Cost_Usdollar | Decimal | True |
Cost expressed in USD |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Closed | Date | False |
Expected or actual date the product (for opportunity) will close |
| Date_Closed_Timestamp | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Purchased | Date | False |
Date sales item purchased |
| Date_Support_Expires | Date | False |
Support expiration date |
| Date_Support_Starts | Date | False |
Support start date |
| Deal_Calc | Decimal | True |
deal_calc |
| Deal_Calc_Usdollar | Decimal | True |
deal_calc_usdollar |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Discount_Amount | String | True |
Discounted amount |
| Discount_Amount_Signed | Decimal | True |
Discounted Amount Signed |
| Discount_Amount_Usdollar | Decimal | True | |
| Discount_Price | Decimal | True |
Discounted price ( |
| Discount_Rate_Percent | Decimal | True | |
| Discount_Select | Bool | False | |
| Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Price | Decimal | True |
List price of sales item |
| List_Usdollar | Decimal | True |
List price expressed in USD |
| Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
| Locked_Fields | String | True | |
| Manufacturer_Id | String | False |
Manufacturer of product |
| Manufacturer_Name | String | True | |
| Mft_Part_Num | String | False |
Manufacturer part number |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the product |
| Next_Step | String | False |
The next step in the sales process |
| Opportunity_Id | String | False |
The opportunity id for the line item entry |
| Opportunity_Name | String | True |
The opportunity name associated with the opportunity_id |
| Parent_Rli_Id | String | False |
RLI this product was generated from |
| Parent_Rli_Name | String | True | |
| Position | Int | True | |
| Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
| Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
| Product_Template_Id | String | False |
Product (in Admin Products) from which this product is derived (in user Products) |
| Product_Template_Name | String | True | |
| Quantity | Decimal | True |
Quantity in use |
| Quote_Id | String | False |
If product created via Quote, this is quote ID |
| Quote_Name | String | True |
Quote Name |
| Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
| Renewal | Bool | True |
Indicates whether this line item is a renewal |
| Revenuelineitem_Id | String | False |
Associated Revenue Line Item that served as the source. |
| Revenuelineitem_Name | String | True | |
| Serial_Number | String | False |
Serial number of sales item in use |
| Service | Bool | False |
Indicates whether the sales item is a service or a product |
| 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_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
| Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
| Service_End_Date | String | True |
End date of the service |
| Service_Start_Date | Date | False |
Start date of the service |
| Status | String | False |
Product status (ex: Quoted, Ordered, Shipped) |
| Subtotal | Decimal | True |
The total of the line item before any discounts are applied, taking proration into consideration |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Amount | Decimal | True | |
| Type_Id | String | False |
Product type (ex: hardware, software) |
| Type_Name | String | True | |
| Vendor_Part_Num | String | False |
Vendor part number |
| Website | String | False |
Sales item URL |
| Weight | Decimal | True |
Weight of the sales item |
The ProductTemplates table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Active_Status | String | False |
Active status (ex: Active, Inactive or Retired) |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Category_Id | String | False |
Category of the product |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Cost_Price | Decimal | False |
Product cost ( |
| Cost_Usdollar | Decimal | True |
Cost expressed in USD |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Available | Date | False |
Availability date |
| Date_Cost_Price | Date | False |
Starting date cost price is valid |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Discount_Price | Decimal | False |
Discounted price ( |
| Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Price | Decimal | False |
List price of product ( |
| List_Usdollar | Decimal | True |
List price expressed in USD |
| Lock_Duration | Bool | False |
Indicates whether the duration can be manually changed |
| Locked_Fields | String | True | |
| Manufacturer_Id | String | False |
Manufacturer of the product |
| Manufacturer_Name | String | True | |
| Mft_Part_Num | String | False |
Manufacturer part number |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Pricing_Factor | Decimal | True |
Variable pricing factor depending on pricing_formula |
| Pricing_Formula | String | True |
Pricing formula (ex: Fixed, Markup over Cost) |
| Qty_In_Stock | Int | True |
Quantity on hand |
| 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_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
| Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
| Status | String | False |
Product status (not used in product Catalog) |
| Support_Contact | String | False |
Contact for support purposes |
| Support_Description | String | False |
Description of product for support purposes |
| Support_Name | String | False |
Name of product for support purposes |
| Support_Term | String | False |
Term (length) of support contract |
| Sync_Key | String | True | |
| Tag | String | False | |
| Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Type_Id | String | False |
Product type (ex: hardware, software) |
| Type_Name | String | True | |
| Vendor_Part_Num | String | False |
Vendor part number |
| Website | String | False |
Product URL |
| Weight | Decimal | True |
Weight of the product |
The ProductTypes table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Product type description |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | False |
Order within list |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Project table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User assigned to this record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Project description |
| Estimated_End_Date | Date | False | |
| Estimated_Start_Date | Date | False | |
| Id [KEY] | String | True |
Unique identifier |
| Is_Template | Bool | False |
Should be checked if the project is a template |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Name | String | False |
Project name |
| Priority | String | False | |
| Status | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Actual_Effort | Int | True | |
| Total_Estimated_Effort | Int | True |
The ProjectTask table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Actual_Duration | Int | True | |
| Actual_Effort | Int | True | |
| Assigned_User_Id | String | False | |
| Assigned_User_Name | String | True | |
| Created_By | String | True | |
| Created_By_Name | String | True | |
| Date_Due | Date | False | |
| Date_Entered | Datetime | True | |
| Date_Finish | Date | False | |
| Date_Modified | Datetime | True | |
| Date_Start | Date | False | |
| Deleted | Bool | False | |
| Description | String | False | |
| Duration | Int | False | |
| Duration_Unit | String | False | |
| Estimated_Effort | Int | True | |
| Id [KEY] | String | True | |
| Milestone_Flag | Bool | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Order_Number | Int | True | |
| Parent_Task_Id | Int | True | |
| Percent_Complete | Int | True | |
| Predecessors | String | False | |
| Priority | String | False | |
| Project_Id | String | False | |
| Project_Name | String | True | |
| Project_Task_Id | Int | True | |
| Resource_Id | String | False | |
| Resource_Name | String | False | |
| Status | String | False | |
| Task_Number | Int | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Time_Due | String | True | |
| Time_Finish | Int | True | |
| Time_Start | Int | True | |
| Utilization | Int | True |
The ProspectLists table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True | |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Description | String | False | |
| Domain_Name | String | False | |
| Entry_Count | Int | True | |
| Id [KEY] | String | True | |
| List_Type | String | False | |
| Marketing_Id | String | False | |
| Marketing_Name | String | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The PubSub_ModuleEvent_PushSubs table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Expiration_Date | Datetime | False |
Subscriptions last 7 days and must be updated to be extended |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| 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 |
The PurchasedLineItems table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
Account related to the parent Purchase of this PLI |
| Account_Name | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Annual_Revenue | Decimal | True | |
| Asset_Number | String | False |
Asset tag number of sales item in use |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| 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 |
| Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
| Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
| Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
| Category_Id | String | False |
Product category |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Cost_Price | Decimal | True |
Product cost |
| Cost_Usdollar | Decimal | True |
Cost expressed in USD |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Closed | Date | False |
Expected or actual date the purchased line item will close |
| Date_Closed_Timestamp | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Purchased | Date | False |
Date sales item purchased |
| Date_Support_Expires | Date | False |
Support expiration date |
| Date_Support_Starts | Date | False |
Support start date |
| Deal_Calc | Decimal | True |
Calculated Revenue or Loss |
| Deal_Calc_Usdollar | Decimal | True |
Calculated Revenue or Loss in US Dollars |
| Deleted | Bool | False |
Record deletion indicator |
| Denorm_Account_Name | String | False |
Name of the Company |
| Description | String | False |
Full text of the note |
| 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 |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Price | Decimal | True |
List price of sales item |
| List_Usdollar | Decimal | True |
List price expressed in USD |
| Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
| Locked_Fields | String | True | |
| Manufacturer_Id | String | False |
Manufacturer of product |
| Manufacturer_Name | String | True | |
| Mft_Part_Num | String | False |
Manufacturer part number |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the product |
| Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
| Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
| Product_Template_Id | String | False |
Product (in Admin Products) from which this purchased item is derived. |
| Product_Template_Name | String | True | |
| 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 | |
| Quantity | Decimal | True |
Quantity in use |
| Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
| Renewal | Bool | True |
Indicates whether this line item is a renewal |
| Renewal_Opp_Id | String | False |
Renewal opportunity of this PLI |
| Renewal_Opp_Name | String | True | |
| Revenue | Decimal | False | |
| Revenue_Usdollar | Decimal | True |
Revenue expressed in USD |
| Revenuelineitem_Id | String | False |
If PLI was created from RLI, this is that RLIs ID |
| Revenuelineitem_Name | String | True |
RLI Name |
| Serial_Number | String | False |
Serial number of sales item in use |
| Service | Bool | False |
Indicates whether the sales item is a service or a product |
| 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_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
| Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
| Service_End_Date | String | True |
End date of the service |
| Service_Start_Date | Date | False |
Start date of the service |
| Status | String | False | |
| Subtotal | Decimal | True |
The total of the line item before any discounts are applied, taking any proration into consideration |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Amount | Decimal | True | |
| Vendor_Part_Num | String | False |
Vendor part number |
| Website | String | False |
Sales item URL |
| Weight | Decimal | True |
Weight of the sales item |
The Purchases table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False | |
| Account_Name | String | False | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Category_Id | String | False |
Product category |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| End_Date | Date | True |
End date of the purchase |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Pli_Collection | String | True | |
| Pli_Count | Int | True | |
| Product_Template_Id | String | False | |
| Product_Template_Name | String | True | |
| Renewable | Bool | False |
Indicates whether the purchase is renewable |
| Service | Bool | False |
Indicates whether the purchase is a service |
| Start_Date | Date | True |
Start date of the purchase |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Quantity | Decimal | True | |
| Total_Revenue | Decimal | True | |
| Type_Id | String | False |
Product type (ex: hardware, software] |
| Type_Name | String | True |
The PushNotifications table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Extra_Data | String | False |
JSON encoded string containing extra data. |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Sent | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Notification_Type | String | False |
Type of notification, eg, record_assignment. |
| Parent_Id | String | False |
ID of item indicated by parent_type. |
| Parent_Type | String | True |
Module notification is associated with. |
| Sync_Key | String | True |
The Quotas table.
| Name | Type | ReadOnly | Description |
| Amount | Decimal | False | |
| Amount_Base_Currency | Decimal | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Commentlog | String | True | |
| Committed | Bool | False | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Quota_Type | String | False | |
| Sync_Key | String | True | |
| Timeperiod_Id | String | False | |
| User_Full_Name | String | False | |
| User_Id | String | False | |
| User_Name | String | False |
The Quotes table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | True | |
| Account_Name | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | False | |
| Billing_Account_Id | String | True | |
| Billing_Account_Name | String | False | |
| Billing_Address_City | String | False | |
| Billing_Address_Country | String | False | |
| Billing_Address_Postalcode | String | False | |
| Billing_Address_State | String | False | |
| Billing_Address_Street | String | False | |
| Billing_Contact_Id | String | True | |
| Billing_Contact_Name | String | True | |
| Bundles | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Order_Shipped | Date | False | |
| Date_Quote_Closed | Date | False | |
| Date_Quote_Expected_Closed | Date | False | |
| Deal_Tot | Decimal | True | |
| Deal_Tot_Discount_Percentage | Double | True | |
| Deal_Tot_Usdollar | Decimal | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Denorm_Billing_Account_Name | String | False |
Name of the Company |
| Description | String | False |
Full text of the note |
| Discount | Decimal | True | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| New_Sub | Decimal | True | |
| New_Sub_Usdollar | Decimal | True | |
| Opportunity_Id | String | True | |
| Opportunity_Name | String | True | |
| Order_Stage | String | False | |
| Original_Po_Date | Date | False | |
| Payment_Terms | String | False | |
| Purchase_Order_Num | String | False | |
| Quote_Num | Int | False | |
| Quote_Stage | String | False | |
| Quote_Type | String | False | |
| Renewal | Bool | True |
Indicates whether this quote is a renewal |
| Shipper_Id | String | False | |
| Shipper_Name | String | True |
Shipper Name |
| Shipping | Decimal | True | |
| Shipping_Account_Id | String | True | |
| Shipping_Account_Name | String | True | |
| Shipping_Address_City | String | False | |
| Shipping_Address_Country | String | False | |
| Shipping_Address_Postalcode | String | False | |
| Shipping_Address_State | String | False | |
| Shipping_Address_Street | String | False | |
| Shipping_Contact_Id | String | True | |
| Shipping_Contact_Name | String | True | |
| Shipping_Usdollar | Decimal | True | |
| Show_Line_Nums | Bool | False | |
| Subtotal | Decimal | True | |
| Subtotal_Usdollar | Decimal | True | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Tax | Decimal | True | |
| Tax_Usdollar | Decimal | True | |
| Taxable_Subtotal | Decimal | True |
Rollup of product bundles taxable_subtotal values |
| Taxrate_Id | String | False | |
| Taxrate_Name | String | True |
Tax Rate Name |
| Taxrate_Value | Decimal | True |
Tax Rate Value |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total | Decimal | True | |
| Total_Usdollar | Decimal | True |
The Releases table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Id [KEY] | String | True | |
| List_Order | Int | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Status | String | False |
The ReportMaker table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Created_By | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Description | String | False | |
| Id [KEY] | String | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Report_Align | String | False | |
| Scheduled | Bool | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Title | String | False |
The Reports table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Chart_Type | String | False | |
| Content | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Favorite | Bool | False | |
| Id [KEY] | String | True |
Unique identifier |
| Is_Published | Bool | False | |
| Last_Run_Date | Datetime | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Module | String | False | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Report_Cache_Id | String | False | |
| Report_Type | String | False | |
| Schedule_Type | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The ReportSchedules table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Active | Bool | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Embed_Report | String | False |
Embed report in email |
| File_Type | String | False |
File type for scheduled report attachment |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Next_Run | Datetime | False | |
| Report_Id | String | False | |
| Report_Name | String | False | |
| Schedule_Type | String | False |
Legacy field. ent for advanced reports, pro for regular reports |
| Sync_Key | String | True | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Time_Interval | String | False | |
| User_Id | String | False |
The RevenueLineItems table.
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
Account this product is associated with |
| Account_Name | String | True | |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Add_On_To_Id | String | False |
Purchased line item that this is an add-on to |
| Add_On_To_Name | String | True | |
| Asset_Number | String | False |
Asset tag number of sales item in use |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Base_Rate | String | True | |
| Best_Case | Decimal | True | |
| 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 |
| Book_Value_Usdollar | Decimal | True |
Book value expressed in USD |
| Campaign_Id | String | False |
Campaign that generated lead |
| Campaign_Name | String | True | |
| Catalog_Service_Duration_Unit | String | True |
Stores a Product Catalog item's Service Duration Unit, used for duration comparisons |
| Catalog_Service_Duration_Value | Int | True |
Stores a Product Catalog item's Service Duration Value, used for duration comparisons |
| Category_Id | String | False |
Product category |
| Category_Name | String | True | |
| Commentlog | String | True | |
| Commit_Stage | String | False |
Forecast commit category: Include, Likely, Omit etc. |
| Cost_Price | Decimal | True |
Product cost ( |
| Cost_Usdollar | Decimal | True |
Cost expressed in USD |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False | |
| Currency_Name | String | True | |
| Currency_Symbol | String | True | |
| Date_Closed | Date | False |
Expected or actual date the product (for opportunity) will close |
| Date_Closed_Timestamp | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Purchased | Date | False |
Date sales item purchased |
| Date_Support_Expires | Date | False |
Support expiration date |
| Date_Support_Starts | Date | False |
Support start date |
| Deal_Calc | Decimal | True |
deal_calc |
| Deal_Calc_Usdollar | Decimal | True |
deal_calc_usdollar |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Discount_Amount | String | True |
Discounted amount |
| Discount_Amount_Signed | Decimal | True |
Discounted Amount Signed |
| Discount_Amount_Usdollar | Decimal | True | |
| Discount_Price | Decimal | True |
Discounted price ( |
| Discount_Rate_Percent | Decimal | True | |
| Discount_Select | Bool | False | |
| Discount_Usdollar | Decimal | True |
Discount price expressed in USD |
| Following | Bool | False |
Is user following this record |
| Forecasted_Likely | Decimal | True |
Rollup of included RLIs on the Opportunity |
| Generate_Purchase | String | False |
Generate Purchase Options (ex: Yes, No, Completed) |
| Id [KEY] | String | True |
Unique identifier |
| Lead_Source | String | False |
Source of the product |
| Likely_Case | Decimal | False | |
| List_Price | Decimal | True |
List price of sales item |
| List_Usdollar | Decimal | True |
List price expressed in USD |
| Lock_Duration | Bool | False |
Turn on or off a user ability to directly edit the duration field |
| Locked_Fields | String | True | |
| Manufacturer_Id | String | False |
Manufacturer of product |
| Manufacturer_Name | String | True | |
| Mft_Part_Num | String | False |
Manufacturer part number |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Name of the product |
| Next_Step | String | False |
The next step in the sales process |
| Opportunity_Id | String | False |
The opportunity id for the line item entry |
| Opportunity_Name | String | False |
The opportunity name associated with the opportunity_id |
| Pricing_Factor | Int | True |
Variable pricing factor depending on pricing_formula |
| Pricing_Formula | String | False |
Pricing formula (ex: Fixed, Markup over Cost) |
| Probability | Int | True |
The probability of closure |
| Product_Template_Id | String | False |
Product (in Admin Products) from which this product is derived (in user Products) |
| Product_Template_Name | String | True | |
| Product_Type | String | False |
Type of product ( from opportunities opportunity_type ex: Existing, New) |
| Purchasedlineitem_Id | String | False |
If PLI was created from this RLI, this is that PLIs ID |
| Purchasedlineitem_Name | String | True |
PLI Name |
| Quantity | Decimal | True |
Quantity in use |
| Quote_Id | String | False |
If product created via Quote, this is quote ID |
| Quote_Name | String | True |
Quote Name |
| Renewable | Bool | False |
Indicates whether the sales item is renewable (e.g. a service) |
| Renewal | Bool | True |
Indicates whether this line item is a renewal |
| Renewal_Rli_Id | String | False |
Renewal RLI of this RLI, set during renewal generation |
| Renewal_Rli_Name | String | True | |
| Sales_Stage | String | False |
Indication of progression towards closure |
| Serial_Number | String | False |
Serial number of sales item in use |
| Service | Bool | False |
Indicates whether the sales item is a service or a product |
| 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_Duration_Unit | String | False |
Service Duration unit like Year(s), Month(s) or Day(s) |
| Service_Duration_Value | Int | True |
Value of the service duration, if service duration is 4 Months the value is 4 |
| Service_End_Date | String | True |
End date of the service |
| Service_Start_Date | Date | False |
Start date of the service |
| Status | String | False |
Product status (ex: Quoted, Ordered, Shipped) |
| Subtotal | Decimal | True |
Stores the total of the line item before any discounts are applied, taking proration into consideration |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Tax_Class | String | False |
Tax classification (ex: Taxable, Non-taxable) |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Total_Amount | Decimal | True | |
| Type_Id | String | False |
Product type (ex: hardware, software) |
| Type_Name | String | True | |
| Vendor_Part_Num | String | False |
Vendor part number |
| Website | String | False |
Sales item URL |
| Weight | Decimal | True |
Weight of the sales item |
| Worst_Case | Decimal | True |
The SavedSearch table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False | |
| Assigned_User_Name | String | False | |
| Contents | String | False | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Description | String | False | |
| Id [KEY] | String | True | |
| Name | String | False | |
| Search_Module | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False |
The Schedulers table.
| Name | Type | ReadOnly | Description |
| Adv_Interval | Bool | False | |
| Catch_Up | Bool | False | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Time_End | Datetime | False | |
| Date_Time_Start | Datetime | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Job | String | False | |
| Job_Function | String | False | |
| Job_Interval | String | False | |
| Job_Url | String | False | |
| Last_Run | Datetime | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Status | String | False | |
| Sync_Key | String | True | |
| System_Job | Bool | False | |
| Time_From | String | True | |
| Time_To | String | True |
The ShiftExceptions table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| All_Day | Bool | False |
The Shift Exception is all day or not |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Enabled | Bool | False |
An indicator of whether shift exception is enabled |
| 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 |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Shift_Exception_Type | String | False |
The Shift Exception is of this type |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Timezone | String | False |
Time Zone in which this Shift Exception operates |
The Shifts table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_End | Date | False |
Date is which shift is scheduled to (or did) end |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Date | False |
Date in which shift is schedule to (or did) start |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| 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 |
| 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 |
| Id [KEY] | String | True |
Unique identifier |
| Is_Open_Friday | Bool | False |
Explicit marker for if this business center is open on Friday |
| Is_Open_Monday | Bool | False |
Explicit marker for if this business center is open on Monday |
| Is_Open_Saturday | Bool | False |
Explicit marker for if this business center is open on Saturday |
| Is_Open_Sunday | Bool | False |
Explicit marker for if this business center is open on Sunday |
| Is_Open_Thursday | Bool | False |
Explicit marker for if this business center is open on Thursday |
| Is_Open_Tuesday | Bool | False |
Explicit marker for if this business center is open on Tuesday |
| Is_Open_Wednesday | Bool | False |
Explicit marker for if this business center is open on Wednesday |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| 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 |
| 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 |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| 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 |
| 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 |
| 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 |
| 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 |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| 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 |
| 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 |
| Timezone | String | False |
Time Zone in which this Shift operates |
| 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 |
| 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 |
| 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 |
| 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 |
The Shippers table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Default_Cost | Decimal | True |
Default cost (Shown) |
| Default_Cost_Usdollar | Decimal | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | True | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Styleguide table.
| Name | Type | ReadOnly | Description |
| Alt_Address_City | String | False |
City for alternate address |
| Alt_Address_Country | String | False |
Country for alternate address |
| Alt_Address_Postalcode | String | False |
Postal code for alternate address |
| Alt_Address_State | String | False |
State for alternate address |
| Alt_Address_Street | String | False |
Street address for alternate address |
| Alt_Address_Street_2 | String | False | |
| Alt_Address_Street_3 | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Assistant | String | False |
Name of the assistant of the contact |
| Assistant_Phone | String | False |
Phone number of the assistant of the contact |
| Birthdate | Date | False |
The birthdate of the contact |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Currency_Id | String | False |
Currency of the product |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False |
Date of start of meeting |
| Deleted | Bool | False |
Record deletion indicator |
| Department | String | False |
The department of the contact |
| Description | String | False |
Full text of the styleguide page |
| Do_Not_Call | Bool | False |
Whether or not to allow calls to contact |
| String | False | ||
| Email_Addresses_Non_Primary | String | False | |
| Email_Opt_Out | Bool | False | |
| Email1 | String | False | |
| Email2 | String | False | |
| String | False |
The facebook name of the user | |
| 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) |
| First_Name | String | False |
First name of the contact |
| Following | Bool | False |
Is user following this record |
| Full_Name | String | True | |
| Googleplus | String | False |
The google plus id of the user |
| Id [KEY] | String | True |
Unique identifier |
| Invalid_Email | Bool | False | |
| Last_Name | String | False |
Last name of the contact |
| List_Price | Decimal | True |
List price of product ( |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | True | |
| Parent_Id | String | False |
The ID of the Sugar item specified in parent_type |
| Parent_Name | String | True | |
| Parent_Type | String | True |
Sugar module the Note is associated with |
| Phone_Fax | String | False |
Contact fax number |
| Phone_Home | String | False |
Don't call to this number |
| Phone_Mobile | String | False |
Mobile phone number of the contact |
| Phone_Other | String | False |
Other phone number for the contact |
| Phone_Work | String | False |
Work phone number of the contact |
| Picture | String | False |
Image to be used as an avatar |
| Primary_Address_City | String | False |
City for primary address |
| Primary_Address_Country | String | False |
Country for primary address |
| Primary_Address_Postalcode | String | False |
Postal code for primary address |
| Primary_Address_State | String | False |
State for primary address |
| Primary_Address_Street | String | False |
The street address used for primary address |
| Primary_Address_Street_2 | String | False | |
| Primary_Address_Street_3 | String | False | |
| Radio_Button_Group | String | True | |
| Salutation | String | False |
Contact salutation (e.g., Mr, Ms) |
| Secret_Password | String | True |
Your password will be saved securely |
| Sync_Key | String | True | |
| Title | String | True |
Title of the Styleguide page |
| String | False |
The twitter name of the user | |
| User_Email | String | False |
Emails can also have a big help description to further enhance the user experience |
| Website | String | False |
URL of website for the company |
The Subscriptions table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False | |
| Parent_Type | String | False | |
| Sync_Key | String | True |
The SugarFavorites table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Name of the feed |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| Module | String | False | |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Record_Id | String | False | |
| Record_Name | String | True | |
| Sync_Key | String | True |
The SugarLive table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Enabled_Modules | String | False | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Sync_Key | String | True | |
| Tag | String | False |
The Tags table.
| Name | Type | ReadOnly | Description |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Name_Lower | String | False | |
| Source_Id | String | False | |
| Source_Meta | String | False | |
| Source_Type | String | False | |
| Sync_Key | String | True |
The Tasks table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Assigned_User_Id | String | False |
User ID assigned to record |
| Assigned_User_Name | String | True | |
| Cj_Activity_Completion_Date | Datetime | True | |
| Cj_Activity_Start_Date | Datetime | True | |
| Cj_Activity_Tpl_Name | String | True | |
| Cj_Actual_Sort_Order | String | False | |
| Cj_Allow_Activity_By | String | False | |
| Cj_Blocked_By_Stages | String | False | |
| Cj_Days_To_Complete | String | True | |
| Cj_Momentum_End_Date | Datetime | False | |
| Cj_Momentum_Points | Int | True | |
| Cj_Momentum_Ratio | Double | True | |
| Cj_Momentum_Score | Int | True | |
| Cj_Momentum_Start_Date | Datetime | False | |
| Cj_Parent_Activity_Id | String | False | |
| Cj_Parent_Activity_Type | String | False | |
| Cj_Url | String | False | |
| Commentlog | String | True | |
| Contact_Email | String | False | |
| Contact_Id | String | False | |
| Contact_Name | String | True | |
| Contact_Phone | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Customer_Journey_Blocked_By | String | False | |
| Customer_Journey_Points | String | False | |
| Customer_Journey_Progress | Double | True | |
| Customer_Journey_Score | Int | True | |
| Customer_Journey_Type | String | False | |
| Date_Due | Datetime | False | |
| Date_Due_Flag | Bool | False | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Date_Start | Datetime | False | |
| Date_Start_Flag | Bool | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Dri_Subworkflow_Id | String | False | |
| Dri_Subworkflow_Name | String | True | |
| Dri_Subworkflow_Template_Id | String | False | |
| Dri_Subworkflow_Template_Name | String | True | |
| Dri_Workflow_Id | String | False | |
| Dri_Workflow_Name | String | True | |
| Dri_Workflow_Sort_Order | String | False | |
| Dri_Workflow_Task_Template_Id | String | False | |
| Dri_Workflow_Template_Id | String | False | |
| Dri_Workflow_Template_Name | String | True | |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Cj_Parent_Activity | Bool | False | |
| Is_Customer_Journey_Activity | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Parent_Id | String | False | |
| Parent_Name | String | True | |
| Parent_Type | String | True |
The Sugar object to which the call is related |
| Priority | String | False | |
| Start_Next_Journey_Id | String | False | |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Time_Due | Datetime | False |
The TaxRates table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| List_Order | Int | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Status | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| Value | Decimal | False |
The TeamNotices table.
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True | |
| Acl_Team_Set_Id | String | False | |
| Created_By | String | True | |
| Date_End | Date | False | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Date_Start | Date | False | |
| Deleted | Bool | False | |
| Description | String | False | |
| Id [KEY] | String | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Status | String | False | |
| Team_Count | String | False | |
| Team_Id | String | False |
Team ID for the account |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Url | String | False | |
| Url_Title | String | False |
The Teams table.
| Name | Type | ReadOnly | Description |
| Associated_User_Id | String | False | |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Name_2 | String | False | |
| Private | Bool | False | |
| Sync_Key | String | True |
The TimePeriods table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| End_Date | Date | False | |
| End_Date_Timestamp | Int | False | |
| Id [KEY] | String | True | |
| Is_Fiscal | Bool | False | |
| Is_Fiscal_Year | Bool | False | |
| Leaf_Cycle | Int | True | |
| Name | String | True | |
| Parent_Id | String | False | |
| Start_Date | Date | False | |
| Start_Date_Timestamp | Int | False | |
| Type | String | False |
Time Period to be Forecast over |
The TrackerPerfs table.
| Name | Type | ReadOnly | Description |
| Date_Modified | Datetime | True | |
| Db_Round_Trips | Int | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Files_Opened | Int | True | |
| Id [KEY] | Int | True | |
| Memory_Usage | Int | True | |
| Monitor_Id | String | False | |
| Server_Response_Time | Double | True |
The TrackerQueries table.
| Name | Type | ReadOnly | Description |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Id [KEY] | Int | True | |
| Query_Hash | String | False | |
| Query_Id | String | False | |
| Run_Count | Int | True | |
| Sec_Avg | Double | True | |
| Sec_Total | Double | True | |
| Text | String | False |
The Trackers table.
| Name | Type | ReadOnly | Description |
| Action | String | False | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False |
Record deletion indicator |
| Id [KEY] | Int | True | |
| Item_Id | String | False | |
| Item_Summary | String | False | |
| Module_Name | String | False | |
| Monitor_Id | String | False | |
| Session_Id | String | False | |
| Team_Id | String | False | |
| User_Id | String | False | |
| Visible | Bool | False |
The TrackerSessions table.
| Name | Type | ReadOnly | Description |
| Active | Bool | False | |
| Client_Ip | String | False | |
| Date_End | Datetime | False | |
| Date_Start | Datetime | False | |
| Deleted | Bool | False |
Record deletion indicator |
| Id [KEY] | Int | True | |
| Seconds | Int | True | |
| Session_Id | String | False | |
| User_Id | String | False |
The Users table.
| Name | Type | ReadOnly | Description |
| Accept_Status_Calls | String | False | |
| Accept_Status_Id | String | False | |
| Accept_Status_Meetings | String | False | |
| Accept_Status_Messages | String | False | |
| Accept_Status_Name | String | False | |
| Acl_Role_Set_Id | String | False | |
| Acl_Team_Set_Id | String | False | |
| Address_City | String | False | |
| Address_Country | String | False | |
| Address_Postalcode | String | False | |
| Address_State | String | False | |
| Address_Street | String | False | |
| Authenticate_Id | String | False | |
| Business_Center_Id | String | False |
The business center to which the case is associated |
| Business_Center_Name | String | True |
The name of the business center represented by the business_center_id field |
| C_Accept_Status_Fields | String | True | |
| Cookie_Consent | Bool | False |
Indicator whether this user accepts cookies |
| Cookie_Consent_Received_On | Datetime | False |
Date cookie consent received on |
| Created_By | String | True | |
| Created_By_Name | String | True | |
| Customer_Journey_Access | Bool | True | |
| Customer_Journey_Last_Active | Datetime | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Default_Team | String | False | |
| Deleted | Bool | False | |
| Department | String | False | |
| Description | String | False | |
| String | False | ||
| Email_Link_Type | String | False | |
| Email1 | String | False | |
| Employee_Status | String | False | |
| External_Auth_Only | Bool | False | |
| First_Name | String | False | |
| Full_Name | String | True | |
| Id [KEY] | String | True | |
| Is_Admin | Bool | False | |
| Is_Group | Bool | False | |
| Last_Login | Datetime | True | |
| Last_Name | String | False | |
| License_Type | String | False | |
| M_Accept_Status_Fields | String | True | |
| Messenger_Id | String | False | |
| Messenger_Type | String | False | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True | |
| Name | String | True | |
| Phone_Fax | String | False | |
| Phone_Home | String | False | |
| Phone_Mobile | String | False | |
| Phone_Other | String | False | |
| Phone_Work | String | False | |
| Picture | String | False | |
| Portal_Only | Bool | False | |
| Preferred_Language | String | False | |
| Pwd_Last_Changed | Datetime | False | |
| Receive_Notifications | Bool | False | |
| Reports_To_Id | String | False | |
| Reports_To_Name | String | True | |
| Send_Email_On_Mention | Bool | False | |
| Show_On_Employees | Bool | False | |
| Site_User_Id | String | True | |
| Status | String | False | |
| Sugar_Login | Bool | False | |
| Sync_Key | String | True | |
| System_Generated_Password | Bool | False | |
| Team_Count | String | False | |
| Team_Id | String | False | |
| Team_Name | String | False | |
| Team_Set_Id | String | False | |
| Title | String | False | |
| User_Hash | String | True | |
| User_Name | String | False | |
| Usertype | String | False |
The UserSignatures table.
| Name | Type | ReadOnly | Description |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Is_Default | Bool | False | |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Signature | String | False | |
| Signature_Html | String | False | |
| Sync_Key | String | True | |
| Tag | String | False | |
| User_Id | String | False |
The VisualPipeline table.
| Name | Type | ReadOnly | Description |
| Available_Columns | String | False |
An array of white-listed column names |
| Commentlog | String | True | |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Enabled_Module | String | False | |
| Following | Bool | False |
Is user following this record |
| Hidden_Values | String | False | |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False | |
| Records_Per_Column | String | False | |
| Show_Column_Count | Bool | False | |
| Show_Column_Total | Bool | False | |
| Sync_Key | String | True | |
| Table_Header | String | False | |
| Tag | String | False | |
| Tile_Body_Fields | String | False | |
| Tile_Header | String | False | |
| Total_Field | String | False |
The WebLogicHooks table.
| Name | Type | ReadOnly | Description |
| Created_By | String | True |
User who created record |
| Created_By_Name | String | True | |
| Date_Entered | Datetime | True |
Date record created |
| Date_Modified | Datetime | True |
Date record last modified |
| Deleted | Bool | False |
Record deletion indicator |
| Description | String | False |
Full text of the note |
| Following | Bool | False |
Is user following this record |
| Id [KEY] | String | True |
Unique identifier |
| Locked_Fields | String | True | |
| Modified_By_Name | String | True | |
| Modified_User_Id | String | True |
User who last modified record |
| My_Favorite | Bool | False |
Favorite for the user |
| Name | String | False |
Hook name |
| Request_Method | String | False | |
| Sync_Key | String | True | |
| Trigger_Event | String | False | |
| Url | String | False |
URL of website for the company |
| Webhook_Target_Module | String | False |
The WorkFlow table.
| Name | Type | ReadOnly | Description |
| Base_Module | String | False | |
| Created_By | String | True | |
| Date_Entered | Datetime | True | |
| Date_Modified | Datetime | True | |
| Deleted | Bool | False | |
| Description | String | False | |
| Fire_Order | String | False | |
| Id [KEY] | String | True | |
| List_Order_Y | Int | True | |
| Modified_User_Id | String | True | |
| Name | String | False | |
| Parent_Id | String | False | |
| Record_Type | String | False | |
| Status | Bool | False | |
| Type | String | False |
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 | Specifies the user ID of the authenticating SugarCRM user account. |
| Password | Specifies the password of the authenticating user account. |
| 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 | Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. |
| OAuthClientSecret | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| FirewallType | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that 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 | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.
| Property | Description |
| User | Specifies the user ID of the authenticating SugarCRM user account. |
| Password | Specifies the password of the authenticating user account. |
| 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. |
Specifies the user ID of the authenticating SugarCRM user account.
The authenticating server requires both User and Password to validate the user's identity.
Specifies the password of the authenticating user account.
The authenticating server requires both User and Password to validate the user's identity.
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 | Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. |
| OAuthClientSecret | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server. |
Specifies the client Id that was assigned the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server.
OAuthClientId is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.
Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret ). This secret registers the custom application with the OAuth authorization server.
OAuthClientSecret is one of a handful of connection parameters that need to be set before users can authenticate via OAuth. For details, see Establishing a Connection.
This section provides a complete list of the SSL properties you can configure in the connection string for this provider.
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
Specifies 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 | Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall. |
| FirewallServer | Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources. |
| FirewallPort | Specifies the TCP port to be used for a proxy-based firewall. |
| FirewallUser | Identifies the user ID of the account authenticating to a proxy-based firewall. |
| FirewallPassword | Specifies the password of the user account authenticating to a proxy-based firewall. |
Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Note: 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.
The following table provides port number information for each of the supported protocols.
| Protocol | Default Port | Description |
| TUNNEL | 80 | The port where the Sync App opens a connection to SugarCRM. Traffic flows back and forth via the proxy at this location. |
| SOCKS4 | 1080 | The port where the Sync App opens a connection to SugarCRM. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted. |
| SOCKS5 | 1080 | The port where the Sync App sends data to SugarCRM. If the SOCKS 5 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.
Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the TCP port to be used for a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Identifies the user ID of the account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
Specifies the password of the user account authenticating to a proxy-based firewall.
A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.
Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.
This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.
| Property | Description |
| ProxyAutoDetect | Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server. |
| ProxyServer | The hostname or IP address of the proxy server that you want to route HTTP traffic through. |
| ProxyPort | The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client. |
| ProxyAuthScheme | Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property. |
| ProxyUser | The username of a user account registered with the proxy server specified in the ProxyServer connection property. |
| ProxyPassword | The password associated with the user specified in the ProxyUser connection property. |
| ProxySSLType | The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property. |
| ProxyExceptions | A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property. |
Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).
This connection property takes precedence over other proxy settings. Set to False if you want to manually configure the Sync App to connect to a specific proxy server.
To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.
The hostname or IP address of the proxy server that you want to route HTTP traffic through.
The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.
The TCP port on your specified proxy server (set in the ProxyServer connection property) that has been reserved for routing HTTP traffic to and from the client.
The Sync App only routes HTTP traffic through the proxy server port specified in this connection property when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.
For other proxy types, see FirewallType.
Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
The authentication type can be one of the following:
For all values other than "NONE", you must also set the ProxyUser and ProxyPassword connection properties.
If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.
The username of a user account registered with the proxy server specified in the ProxyServer connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyUser |
| BASIC | The user name of a user registered with the proxy server. |
| DIGEST | The user name of a user registered with the proxy server. |
| NEGOTIATE | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NTLM | The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user. |
| NONE | Do not set the ProxyPassword connection property. |
The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the username specified in your system proxy settings.
The password associated with the user specified in the ProxyUser connection property.
The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.
After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:
| ProxyAuthScheme Value | Value to set for ProxyPassword |
| BASIC | The password associated with the proxy server user specified in ProxyUser. |
| DIGEST | The password associated with the proxy server user specified in ProxyUser. |
| NEGOTIATE | The password associated with the Windows user account specified in ProxyUser. |
| NTLM | The password associated with the Windows user account specified in ProxyUser. |
| NONE | Do not set the ProxyPassword connection property. |
For SOCKS 5 authentication or tunneling, see FirewallType.
The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True, which is the default, the Sync App instead uses the password specified in your system proxy settings.
The SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :
| AUTO | Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option. |
| ALWAYS | The connection is always SSL enabled. |
| NEVER | The connection is not SSL enabled. |
| TUNNEL | The connection is made 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 proxy server set in the ProxyServer connection property.
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, set ProxyAutoDetect to False.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| LogModules | Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged. |
Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
This property lets you customize the log file content by specifying the logging modules to include. Logging modules categorize logged information into distinct areas, such as query execution, metadata, or SSL communication. Each module is represented by a four-character code, with some requiring a trailing space for three-letter names.
For example, EXEC logs query execution, and INFO logs general provider messages. To include multiple modules, separate their names with semicolons as follows: INFO;EXEC;SSL.
The Verbosity connection property takes precedence over the module-based filtering specified by this property. Only log entries that meet the verbosity level and belong to the specified modules are logged. Leave this property blank to include all available modules in the log file.
For a complete list of available modules and detailed guidance on configuring logging, refer to the Advanced Logging section in Logging.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| Location | Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path. |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Tables | Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC . |
| Views | Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC . |
Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) 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, where %APPDATA% is set to the user's configuration directory:
| Platform | %APPDATA% |
| Windows | The value of the APPDATA environment variable |
| Linux | ~/.config |
Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.
Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.
If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.
Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.
If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, 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: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may 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 | Specifies the maximum rows returned for queries without aggregation or GROUP BY. |
| Other | Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property. |
| RowScanDepth | The maximum number of rows to scan to look for the columns available in a table. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout. |
| UserDefinedViews | Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file. |
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.
Specifies the maximum rows returned for queries without aggregation or GROUP BY.
This property sets an upper limit on the number of rows the Sync App returns for queries that do not include aggregation or GROUP BY clauses. This limit ensures that queries do not return excessively large result sets by default.
When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting. If MaxRows is set to "-1", no row limit is enforced unless a LIMIT clause is explicitly included in the query.
This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.
Specifies additional hidden properties for specific use cases. These are not required for typical provider functionality. Use a semicolon-separated list to define multiple properties.
This property allows advanced users to configure hidden properties for specialized scenarios. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. Multiple properties can be defined in a semicolon-separated list.
Note: It is strongly recommended to set these properties only when advised by the support team to address specific scenarios or issues.
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. |
Specifies the pseudocolumns to expose as table columns. Use the format 'TableName=ColumnName;TableName=ColumnName'. The default is an empty string, which disables this property.
This property allows you to define which pseudocolumns the Sync App exposes as table columns.
To specify individual pseudocolumns, use the following format: "Table1=Column1;Table1=Column2;Table2=Column3"
To include all pseudocolumns for all tables use: "*=*"
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.
Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. The default is 60 seconds. Set to 0 to disable the timeout.
This property controls the maximum time, in seconds, that the Sync App waits for an operation to complete before canceling it. If the timeout period expires before the operation finishes, the Sync App cancels the operation and throws an exception.
The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.
Setting this property to 0 disables the timeout, allowing operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server. Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.
Specifies a filepath to a JSON configuration file defining custom views. The provider automatically detects and uses the views specified in this file.
This property allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view. For example:
{
"MyView": {
"query": "SELECT * FROM Accounts WHERE MyColumn = 'value'"
},
"MyView2": {
"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
}
}
You can define multiple views in a single file and specify the filepath using this property. For example: UserDefinedViews=C:\Path\To\UserDefinedViews.json. When you use this property, only the specified views are seen by the Sync App.
Refer to User Defined Views for more information.