Tableau Connector for Reckon Accounts Hosted

Build 24.0.9060

SalesReps

Create, update, delete, and query Reckon Sales Rep entities.

Table Specific Information

Select

By default, SupportEnhancedSQL is set to true, and the following will be honored if present. Other filters will be executed client side. If SupportEnhancedSQL is set to false, only the following filters will be honored.

Reckon Accounts Hosted allows only a small subset of columns to be used in the WHERE clause of a SELECT query. These columns can only be used with the equals or = comparison. The available columns for SalesReps are Id, TimeModified, Initial, and IsActive. TimeModified may be used with the >, >=, <, <=, or = conditions and may be used twice to specify a range. Name may be used with the = or LIKE conditions to establish a starts-with, ends-with, or contains syntax. For example:

SELECT * FROM SalesReps WHERE TimeModified > '1/1/2011' AND TimeModified < '2/1/2011' AND Initial LIKE '%12345%'

Insert

To insert a SalesRep, specify the Initial column and an existing SalesRepEntityRef. The SalesRepEntityRef can be taken from an existing entity (Employee, Vendor, or OtherName).

Columns

Name Type ReadOnly References Description
ID [KEY] String True

The Id of the sales rep.

Initial String False

The initials of the sales rep. These must be unique for each record.

IsActive Boolean False

Boolean indicating if the sales rep is active.

SalesRepEntityRef_FullName String False

Refers to the sales rep's full name on the employee, vendor, or other-name list. You may specify either SalesRepEntityRef_FullName or SalesRepEntityRef_ListId on insert/update statements, but not both.

SalesRepEntityRef_ListId String False

Refers to the sales rep's Id on the employee, vendor, or other-name list. You may specify either SalesRepEntityRef_FullNamee or SalesRepEntityRef_ListId on insert/update statements, but not both.

EditSequence String True

A string indicating the revision of the sales rep.

TimeCreated Datetime True

The time the sales rep was created.

TimeModified Datetime True

The time the sales rep was modified.

Pseudo-Columns

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
ActiveStatus String

This pseudo column is deprecated and should no longer be used. Limits the search to active or inactive records only or all records.

The allowed values are ALL, ACTIVE, INACTIVE, NA.

The default value is ALL.

StartModifiedDate String

This pseudo column is deprecated and should no longer be used. Earliest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format)

EndModifiedDate String

This pseudo column is deprecated and should no longer be used. Latest modified date to search for (in yyyy-MM-dd, MM-dd-yy, MM-dd-yyyy, MM/dd/yy, or MM/dd/yyyy format).

MaxResults String

Maximum number of results to return.

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Build 24.0.9060