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  1. PLATFORM
  2. Platform Features
  3. Actions
  4. Action Categories
  5. Actions-DataSource

Accounting

Module
Type
Description

ExactOnline

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection for saving output data records.

LookupRecord

Gets a specific record from a data source

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

FinancialEdgeNXT

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection where output records will be saved.

LookupRecord

Fetches a specific record from a source connection

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

FreshBooks

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection where output records will be saved.

LookupRecord

Fetches a specific record from a source connection

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

QuickBooks

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection where output records will be saved.

LookupRecord

Fetches a specific record from a source connection

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

QuickBooksOnline

CloseSource

The CloseQuickBooksOnlineSource activity closes the specified source connection

CloseTarget

The CloseQuickBooksOnlineTarget activity closes the specified target connection

DeleteRecord

The DeleteQuickBooksOnlineRecord activity deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

The InitializeQuickBooksOnlineTarget is used for initializing a connection where output records will be saved. Multiple InitializeQuickBooksOnlineTarget activites can be included in the workflow.

LookupRecord

The LookupQuickBooksOnlineRecord activity fetches a specific record from a source connection

MapRecordFields

The MapAndSetQuickBooksOnlineFields activity is used for setting the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

QuickBooksPOS

CloseSource

The CloseQuickBooksPOSSource activity closes the specified source connection

CloseTarget

The CloseQuickBooksPOSTarget activity closes the specified target connection

DeleteRecord

The DeleteQuickBooksPOSRecord activity deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

The InitializeQuickBooksPOSTarget is used for initializing a connection where output records will be saved. Multiple InitializeQuickBooksPOSTarget activites can be included in the workflow.

LookupRecord

The LookupQuickBooksPOSRecord activity fetches a specific record from a source connection

MapRecordFields

The MapAndSetQuickBooksPOSFields activity is used for setting the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

Reckon

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection where output records will be saved.

LookupRecord

Fetches a specific record from a source connection

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

Sage50UK

CloseSource

The CloseSage50UKSource activity closes the specified source connection

CloseTarget

The CloseSage50UKTarget activity closes the specified target connection

DeleteRecord

The DeleteSage50UKRecord activity deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

The InitializeSage50UKTarget is used for initializing a connection where output records will be saved. Multiple InitializeSage50UKTarget activites can be included in the workflow.

LookupRecord

The LookupSage50UKRecord activity fetches a specific record from a source connection

MapRecordFields

The MapAndSetSage50UKFields activity is used for setting the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

SageIntacct

CloseSource

Closes the specified source connection

CloseTarget

Closes the specified target connection

DeleteRecord

Deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

Initializes a connection where output records will be saved.

LookupRecord

Fetches a specific record from a source connection

MapRecordFields

Sets the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

Xero

CloseSource

The CloseXeroSource activity closes the specified source connection

CloseTarget

The CloseXeroTarget activity closes the specified target connection

DeleteRecord

The DeleteXeroRecord activity deletes the specified target record

InitializeSource

Initializes a connection for reading data records at run time.

InitializeTarget

The InitializeXeroTarget is used for initializing a connection where output records will be saved. Multiple InitializeXeroTarget activites can be included in the workflow.

LookupRecord

The LookupXeroRecord activity fetches a specific record from a source connection

MapRecordFields

The MapAndSetXeroFields activity is used for setting the values of the specified DataFields in a target connection

SaveRecord

Saves the specified target record

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Last updated 2 years ago