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airbyte/docs/integrations/sources/uptick.md
octavia-bot-hoard[bot] 2f7f2fa33c 🐙 source-uptick: run up-to-date pipeline [2025-12-16] (#70713)
Co-authored-by: octavia-bot-hoard[bot] <230633153+octavia-bot-hoard[bot]@users.noreply.github.com>
2025-12-18 14:41:24 -08:00

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Uptick

Extract data from Uptick, a field service management platform designed for the fire protection industry.

Configuration

Input Type Description Default Value
base_url string Base URL eg https://demo-fire.onuptick.com (no trailing slash)
client_id string API Client ID
client_secret string API Client Secret
username string API Account Email
password string API Account Password

Streams

The Uptick connector syncs data from the following streams, organized by functional area:

Core business entities

  • tasks - Work tasks and maintenance requests with scheduling, priority, and assignment details
  • taskcategories - Categories for organizing tasks
  • tasksessions - Time tracking entries for work performed on tasks
  • rounds - Work rounds for technician scheduling and route management
  • projects - Project management entities for larger initiatives
  • clients - Customer organizations and contact information
  • clientgroups - Client organization groupings
  • properties - Physical locations where work is performed
  • contractors - External service providers and subcontractors
  • users - System users including technicians and staff
  • servicegroups - Service categorization for organizing work types

Financial and billing

  • invoices - Customer invoices and billing information
  • invoicelineitems - Individual line items within invoices
  • creditnotes - Credit notes for refunds and adjustments
  • creditnotelineitems - Line items within credit notes
  • billingcards - Billing card information for cost allocation
  • billingcontracts - Recurring billing contracts for ongoing services
  • billingcontractlineitems - Line items within billing contracts
  • costcentres - Cost center assignments for financial tracking

Purchasing and supply chain

  • purchaseorders - Purchase orders for materials and services
  • purchaseorderlineitems - Individual items within purchase orders
  • purchaseorderbills - Bills received for purchase orders
  • purchaseorderbilllineitems - Line items within purchase order bills
  • purchaseorderdockets - Delivery dockets for purchase orders
  • suppliers - Vendor and supplier information
  • products - Products and materials catalog

Asset management and inspections

  • assets - Physical assets requiring maintenance and inspection
  • assettypes - Categories and specifications for asset types
  • assettypevariants - Variants and configurations of asset types
  • routines - Scheduled maintenance and inspection routines
  • remarks - Issues, defects, and observations during inspections
  • remarkevents - Events and actions taken on remarks
  • appointments - Scheduled appointments for work and inspections

Quality and compliance

  • accreditations - Technician certifications and qualifications
  • accreditationtypes - Types of certifications and accreditations

Sales

  • servicequotes - Quotes for service work
  • servicequotefixedlineitems - Fixed price line items within service quotes
  • servicequotedoandchargelineitems - Do-and-charge line items within service quotes
  • servicequoteproductlineitems - Product line items within service quotes
  • defectquotes - Quotes for remedial work on identified defects
  • defectquotelineitems - Line items within defect quotes

Organization and location

  • branches - Business locations and organizational units

Stream details

Stream Name Primary Key Pagination Supports Full Sync Supports Incremental
tasks id DefaultPaginator
taskcategories id DefaultPaginator
clients id DefaultPaginator
clientgroups id DefaultPaginator
properties id DefaultPaginator
invoices id DefaultPaginator
projects id DefaultPaginator
servicequotes id DefaultPaginator
defectquotes id DefaultPaginator
suppliers id DefaultPaginator
purchaseorders id DefaultPaginator
purchaseorderlineitems id DefaultPaginator (no soft delete)
assets id DefaultPaginator
routines id DefaultPaginator
billingcards id DefaultPaginator
purchaseorderbills id DefaultPaginator
purchaseorderbilllineitems id DefaultPaginator (no soft delete)
purchaseorderdockets id DefaultPaginator
invoicelineitems id DefaultPaginator (no soft delete)
users id DefaultPaginator
servicegroups id DefaultPaginator
costcentres id DefaultPaginator
accreditationtypes id DefaultPaginator
accreditations id DefaultPaginator
branches id DefaultPaginator
creditnotes id DefaultPaginator
creditnotelineitems id DefaultPaginator
remarks id DefaultPaginator
assettypes id DefaultPaginator
assettypevariants id DefaultPaginator
products id DefaultPaginator
rounds id DefaultPaginator
tasksessions id DefaultPaginator
contractors id DefaultPaginator
appointments id DefaultPaginator (no soft delete)
billingcontracts id DefaultPaginator (no soft delete)
billingcontractlineitems id DefaultPaginator (no soft delete)
defectquotelineitems id DefaultPaginator (no soft delete)
servicequotefixedlineitems id DefaultPaginator (no soft delete)
servicequotedoandchargelineitems id DefaultPaginator (no soft delete)
servicequoteproductlineitems id DefaultPaginator (no soft delete)
remarkevents id DefaultPaginator (no soft delete)
task_profitability task_id DefaultPaginator

Changelog

Expand to review
Version Date Pull Request Subject
0.4.1 2025-12-16 70713 Update dependencies
0.4.0 2025-11-23 68194 Remove expensive
calculation fields from tasksessions, add more streams, including task profitability
0.3.9 2025-11-25 70176 Update dependencies
0.3.8 2025-11-18 69684 Update dependencies
0.3.7 2025-10-29 68880 Update dependencies
0.3.6 2025-10-21 68365 Update dependencies
0.3.5 2025-10-17 67585 Remove projectsectiontask and add more incremental sync streams
0.3.4 2025-10-14 67855 Update dependencies
0.3.3 2025-10-07 67515 Update dependencies
0.3.2 2025-10-03 67020 Remove start_date, include more task fields
0.3.1 2025-09-30 66839 Update dependencies
0.3.0 2025-09-17 66410 Add more streams
0.2.4 2025-09-23 66598 Update dependencies
0.2.3 2025-09-09 65733 Update dependencies
0.2.2 2025-08-26 65534 Add extra_fields to property stream
0.2.1 2025-08-24 65445 Update dependencies
0.2.0 2025-08-22 Update task profitability stream to use start_date parameter
0.0.11 2025-08-14 64942 Add users and task profitability streams
0.0.10 2025-08-14 64942 Fix docker image entrypoint for platform syncs
0.0.9 2025-08-13 64170 adds cursor pagination, incremental sync and rate limiting
0.0.8 2025-08-09 64845 Update dependencies
0.0.7 2025-08-02 64403 Update dependencies
0.0.6 2025-07-26 64055 Update dependencies
0.0.5 2025-07-20 63685 Update dependencies
0.0.4 2025-07-12 63165 Update dependencies
0.0.3 2025-07-05 62739 Update dependencies
0.0.2 2025-06-28 62220 Update dependencies
0.0.1 2025-06-10 Initial release by @sajarin via Connector Builder