Uptick

This directory contains the manifest-only connector for source-uptick.

Extract data from Uptick (field service management).

Usage

There are multiple ways to use this connector:

• You can use this connector as any other connector in Airbyte Marketplace.
• You can load this connector in pyairbyte using get_source!
• You can open this connector in Connector Builder, edit it, and publish to your workspaces.

Please refer to the manifest-only connector documentation for more details.

Supported Streams

This connector syncs the following streams from Uptick:

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 & 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
• costcentres - Cost center assignments for financial tracking

Purchasing & 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 & 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
• routineservices - Routine service configurations for properties and assets
• routineservicelevels - Service level definitions for routine services
• routineservicetypes - Types and categories of routine services
• routineserviceleveltypes - Service level type classifications
• servicetasks - Individual work activities on tasks
• subtasks - Links programme maintenance routines to tasks
• remarks - Issues, defects, and observations during inspections

Quality & Compliance

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

Sales

• servicequotes - Quotes for service work
• defectquotes - Quotes for remedial work on identified defects

Organization & Location

• branches - Business locations and organizational units

Local Development

We recommend you use the Connector Builder to edit this connector.

But, if you want to develop this connector locally, you can use the following steps.

Environment Setup

You will need airbyte-ci installed. You can find the documentation here.

Build

This will create a dev image (source-uptick:dev) that you can use to test the connector locally.

airbyte-ci connectors --name=source-uptick build

Test

This will run the acceptance tests for the connector.

airbyte-ci connectors --name=source-uptick test