Uptick

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

Prerequisites

To use the Uptick connector, you need:

• An Uptick account with API access enabled
• OAuth credentials (Client ID and Client Secret) generated from your Uptick instance
• Your Uptick instance URL (for example, https://yourcompany.onuptick.com)

To generate OAuth credentials, go to Control Panel > Uptick API in your Uptick instance and select Create Application. For more information, see the Uptick API documentation.

Configuration

Input	Type	Description	Default Value
base_url	string	Your Uptick instance URL, for example https://yourcompany.onuptick.com. Do not include a trailing slash.
client_id	string	OAuth Client ID generated from Control Panel > Uptick API.
client_secret	string	OAuth Client Secret generated from Control Panel > Uptick API.
username	string	Email address for an Uptick user account with API access.
password	string	Password for the Uptick user account.

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
• task_profitability - Profitability metrics and financial performance data for tasks

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
• 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
• 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	✅	✅
assets	id	DefaultPaginator	✅	✅
routines	id	DefaultPaginator	✅	✅
billingcards	id	DefaultPaginator	✅	✅
purchaseorderbills	id	DefaultPaginator	✅	✅
purchaseorderbilllineitems	id	DefaultPaginator	✅	✅
purchaseorderdockets	id	DefaultPaginator	✅	✅
invoicelineitems	id	DefaultPaginator	✅	✅
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	✅	✅
billingcontracts	id	DefaultPaginator	✅	✅
billingcontractlineitems	id	DefaultPaginator	✅	✅
defectquotelineitems	id	DefaultPaginator	✅	✅
servicequotefixedlineitems	id	DefaultPaginator	✅	✅
servicequotedoandchargelineitems	id	DefaultPaginator	✅	✅
servicequoteproductlineitems	id	DefaultPaginator	✅	✅
remarkevents	id	DefaultPaginator	✅	✅
routineservices	id	DefaultPaginator	✅	✅
routineservicelevels	id	DefaultPaginator	✅	✅
routineservicetypes	id	DefaultPaginator	✅	✅
routineserviceleveltypes	id	DefaultPaginator	✅	✅
servicetasks	id	DefaultPaginator	✅	✅
subtasks	id	DefaultPaginator	✅	✅
task_profitability	task_id	DefaultPaginator	✅	✅

Changelog

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Version	Date	Pull Request	Subject
0.5.6	2026-03-17	75044	Update dependencies
0.5.5	2026-03-10	74493	Update dependencies
0.5.4	2026-02-24	73926	Update dependencies
0.5.3	2026-02-23	72302	Add fields to defectquotes and projects streams
0.5.2	2026-02-17	73433	Update dependencies
0.5.1	2026-02-10	73007	Update dependencies
0.5.0	2026-01-22	71122	Add invoice_id to invoicelineitems, and add 6 new streams: servicetasks, routineservices, routineservicelevels, routineservicetypes, routineserviceleveltypes, subtasks
0.4.3	2026-01-20	72056	Update dependencies
0.4.2	2026-01-14	71437	Update dependencies
0.4.1	2025-12-18	70713	Update dependencies
0.4.0	2025-12-10	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	2025-09-25	66410	Add more streams
0.2.4	2025-09-24	66598	Update dependencies
0.2.3	2025-09-09	65733	Update dependencies
0.2.2	2025-09-07	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	2025-08-21	65061	Add users and task profitability streams
0.0.10	2025-08-15	64942	Fix docker image entrypoint for platform syncs
0.0.9	2025-08-14	64170	adds cursor pagination, incremental sync and rate limiting
0.0.8	2025-08-10	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

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