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Uptick

Availability
Available CoreAvailable StandardAvailable PlusAvailable ProAvailable Enterprise FlexAvailable Self-Managed EnterpriseAvailable PyAirbyte
Support Level
Marketplace
Connector Version
0.5.0 (last updated 5 days ago)
Sync Success Rate
Usage Rate
Definition ID
54c75c42-df4a-4f3e-a5f3-d50cf80f1649

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​

InputTypeDescriptionDefault Value
base_urlstringYour Uptick instance URL, for example https://yourcompany.onuptick.com. Do not include a trailing slash.
client_idstringOAuth Client ID generated from Control Panel > Uptick API.
client_secretstringOAuth Client Secret generated from Control Panel > Uptick API.
usernamestringEmail address for an Uptick user account with API access.
passwordstringPassword 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 NamePrimary KeyPaginationSupports Full SyncSupports Incremental
tasksidDefaultPaginator✅✅
taskcategoriesidDefaultPaginator✅❌ (no soft delete)
clientsidDefaultPaginator✅❌ (no soft delete)
clientgroupsidDefaultPaginator✅❌ (no soft delete)
propertiesidDefaultPaginator✅❌ (no soft delete)
invoicesidDefaultPaginator✅❌ (no soft delete)
projectsidDefaultPaginator✅❌ (no soft delete)
servicequotesidDefaultPaginator✅❌ (no soft delete)
defectquotesidDefaultPaginator✅❌ (no soft delete)
suppliersidDefaultPaginator✅❌ (no soft delete)
purchaseordersidDefaultPaginator✅❌ (no soft delete)
purchaseorderlineitemsidDefaultPaginator✅❌ (no soft delete)
assetsidDefaultPaginator✅✅
routinesidDefaultPaginator✅❌ (no soft delete)
billingcardsidDefaultPaginator✅❌ (no soft delete)
purchaseorderbillsidDefaultPaginator✅❌ (no soft delete)
purchaseorderbilllineitemsidDefaultPaginator✅❌ (no soft delete)
purchaseorderdocketsidDefaultPaginator✅❌ (no soft delete)
invoicelineitemsidDefaultPaginator✅❌ (no soft delete)
usersidDefaultPaginator✅❌ (no soft delete)
servicegroupsidDefaultPaginator✅❌ (no soft delete)
costcentresidDefaultPaginator✅❌ (no soft delete)
accreditationtypesidDefaultPaginator✅❌ (no soft delete)
accreditationsidDefaultPaginator✅❌ (no soft delete)
branchesidDefaultPaginator✅❌ (no soft delete)
creditnotesidDefaultPaginator✅✅
creditnotelineitemsidDefaultPaginator✅✅
remarksidDefaultPaginator✅✅
assettypesidDefaultPaginator✅✅
assettypevariantsidDefaultPaginator✅✅
productsidDefaultPaginator✅✅
roundsidDefaultPaginator✅✅
tasksessionsidDefaultPaginator✅❌ (no soft delete)
contractorsidDefaultPaginator✅❌ (no soft delete)
appointmentsidDefaultPaginator✅❌ (no soft delete)
billingcontractsidDefaultPaginator✅❌ (no soft delete)
billingcontractlineitemsidDefaultPaginator✅❌ (no soft delete)
defectquotelineitemsidDefaultPaginator✅❌ (no soft delete)
servicequotefixedlineitemsidDefaultPaginator✅❌ (no soft delete)
servicequotedoandchargelineitemsidDefaultPaginator✅❌ (no soft delete)
servicequoteproductlineitemsidDefaultPaginator✅❌ (no soft delete)
remarkeventsidDefaultPaginator✅❌ (no soft delete)
routineservicesidDefaultPaginator✅❌ (no soft delete)
routineservicelevelsidDefaultPaginator✅❌ (no soft delete)
routineservicetypesidDefaultPaginator✅❌ (no soft delete)
routineserviceleveltypesidDefaultPaginator✅❌ (no soft delete)
servicetasksidDefaultPaginator✅✅
subtasksidDefaultPaginator✅✅
task_profitabilitytask_idDefaultPaginator✅✅

Reference​

Config fields reference

Field
Type
Property name
string
base_url
OAuth Client ID
required
string
client_id
OAuth Client Secret
required
string
client_secret
Uptick API Account Password
required
string
password
Uptick API Account Email
required
string
username

Changelog​

Expand to review
VersionDatePull RequestSubject
0.5.02026-01-2271122Add invoice_id to invoicelineitems, and add 6 new streams: servicetasks, routineservices, routineservicelevels, routineservicetypes, routineserviceleveltypes, subtasks
0.4.32026-01-2072056Update dependencies
0.4.22026-01-1471437Update dependencies
0.4.12025-12-1870713Update dependencies
0.4.02025-12-1068194Remove expensive calculation fields from tasksessions, add more streams, including task profitability
0.3.92025-11-2570176Update dependencies
0.3.82025-11-1869684Update dependencies
0.3.72025-10-2968880Update dependencies
0.3.62025-10-2168365Update dependencies
0.3.52025-10-1767585Remove projectsectiontask and add more incremental sync streams
0.3.42025-10-1467855Update dependencies
0.3.32025-10-0767515Update dependencies
0.3.22025-10-0367020Remove start_date, include more task fields
0.3.12025-09-3066839Update dependencies
0.3.02025-09-2566410Add more streams
0.2.42025-09-2466598Update dependencies
0.2.32025-09-0965733Update dependencies
0.2.22025-09-0765534Add extra_fields to property stream
0.2.12025-08-2465445Update dependencies
0.2.02025-08-22Update task profitability stream to use start_date parameter
0.0.112025-08-2165061Add users and task profitability streams
0.0.102025-08-1564942Fix docker image entrypoint for platform syncs
0.0.92025-08-1464170adds cursor pagination, incremental sync and rate limiting
0.0.82025-08-1064845Update dependencies
0.0.72025-08-0264403Update dependencies
0.0.62025-07-2664055Update dependencies
0.0.52025-07-2063685Update dependencies
0.0.42025-07-1263165Update dependencies
0.0.32025-07-0562739Update dependencies
0.0.22025-06-2862220Update dependencies
0.0.12025-06-10Initial release by @sajarin via Connector Builder
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