Most important data properties in HS
Here is a description of the most important fields and their object
Link to sheet here: https://docs.google.com/spreadsheets/d/1vtHQfdAlwxCAYt1-nKYm5RQWS4hUZaNRA_vqOQuoL7w/edit?gid=0#gid=0
| Object | Property name | Internal Property Name | Options | Description |
| Company | Assessio Industry | assessio_industry | Recruitment; Healthcare; Other; Consulting; Pharma; Food industry; Telecom; Marketing; IT & Technology; Culture & Recreation; Industry; Service; ICT; Recruitment/Staffing; Construction; Service/Hotel; Transport; Retail; Bank/Finance; Media; Education; Public sector; Real estate; Automotive; Bank/Finance/Insurance; Energy; Law; Private Equity; Venture Capital; Security |
Custom industry setup for Assessio
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| Company | Assessio main Healthscore status | assessio_main_healthscore_status | Healthy; Neutral; At-Risk |
Not fully implemented, missing platform data
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| Company | ATS | ats |
Easycruit; Ework; HR Manager; Intelliplan; Jobylon; NO ATS; Oracle; Ponty; ReachMee; Recman; Smart Recruiters; Success Factors; Talentsoft; TalentTech; Teamtailor; Varbi; Visma; Webcruiter; WeSelect; Workbuster; Workday; Zerolime; Bullhorn; Carerix; Ubeeo
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| Company | Bill To First Name | bill_to_first_name |
Zuora Bill to contact first name
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| Company | Bill To Last Name | bill_to_last_name |
Zuora Bill to contact last name
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| Company | City | city |
City where the company is located.
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| Company | Company name | name |
The name of the company or organization.
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| Company | Company: Categories | company__categories |
Assessio Bloom; Assessio EN; Assessio NL; Assessio EN, Assessio SE; Assessio NL, Assessio Bloom; Assessio NO; Assessio NO, Assessio EN; Assessio NO, Assessio EN, Assessio SE; Assessio NO, Assessio SE; Assessio SE; Assessio PTS
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| Company | Country activity | country_ownership | Denmark 🇩🇰; Sweden 🇸🇪; Norway 🇳🇴; Netherlands 🇳🇱 (Nederlands 🇳🇱); Germany 🇩🇪; Estonia 🇪🇪 |
We use this to keep track of cross country ownerships of accounts.
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| Company | Country origin | country_origin | DK; SE; NO; NL; EST; DE; US; UK; Italy; Polen; Switzerland | Country origin |
| Company | Country/Region | country |
Country in which the company or organization is located.
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| Company | Current MRR | current_mrr |
The current MRR of the customer from all active subscriptions
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| Company | Entity | entity |
Sweden; Norway; PTS; Bloom; Netherlands (Assessio NL); Wisnio; HR Diagnostics; S&F; Finland [HIDDEN]; International [HIDDEN]
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| Company | Invoice: City | invoice__city |
Zuora invoice data
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| Company | Invoice: Country | invoice__country |
Zuora invoice data
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| Company | Invoice: Municipality | invoice__municipality |
Zuora invoice data
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| Company | Invoice: Postal code | invoice__postal_code |
Zuora invoice data
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| Company | Invoice: State | invoice__state |
Zuora invoice data
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| Company | Invoice: Street address | invoice__street_address |
Zuora invoice data
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| Company | Invoicing email | invoicing_email |
Zuora invoice data
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| Company | Lifecycle Stage | lifecyclestage |
The qualification of companies to sales readiness throughout the buying journey
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| Company | Nearest renewal date | nearest_renewal_date |
The nearest date a subscription is up for renewal on customer. Set automatically by the customer subscription object
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| Company | Organisation number | organisation_number |
Organisation number from Zuora
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| Company | Platform | platform | Bloom platform (Bloom by Assessio); Assessio Platform; Ascend; People Test Systems; MBTI/16PF; Not platform client; Talentindex; Wisnio; HR Diagnostics Jobmatcher (HR Diagnostics); Ascend PPC |
We use this to track all products brought on an overview level for the account. Deals contain more information.
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| Company | Postal Code | zip |
Postal or zip code of the company or organization.
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| Company | Segment | segment | Small - under 200 employees (Small); Value - 201 - 1000 employees (Value); Star ⭐️ - 1001 - 2000 employees (Star ⭐️); Enterprise - 2500+ employees (Enterprise); Public |
Assessios customer segment - set automatically from Accountscout data
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| Company | VAT | vat |
Vat number, not updated automaticall
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| Company | Zuora Account ID | zuora_account_id |
Account ID from Zuora
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| Company | Zuora Account Number | zuora_account_number |
Account Number from Zuora
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| Contact | Assessio overall leadscore |
assessio_overall_leadscore
|
Overall leadscore
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| Contact | Assessio overall leadscore engagement |
assessio_overall_leadscore_engagement
|
Part of leadscore, engagement which is website acitivty etc
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| Contact | Assessio overall leadscore fit |
assessio_overall_leadscore_fit
|
Fit leadscore is based on segment, industry etc
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| Contact | Country activity | country_activity | Denmark 🇩🇰; Sweden 🇸🇪; Norway 🇳🇴; Netherlands 🇳🇱 (Nederlands 🇳🇱); Germany 🇩🇪; Estonia 🇪🇪 |
We use this to keep track of cross country ownerships of accounts.
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| Contact |
A contact's email address
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| Contact | First Name | firstname |
A contact's first name
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| Contact | Industry | industry |
The Industry a contact is in
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| Contact | Job Title | jobtitle |
A contact's job title
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| Contact | Lifecycle Stage | lifecyclestage |
The qualification of contacts to sales readiness. It can be set through imports, forms, workflows, and manually on a per contact basis.
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| Contact | Platform | platform |
Bloom platform (Bloom by Assessio); Assessio Platform; Ascend; People Test Systems; MBTI/16PF; Not platform client; Talentindex; Wisnio; HR Diagnostics Jobmatcher (HR Diagnostics); Ascend PPC
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| Contact | Postal Code | zip |
The contact's zip code. This might be set via import, form, or integration.
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| Contact | Segment | segment |
Small - under 200 employees (Small); Value - 201 - 1000 employees (Value); Star ⭐️ - 1001 - 2000 employees (Star ⭐️); Enterprise - 2500+ employees (Enterprise); Public
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| Contact | Source | source | Inbound (Marketing); Referral; Direct sales; Event; Other(missing option); Outbound |
We tag this manually to have sales input
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| Customer subscription | Billing frequency | billing_frequency |
Weekly (weekly); Every two weeks (biweekly); Monthly (monthly); Quarterly (quarterly); Semi-annually-wrong-internal-name (per_six_month); Semi-annually (per_six_months); Annually (annually); Every two years (per_two_years); Every three years (per_three_years); Every four years (per_four_years); Every five years (per_five_years)
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| Customer subscription | CMRR | cmrr |
Directly integrated into Zuora, do not use
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| Customer subscription | Contact person | contact_person |
Updates the Bill-to and Sold-to on the subscription object in Zuora.
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| Customer subscription | Current MRR | current_mrr |
Use this for MRR reporting: Rollup value from Current MRR on charges
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| Customer subscription | Initial term | initial_term |
The initial term of the subscription. Can be 12 months
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| Customer subscription | Notice period | notice_period |
The period before a customer should be notified for renewal, is only months
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| Customer subscription | PO Number | po_number |
Purchase order number
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| Customer subscription | Ramp 1 - From | ramp_1_from |
Ramp start date 1
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| Customer subscription | Ramp 1 - To | ramp_1_to |
Ramp end date 1
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| Customer subscription | Ramp 2 - From | ramp_2_from |
Ramp start date 2
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| Customer subscription | Ramp 2 - To | ramp_2_to |
Ramp end date 2
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| Customer subscription | Ramp 3 - From | ramp_3_from |
Ramp start date 3
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| Customer subscription | Ramp 3 - To | ramp_3_to |
Ramp end date 3
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| Customer subscription | Ramp 4 - From | ramp_4_from |
Ramp start date 4
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| Customer subscription | Ramp 4 - To | ramp_4_to |
Ramp end date 4
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| Customer subscription | Ramp 5 - From | ramp_5_from |
Ramp start date 5
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| Customer subscription | Ramp 5 - To | ramp_5_to |
Ramp end date 5
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| Customer subscription | Renewal term | renewal_term |
The term for renewal, is the renewal contract 12 months for an example
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| Customer subscription | Renewal Uplift % | renewal_uplift__ |
The % uplift on the subscription when it is renewed
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| Customer subscription | Start date | start_date |
Start date of subscription
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| Customer subscription | Subscription End date |
zuora_subscription_end_date
|
End date of subscription
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| Customer subscription | Subscription type | subscription_type | Subscription; License |
Tyle of subscription
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| Customer subscription | Type | type | Termed; Evergreen |
Termed or evergreen(does not end)
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| Customer subscription | Version | version |
Which version of the subscription is it currently? everytime it is updated in Zuora it is updated here
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| Customer subscription | Zuora auto renew | zuora_auto_renew | True (true); False (false) |
Is it a autorenew?
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| Deal | Actions done to prevent churn |
actions_done_to_prevent_churn
|
Which actions was done to prevent churn of customer
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| Deal | Amount | amount |
The total amount of the deal
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| Deal | Amount in company currency | amount_in_home_currency |
The amount of the deal, using the exchange rate, in your company's currency
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| Deal | Annual recurring revenue | hs_arr | Not used | |
| Deal | ARR(manual input) | order__arr | The actual ARR | |
| Deal | Bill to contact country code |
bill_to_contact_country_code
|
Zuora billing info, used to create the customer and subscriptions
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| Deal | Bill to contact first name | bill_to_contact_first_name |
Zuora billing info, used to create the customer and subscriptions
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| Deal | Bill to contact last name | bill_to_contact_last_name |
Zuora billing info, used to create the customer and subscriptions
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| Deal | Bill to country | bill_to_country | Afghanistan; Aland Islands; Albania; Algeria; American Samoa; Andorra; Angola; Anguilla; Antarctica; Antigua And Barbuda; Argentina; Armenia; Aruba; Australia; Austria; Azerbaijan; Bahamas; Bahrain; Bangladesh; Barbados; Belarus; Belgium; Belize; Benin; Bermuda; Bhutan; Bolivia; Bonaire, Saint Eustatius and Saba; Bosnia and Herzegovina; Botswana; Bouvet Island; Brazil; British Indian Ocean Territory; Brunei Darussalam; Bulgaria; Burkina Faso; Burundi; Cambodia; Cameroon; Canada; Cape Verde; Cayman Islands; Central African Republic; Chad; Chile; China; Christmas Island; Cocos (Keeling) Islands; Colombia; Comoros; Congo; Congo, the Democratic Republic of the; Cook Islands; Costa Rica; Cote d'Ivoire; Croatia; Cuba; Curacao; Cyprus; Czech Republic; Denmark; Djibouti; Dominica; Dominican Republic; Ecuador; Egypt; El Salvador; Equatorial Guinea; Eritrea; Estonia; Ethiopia; Falkland Islands (Malvinas); Faroe Islands; Fiji; Finland; France; French Guiana; French Polynesia; French Southern Territories; Gabon; Gambia; Georgia; Germany; Ghana; Gibraltar; Greece; Greenland; Grenada; Guadeloupe; Guam; Guatemala; Guernsey; Guinea; Guinea-Bissau; Guyana; Haiti; Heard Island and McDonald Islands; Holy See (Vatican City State); Honduras; Hong Kong; Hungary; Iceland; India; Indonesia; Iran, Islamic Republic of; Iraq; Ireland; Isle of Man; Israel; Italy; Jamaica; Japan; Jersey; Jordan; Kazakhstan; Kenya; Kiribati; Korea, Democratic People's Republic of; Korea, Republic of; Kosovo; Kuwait; Kyrgyzstan; Lao People's Democratic Republic; Latvia; Lebanon; Lesotho; Liberia; Libyan Arab Jamahiriya; Liechtenstein; Lithuania; Luxembourg; Macao; Macedonia, the former Yugoslav Republic of; Madagascar; Malawi; Malaysia; Maldives; Mali; Malta; Marshall Islands; Martinique; Mauritania; Mauritius; Mayotte; Mexico; Micronesia, Federated States of; Moldova, Republic of; Monaco; Mongolia; Montenegro; Montserrat; Morocco; Mozambique; Myanmar; Namibia; Nauru; Nepal; Netherlands; Netherlands Antilles; New Caledonia; New Zealand; Nicaragua; Niger; Nigeria; Niue; Norfolk Island; Northern Mariana Islands; Norway; Oman; Pakistan; Palau; Palestinian Territory, Occupied; Panama; Papua New Guinea; Paraguay; Peru; Philippines; Pitcairn; Poland; Portugal; Puerto Rico; Qatar; Reunion; Romania; Russian Federation; Rwanda; Saint Barthelemy; Saint Helena; Saint Kitts and Nevis; Saint Lucia; Saint Martin (French part); Saint Pierre and Miquelon; Saint Vincent and the Grenadines; Samoa; San Marino; Sao Tome and Principe; Saudi Arabia; Senegal; Serbia; Seychelles; Sierra Leone; Singapore; Sint Maarten; Slovakia; Slovenia; Solomon Islands; Somalia; South Africa; South Georgia and the South Sandwich Islands; South Sudan; Spain; Sri Lanka; Sudan; Suriname; Svalbard and Jan Mayen; Swaziland; Sweden; Switzerland; Syrian Arab Republic; Taiwan; Tajikistan; Tanzania, United Republic of; Thailand; Timor-Leste; Togo; Tokelau; Tonga; Trinidad and Tobago; Tunisia; Turkey; Turkmenistan; Turks and Caicos Islands; Tuvalu; Uganda; Ukraine; United Arab Emirates; United Kingdom; United States; United States Minor Outlying Islands; Uruguay; Uzbekistan; Vanuatu; Venezuela; Viet Nam; Virgin Islands, British; Virgin Islands, U.S.; Wallis and Futuna; Western Sahara; Yemen; Zambia; Zimbabwe |
The country where billing address is
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| Deal | Billing cycle | billing_cycle |
1st of the month (01); 15th of the month (15); EOM(End of Month) (31)
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| Deal | Billing frequency | billing_period |
Month (Monthly); Quarter (Quarterly); Semi-annual (Semi-annually); Annual
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| Deal | Budget and authority contact |
which_person_with_budget_and_authority_have_you_identified_
|
Part of sales framework
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| Deal | Budget competition - who or what else are we competing against? | budget_competition |
Part of sales framework
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| Deal | Business Category | business_category | Private; Public |
What Business Category are we in
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| Deal | Close Date | closedate |
Date the deal was closed. This property is set automatically by HubSpot.
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| Deal | Closed Lost Reason | closed_lost_reason | Assessment maturity; Competitor; Too Small; Not relevant; Indecision; Cleanup; Pricing; No response; Security and GDPR; Solution; Time frame; Wrong decision-maker; MQL not qualified; Student/job application; Other |
Reason why this deal was lost
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| Deal | Closed lost reason free text |
closed_lost_reason_free_text
|
Free text version for more explanations
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| Deal | Closed Won Reason | closed_won_reason |
Reason why this deal was won
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| Deal | Company tag - which company in the group owns this deal? | company_tag___which_company_in_the_group_owns_this_deal_ | HR Diagnostics (HR Diagnotics); S&F; Assessio Bloom; People Test systems; Wisnio |
The company within the group that owns this deal
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| Deal | Competitors | competitors |
CFL - center for ledelse; Garuda; Talogy; E-stimate; Hogan; Insights; HR Kompass; Master Danmark; PLI - Professional Learning Indicator; Saville; SHL; TT38 / Talent Unlimited; PeopleTools; DeeperSignals; Alva Labs; AON; Assessfirst; Capfinity; Gallup; Harver; HireVue; Modern Hire; PL The Predictive Index; Saville Assessments; SOVA; Assessment Engine; TestGorilla; Master; Other - competitor not in list
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| Deal | Contract lenght | contract_lenght |
Monthly; 1 months; 2 months; 3 months; 4 months; 5 months; 6 months; 12 month; 14 months; 16 months; 18 months; 24 months; 36 months; 48 months
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| Deal | Country | country |
Denmark; Norway; Sweden; Netherlands; Germany; Estonia
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| Deal | Create Date | createdate |
Date the deal was created. This property is set automatically by HubSpot.
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| Deal | CSM owner | csm_owner |
CSM owner of the deal, set either automatic or manual
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| Deal | Currency | deal_currency_code |
Currency code for the deal.
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| Deal | Customer team | customer_team | Commercial; Recruitment; Public; Small; International; Legacy products; Expert Services |
Created by the SE team
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| Deal | Deal source | deal_source | Inbound/Marketing (Marketing); Referral; Outbound/Direct sales (Direct sales); Event; Existing customer; Other(option missing) |
We tag this manually to have sales input
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| Deal | Deal tag | deal_tag | Trial; On hold; In Lead Nurture | |
| Deal | Deal Type | dealtype | New Business (newbusiness); Upgrade; Downgrade; Renewal; Churn; Migration; RFP; Existing; Non-recurring; Conversion |
The type of deal. By default, categorize your deal as either a New Business or Existing Business.
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| Deal | Decision process | decision_process |
This element outlines the steps and stages the prospect goes through in making their decision. It’s important to understand who is involved at each stage and what factors influence the decision at each point.
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| Deal | Entity | entity |
Sweden; Norway; PTS; Bloom; Netherlands (Assessio NL); Wisnio; HR Diagnostics; S&F; Finland; International
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| Deal | Forecast category | hs_manual_forecast_category | Not forecasted (OMIT) [READ-ONLY]; Pipeline (PIPELINE); Best case (BEST_CASE); Commit (COMMIT); Closed won (CLOSED) [READ-ONLY] |
The likelihood a deal will close. This property is used for manual forecasting your deals.
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| Deal | HRD Platform | hrd_platform | JM-S; JM-M; Talent4; be-a-talent; Berufsprofiling |
Created by DE team to show which platform
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| Deal | Churn | churn | Customer requested cancellation; Customer has churned; No activity – customer likely to churn because of no activity or cs owner not being able to reach them | Churn data |
| Deal | Churn risk reasons | churn_risk_reasons | Low activity; Project ending; Client's Feedback |
Which potentiel reasons for churn is there
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| Deal | Churned Reason | churned_reason | Unsuccessful Onboarding; Missing Features/Functionality; Budget Cuts / Financial; Project Ended; Key Person Left; Wrong Product Fit | Churn data |
| Deal | Invoice note - displays on invoice | invoice_note |
Zuora invoice data
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| Deal | Invoice: City | invoice__city |
Zuora invoice data
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| Deal | Invoice: Postal code | invoice__postal_code |
Zuora invoice data
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| Deal | Invoice: State | invoice__state |
Zuora invoice data
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| Deal | Invoice: Street address | invoice__street_address |
Zuora invoice data
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| Deal | Invoicing email | invoicing_email |
Zuora invoice data
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| Deal | Invoicing in advance(days) |
invoicing_in_advance_days_
|
How many days in advance should customer be invoiced?
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| Deal | Line items on deal? | line_items_on_deal_ | Yes (true); No (false) |
Used as a flag to decline a move to won/invoiced stage if line item is not on deal
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| Deal | Module | module | Recruitment; Development |
Module only seen when platform is Assessio platform or Bloom
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| Deal | MRR converted into company currency (SEK) |
mrr_converted_into_company_currency__sek_
|
MRR(manual input) converted into SEK currency
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| Deal | MRR converted to Euro | mrr_converted_to_euro |
MRR(manual input) converted into Euro currency
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| Deal | MRR(manual input) | order__mrr | The actual MRR | |
| Deal | Notice period | notice_period |
How long before renewal should customer be notified
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| Deal | Organisations number/corporate ID |
organisations_number_corporate_id
|
Zuora invoice data
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| Deal | Payment term | payment_term | Due Upon Receipt; 1; 5; 8; 10; 12; 14; 15; 20; 21; 30; 35; 45; 60; 62; 90 |
Zuora invoice data
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| Deal | Pipeline | pipeline |
The pipeline the deal is in. This determines which stages are options for the deal.
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| Deal | Platform | platform | Bloom platform (Bloom by Assessio); Assessio Platform; Ascend; People Test Systems; MBTI/16PF; Talentindex; Wisnio; HR Diagnostics Jobmatcher (HR Diagnostics); Not platform client; Ascend PPC |
We use this to track all products brought on an overview level for the account. Deals contain more information.
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| Deal | Pre-Migration MRR | pre_migration_mrr |
MRR used in the migration pipeline showing what the MRR of the customer was pre-migration
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| Deal | Ramp up deal? | ramp_up_deal_ | Yes (true); No (false) |
Is there a ramp period on the deal
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| Deal | Re-activation date - when should this deal appear in your pipeline? |
re_activation_date___when_should_this_deal_appear_in_your_pipeline_
|
If a deal should be re-activated. Creates this automatically
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| Deal | Ready to invoice - Send to Zuora | create_in_zuora | Yes (true); No (false) |
This property is a check if the customer is or should be created in Zuora
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| Deal | Recurring revenue inactive date |
recurring_revenue_inactive_date
|
Date at which recurring revenue for this deal is no longer collected
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| Deal | Recurring revenue inactive reason | recurring_revenue_inactive_reason | Churned (CHURNED); Upgrade (UPGRADE); Downgrade (DOWNGRADE); Renewal (RENEWAL) |
Reason the recurring revenue for this ideal is no longer collected
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| Deal | Reference number | po_number | PO number | |
| Deal | Renewal term | renewal_term |
Zuora invoice data
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| Deal | Renewal type | renewal_type | Termed; Evergreen |
This property is showing on deal level, what renewal type the subscription is.
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| Deal | Revenue type | revenue_type | Recurring (Recurring revenue); Non-recurring | Type of revenue |
| Deal | ROI model | roi_model |
CSM setup, not used currently
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| Deal | Segments | segments |
Small - under 200 employees (Small); Value - 201 - 1000 employees (Value); Star ⭐️ - 1001 - 2000 employees (Star ⭐️); Enterprise - 2500+ employees (Enterprise); Public
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| Deal | Value drivers | value_drivers |
To understand what drives performance and to find the candidates that will perform (Value 1); To match the requirements for the open position with candidates' competences (Value 2); To hire people with low risk for counter-productive work behaviour (Assessio provides the ability to hire people with low risk for counter-productive work behaviour); To identify and reduce toxic leadership behaviour (Assessio provides the ability to identify and reduce toxic leadership behaviour); To match candidates' crucial aspects of leadership performance and predict leadership success (Assessio provides the ability to match candidates' crucial aspects of leadership performance and predict leadership success); To collect leadership feedback and thereby have leaders focus on good leadership (Assessio provides the ability to collect leadership feedback and thereby have leaders focus on good leadership); To coach leaders based on their unique skills and their teams' needs to be more effective leaders (Assessio provides the ability to coach leaders based on their unique skills and their teams' needs to be more effective leaders); To map competences to a new role (Assessio provides the ability to map competences to a new role); To agree on future competence-needs and be prepared to start a recruitment fast (Assessio provides the ability to agree on future competence-needs and be prepared to start a recruitment fast); To recruit more efficiently by reducing the number of manual steps in the beginning of the recruitment process (Assessio provides the ability to recruit more efficiently by reducing the number of manual steps in the beginning of the recruitment process); To focus on the best-fit candidate (Assessio provides the ability to focus on the best-fit candidates); To increase the number of candidates by applying unbiased methods (Assessio provides the ability to increase the number of candidates by applying unbiased methods); To expand the list of candidates by focusing on potential as opposed to experience (Assessio provides the ability to expand the list of candidates by focusing on potential as opposed to experience); To keep a talent pool running to be used for staffing (Assessio provides the ability to keep a talent pool running to be used for staffing); To shape and nudge employee behaviours (Assessio provides the ability to shape and nudge employee behaviours); To leverage insights into personality, motivation, and ability to create bespoke training programs (Assessio provides the ability to leverage insights into personality, motivation, and ability to create bespoke training programs); To coach and develop all employees, as opposed to just a few selected people (Assessio provides the ability to coach and develop all employees, as opposed to just a few selected people); Other(value driver not in overview)
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| Deal | VAT | vat |
VAT of customer, set automatically by workflow from company
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| Deal | Vloxq calculated ARR | vloxq_calculated_arr |
ARR calculated by Vloxq, not a reference point for ARR
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| Deal | Vloxq calculated MRR | vloxq_calculated_mrr |
MRR calculated by Vloxq, not a reference point for MRR
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| Deal | Vloxq calculated one time charge |
vloxq_calculated_one_time_charge
|
Non-recurring total from Vloxq
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| Deal | Vloxq calculated total contract value |
vloxq_calculated_total_contract_value
|
Total contract value from Vloxq which is recurring total + non-recurring
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| Deal | VloxQ Quote Created | vloxq_quote_created | Yes; No |
Checks whether a quote date has been generated from a vloxq quote and adds a Yes/No condition
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| Deal | Vloxq quote created date | vloxq_quote_created_date |
The date first Vloxq quote was created
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| Deal | Vloxq status | vloxq_status | Contract created |
The status of the VloxQ document attached to deal
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| Deal | Zuora amend order group id |
zuora_amend_order_group_id
|
Zuora integration ID
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| Deal | Zuora order creation error | zuora_order_creation_error |
Zuora integration ID
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| Deal | Zuora order group id | zuora_order_group_id |
Zuora integration ID
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| Deal | Zuora order number | zuora_order_number |
Zuora integration ID
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| Deal | Zuora Subscription ID | zuora_subscription_id |
Used to identify which subscription deals is attached to in Zuora
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| Charge | Billing frequency | billing_frequency |
Weekly (weekly); Every two weeks (biweekly); Monthly (monthly); Quarterly (quarterly); Semi-annually-wrong-internal-name (per_six_month); Semi-annually (per_six_months); Annually (annually); Every two years (per_two_years); Every three years (per_three_years); Every four years (per_four_years); Every five years (per_five_years)
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| Charge | Current MRR | mrr |
Current MRR value on a charge
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|
| Charge | Charge model | charge_model |
FlatFee/Tiered/Per Unit
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| Charge | Charge number | charge_number | ID from Zuora | |
| Charge | Charge type | charge_type |
Recurring/Non-recurring
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| Charge | Legal Entity Country | legal_entity_country |
Respective country to legal entity name
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| Charge | Legal Entity Name | legal_entity_name |
Bloom, Finland, Netherlands, Norway, PTS, Sweden, Wisnio, HRD, S&F, Netherlands
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| Charge | Quantity | quantity |
Number of units the customer bought
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| Charge | Ramp 1 price | ramp_1_price | Mrr in ramp 1 | |
| Charge | Ramp 2 price | ramp_2_price | Mrr in ramp 2 | |
| Charge | Ramp 3 price | ramp_3_price | Mrr in ramp 3 | |
| Charge | Ramp 4 price | ramp_4_price | Mrr in ramp 4 | |
| Charge | Ramp 5 price | ramp_5_price | Mrr in ramp 5 | |
| Charge | Ramp interval 1 end date | ramp_interval_1_end_date |
Shows a ramp period as a date
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|
| Charge | Ramp interval 1 start date | ramp_interval_1_start_date |
Shows a ramp period as a date
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|
| Charge | Ramp interval 2 end date | ramp_interval_2_end_date |
Shows a ramp period as a date
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|
| Charge | Ramp interval 2 start date | ramp_interval_2_start_date |
Shows a ramp period as a date
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|
| Charge | Ramp interval 3 end date | ramp_interval_3_end_date |
Shows a ramp period as a date
|
|
| Charge | Ramp interval 3 start date | ramp_interval_3_start_date |
Shows a ramp period as a date
|
|
| Charge | Ramp interval 4 end date | ramp_interval_4_end_date |
Shows a ramp period as a date
|
|
| Charge | Ramp interval 4 start date | ramp_interval_4_start_date |
Shows a ramp period as a date
|
|
| Charge | Ramp interval 5 end date | ramp_interval_5_end_date |
Shows a ramp period as a date
|
|
| Charge | Ramp interval 5 start date | ramp_interval_5_start_date |
Shows a ramp period as a date
|
|
| Charge | Rate plan module | rate_plan_module | Module of the plan: can be | |
| Charge | Rate plan platform | rate_plan_platform |
Is it the Assessio platform or
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|
| Charge | Renewal date | renewal_date |
Date when the charge going to be renewed
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|
| Charge | Revenue type | type | Recurring; Non-recurring |
Is the charge a subscription or a one-time charge
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| Charge | Status | status | Active; Inactive |
Is the current charge active or inactive
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| Charge | Term end date | term_end_date | End date | |
| Charge | Term start date | term_start_date | Start date | |
| Transaction | Adjustment amount | adjustment_amount |
Transaction billing information
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|
| Transaction | Amount | amount |
Transaction billing information
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|
| Transaction | Amount without tax | amount_without_tax |
Transaction billing information
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|
| Transaction | Auto apply upon posting | auto_apply_upon_posting | True/False | |
| Transaction | Autopay | autopay |
Is it autopay? True/False
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|
| Transaction | Balance | balance |
Transaction billing information
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|
| Transaction | Be applied amount | be_applied_amount |
Transaction billing information
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|
| Transaction | Cancelled on | cancelled_on |
Date when the transaction was cancelled
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| Transaction | Credit memo amount | credit_memo_amount |
Transaction billing information
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|
| Transaction | Credit memo date | credit_memo_date |
Transaction billing information
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|
| Transaction | Currency | currency |
Transaction billing information
|
|
| Transaction | Debit memo date | debit_memo_date |
Transaction billing information
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| Transaction | Discount | discount | Discount value | |
| Transaction | Due date | due_date |
Transaction billing information
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|
| Transaction | Exclude from auto apply rules |
exclude_from_auto_apply_rules
|
True/False | |
| Transaction | Invoice date | invoice_date |
Transaction billing information
|
|
| Transaction | Invoice group number | invoice_group_number |
Invoice number for grouping transactions
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|
| Transaction | Invoice number | invoice_number |
Invoice number from Zuora
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|
| Transaction | Number | number |
Name from Zuora
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| Transaction | Payment amount | payment_amount |
Transaction billing information
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|
| Transaction | Payment term | payment_term |
Due Upon Receipt; 1; 5; 8; 10; 12; 14; 15; 20; 21; 30; 35; 45; 60; 62; 90
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|
| Transaction | Refund amount | refund_amount |
Transaction billing information
|
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| Transaction | Revenue impacting | revenue_impacting | Yes/No | |
| Transaction | Reversed | reversed |
Yes/No on Invoices
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|
| Transaction | Tax amount | tax_amount |
Transaction billing information
|
|
| Transaction | Tax auto calculation | tax_auto_calculation | True/False | |
| Transaction | Tax exempt amount | tax_exempt_amount |
Transaction billing information
|
|
| Transaction | Total tax exempt amount | total_tax_exempt_amount |
Transaction billing information
|
|
| Transaction | Transaction type | transaction_type |
Is it an Invoice, Credit Memo or Debit Memo
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