You can use Bitrix24 entities in analytical systems to build new reports on calls, deals, leads, companies, contacts, or add necessary information to the existing reports.
In the table, you can find information about all available entities that can be uploaded to analytical systems.
crm_deal – deals
Field | Description |
---|---|
ID
|
Unique key, number |
DATE_CREATE
|
Deal creation time |
DATE_MODIFY
|
Deal change time |
CREATED_BY_ID
|
Creator ID, number |
CREATED_BY
|
Creator, line, ID and name of the employee who created the transaction |
MODIFY_BY_ID
|
Editor ID, number |
MODIFIED_BY
|
Editor, string, ID and name of the author who made the last change |
ASSIGNED_BY_ID
|
Responsible person ID, number |
ASSIGNED_BY
|
Responsible person, line, ID and the name of the person responsible for the deal |
ASSIGNED_BY_DEPARTMENT
|
Responsible person department, line by type ("[1] Sweet life / [7] IT department") |
OPENED
|
Opened, line ("Y"|"N"), opened to all employees or not (refers to access rights) |
LEAD_ID
|
Lead ID, number – appears only when converting a Lead into a Deal |
COMPANY_ID
|
Company ID, number - it is just a related company, it is not the result of conversion |
COMPANY
|
Company, line, ID and company name |
CONTACT_ID
|
Contact ID, outdated, number, it is just a related contact, it is not the result of conversion |
CONTACT
|
Contact, line, ID and contact name |
TITLE
|
Deal name, line |
CRM_PRODUCT
|
Product form CRM (one or several), line, ID and product name |
CATEGORY
|
Deal pipeline, line, ID and name |
STAGE_ID
|
Stage ID, line |
STAGE
|
Stage, line, ID and stage name |
STAGE_SEMANTIC_ID
|
Status type identifier (STAGE_SEMANTIC_ID), line: "F": "(failed) - processed unsuccessfully", "S": "(success) - processed successfully", "P": "(processing) - deal in process" |
STAGE_SEMANTIC
|
Status type, line, строка, semantic type description, for example, "Success", "Failure", "In work" |
IS_NEW
|
New deal, line ("Y"|"N"), the deal is in the "first" stage of the funnel |
IS_RECURRING
|
Regular deal, line "Y"|"N" |
IS_RETURN_CUSTOMER
|
Returned customer, line ("Y", "N") |
CLOSED
|
Closed, line ("Y", "N"), if the deal moves to the final stage |
TYPE_ID
|
Deal type, line, deal type, for example, "SALE" |
OPPORTUNITY
|
Deal pipeline, line, ID and name. |
IS_MANUAL_OPPORTUNITY
|
Expected amount entered manually, line "Y"|"N" |
TAX_VALUE
|
Tax, number |
CURRENCY_ID
|
Currency, line |
OPPORTUNITY_ACCOUNT
|
Amount in the currency of the reports, number |
TAX_VALUE_ACCOUNT
|
Tax in the currency of the reports, number |
ACCOUNT_CURRENCY_ID
|
Currency of the reports, line |
PROBABILITY
|
Probability, number (23, 57, 12), probability(scoring) of transition to successful status |
COMMENTS
|
Comments, line |
BEGINDATE
|
Deal opening time, date-time |
CLOSEDATE
|
Closing time, date-time - planned closing date |
LOCATION_ID
|
Customer location, number |
SOURCE_ID
|
Source ID, line |
SOURCE
|
Source, line, ID and source name ("[STORE] Online store") |
SOURCE_DESCRIPTION
|
Source description, line, useful for the source chart |
ORIGINATOR_ID
|
External system, line ("email-tracker", "other") |
ORIGIN_ID
|
External ID, line |
ADDITIONAL_INFO
|
Additional Information, line |
UTM_SOURCE
|
Advertising Source, line |
UTM_MEDIUM
|
Advertising medium, line |
UTM_CAMPAIGN
|
Advertising campaign, line |
UTM_CONTENT
|
Advertising content, line |
UTM_TERM
|
Advertising term, line |
BANK_DETAIL_ID
|
Bank details ID, line |
crm_lead – leads
Field | Description |
---|---|
ID
|
Number, unique identifier of record |
DATE_MODIFY
|
Time of change, date-time |
DATE_CREATE
|
Creation time, date-time |
CREATED_BY_ID
|
Creator ID, number, ID of the employee, who created the lead |
CREATED_BY
|
Creator, line, identifier and name of the user who created the lead |
MODIFY_BY_ID
|
Editor identifier, number, ID of the last change author |
MODIFIED_BY
|
Editor, line, identifier and name of the user, who made the last changes in the document |
ASSIGNED_BY_ID
|
Responsible person ID, number |
ASSIGNED_BY
|
Responsible person, line, ID name of the responsible person |
ASSIGNED_BY_DEPARTMENT
|
Responsible person department, line, hierarchy in the form of "[3] Department 1/ [14] Department 2 |
OPENED
|
Opened, line ("Y"|"N"), opened to all employees or not (refers to access rights) |
COMPANY_ID
|
Company ID, number |
COMPANY
|
Company, line, ID and name of the company |
CONTACT_ID
|
Contact ID, number |
CONTACT
|
Contact, line, ID and name of the contact |
STATUS_ID
|
Status ID in the in the funnel, line |
STATUS
|
Status, line, ID and name of the status "[NEW]" type |
STATUS_DESCRIPTION
|
Status description (reasons for moving to the status), line |
STATUS_SEMANTIC_ID
|
Status type identifier, line: "F": "(failed) - processed unsuccessfully", "S": "(success) - processed successfully", "P": "(processing) - lead in processing" |
STATUS_SEMANTIC
|
Status type, line ("Success", "Failure") |
CRM_PRODUCT
|
Product from CRM, line |
OPPORTUNITY
|
Expected amount, number |
CURRENCY_ID
|
Currency, line |
SOURCE_ID
|
Source ID, line |
SOURCE
|
Source, line, Source ID and Name ("[STORE] Online Store") |
SOURCE_DESCRIPTION
|
Source description, line |
TITLE
|
Title, line |
FULL_NAME
|
Full name, line |
NAME
|
Name, line |
LAST_NAME
|
Last name, line |
SECOND_NAME
|
Second name, line |
COMPANY_TITLE
|
Company name, line |
POST
|
Post, line |
ADDRESS_1
|
Assress 1, line |
ADDRESS_2
|
Address 2, line |
ADDRESS_CITY
|
City, line |
ADDRESS_POSTAL_CODE
|
Postal code, number |
ADDRESS_REGION
|
Region, line |
ADDRESS_PROVINCE
|
Province, line |
ADDRESS_COUNTRY
|
Country, line |
ADDRESS_COUNTRY_CODE
|
Country code, ISO code, line |
COMMENTS
|
Comments, line |
ORIGINATOR_ID
|
External system, line ("email-tracker", "other") |
ORIGIN_ID
|
External ID, line |
DATE_CLOSED
|
Closing time, date-time |
BIRTHDATE
|
Birthdate, date |
HONORIFIC
|
Appeal, line |
UTM_SOURCE
|
Advertising source, line |
UTM_MEDIUM
|
Advertising medium, line |
UTM_CAMPAIGN
|
Advertising campaign, line |
UTM_CONTENT
|
Advertising content, line |
UTM_TERM
|
Advertising term, line |
PHONE
|
Phone, line, multiple |
WEB
|
URL, line, multiple |
EMAIL
|
E-mail, line, multiple |
IM
|
Messengers, line, multiple |
CRM_PRODUCT_ID
|
Product ID in CRM |
CRM_PRODUCT_NAME
|
Product name in CRM |
CRM_PRODUCT_COUNT
|
Number of products in CRM |
crm_deal_uf – custom fields of deals
Field | Description |
---|---|
DEAL_ID
|
Deal ID, number |
DATE_CREATE
|
Creation time, date-time |
UF_CRM_123456789
|
Field name, different types |
crm_lead_uf – custom fields in leads
Field | Description |
---|---|
LEAD_ID
|
Lead ID, number |
DATE_MODIFY
|
Time of change, date-time |
UF_CRM_123456789
|
Name of the user field, different types |
crm_deal_stage_history – deals history
Field | Description |
---|---|
ID
|
Unique key, number, unique identifier of the record |
TYPE_ID
|
Record type, number, can take values: 1 - entity creation, 2 - transfer to the intermediate stage, 3 - transfer to the final stage |
DEAL_ID
|
Deal ID, the number is the identifier of the entity in which the stage has changed, in this case the deal ID |
DATE_CREATE
|
Creation time, date-time, date and time of hitting the stage |
START_DATE
|
Start Date, Date-Time, Start Date |
END_DATE
|
End Date, Date-Time, End Date |
ASSIGNED_BY_ID
|
ID of the responsible person, number, ID of the responsible person of the deal |
ASSIGNED_BY
|
Responsible person, line, ID and name of the responsible person of the deal |
ASSIGNED_BY_DEPARTMENT
|
Department in charge, line ("[1] Sweet Life / [7] IT Department") |
STAGE_SEMANTIC_ID
|
Stage type identifier, line: "F": "(failed) - processed unsuccessfully", "S": "(success) - processed successfully", "P": "(processing) - deal in processing" |
STAGE_SEMANTIC
|
Stage type, line, "Failure", "Success", "In Progress" |
STAGE_ID
|
Stage type, line, "Failure", "Success", "In Progress" |
STAGE
|
Stage, line, ID, and stage name of the form "[NEW]" |
crm_lead_status_history – lead history
Field | Description |
---|---|
ID
|
Unique key, number, unique identifier of the record |
TYPE_ID
|
Record type, number, can take values: 1 - entity creation, 2 - transfer to the intermediate stage, 3 - transfer to the final stage |
LEAD_ID
|
Lead ID, the number is the identifier of the entity in which the stage has changed, in this case the Lead ID |
DATE_CREATE
|
Creation time, date-time, date and time of hitting the stage |
ASSIGNED_BY_ID
|
Identifier of the responsible person, number, ID of the responsible person for the lead, stages filter |
ASSIGNED_BY
|
Responsible person, line, ID and name of the responsible person for the lead |
ASSIGNED_BY_DEPARTMENT
|
Department responsible person, line, hierarchy of the department responsible person for the lead as "[3] Department 1/ [14] Department 2" |
STATUS_SEMANTIC_ID
|
Status type identifier, line: "F": "(failed) - processed unsuccessfully", "S": "(success) - processed successfully", "P": "(processing) - lead in processing" |
STATUS_SEMANTIC
|
Status type, line, "Failure", "Success" |
STATUS_ID
|
Status identifier, line |
STATUS
|
Status, string, id and status name of the form "[NEW]" |
telephony_call – calls
Field | Description |
---|---|
CALL_ID
|
The unique call identifier, line. |
CALL_TYPE
|
Type of call, number, details: 1 - outgoing call, 2 - incoming call, 3 - incoming call with redirection, 4 - return call. |
CALL_VOTE
|
Call evaluation, number, call evaluation. |
COMMENT
|
Comment on the call, line |
PORTAL_USER_ID
|
Operator identifier, number |
PORTAL_USER
|
Operator, line, ID and operator name, e.g. "[12] Sam Smith" |
PORTAL_USER_DEPARTMENT
|
Operator department, line by ("[1] Sweet Life / [7] IT department") type, place of the operator department in the company structure |
PORTAL_NUMBER
|
Operator number, line, account phone number linked with the call. |
PHONE_NUMBER
|
Caller ID, line, customer phone number. |
CALL_DURATION
|
Call duration, number, call duration in seconds. |
CALL_START_TIME
|
Call start time, date-time |
COST
|
Call cost, floating point number |
COST_CURRENCY
|
Call currency, line, call currency: "USD", "EUR" |
CALL_STATUS_CODE
|
Call code, line |
CALL_STATUS_REASON
|
Call code description, line, extended call status code description in Latin: "Skipped call", "Success call", etc. |
CRM_ACTIVITY_ID
|
CRM Case ID, number, identifier of the CRM Case created on the basis of the call. |
CRM_ENTITY_ID
|
CRM object identifier, number, identifier of the CRM object found by phone number, which can be a Lead, a Contact or a Company. |
CRM_ENTITY_TYPE
|
CRM object type, line, CRM object type that has "CRM_ENTITY_ID" identifier , e.g. "CONTACT". |
REST_APP_ID
|
Application identifier, number, identifier of the external telephony integration application. |
REST_APP_NAME
|
Application name, line, external telephony integration application name. |
REDIAL_ATTEMPT
|
Number of attempted calls, number, number of attempted calls (for return calls) |
TRANSCRIPT_ID
|
Call transcript identifier, number, call transcript identifier |
TRANSCRIPT_PENDING
|
Transcript readiness, "Y/N" line, an indication that the transcript will be received later |
RECORD_FILE_ID
|
Identifier of the file with the record, number |
user – users
Field | Description |
---|---|
ID
|
Unique key, number |
ACTIVE
|
Active, line ("Y"|"N"), "Y" - the user works, "N" - the user is dismissed. |
NAME
|
User's name, line |
DEPARTMENT
|
User's department in the company structure |
crm_company – companies
Field | Description |
---|---|
ADDRESS_1
|
Address 1, line |
ADDRESS_2
|
Address 2, line |
ADDRESS_CITY
|
City, line |
ADDRESS_COUNTRY
|
Country, line |
ADDRESS_COUNTRY_CODE
|
Country code, line |
ADDRESS_POSTAL_CODE
|
Postal code, line |
ADDRESS_PROVINCE
|
Province, line |
ADDRESS_REGION
|
Region, line |
ASSIGNED_BY_ID
|
Responsible person identifier, number |
ASSIGNED_BY
|
Responsible person, line, Responsible person name ID |
ASSIGNED_BY_NAME
|
Responsible person name, line |
BANKING_DETAILS
|
Bank details, line |
COMMENTS
|
Comments, line |
COMPANY_TYPE
|
Company type, line, "ID and the name of the type of company" |
COMPANY_TYPE_ID
|
Company type ID, line, company type ID |
COMPANY_TYPE_NAME
|
Company type name, line, company type name |
CREATED_BY_ID
|
Creator ID, number |
CREATED_BY
|
Creator, line, ID and name of the creator |
CREATED_BY_NAME
|
Creator name, line |
CURRENCY_ID
|
Currency, line |
DATE_CREATE
|
Creation time, date-time |
DATE_MODIFY
|
Time of change, date-time |
EMAIL
|
Email, line, multiple |
EMPLOYESS
|
Number of employees, line, e.g. "250-500" (is taken from the directory) |
ID
|
Unique key, number |
IM
|
Messengers, line, multiple |
INDUSTRY
|
Industry, line, "ID and industry name" |
INDUSTRY_ID
|
Industry ID, line, industry ID |
INDUSTRY_NAME
|
Industry name, line, industry |
IS_MY_COMPANY
|
My company, line |
LEAD_ID
|
Lead ID, number, lead ID linked with company |
MODIFIED_BY
|
Editor, line, ID and last change author name |
MODIFY_BY_ID
|
Editor identifier, number, last change author identifier |
MODIFIED_BY_NAME
|
Editor name, line |
OPENED
|
Available to all, line |
ORIGINATOR_ID
|
External system, line |
ORIGIN_ID
|
The external identifier, line, used to bind to an external source. |
ORIGIN_VERSION
|
Original version, line, used to protect data from accidental overwrite by external system |
PHONE
|
Telephone, line, multiple |
REVENUE
|
Revenue, floating point number |
TITLE
|
Company title, line |
UTM_CAMPAIGN
|
Advertising campaign, line |
UTM_CONTENT
|
Advertising content, line |
UTM_MEDIUM
|
Advertising medium, line, "CPC (ads)", "CPM (banners)" |
UTM_SOURCE
|
Advertising source, line, Google-Adwords, etc. |
UTM_TERM
|
Advertising term, line, for example, contextual advertising keywords. |
WEB
|
URL, line, multiple |
crm_company_uf – custom fields of companies
Field | Description |
---|---|
COMPANY_ID
|
Company ID, number |
DATE_CREATE
|
Creation time, date-time |
UF_CRM_*
|
Field name, different types |
crm_contact – contacts
Field | Description |
---|---|
ADDRESS_1
|
Address 1, line |
ADDRESS_2
|
Address 2, line |
ADDRESS_CITY
|
City, line |
ADDRESS_COUNTRY
|
Country, line |
ADDRESS_COUNTRY_CODE
|
Country code, line |
ADDRESS_POSTAL_CODE
|
Postal code, line |
ADDRESS_PROVINCE
|
Province, line |
ADDRESS_REGION
|
Region, line |
ASSIGNED_BY_ID
|
Responsible person identifier, number |
ASSIGNED_BY
|
Responsible person, line, Responsible person name ID |
ASSIGNED_BY_NAME
|
Responsible person name, line |
BIRTHDATE
|
Date of birth, date-time |
COMMENTS
|
Comments, line |
COMPANY_ID
|
Company ID, number, contact linked to the company (first in the list) |
CREATED_BY_ID
|
Creator ID, number |
CREATED_BY
|
Creator, line, ID and name of the creator |
CREATED_BY_NAME
|
Creator name, line |
DATE_CREATE
|
Creation time, creation date |
DATE_MODIFY
|
Modification time, modification date |
EMAIL
|
Email, line, multiple |
EXPORT
|
Export, line, whether the contact is exported. If "N", the contact cannot be uploaded |
FACE_ID
|
Face ID, number |
HONORIFIC
|
Address code, line, address code, e.g. ""HNR_RU_1"" |
ID
|
Unique key, number |
IM
|
Messengers, line, multiple |
LEAD_ID
|
Lead ID, number, identifier of the lead linked with the contact |
MODIFIED_BY
|
Editor, line, ID and last change author name |
MODIFIED_BY_NAME
|
Editor name, line |
MODIFY_BY_ID
|
Editor identifier, number |
NAME
|
Name, line |
SECOND_NAME
|
Second name, line |
LAST_NAME
|
Last name, line |
OPENED
|
Opened, line, Y - yes or N - no |
OPENED
|
Opened, line |
ORIGINATOR_ID
|
External system, line |
ORIGIN_ID
|
The external identifier, line, used to bind to an external source. |
ORIGIN_VERSION
|
Original version, line, used to protect data from accidental overwrite by external system |
PHONE
|
Telephone, line, multiple |
POST
|
Post, line |
SOURCE_DESCRIPTION
|
Source description, line |
SOURCE_ID
|
Source ID, line, "CALL", "EMAIL" and other values from the directory. |
TYPE_ID
|
Type ID, line, "CLIENT" and other values from the directory |
UTM_CAMPAIGN
|
Advertising campaign, line |
UTM_CONTENT
|
Advertising content, line |
UTM_MEDIUM
|
Advertising medium, line, "CPC (ads)", "CPM (banners)" |
UTM_SOURCE
|
Advertising source, line, Google-Adwords, etc. |
UTM_TERM
|
Advertising term, line, for example, contextual advertising keywords. |
WEB
|
URL, line, multiple |
crm_contact_uf – custom fields of contacts
Field | Description |
---|---|
CONTACT_ID
|
Contact ID, number |
DATE_CREATE
|
Creation time and date |
UF_CRM_*
|
Field name, different types |
socialnetwork_group – project
Field | Description |
---|---|
ID
|
Unique key, project or group identifier |
SITE_ID
|
Site code, line |
NAME
|
Project/workgroup name |
DESCRIPTION
|
Project/workgroup description |
PROJECT
|
Project, line, "Y" or "N" |
DATE_CREATE
|
Creation time |
DATE_MODIFY
|
Time of change, time of last change in project or group parameters |
OPENED
|
Whether a workgroup or project is opened for free entry, line, "Y" or "N" |
CLOSED
|
Archive group, line, "Y" or "N" |
SUBJECT
|
Project/workgroup theme |
OWNER
|
Project/workgroup owner |
OWNER_ID
|
Project/workgroup owner ID |
OWNER_NAME
|
Owner name |
KEYWORDS
|
Project keywords or tags |
NUMBER_OF_MEMBERS
|
Number of participants |
DATE_ACTIVITY
|
Last activity time |
crm_activity – activity
Field | Description |
---|---|
ID
|
Unique key, acivity identifier |
SUBJECT
|
The name of the activity, for example, arrange a meeting |
ASSOCIATED_ENTITY_ID
|
Account entity ID, the identifier of the associated entity on the portal |
TYPE_ID
|
Activity type ID: 1 - meeting, 2 - call, 3 - task, 4 - email |
TYPE_NAME
|
Activity type name: "Meeting", "Call" |
OWNER_ID
|
CRM entity ID, identifier of the CRM entity to which the activity is linked |
OWNER_TYPE_ID
|
CRM entity type code: 1 - lead, 2 - deal, 3 - contact |
OWNER_TYPE_NAME
|
Entity type name. For example, OWNER_ID = 123, OWNER_TYPE_ID= 2 means that the activity is linked to the deal with ID= 123 |
PRIORITY_ID
|
Priority code, number: 2 – medium, 3 – high |
PRIORITY_NAME
|
Priority, line |
DIRECTION_ID
|
Direction ID, number |
DIRECTION_NAME
|
Direction name, line |
STATUS_ID
|
Status code: 1 - expected, 2- completed, 3 - performed automatically |
STATUS_NAME
|
Status name |
COMPLETED
|
Completed, "Y"|"N" line, activity is completed |
DATE_CREATE
|
Created, date-time |
START_TIME
|
Start time |
END_TIME
|
End time |
DEADLINE
|
Time of performance, date-time, the field is not set directly, the value is taken from START_TIME for call and meeting and from END_TIME for task |
DATE_MODIFY
|
Last change time |
AUTHOR
|
Creator, line, activity creator name |
AUTHOR_ID
|
Creator ID, number, activity creator identifier |
AUTHOR_NAME
|
Creator name, line, activity creator name |
EDITOR
|
Editor – (who changed the activity) |
EDITOR_ID
|
Editor ID |
EDITOR_NAME
|
Editor name |
RESPONSIBLE
|
Responsible person ID and name |
RESPONSIBLE_ID
|
Responsible person ID |
RESPONSIBLE_NAME
|
Responsible person name |
DESCRIPTION
|
Description, line |
DESCRIPTION_TYPE_ID
|
Description type code, number |
DESCRIPTION_TYPE_NAME
|
Description type, line |
ORIGINATOR_ID
|
Data source ID , line, used only to link to an external source |
ORIGIN_ID
|
Element ID in the data source, line, used only to link to an external source |
crm_lead_product_row – products in lead
Field | Description |
---|---|
ID
|
Unique key, number |
LEAD_ID
|
Lead ID. A product can be added to Lead or Deal, product price or other fields may be changed. This field allows to join data from the leads table and the lead products table. |
LEAD_DATE_MODIFY
|
Lead change time, date-time |
LEAD_DATE_CREATE
|
Lead creation time, date-time |
LEAD_DATE_CLOSED
|
Lead completion time, date-time |
PRODUCT
|
Product, line, ID and name of the product/service |
PRODUCT_ID
|
Product ID, number, ID of the product/service in CRM catalog |
PRODUCT_NAME
|
Product name, line, name of the product/service in CRM catalog |
PRICE
|
Product price |
PRICE_EXCLUSIVE
|
Discounted price, without tax |
PRICE_NETTO
|
Price without discount and tax |
PRICE_BRUTTO
|
Price including tax, without discount |
QUANTITY
|
Product quantity |
DISCOUNT_TYPE
|
Discount, line, ID and name of the discount type |
DISCOUNT_TYPE_ID
|
Discount ID, number, ID of the discount type |
DISCOUNT_TYPE_NAME
|
Discount name, line, name of the discount type |
DISCOUNT_RATE
|
Discount rate |
DISCOUNT_SUM
|
Discount amount |
TAX_RATE
|
Tax percentage rate |
TAX_INCLUDED
|
Tax included in price, "Y"|"N" line |
CUSTOMIZED
|
"Y"|"N" line, the product was edited after adding it to lead |
MEASURE
|
Unit of measurement, line, ID and name of the unit of measurement |
MEASURE_CODE
|
ID of the unit of measurement, number |
MEASURE_NAME
|
Name of the unit of measurement, line |
SORT
|
Sorting order, number |
crm_deal_product_row – products in deal
Field | Description |
---|---|
ID
|
Unique key, number |
DEAL_ID
|
Deal ID. A product can be added to Lead or Deal, product price or other fields may be changed. This field allows to join data from the deals table and the deal products table. |
DEAL_DATE_CREATE
|
Deal creation time, date-time |
DEAL_CLOSEDATE
|
Deal completion time, date-time |
PRODUCT
|
Product, line, ID and name of the product/service |
PRODUCT_ID
|
Product ID, number, ID of the product/service in CRM catalog |
PRODUCT_NAME
|
Product name, line, name of the product/service in CRM catalog |
PRICE
|
Product price |
PRICE_EXCLUSIVE
|
Discounted price, without tax |
PRICE_NETTO
|
Price without discount and tax |
PRICE_BRUTTO
|
Price including tax, without discount |
QUANTITY
|
Product quantity |
DISCOUNT_TYPE
|
Discount, line, ID and name of the discount type |
DISCOUNT_TYPE_ID
|
Discount ID, number, ID of the discount type |
DISCOUNT_TYPE_NAME
|
Discount name, line, name of the discount type |
DISCOUNT_RATE
|
Discount rate |
DISCOUNT_SUM
|
Discount amount |
TAX_RATE
|
Tax percentage rate |
TAX_INCLUDED
|
Tax included in price, "Y"|"N" line |
CUSTOMIZED
|
"Y"|"N" line, the product was edited after adding it to deal |
MEASURE
|
Unit of measurement, line, ID and name of the unit of measurement |
MEASURE_CODE
|
ID of the unit of measurement, number |
MEASURE_NAME
|
Name of the unit of measurement, line |
SORT
|
Sorting order, number |
crm_dynamic_items – smart processes
Each smart process is a separate BI entity. You need to use the SPA type ID to upload smart processes data to Microsoft Power BI. You can find it in CRM > Settings > Smart Process Automations.
In Google Looker Studio, you can select a smart process type from the list of data sources.
Field | Description |
---|---|
ID
|
Unique key, number |
XML_ID
|
External ID, line |
TITLE
|
Smart process name, line |
CREATED_BY
|
Creator, line, ID and name of the employee who created the SPA item |
CREATED_BY_ID
|
Creator ID, number |
CREATED_BY_NAME
|
Creator, line, the name of the employee who created the SPA item |
UPDATED_BY
|
Editor, string, ID and name of the author who made the last change |
UPDATED_BY_ID
|
Editor ID, number |
UPDATED_BY_NAME
|
Editor, string, the name of the author who made the last change |
MOVED_BY
|
Editor, string, ID and name of the employee who changed the stage |
MOVED_BY_ID
|
Editor, number, ID of the employee who changed the stage |
MOVED_BY_NAME
|
Editor, string, name of the employee who changed the stage |
CREATED_TIME
|
Creation time, date-time |
UPDATED_TIME
|
The last update time, date-time |
MOVED_TIME
|
The last time the stage was changed, date-time |
CATEGORY
|
Pipeline, line, ID and name of the pipeline |
CATEGORY_ID
|
Pipeline ID, number |
CATEGORY_NAME
|
Pipeline name, line |
OPENED
|
Opened, line ("Y"|"N"), opened to all employees or not (refers to access rights) |
STAGE
|
Stage, line, ID and stage name |
STAGE_ID
|
Stage ID, line |
STAGE_NAME
|
Stage name, line |
PREVIOUS_STAGE_ID
|
ID of the previous stage, line |
BEGINDATE
|
Start date, date |
CLOSEDATE
|
Closing time, date - planned closing date |
COMPANY
|
Company, line, ID and name of the company |
COMPANY_ID
|
Company ID, number |
COMPANY_NAME
|
Company name, line |
CONTACT
|
Contact, line, ID and name of the contact |
CONTACT_ID
|
Contact ID, number |
CONTACT_NAME
|
Contact name, line |
OPPORTUNITY
|
Expected amount, floating-point number |
IS_MANUAL_OPPORTUNITY
|
Expected amount is entered manyally, line ("Y"|"N") |
TAX_VALUE
|
Tax, floating-point number |
CURRENCY_ID
|
Currency, line "USD" |
OPPORTUNITY_ACCOUNT
|
Amount in invoice currency, floating-point number |
TAX_VALUE_ACCOUNT
|
Tax in invoice currency, floating-point number |
ACCOUNT_CURRENCY_ID
|
Invoice currency, line "USD" |
MYCOMPANY
|
My company, line, ID and name of my company |
MYCOMPANY_ID
|
My company ID, number |
MYCOMPANY_NAME
|
My company name, line |
SOURCE
|
Source, line, ID and name of the source ("[STORE] Online store") |
SOURCE_ID
|
Source ID, number |
SOURCE_NAME
|
Source name, line |
SOURCE_DESCRIPTION
|
Source description, line |
ASSIGNED_BY
|
Responsible person, line, ID and name of the responsible person |
ASSIGNED_BY_ID
|
Responsible person ID, number |
ASSIGNED_BY_NAME
|
Responsible person name, line |
WEBFORM_ID
|
CRM form ID, number, identifier of the CRM form from which the smart process was created |