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QuickBooks Online

PowerSchool

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Sage Intacct

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Postmates

Sailthru - Icon

Sailthru

PortaBilling - Icon

PortaBilling

Grafana

Clubhouse

Zuora - Icon

Zuora

Stripe - Icon

Stripe

AWS Cognito

ClickUp

Constant Contact - Icon

Constant Contact

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Anaplan

strava

Strava

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Square

Xero - Icon

Xero

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Amplitude

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Zoho Creator

ellucian-ethos (1)

Ellucian Ethos

Delete ICItem

Return the entity with the key from Order Entry Orders (OEOrders).

Get OEOrder

Return the entity with the key from POInvoices.

Get POInvoice by sequence key

Return the entity with the key from POPurchaseOrders.

Get POPurchaseOrder by sequence key

Return the entity with the key from POReceipts.

Get POReceipt by sequence key

Update ARCustomer

Delete ARCustomer by number

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Delete entity in EntitySet ARNationalAccounts.

Delete ARNationalAccount by number

Create a new entity to EntitySet POPurchaseOrders.

Create POPurchaseOrder

Create a new entity to EntitySet POReceipts.

Create POReceipt

Create a new entity to EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Create OEMiscellaneousCharge

Create a new entity to EntitySet Order Entry Orders (OEOrders).

Create OEOrder

Delete APVendor by number

Delete an entity from EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Delete OEMiscellaneousCharge

Return the entity with the key from APVendors.

Get APVendor by number

Return the entity with the key from ARCustomers.

Get ARCustomer by number

Return the entity with the key from ARNationalAccounts.

Get ARNationalAccount by number

Returns the entity with the key from ICAdjustments.

Get ICAdjustment

Returns the entity with the key from ICItems.

Get ICItem

Returns the entity with the key from ICLocations.

Get ICLocation

Return the entity with the key from Order Entry Credit Debit Notes (OECreditDebitNotes).

Get OECreditDebitNote

Return the entity with the key from Order Entry Invoices (OEInvoices).

Get OEInvoice

Return the entity with the key from Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Get OEMiscellaneousCharge

List APVendors

List ARCustomers

List ARNationalAccounts

List ICAdjustments

List ICItems

Replace an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Replace OEMiscellaneousCharge

Update APVendors

Update entity in EntitySet ARNationalAccounts.

Update ARNationalAccount

Update ICItem

Update an entity in EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Update OEMiscellaneousCharge

Replace entity in EntitySet ARNationalAccounts.

Replace ARNationalAccount

Replace ICItem

Create a new entity to EntitySet APVendor.

Create APVendor

Create a new entity to EntitySet ARCustomers.

Create ARCustomer

Create a new entity to EntitySet ARNationalAccounts.

Create ARNationalAccount

Create a new entity to EntitySet ICAdjustment.

Create ICAdjustment

Create ICItem

List ICLocations

Return the EntitySet of Order Entry Credit Debit Notes (OECreditDebitNotes).

List OECreditDebitNotes

Return the EntitySet of Order Entry Invoices (OEInvoices).

List OEInvoices

Return the EntitySet of Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

List OEMiscellaneousCharges

Return the EntitySet of Order Entry Orders (OEOrders).

List OEOrders

List POInvoices

List POPurchaseOrders

List POReceipts

Replace APVendors

Replace ARCustomer

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

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Finance and Accounting

Sage 300 - Icon

Sage 300

Duplicate Column

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return the data in a specifc cell in the CSV.

Get Cell

Import an external CSV file into an existing in memory CSV

Import Data

Rename Column

Rename Columns

Update Cell

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Add Column

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Update a single column in multiple rows using a function

Update by Function

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Delete Row

Delete Rows

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Delete column

Delete columns

Duplicate

Add Rows

Sort CSV

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Return a single column from a number of rows from in the CSV.

Get column from rows

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Sage 300 and CSV integration + automation

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Sage 300 and CSV Connector Details

Sage 300

CSV

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