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 detailstaskcategories- Categories for organizing taskstasksessions- Time tracking entries for work performed on tasksrounds- Work rounds for technician scheduling and route managementprojects- Project management entities for larger initiativesclients- Customer organizations and contact informationclientgroups- Client organization groupingsproperties- Physical locations where work is performedcontractors- External service providers and subcontractorsusers- System users including technicians and staffservicegroups- Service categorization for organizing work types
Financial and billing
invoices- Customer invoices and billing informationinvoicelineitems- Individual line items within invoicescreditnotes- Credit notes for refunds and adjustmentscreditnotelineitems- Line items within credit notesbillingcards- Billing card information for cost allocationbillingcontracts- Recurring billing contracts for ongoing servicesbillingcontractlineitems- Line items within billing contractscostcentres- Cost center assignments for financial trackingtask_profitability- Profitability metrics and financial performance data for tasks
Purchasing and supply chain
purchaseorders- Purchase orders for materials and servicespurchaseorderlineitems- Individual items within purchase orderspurchaseorderbills- Bills received for purchase orderspurchaseorderbilllineitems- Line items within purchase order billspurchaseorderdockets- Delivery dockets for purchase orderssuppliers- Vendor and supplier informationproducts- Products and materials catalog
Asset management and inspections
assets- Physical assets requiring maintenance and inspectionassettypes- Categories and specifications for asset typesassettypevariants- Variants and configurations of asset typesroutines- Scheduled maintenance and inspection routinesroutineservices- Routine service configurations for properties and assetsroutineservicelevels- Service level definitions for routine servicesroutineservicetypes- Types and categories of routine servicesroutineserviceleveltypes- Service level type classificationsservicetasks- Individual work activities on taskssubtasks- Links programme maintenance routines to tasksremarks- Issues, defects, and observations during inspectionsremarkevents- Events and actions taken on remarksappointments- Scheduled appointments for work and inspections
Quality and compliance
accreditations- Technician certifications and qualificationsaccreditationtypes- Types of certifications and accreditations
Sales
servicequotes- Quotes for service workservicequotefixedlineitems- Fixed price line items within service quotesservicequotedoandchargelineitems- Do-and-charge line items within service quotesservicequoteproductlineitems- Product line items within service quotesdefectquotes- Quotes for remedial work on identified defectsdefectquotelineitems- 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 | ✅ | ❌ (no soft delete) |
clients | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
clientgroups | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
properties | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
invoices | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
projects | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicequotes | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
defectquotes | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
suppliers | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
purchaseorders | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
purchaseorderlineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
assets | id | DefaultPaginator | ✅ | ✅ |
routines | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
billingcards | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
purchaseorderbills | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
purchaseorderbilllineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
purchaseorderdockets | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
invoicelineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
users | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicegroups | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
costcentres | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
accreditationtypes | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
accreditations | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
branches | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
creditnotes | id | DefaultPaginator | ✅ | ✅ |
creditnotelineitems | id | DefaultPaginator | ✅ | ✅ |
remarks | id | DefaultPaginator | ✅ | ✅ |
assettypes | id | DefaultPaginator | ✅ | ✅ |
assettypevariants | id | DefaultPaginator | ✅ | ✅ |
products | id | DefaultPaginator | ✅ | ✅ |
rounds | id | DefaultPaginator | ✅ | ✅ |
tasksessions | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
contractors | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
appointments | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
billingcontracts | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
billingcontractlineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
defectquotelineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicequotefixedlineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicequotedoandchargelineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicequoteproductlineitems | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
remarkevents | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
routineservices | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
routineservicelevels | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
routineservicetypes | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
routineserviceleveltypes | id | DefaultPaginator | ✅ | ❌ (no soft delete) |
servicetasks | id | DefaultPaginator | ✅ | ✅ |
subtasks | id | DefaultPaginator | ✅ | ✅ |
task_profitability | task_id | DefaultPaginator | ✅ | ✅ |
IP allow list
If you use Airbyte Cloud and your organization restricts access to specific IPs, add the Airbyte Cloud IP addresses to your allow list.
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
| Version | Date | Pull Request | Subject |
|---|---|---|---|
| 0.5.10 | 2026-06-02 | 79025 | Update dependencies |
| 0.5.9 | 2026-04-28 | 77504 | Update dependencies |
| 0.5.8 | 2026-04-21 | 76809 | Update dependencies |
| 0.5.7 | 2026-03-31 | 75703 | Update dependencies |
| 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 |