Productive.io is a tool designed to help agencies with sales, budgeting, project management, resource management, reporting and billing.
Data integration: Skyvia supports importing data to and from Productive.io, exporting Productive.io data to CSV files, replicating Productive.io data to relational databases, and synchronizing Productive.io data with other cloud apps and relational databases.
Backup: Skyvia Backup does not support Productive.io.
Query: Skyvia Query supports Productive.io.
To create a connection to Productive.io, specify the Access Token and Organization Id.
To locate the access token, perform the following actions:
Log in to Productive.io, hover over the user icon on the top right and select Settings.
Click API Access. On the appeared page, click the Generate new token.
- Specify the new token name and select the access level.
Hover over the new token name and the token value will appear.
Click COPY TOKEN
You can get the Organization Id value on the API Access page.
To connect to Productive.io, paste the obtained Access Token and Organization Id to the corresponding boxes in the Connection Editor.
When you import data to the object contatinng the fields *Type and *Id together, you must map either both these fields or none of them for successful import. For example, the Bookings object contains the EventType and EventId. You must map either both EventType and EventId fields or none of them.
When you insert a record to the Comments object, it is present in the Comments object, but it doesn’t contain the link to the parent object, which the comment is created for. Thus, this record is not available when you select all the records. You can get the Comment record only by specifying its Id.
Incremental Replication and Synchronization
Skyvia supports Replication with Incremental Updates for the Invoices, Comments, Bookings, Tasks, Activities, Companies, Deals, Expenses, People, Projects objects. Skyvia tracks only the new records for the Activities, Companies, Deals, Expenses, People, Projects objects.
Skyvia supports Synchronization for the objects Invoices, Bookings, and Tasks objects.
DML Operations Support
|INSERT, UPDATE, DELETE||Bookings, Comments, Deals, DealStatuses, Expenses, Invoices, LineItems, Projects, Services, ServiceTypes, Tasks, Workflows, Payments|
|INSERT, UPDATE||Boards, Companies, CustomFieldOptions, CustomFields, Events, LostReasons, People, Subsidiaries, TaskLists, WorkflowStatuses|
Skyvia represents part of the supported Productive.io features as stored procedures. You can call a stored procedure, for example, as a text of the command in the ExecuteCommand action in a Target component of a Data Flow or in Query.
Use the following command, to delete the record from the WorkflowStatuses,
|Id||The identifier of the deleted record|
|Type||Required constant workflow_statuses|
|Targetid||The Id of the workflow status where the tasks from the deleted workflow status will be moved|
Use the following command to archive a company.
Use the following command to restore the archived company.
To archive the lost reason, use the command
To archive the workflow, use the following command
Use the following command, to restore the workflow
To archive the deal status, use the command
To approve booking, use the the command
Use the following command to unapprove booking
Use the following command to archive the event
To approve the expence use the command
To unapprove the expence, use the command
Use the following command to archive the project
To restore the project, use the command
To archive the service type, use the command
Use the following command to archive the subsisdiary
To archive the task list, use the command
Use the following command to restore the task list.
To archive the board, use the command
To restore the board, use the command
Skyvia supports all the common actions for Productive.io