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, exporting data to CSV files, replicating data to relational databases, and synchronizing data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support

Query: Skyvia Query supports

Establishing Connection

To create a connection to, specify the Access Token and Organization Id.

Getting Credentials

Access Token

To locate the access token, perform the following actions:

  1. Log in to, hover over the user icon on the top right and select Settings.

    API access menu

  2. Click API Access. On the appeared page, click the Generate new token.

    Generate token

  3. Specify the new token name and select the access level.
  4. Hover over the new token name and the token value will appear.

    New token

  5. Click COPY TOKEN

    Copy token

Organization Id

You can get the Organization Id value on the API Access page.

Org Id

Creating Connection

To connect to, paste the obtained Access Token and Organization Id to the corresponding boxes in the Connection Editor. connection editor

Additional Connection Parameters

Use Custom Fields

Enables working with custom fields of the Bookings, Budgets, Companies, Deals, Expenses, Invoices, People, Projects, Tasks objects.

Connector Specifics

Import Specifics

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.

Object Peculiarities


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.

Custom Fields

The following objects can have custom fields: Bookings, Budgets, Companies, Deals, Expenses, Invoices, People, Projects, Tasks. supports the custom fields of the following types: type DbType
Text String
Multiselect String
Dropdown String
Person String
Date Date
Number Decimal
Person Field which stores the ID referring to the People object

Incremental Replication and Synchronization

Skyvia supports Replication with Incremental Updates for the Activities, Bookings, Budgets, Comments, Companies, Deals, Expenses, Invoices, People, Projects, Tasks 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

Operation Object
INSERT, UPDATE, DELETE Bookings, Budgets, Comments, Deals, DealStatuses, Expenses, Invoices, LineItems, Projects, Services, ServiceTypes, Tasks, Workflows, Payments
INSERT, UPDATE Boards, Companies, CustomFieldOptions, CustomFields, Events, LostReasons, People, Subsidiaries, TaskLists, WorkflowStatuses
UPDATE, DELETE Organizations

Stored Procedures

Skyvia represents part of the supported 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,

call DeleteWorkflowStatus(:id,:type,:targetid)

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.

call ArchiveCompany(:companyId)


Use the following command to restore the archived company.

call RestoreCompany(:companyId)


To archive the lost reason, use the command

call ArchiveLostReason(:lostId)


To archive the workflow, use the following command

call ArchiveWorkflow(:workflowId)


Use the following command, to restore the workflow

call RestoreWorkflow(:workflowId)


To archive the deal status, use the command

call ArchiveDealStatus(:dealStatusId)


To approve booking, use the the command

call ApproveBooking(:bookingId)


Use the following command to unapprove booking

call UnapproveBooking(:bookingId)


Use the following command to archive the event



To approve the expence use the command

call ApproveExpense(:expenseId)


To unapprove the expence, use the command

call UnapproveExpense(:expenseId)


Use the following command to archive the project

call ArchiveProject(:projectId)


To restore the project, use the command

call RestoreProject(:projectId)


To archive the service type, use the command

call ArchiveServiceType(:serviceTypeId)


Use the following command to archive the subsisdiary



To archive the task list, use the command

call ArchiveTaskList(:taskListId)


Use the following command to restore the task list.

call RestoreTaskList(:taskListId)


To archive the board, use the command

call ArchiveBoards(:boardId)


To restore the board, use the command


Supported Actions

Skyvia supports all the common actions for