Maxio SaaSOptics Lite
Maxio SaaSOptics is a financial operations platform that enables B2B SaaS teams to manage their go-to-market strategies, calculate revenue, and to generate financial reports.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | ACCOUNT, AUTO_RENEWAL_PROFILE, BILLING_DESCRIPTION, BILLING_METHOD, COUNTRY_CODE, CURRENCY_CODE, and REVENUE_RECOGNITION_METHOD tables. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
NOTE: You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step Maxio SaaSOptics setup guide to connect Maxio SaaSOptics with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables and their child tables:
CONTRACTCUSTOMERINVOICEITEMREGISTERREVENUE_ENTRYSALES_ORDER
We re-import the INVOICE table once a week to capture updates and deletes.
We re-import the TRANSACTION table once a day to capture updates and deletes.
We also re-import the following tables to capture updates and deletes:
ACCOUNTAUTO_RENEWAL_PROFILEBILLING_DESCRIPTIONBILLING_METHODCOUNTRY_CODECURRENCY_CODEREVENUE_RECOGNITION_METHOD
NOTE: Due to delays in response from Maxio SaaSOptics, we are unable to capture all the records for the
TRANSACTIONandINVOICEtables on that day. To ensure new records and updates are captured, we perform a daily re-import theTRANSACTIONtable , and a weekly re-import of theINVOICEtable.
Schema information
This schema applies to all Maxio SaaSOptics connectors.