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 |
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 also re-import the INVOICE table once a week to capture updates and deletes.
We also 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
Schema information
This schema applies to all Maxio SaaSOptics connectors.
Explore Maxio SaaSOptics schema ERD