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Lexoffice

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Kibo

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Keen

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QuickBooks Online

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Sage Intacct

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Sage 300

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Remarkety

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Shopify

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Stripe

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Pigment

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Ordway

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Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

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Adaptive Insights and Appdirect ISV integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights and Appdirect ISV connector, which connects any services without the need for separate integration tools.

Adaptive Insights and Appdirect ISV integrations couldn’t be easier with the Tray Platform’s robust Adaptive Insights and Appdirect ISV connectors, which can connect to any service without the need for separate integration tools.

Integrate Adaptive Insights and Appdirect ISV with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Adaptive Insights and Appdirect ISV and any other API, database, webhook, and more.

Adaptive Insights and Appdirect ISV integration + automation

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