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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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Retrieve a single generic flag assignment

Get generic flag assigment

Create/update customers and create subscriptions for the customers.

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Search for a single or series of generic flag assignments based on search parameters. The result contains a series of generic flag assignment IDs.

Search generic flag assignments

Search for a single or series of generic flags based on search parameters. The result contains a series of generic flag IDs.

Search generic flags

Search for a single or series of notes based on search parameters. The result contains a series of note IDs.

Search note

Search for a single or series of subscriptions based on search parameters. The result contains a series of subscription IDs.

Search subscription

Update flag assignment

Delete flag assignment

Get bulk appointments

Get bulk customers

Retrieve a selection of generic flag assignments.

Get bulk generic flag assignments

Get bulk notes

Get bulk subscriptions

Get customer

Get generic flag

Get note

Get subscription

Search for a single or series of customers based on search parameters. The result contains a series of customer IDs.

Search customer

Create flag assignment

Get appointment

Search for a single or series of appointments based on search parameters. The result contains a series of appointment IDs.

Search appointment

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

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

Integrate Adaptive Insights and PestRoutes 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 PestRoutes and any other API, database, webhook, and more.

Adaptive Insights and PestRoutes integration + automation

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