exportTransactionDefinition
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Category |
Metadata retrieval |
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Description |
Returns the definition (available columns) of the transactions in the instance. |
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Permissions Required To Invoke |
IMP (import data) or MANAGE_TX (manage the transaction field definition) |
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Parameters Required On Request |
Credentials |
This method's request contains only a credentials tag to identify and authorize the calling user. Once verified, the method returns an XML document describing the definition of a transaction in the instance.
Request Format
<?xml version="1.0" encoding="UTF-8"?> <call method="exportTransactionDefinition" callerName="a string that identifies your client application"> <credentials login="sampleuser@company.com" password="my_pwd"/> </call>
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credentials element |
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Tag Name |
credentials |
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Description |
All API calls must contain a single credentials element to identify the user invoking the API. The API call is then performed as this user (any audit trail or history of actions in the system will show that this user performed the action), and therefore the user must have the required permissions to per- form the action in order for the API call to succeed. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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login |
Y |
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password |
Y |
The password of the user invoking the API method. |
my_password |
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locale |
N |
Specify the locale to be used to interpret incoming numbers and dates, and to for- mat outgoing numbers and dates (using the proper thousands separator, month names, and date formatting). The locale is also used to specify the language in which any system messages in the response should appear. If not specified, en_US (American English) is used. |
fr_FR |
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instanceCode |
N |
If the user specified in the credentials has access to more than one instance of Adaptive Insights, this attribute can be used to specify that the user is intending to access an instance other than their default instance. If not specified, the user's default instance will be used. To determine the available instance codes, use the exportInstances API. |
MYINSTANCE1 |
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Contents of the Element |
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(none) |
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Response Format
<?xml version="1.0" encoding="UTF-8"?>
<response success="true">
<output>
<transaction>
<fields>
<posting-date name="Posting Date"/>
<type name="Transaction Type">
<value id="178" name="Journal Entry"/>
<value id="179" name="Purchase Order"/>
<value id="177" name="Invoice"/>
<value id="180" name="Transaction"/>
</type>
<accounts name="Account"/>
<levels name="Plan"/>
<dimension id="4" name="Product">
<value id="48" name="B-2"/>
<value id="47" name="B-1"/>
<value id="14" name="A"/>
<value id="15" name="B-Ste"/>
</dimension>
<text-selector id="4" name="Flavor">
<value id="123" name="Chocolate"/>
<value id="122" name="Vanilla"/>
</text-selector>
<text name="Description"/>
<number name="Sales Tax"/>
<date name="Due Date"/>
<amount name="Transaction Amount"/>
</fields>
</transaction>
</output>
</response>
Each of the fields for a transaction is defined by one of these elements:
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posting-date (one)
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type (one)
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accounts (one)
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levels (one)
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dimension (zero or more)
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text-selector (zero or more)
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text (zero or more)
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number (zero or more)
-
date (zero or more)
-
amount (one)
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transaction element |
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Tag Name |
transaction |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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(none) |
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Contents of the Element |
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One fields element. |
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fields element |
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Tag Name |
fields |
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Description |
Container for all required and optional fields. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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(none) |
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Contents of the Element |
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One element for each of the fields each transaction should have. |
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posting-date element |
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Tag Name |
posting-date |
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Description |
The required date the transaction was posted. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
|
name |
Y |
Printed header of this field. |
Posting Date |
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Contents of the Element |
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(none) |
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type element |
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Tag Name |
type |
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Description |
The required type of transaction |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field. |
Transaction Type |
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Contents of the Element |
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One or more value elements. |
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accounts element |
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Tag Name |
accounts |
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Description |
The account this transaction belongs to. Account metadata, including the hierarchical structure, can be obtained by a call to exportAccounts. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field. |
Account |
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Contents of the Element |
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(none) |
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levels element |
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Tag Name |
levels |
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Description |
The level this transaction belongs to. Level metadata, including the hierarchical structure, can be obtained by a call to exportLevels. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field. |
level |
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Contents of the Element |
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(none) |
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dimension element |
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Tag Name |
dimension |
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Description |
A dimension assignable to a transaction. Complete dimension metadata, including its hierarchical structure, can be obtained by a separate call to exportDimensions. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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id |
Y |
Internal numeric identifier for the dimension. |
42 |
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name |
Y |
Printed header of this field. |
Product |
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Contents of the Element |
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One or more value elements. |
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text-selector element |
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Tag Name |
text-selector |
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Description |
Custom list of values defined to tag transactions. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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id |
Y |
Internal numeric identifier for the text selector. |
42 |
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name |
Y |
Printed header of this field. |
Flavor |
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Contents of the Element |
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One or more value elements. |
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value element |
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Tag Name |
value |
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Description |
One of the values defined for the enclosing type, dimension or text-selector. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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id |
Y |
Internal numeric identifier for the value. |
42 |
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name |
Y |
Printed representation of the value. |
Invoice |
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Contents of the Element |
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(none) |
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text element |
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Tag Name |
text |
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Description |
Generic text corresponding to a transaction. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field. |
Description |
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Contents of the Element |
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(none) |
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number element |
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Tag Name |
number |
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Description |
A generic number assigned to a transaction. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field |
Sales Tax |
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Contents of the Element |
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(none) |
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date element |
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Tag Name |
date |
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Description |
A generic date assigned to a transaction. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
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name |
Y |
Printed header of this field. |
Due Date |
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Contents of the Element |
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(none) |
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amount element |
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Tag Name |
amount |
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Description |
The required monetary amount for a transaction. |
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Attributes of the Element |
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Attribute Name |
Required? |
Value |
Example |
|
name |
Y |
Printed header of this field. |
Transaction Amount |
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Contents of the Element |
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(none) |
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