Release Notes

Feb 2024 2.0

Scheduled: February 22, 2024

New Connectors

  • SharePoint

New Workflow Wizards

  • HubSpot to Sage Intacct: Customer + Contacts

  • SFTP to Sage Intacct: Journal Entry

Existing Connector Updates

  • ADP

    • Credentials: API Central App

  • Database

    • Data Targets: Command Timeout Increase

  • Dropbox

    • Collectors: UI Updates

    • Data Targets: UI Updates

  • Sage Intacct

    • Data Target: AP Payment Requests

    • Data Target: Contract Lines Fields Update

    • Data Target: Contracts - TERMTYPE and EVERGREENMACRO Field Updates

  • Shopify

    • Landing Page

  • Stripe

    • Collector: Charges Option Property Bug Fix

All Connectors

  • Parameters: As Of Date Workflow Parameter Run Time Bug Fix

Existing Workflow Updates

  • HubSpot -> Sage Intacct Contract Wizard Updates

UI Updates

  • Queries: Schema Access Limits Update

  • Collectors: Data Source View Link Bug Fix

Feb 2024 1.1

Scheduled: February 13, 2024

Existing Connector Updates

  • Concur

    • Data Target: User V4 - Role Groups Update

  • Sage Intacct

    • Data Target: Update AP Bill (Legacy) Lines Update

    • Data Target: AR Advance

  • Dropbox

    • Collectors: Path Bug Fix

    • Data Targets: Path Bug Fix

  • Shopify

    • Collector: Fulfillment Order

  • ADP

    • Data Target: Payroll Outputs ItemId Bug Fix

UI Updates

  • Dereference Expression Where Tab Update

Feb 2024 1.0

Scheduled: February 8, 2024

New Workflow Wizards

  • HubSpot -> Sage Intacct: Contracts

Existing Connector Updates

  • Stripe

    • Collector: Charges

    • Collector: Refunds

    • Collector: Disputes

  • Shopify

    • Collectors: Carrier Services

    • Collectors: Fulfillments

    • Collectors: Fulfillment Services

    • Data Targets: Carrier Service

    • Data Targets: Fulfillment

    • Data Targets: Fulfillment Event

    • Data Targets: Fulfillment Request

    • Data Targets: Fulfillment Service

  • ADP

    • Collector: Payroll Detail Update

  • Adaptive

    • Collector: Export Codes Update

UI Updates

  • Query Where Updates

  • Job Queue Bug Fix

  • Response Compression

Jan 2024 2.1

Scheduled: January 30, 2024

Existing Connector Updates

  • Sage Intacct Expense Report Data Target - Added support for Tax IDs

  • New QuickBooks Desktop collector - Custom Detail Report

  • Xero

    • Collector - Linked Transactions

    • Data Target - Create/Update/Delete Linked Transactions

  • File Data Target - hidden file path

  • Stripe Collector - Fixed an issue with collecting duplicate records

  • Salesforce Collectors - Fixed an issue with parameters inside the WHERE clause

  • DataBlend API - Support to call plugin endpoints

Jan 2024 2.0

Scheduled: January 25, 2024

New Connectors

  • Box.com

    • Collectors

      • Collaborations

      • Download Files

      • File Requests

      • File Info

    • Data Targets

      • Collaborations

      • File Requests

      • Files

      • Transfer Folder

      • Upload Files

New Workflow Wizards

  • HubSpot -> Sage Intacct: Projects

  • HubSpot -> Sage Intacct: Tasks

Existing Connector Updates

  • Intacct

    • Bank feed data target – log messaging update

    • Error message “Error while copying content to a stream” will now retry the API call being made automatically

  • ADP

    • Workers collector – ability to select and filter fields

  • Concur

    • User V4 collector now includes Spend and Travel User toggles

    • Vendor 3.0 APIs updated to 3.1

  • Dynamics 365 CRM

    • Authentication updates for OAuth and Client Id/Secret

  • HubSpot

    • Collectors – removed duplicate line items

    • Collectors – removed fields that weren’t selected in the UI

  • UKG Pro

    • Added support for Subdomain to credential

Existing Workflow Updates

  • On Error Step Feature UI update

    • If “On Error” steps are added to a workflow, they are now displayed in the execution results UI after the workflow runs

  • Fixed an issue when formatting would change when moving steps within a workflow in certain scenarios

UI Updates

  • Collector Schema “Create New” option

    • This is now the default option to input a new schema name

Jan 2024 1.1

Scheduled: January 16, 2024

New Connectors

  • Dropbox

New Workflow Wizards

  • HubSpot -> Sage Intacct: Order Entry

Existing Connector Updates

  • Intacct

    • DataTarget: Order Entry detailed, trx_tax Field Update

    • DataTarget: AR Invoice detailed, trx_tax Field Update

    • Data Target: Savings Account Reconciliation

    • Data Target: Inventory Transaction

    • Data Target: Purchasing Transactions Mapping Update

    • Data Target: Revenue Recognition Schedules

  • KeyPay

    • Collector: Journal Pay Run ID field Update

  • Google

    • Data Target: Drive Folder Bug Fix

  • Salesforce

    • Collectors: Non-Quoted Bookmark Update

    • Collectors: Fuzzy Search Update

    • Collectors: Duplicate Update

    • Collectors: Default Bookmark Field Bug Fix

  • Planful

    • Data Target: Batch Transfer History Bug Fix

Existing Workflow Updates

  • On Error Step Feature

  • Workflow Notification Bug Fix

  • BlackLine -> Intacct Account Balance Wizards

    • GL Detail Collectors Update

UI Updates

  • Custom Function

    • Save Button Bug Fix

  • Expression Builder

    • Function Expressions Autocomplete Bug Fix

Jan 2024 1.0

Scheduled: January 9, 2023

New Workflow Wizards

  • HubSpot -> Sage Intacct: Items

  • HubSpot -> Sage Intacct: Contacts

Existing Connector Updates

  • Sonny's CarWash

    • Collector: Transactions: JSON Unnest Toggle Update

    • Collectors: Logging Date Bug Fix

  • Sage Intacct

    • Data Target: Savings Account Reconciliation

  • Concur

    • Collector: Extract Parameters Update

    • Collector: File Parameters Update

  • QuickBooks Desktop

    • Collector: ItemSiteQuery - ItemInventoryAssembly Field Update

  • Salesforce

    • Collectors: Conditions Big Fix

    • Data Targets: Duplicate Id Bug Fix

  • File

    • Collectors: Archive Naming Update

    • Collector: Raw File - Empty File Bug Fix

UI Updates

  • DataBlend Inc Login Update

  • Twitter Icon Removed

  • Column Mapping Updates

Security Updates

  • Salesforce Outage Bug Fix

  • Workday Adaptive Outage Bug Fix

Bi-Weekly December 2023

Scheduled: December 21, 2023

New Connectors

  • Zoho

New Workflow Wizards

  • HubSpot -> Sage Intacct: Customers (Create/Update)

Existing Connector Updates

  • File

    • Local SFTP Collector: Archive Files

    • File Collectors: Raw Data

    • Collectors: Empty File Bug Fix

    • Local SFTP Data Target: Archive Files

  • Sage Intacct

    • Collector: Query Duplicate Records Update

    • Collectors: Search Bug Fix

  • Google

    • Data Targets: CSV to Drive

  • Shopify

    • Collector: Refund

    • Collector: Product Images

    • Collector: Draft Order

    • Collector: Custom Collection

    • Collector: Collect

    • Collector: Product Variant

    • Collector: Smart Collection

    • Data Target: Refund

    • Data Target: Product Images

    • Data Target: Draft Order

    • Data Target: Custom Collection

    • Data Target: Collect

    • Data Target: Product Variant

    • Data Target: Smart Collection

  • Dynamics 365 CRM

    • Credential: Client Secret Toggle

  • Stripe

    • Data Target: Invoice Line Item Bug Fix

  • Acumatica

    • Collectors: OData Bug Fix

  • Script

    • Log Events Endpoint

  • Salesforce

    • Collector: Toggle Updates

    • Data Target: Opportunity Null Bug Fix

  • Concur

    • Data Target: User V4 Approver/ Roles Bug Fix

UI Updates

  • Function Builder

  • Select Query Express

    • Target Field Free Text

    • Source Field Free Text

  • Collectors: Schema View

  • Unpivot

    • Workflow Execution Download Button

    • Data Preview Unavailable After 45 days

  • Search Page Update

Bi-Weekly December 2023

Scheduled: December 6, 2023

Existing Connector Updates

  • Concur

    • Collector: Transaction Extract Bug Fix

    • Data Target: User Update V4 Bug Fix

  • QuickBook Desktop

    • Collector: ItemSiteQuery SiteName Update

  • Sage Intacct

    • Collector: List Dimension

    • Collector: List Dimension Relationship

    • Collector: List Dimension Autofill Details

    • Collector: List Dimension Restrictions

    • Collector: List Dimension Restricted

    • Data Targets: Adaptive Column Bug Fix

    • Data Target: AP Payment Update Bug Fix

    • Data Target: Vendor OFFSETGLACCOUNTNO Update

  • Paylocity

    • Collector: Pay Statements Parameterize Year Update

  • Sonny’s CarWash

    • Collector: Transactions Start and End Date Bug Fix

  • Salesforce

    • Data Target: XML Null Bug Fix

  • Recruit CRM

    • Data Target: Candidates Error Message Update

UI Updates

  • Query Builder: Joins Logic Bug Fix

Security Updates

  • Internal Type Group Member Update

Tri-Monthly November 2023

Scheduled: November 21, 2023

Existing Connector Updates

  • Paycor

    • Collector: General Ledger Parameters Update

  • Paycom

    • Collector: Employee Effective Rate by Allocation Past Rate Update

  • Concur

    • Data Target: User V4 Update

  • Paylocity

    • Collector: Pay Statements Parameter Update

    • Collector: Pay Statements Missing Records Bug Fix

  • Stripe

    • Collector: Session Checkouts

    • Collector: Payment Links

    • Data Target: Session Checkouts

    • Data Target: Payment Links

  • Google Sheets

    • Credential: Folder Update

  • Sonny's

    • Collectors: Transactions Time Zone Parameter

    • Collectors: Error Handling Update

  • Sage Intacct

    • Data Target: Contract Fields Bug Fix

    • Data Target: Customers Fields Bug Fix

    • Data Target: AR Invoice Fields Bug Fix

    • Data Target: Vendor taxsolutionid Update

All Connectors

  • Queries: Specific Stream Selection Bug Fix

  • Credentials: Lock Update

UI Updates

  • SFTP Client

    • Folder Delete Update

    • Naming Updates

Tri-Monthly November 2023

Scheduled: November 09, 2023

Existing Connector Updates

  • Script

    • Groups Bug Fix

  • BlackLine

    • Collector: Journal Documents

  • Intacct

    • Data Target: Contract Billing Schedule

    • Data Target: AR Invoice Tax Lines Bug Fix

    • Data Target: Item Tax Group Name Bug Fix

    • Data Target: AP Bill Bug Fix

  • Shopify

    • Collector: Inventory Item

    • Collector: Inventory Level

    • Collector: Customer Address

    • Data Target: Inventory Item

    • Data Target: Inventory Level

    • Data Target: Customer Address

  • Google Sheets

    • Collector: CSV

    • Collector: Excel

    • Collector: Folder Enhancements

  • Paycor

    • Collector: Punches by Entity

    • Collector: Punches by Employee

    • Collector: Employee Update

    • Collector: General Ledger Update

  • SAP Concur

    • Data Target: User V4 Data Target Token Bug Fix

  • Concur Invoice App Center

    • Credential: Test Now Bug Fix

  • HubSpot

    • Credential: Bug Fix

All Connectors

  • Custom Presto Functions

  • Query Preview Update

Existing Workflow Updates

  • Parameters: Save And Run Member Update

  • Schedule Presets Update

UI Updates

  • Function Name Update

  • "What's New" Blog Update

  • Custom Relative Date Parameters

  • Scheduled Job Time Zone Update

  • Durations Update

  • UTC Time Schedule Preset Update

Security Updates

  • Agent Configuration Link Update

Tri-Monthly November 2023

Scheduled: November 2, 2023

Existing Connector Updates

  • Paylocity

    • Collector: Pay Statements Bug Fix

  • Google Sheets

    • Credentials: Bug Fix

  • Scripts

    • Collector: ODBC Libraries Update 

  • Paycom

    • Collector: Employee Rate by Allocation Bug Fix

    • Collector: Employee Rate by Allocation All Employees Update

Tri-Monthly October 2023

Scheduled: October 30, 2023

Existing Connector Updates

  • Sage Intacct

    • Data Target: Vendor Fields Update

  • Concur

    • Collectors: Token Bug Fix

    • Data Target: Token Bug Fix

  • Script

    • Collectors: Extracting ZIP Files

    • Data Targets: Records Bug Fix

UI Updates

  • Blog Feed Update

  • Aliased Schema Columns Join UI Update

Security Updates

  • Global Templates Update

Tri-Monthly October 2023

Scheduled: October 26, 2023

Existing Connector Updates

  • Tableau

    • Certificate Update

  • Business Central Dynamic 365

    • Credentials: URL Update

  • Stripe

    • Collector: Invoice Item

    • Data Target: Invoice Item

  • QuickBooks Desktop

    • Collector: Item By Site Bug Fix

    • Collector: General Ledger Start and End Date Bug Fix

  • Planful

    • Collector: GL Data Filter Update

  • Concur

    • Collectors: Token Refresh Bug Fix

    • Data Targets: Token Refresh Bug Fix

    • Data Target: User V4 Custom Field Update

  • UKG Ready

    • Data Target: Employee Update Cost Center Bug Fix

  • Paycor

    • Collector: Payroll Processing Data

    • Collector: GL Job Costing

  • Shopify

    • Collector: Purchase Orders Update

  • Microsoft Graph

    • Data Target: Email Bug Fix

    • Data Target: Assign Managers

    • Data Target: Update License Bug Fix

  • Sage Intacct

    • Data Target: Customer CONTACT_LIST_INFO Update

All Connectors

  • Excel File Limit

  • Agent Configuration Update

UI Updates

  • Queries:

    • Month-End Date Transformation Update

    • Add All Columns Expressions Update

    • Join Ui Update

    • SQL Subtable Update

    • Select Query Express Copy Function

    • Column Mappings Update

Security Updates

  • Httpclient Timeout Exceptions Update

  • Password Management Updates

  • AWS S3 Update

Tri-Monthly October 2023

Scheduled: October 13, 2023

New Connectors

  • Sage Inventory Manager

Existing Connector Updates

  • Sage Intacct

    • Collector: List Account Balances Bug Fix

    • Collector: List Account Balances by Dimension Bug Fix

    • Collector: Attachments Schema Bug Fix

    • Collector: AR Adjustment tax_detailid Bug Fix

    • Collector: AP Adjustment tax_detailid Bug Fix

    • Data Target: AR Adjustment tax_detailid Bug Fix

    • Data Target: AP Adjustment tax_detailid Bug Fix

  • Concur

    • Collector: Extract Automatic Drop-Down Update

    • Collectors: Refresh Token Update

    • Data Target: Users V4 Custom Fields Update

  • Stripe

    • Data Target: Invoice Bug Fix

  •  Paycom

    • Collector: Employee Rates by Allocation Bug Fix

  • Recruit CRM

    • Collector: File Candidate

    • Data Target: File Candidate

  • Adaptive Insights

    • Data Target: Transaction Display Warning Update

  • QuickBooks Desktop

    • Collector: SalesByItemSummary

    • Collector: General Ledger

    • Collector: Profit and Loss Rate Gravity Update

  • Dynamic365 CRM

    • Credential: International Datacenter Update

  • Scripts

    • 4 Hour Timeout Update

  • Anaplan

    • Collector: Models Update

  • File

    • Data Target: Raw File

  • QuickBooks Online

    • Data Target: Journal Entries Update

Existing Workflow Updates

  • Enabled Toggle Parameters

  • Disabled Step Accordion Update

UI Updates

  • Manual File Upload - Close Stream Default

  • Save and Run Member Restrictions

Tri-Monthly September 2023

Scheduled: September 28, 2023

New Connectors

  • Fluence

Existing Connector Updates

  • Sage Intacct

    • Data Target: Location Entity AccountingType Update

    • Data Target: AP Payment recordno Update

    • Data Target: Delete Customer Update

    • Data Target: Invoice Update

    • Data Target: Journal Entries Update

    • Data Target: Invoice tax_detailid Update

    • Data Target: AP Bill tax_detailid Update

    • Data Target: AP Adjustment tax_detailid Update

    • Data Target: AR Adjustment tax_detailid Update

    • Data Target: Vendor State Update

  • Concur

    • Collector: Extract File UI Update

  • HubSpot

    • Collector: Pipeline Bug Fix

  • UKG Ready

    • Data Target: Update Employees

  • Microsoft Graph

    • Data Target: Mail CC and BCC Fields Update

  • QuickBooks Desktop

    • Collectors: Exception Updates

  • Paycom

    • Collector: Employee Rates Update

All Connectors

  • Query: Create Data Source and Schema from Advanced Tab

Existing Workflow Updates

  • Blackline GL Detail Wizards

    • New Query Update

  • Intacct to Blackline

    • AP Subledger Wizards: Queries Field Names Update

    • AR Subledger Wizards: Queries Field Names Update

  • Enable Step Feature

UI Updates

  • Run As User Updates

  • Query Express Updates

  • Move Query Execution Job Status to Job

  • CSV Download Update

Security Updates

  • Proxy Bug Fix

  • SMS Update

Tri-Monthly September 2023

Scheduled: September 14, 2023

New Connectors

  • Pigment

Existing Connector Updates

  • Concur

    • App Center Updates

  • Microsoft Graph

    • Data Target: Send Mail Bug Fix

    • Data Target: Modify User Manager Update

  • Xero

    • Collector: Bank Transactions Accounting Update

  • Sage Intacct

    • Data Target: Location Entity Custom Fields Update

Existing Workflow Updates

  • Workflow Delay Task

UI Updates

  • Query Builder

    • From Specific Stream Update

Tri-Monthly September 2023

Scheduled: September 8, 2023

Existing Connector Updates

  • Sage Intacct

    • Data Target: Labor Shift  

    • Data Target: Labor Union

    • Data Target: Labor Class

    • Data Target: Accumulation Types

    • Data Target: AP Retainage Releases

    • Data Target: AR Retainage Releases

    • Data Target: Cost Types

    • Data Target: Employee Position

  • Sonny’s Carwash

    • Collector: Transaction Updates

  • Script

    • Collectors: Script Bug Fix

    •  Data Targets: Script Bug Fix

  • ADP

    • Collector: Payroll Output Bug Fix

    • Collector: Timecard Updates

All Connectors

  • Query

    • Query Builder: Wrap with Function Update

    • Query Builder: API Update

Bi-Weekly August 2023

Scheduled: Aug 31, 2023

Existing Connector Updates

  • Google Sheets

    • Credential: Reconnection Bug Fix

  • Concur

    • App Center Update

  • QuickBooks Online

    • Collector: Time Activity Filter Update

    • Collector: Reports Filter Update

  • Paycom

    • Add Custom Fields Endpoint

    • Collector: Punch Audit JSON Bug Fix

  • Shopify

    • GDPR Webhooks

  • Workday Adaptive Planning

    • Data Targets: Saving Bug Fix

  • UKG Ready

    • Data Target: Update Employee Limitation Bug Fix

  • Sage Intacct

    • Data Targets: Log Cancellation Bug Fix

    • Collector: Journal Entry Sage X3 Updates

    • Collector: Sales Order Sage X3 Updates

    • Collector: Purchase Order Sage X3 Updates

  • Plex

    • Collectors: Record Limit Update

  • Dynamic 365 Business Central

    • Collector: CodeUnit Reference Bug Fix

    • Data Target: CodeUnit Reference Bug Fix

  • Xero

    • Collector: Trial Balance Schema Bug Fix

  • Script

    • Data Targets: Front End Code Library

All Connectors

  • Queries

    • Create Data Source From Query Results Update

    • Create Schema From Query Results Update

    • WITH Statements: Name and Description Update

Existing Workflow Updates

  • Sage Intacct Wizards

    • GL Account Collector Fields Update

  • BlackLine Wizards

    • GL Account Collector Fields Update

UI Updates

  • Plugin Label Updates

    • Workday Adaptive Planning

    • ADP

    • AmpliFund

    • Ceridian Dayforce

    • Dynamics 365 Business Central

    • Dynamics 365 CRM

    • Lightning Step

    • Microsoft Graph

    • NetSuite OpenAir

    • Oracle Fusion

    • Procore

    • QuickBooks Desktop

    • QuickBooks Online

    • Recruit CRM

    • Smartsheet

    • Sonny's CarWash

    • UKG Ready

    • UKG Pro

  •  Logs Time Zones Update

Security Updates

  • Azure Single Sign-On

Bi-Weekly August 2023

Scheduled: Aug 17, 2023

New Connectors

  • Paycor

Existing Connector Updates

  • ProCore

    • Collector: Project Templates

    • Collector: Project WBS Segments

    • Collector: WBS Segment Items

    • Collector: WBS Codes

    • Collector: Work Order Contracts

    • Collector: Purchase Order Contracts

    • Collector: Budget Views

    • Collector: Budget View Detail Row

    • Collector: Budget Line Item

    • Collector: Budget Summary Total

    • Collector: Direct Costs

    • Collector: Requisitions (Subcontractor Invoices)

    • Collector: Requisition (Subcontractor Invoice) Contract Detail Items

    • Collector: Contract Payments

    • Data Targets: Projects

    • Data Target: Project User

  • Concur

    • Collector: Invoice Digest Update

    • Data Targets: Endpoint Delete Update

    • Data Target: User V4 Update

    • Financial Integration Service V4 API Update

  • HubSpot

    • Collectors: Property Filter Bug Fix

    • Collector: Pipelines

  • Stripe

    • Collector: Promotion Codes

    • Data Target: Promotion Codes

    • Collector: Coupon Codes

    • Data Target: Coupon Codes

  • Salesforce

    • Collector: SQL Bug Fix

  • UKG Ready

    • Data Target: Employee Update

All Connectors

  • Credential Group Removal Update

  • Query Builder

    • "If Expression" Insert Function

    • Hide SQL Statements Function

  • Linux Agent Update

Existing Workflow Updates

  • Step Parameter Bug Fix

UI Updates

  • SFTP Browser

  • Scheduling Widget Local & UTC Update

Security Updates

  • Existing DataBlend User Invite Update

Bi-Weekly July 2023

Scheduled: July 27, 2023

New Connectors

  • Freshdesk

Existing Connector Updates

  • Ceridian

    • Collectors: Parameterize Updates

  • Concur

    • Data Target: User V4 Update

  • Intacct

    • Data Target: AR Invoice Tax Update

    • Data Target: Order Entry Tax Update

    • Data Target: Purchasing Tax Update

    • Data Target: AR Adjustment

    • Data Target: AP Adjustment

  • File

    • Data Target: ISO 20022 Formats Grouping Update

All Connectors

  • Start of Two Days Ago and End of Two Days Ago Relative Dates Updates

Existing Workflow Updates

  • Workflow Step Updates

    • Step Description Field           

    • Configuration Notes Field

UI Updates

  • Complete With Warnings Update

Bi-Weekly July 2023

Scheduled: July 18, 2023

New Connectors

Query Updates

  • Query Express Updates

Existing Connector Updates

  • Dynamic 365 Business Central

    • Collectors: Code Units Web Services Bug Fix

    • Collectors: Code Units Multiple Companies Update 

  • Sage Intacct

    • Collectors: Order By Function Bug Fix

    • Collector: List Attachments Limit Update

    • Collector: List Attachments – Attachments Field Bug Fix

    • Query: SCHEMA_NOT_FOUND Error Bug Fix

    • Data Targets: Multiple Entity Updates

  • Adaptive

    • Data Targets: Validation Bug Fix

  • Microsoft Graph

    • Data Target: Send Mail Dynamically Set Content Update

  • iCompleat

    • Collector: Custom Fields Results Count Bug Fix

    • Collector: Custom Fields ID Field Update

  • HubSpot

    • Collector: Files

    • Data Target: Associations Object Fields Bug Fix

  • Script

    • Collector: Increased Limit 2 hours Total

    • Client Jobs Script Context Bug Fix

  • Pipedrive

    • Data Target: Organization Update Bug Fix

All Connectors

  • Query Results Purged After X Days Updates

Existing Workflow Updates

  • Warning Workflow Completion Status Bug Fix

UI Updates

  • Collector Edit pages Loading Updates

    • Sage Intacct Query Collector

    • UKG Ready Reports Collector

    • HubSpot Query Collector

    • Salesforce Query Collector

  • Run Duration Skipped Steps Bug Fix

  • Execution Details Description Update

Security Updates

  • RDS Reserved instances

  • SSL Connection Updates

  • Application Security Ruleset Updates

Bi-Weekly June 2023

Scheduled: June 29, 2023

New Connectors

Existing Connector Updates

  • iCompleat

    • Collector: Add Users

  • Concur

    • Collector: Invoice Digest Parameter Update

    • Data Target: Users V4 Update

  • Planful

    • Collector: Segments

  • Salesforce

    • Credential: Test Button Bug Fix

    • Collectors: Date Parameter Bug Fix

  • Intacct

    • Collector: List Attachments Collection Update

    • Data Targets: Multiple Entities Update

    • Data Target: Create Expense Adjustment (Legacy)

  • Microsoft Graph

    • Collector: User Field Update

  • Google Sheets

    • Credentials: Reconnection Bug Fix

  • Kantata (Mavenlink)

    • Collector: Roles

    • Fix on the Expenses collector to allow for larger integers in the subject id field

  • ProCore

    • Collector: Projects Bug Fix

    • Collector: Vendor

  • Dynamic 365 Business Central

    • Data Targets: Logs Update

  • File:

    • Collector: Excel No Header Row

All Connectors

  • Saving Times Related Entities Bug Fix

Existing Workflow Updates

  • QuicBooks Online to Blackline

    • Account_num Bug Fix

  • BlackLine Wizards

    • Account Range Filter Update

  • Steps Update

  • Parameters Update

UI Updates

  • Invitation Email Update

  • Data Targets Naming Updates

  • Mega Dashboard Type Column Search Bug Fix

Security Updates

  • International Phone Number MFA Updates

Bi-Weekly June 2023

Scheduled: June 7, 2023

Existing Connector Updates

  • Microsoft Graph

    • Credential: Test Button Bug Fix

    • Data Target: Send Mail

    • Data Target: Subscribed License

    • Data Target: Assign License

  • Intacct

    • Credential: Sender ID and Sender Password Required Fields Update

  • Dynamic 365 Business Central

    • Data Target: Journal Entry Log Detail Update

  • Sonny's Carwash

    • Collector: Get Details Update

  • ProCore

    • Sandbox Credentials Bug Fix

  • ADP

    • Unencrypted ooid Saving Bug Fix

    • Credential: Unsubscribing and Subscribing Bug Fix

  • iCompleat

    • Collector: Transaction Directurl Field Update

    • Logs Updates

  • Concur

    • Data Target: Expense Report Update

    • Data Target: User API Versions Update

    • Collector: Expense Collection Update

All Connectors

  • Query Builder Gear Icon Insert Arithmetic Expression Update

Existing Workflow Updates

  • Intacct to BlackLine Wizards Account Reference Field Update

  • QBO to BlackLine Wizards - Account Reference Field Update

UI Updates

  • Saving Page Views

  • Workflows Search Table Columns Bug Fix

  • Type Column Search Field Update

  • Type Column by Current Group Update

  • Groups Bug Fix

Security Updates

  • Cache Updates

  • CORS Policy

Bi-Weekly May 2023

Scheduled: May 19, 2023

Existing Connector Updates

  • Intacct

    • Data Target: Order Entry Delete

  • Concur

    • Collector: Extract- Appending File Bug Fix

    • Collector: Extract- Definition Names Bug Fix

    • Collector: Extract- Start Extract Job Bug Fix

    • Collector: Extract- Ignore Bad Data Button

    • Collector: Expense Report- Stream Bug Fix

    • Data Target: Vendor Create Bug Fix

  • Pipedrive

    • Collector: Get All Persons

    • Collect: Get All Filters

  • Paychex

    • Collectors: Dates Parameterization Update

  • Salesforce

    • Collectors: SOQL Bug Fix

  • SFTP

    • Collector: Schema with No Header File Update

  • All Connectors

  • Queries

    • Based Parameters Execution Free Text Update

    • Query Express: Custom Columns Update

  • Existing Workflow Updates

  • Collectors: Parameter Bug Fix

  • Relative Dates: Start of Last Week, Start of Two Weeks Ago, End of Last Week, End of Two Weeks Ago Update

  • UI Updates

  • Notifications: Copy Button

  • Manual Stream: Export/Download Button

  • Query Express SQL Statement Simple Case Update

 

Bi-Weekly May 2023

Scheduled: May 8, 2023

New Connectors

  • Procore

Existing Connector Updates

  • Google Sheets

    • Credential: Reconnection Bug Fix

  • Microsoft Graph

    • Collector: AD Azure User Call First 100 Records Bug Fix

  • ICompleat

    • Data Target: Update Transactions Object Set Bug Fix

  • Cin7

    • Data Target: Sales Orders Line Items Bug Fix

  • Adaptive

    • Collector: Parameter Relative Dates Update

    • Collector: Export Data Multiple Versions Update

    • Data Target: API Call Bug Fix

  • Sage Intacct

    • Collector: List Account Balances by Dimensions Asynchronous Update

    • Data Target: Accounts

  • Concur

    • Collector: Extract - Regex & Delimiter Updates

    • Collector: Expense - Itemization Update

    • Collector: Expense Reports Collection Error Bug Fix

  • Oracle Fusion

    • Data Target: Supplier Address

    • Data Target: Supplier Business Classification

    • Data Target: Supplier Contact Address

    • Data Target: Supplier Contact

    • Data Target: Supplier

  • Stripe

    • Collector: List Checkouts

    • Collector: List Events

    • Collectors Limit Update

  • Salesforce

    • Collector: Report

  • Blackline

    • Credential: API Key Update

Existing Workflow Updates

  • Manual File Workflow Update

UI Updates

  • Query Express

  • Current Group Bug Fix

  • Browser Timeout Bug Fix

  • Tools: File Upload

  • Query: Alias Pivot Requirement Update

  • Data Source: Schema Fuzzy Search Update

Bi-Weekly March 2023

Scheduled: March 31, 2023

New Connectors

Existing Connector Updates

  • Intacct

    • Collector: Attachments Records Bug Fix

    • Collector: DOCPARID Detail Bug Fix

    • Data Target: Customer/Contact Fields Bug Fix

    • Data Target: Order Entry Edit Update

  • QBO

    • Collectors: Subledgers Updates

  • Microsoft Dynamics Business Central

    • Collectors: Codeunits Update

    • Data Targets: Transactions Custom Fields Updates

    • Data Targets: Codeunits Update

  • Concur

    • Credential: Token Limit Increase

    • Collector: Expenses Update

    • Collector: Expense Report Get Details Bug Fix

  • Sonny's

    • Collector: Transactions Collection Updates

  • Hubspot

    • Collector: Add Quotes

  • Recruitcrm

    • Data Targets: Error Message Bug Fix

  • Script

    • Memory Limit Update

All Connectors

  • Manual CSV Upload To Data Source Delimiter Comma Bug Fix

  • Query Builder: WITH Copy Bug Fix

Existing Workflow Updates

  • Run As, Created By, Updated By Execution Updates

UI Updates

  • Download Groups Button

  • DataBlend Logo Clickable Update

  • Credentials Test Button Bug Fix

  • Username Updates

Security Updates

  • API Plugin Creation Limits

  • Weak Password Policy

Bi-Weekly March 2023

Scheduled: March 9, 2023

New Workflow Wizards

  • Intacct To Blackline

    • P&L YTD Balances - Grouped By Parent

    • Single Entity (No Location)

Existing Connector Updates

  • UKG Ready

    • Collector: Custom Report Update

    • Data Target: Employees

    • Data Target: Cost Centers

  • Salesforce

    • Collector: Schema Columns Bug Fix

  • Concur

    • Collector: Invoice Bug Fix

    • Collector: Get Receipt Image Update

    • Collector: Expenses Warnings Update

  • Cin7

    • Data Target: Group By For Sales Orders Toggle Update

  • Adaptive

    • Collector: Dimension Update

    • Data Targets: Update Levels Bug Fix

  • Stripe

    • Data Target: Invoice

    • Data Target: Charge

  • Acumatica

    • Credential: Disconnect Bug Fix

  • HubSpot

    • Collector: Associations Performance Update

  • Paychex

    • Collectors: API Bug Fix

  • Script

    • Tasks: Search Libraries Update

  • File

    • Collector: BAI Parser Slash Text Update

  • Database

    • Data Targets: Multi-Value Insert Support Update

  • Microsoft Graph

    • Collector: Azure AD Users

  • Katana-Mavenlink

    • Insight Reports Bookmark Update

All Connectors

  • Delete Execution History

Existing Workflow Updates

  • Intacct To Blackline

    • Single Entity Intacct Location Update

    • P&L YTD Wizard Query Update

UI Updates

  • Query Builder: Duplicate Arguments Update

  • Query Builder: Insert Function Update

  • Login Newsfeed

  • Group Columns Dashboard Update

Bi-Weekly February 2023

Scheduled: February 23, 2023

New Connectors

  • Planful

Existing Connector Updates

  • Sage Intacct

    • Collector: List Attachments

    • Collector: List Attachment Folders

    • Data Target: Order Entry Transaction Type Update

    • Data Target: Delete Attachments

    • Data Target: Delete Task

    • Data Target: Delete Item

  • Concur

    • Collector: User Bug Fix

    • Collectors: Add File Name to Schema Update

    • Data Target: Delete Vendor

    • Data Target: Users Update

    • Collector: Allocations List

  • HubSpot

    • Data Target: Products

    • Data Target: Attachments

  • Adaptive

    • Script

    • Task

    • Collector: Export Times

    • Collector: Crypto, SFTP, XML and CSV  

    • Collectors: Cancel Jobs Update

  • Microsoft Graph

    • Script Plug-In

  • File

    • BAI File Record Bug Fix

  • RecruitCRM

    • Data Target: Update Candidate Hiring Stage

    • Data Target: Update Candidate Visibility For Job

    • Data Target:Apply To Job

  • Database

    • Oracle Connection

  • Cin7

    • Data Target: Sales Orders Bug Fix

  • Kantata (Mavenlink)

    • Collector: Insight Reports Update

  • Vena

    • Data Target: Start with File Ignore Header Bug Fix

All Connectors

  • Timeout Stream Update

  • Queries: Union Table Names Update

UI Updates

  • Query Builder: WITH Update

  • Parameters: Update Parameters Bug Fix

  • 4-4-5 Calendar Update

Bi-Weekly February 2023

Scheduled: February 10, 2023

New Workflow Wizards

  • QBO -> Blackline Wizard - YTD Balances With Class

  • BlackLine Subledger Wizards - Collector Argument Update

Existing Connector Updates

  • NetSuite

    • Data Target: Journal Entries

  • Microsoft Graph

    • Data Target: Modify Users

    • Data Target: Invite Users 

  • UKG Pro

    • Collector: Report as A Service

  • Recruit CRM

    • Collector: Companies

    • Collector: Contacts

    • Collector: Custom Fields

    • Collector: Hiring Stages

    • Collector: Hiring Stages for Job

    • Collector: Jobs

    • Collector: Notes

    • Data Target: Assign Candidate

    • Data Target: Candidates

    • Data Target: Contacts

    • Data Target: Delete Candidate

    • Data Target: Delete Contact

    • Data Target: Delete Job

    • Data Target: Jobs

  • HubSpot

    • Data Target: Attachments Update

  • Business Central

    • Data Target: Update Purchase Invoice Lines Bug Fix

  • iCompleat

    • Collector: Get Transactions Attachment Type Update

  • UKG Ready

    • Collector: Report Fuzzy Search

  • Xero

    • Collector: Bank Transactions

    • Collector: Accounts

    • Collector: Balance Sheet

    • Collector: Profit and Loss

    • Collector: Trial Balance

  • Acumatica

    • Collector: OData Update

  • Concur

    • Collector: Expense Report Column Bug Fix

  • Script Plugin

    • Collectors

    • Data Targets

All Connectors

  • Lambda Expression Editor

  • Schema Column Search Update

  • Actual Date Display Parameter Bug Fix

  • useRelevance Search Results Component Update

UI Updates

  • Mavenlink to Mavenlink-Kantata Name Change

  • Date Formatting Options in Aliased Schema Transform Update

  • Future Relative Date Options

Bi-Weekly January 2023

Scheduled: January 26, 2023

New Connectors

  • Cin7

New Workflow Wizards

  • Intacct -> BlackLine

    • Zero Balance Account Option

Existing Connector Updates

  • iCompleat

    • Collectors: Address "Too Many Requests" Bug Fix

    • Data Targets: Address "Too Many Requests" Bug Fix

  • Concur

    • Collector: Expense Update

    • Data Target: Users Bug Fix

    • Collector: Extract Update

  • SFTP Credential

    •  Signing Keys Update

  • Plex

    • Collector: Rest Collector Bug Fix

  • Acumatica

    • Collector: OData Update

  • Vena

    • Data Target: Start with File Job Status Update

  • QuickBooks Desktop

    • Collector: AR Aging Summary

    • Collector: Trial Balance

  • Anaplan

    • Collector: Export Actions

    • Collector: Line Items

    • Data Target: Import Actions

  • Intacct

    • Collectors: Log Records Bug Fix

    • Data Targets: Log Records Bug Fix

All Connectors

  • Query Performance Updates

  • Lambda Expression Bug Fix

UI Updates

  • Tasks: Parameters Updates

  • Workflows: Execution Started (X/Y) Bug Fix

  • Data Source: Schema Loading Bug Fix

Bi-Weekly January 2023

Scheduled: January 12, 2023

Existing Connector Updates

  • Concur

    • Collector: Expense Warning Update

    • Data Target: Vendor Update

  • Vena

    • Collect: Get Template File Names Update

    • Data Target: File Names Update

  • iCompleat

    • Collector: Transactions Update

  • Intacct

    • Collector: Query SODOCUMENTENTRY Update

    • Data Target: Contract Lines Updates

    • Data Targets: Vendors Bug Fix

  • UKG

    • Collector: Report as a Service

  • Oracle

    • Collector: Get Reports Multi-Select Parameters Update

All Connectors

  • Files Signed with Empty Passphrase Update

UI Updates

  • NetSuite Collector Script URL Update

  • Vena Credential API User and API Key Update

  • Workflow Date Parameter Bug Fix

December 2022

Scheduled: December 27, 2022

New Connectors

Existing Connector Updates

  • Vena

    • Collector URL Update

    • Data Target: Start with File Update

  • NetSuite

    • Data Target: Journal Entry Date Update

  • Adaptive Workday

    • Collector: Report ID Update

  • Acumatica

    • Collector: Custom Inquiry Bug Fix

  • File

    • Data Target: ISO 20022 - CtrlSum and NbOfTxs Updates

  • HubSpot

    • Collector: Contact List

    • Collectors: Performance Update

  • Smartsheet

    • Data Target: Deleting Rows Limit Bug Fix

  • Concur

    • Collector: Extract Update

    • Collector: Warning Update

    • Collector: Expense Date Update 

  • iCompleat

    • Collector: Transaction Update 

  • Paylocity

    • Data Targets: Earnings

  • Aspire

    • Collector: Properties Update

  • Sonny's

    • Collector: Transactions Update

  • Dynamic 365 Business Central

    • Credentials Updates

    • Data Target: Multiple Companies Update

  • Sage Intacct

    • Collector: Get Invoice PDF Update

    • Collector: Custom Report Parameters Update

    • Data Target: Delete Journal Entries

All Connectors

  • History Filter Updates

  • Data Quality Reports: New, Latest, Specific Query Update

  • Tasks: String Parameters Update

UI Updates

  • Sage Intacct Logos Update

  • Task Filter Update

  • Group dropdowns Bug Fix

  • Favorites Page

  • Query: Count Results SQL Update

  • Download Logs Rejected Jobs Bug Fix

  • Start With Template

  • Side Menu Changes

  • QuickBooks Online: Disconnect Page Update

Security Updates

  • GDPR And Privacy: Privacy Policy on Login Screen Update

Bi-Weekly November 2022

Scheduled: December 02, 2022

New Connectors

Existing Connector Updates

  • Sonny's

    • Collector: Transactions Start and End Date Bug Fix

  • iCompleat

    • Collector: Transactions Include Details Bug Fix

    • Collectors: Company ID Update

    • Data Targets: Company ID Update

    • Collector: Custom Fields Update

    • Data Target: Transactions Payment Status Update

    • Data Targets: API Request Update

  • Business Central

    • Data Target: Odata Update

    • Collector: Journallines Update

  • Oracle Fusion

    • Collector: Report Updates

  • Acumatica

    • Transactions Collector

  • Concur

    • Collector: Invoice Digest Update

    • Collector: Expense Report Update

    • Collector: Users Update

    • Collector: ValueCount Parameter Update

    • Collector: Allocation Bug Fix

    • Collector: Expense Types Bug Fix

  • Smartsheet

    • Data Target: Rows Update

    • Collector: Rows Update

  • Aspire

    • Collector: Invoice Tax Update

  • Intacct

    • Data Target: Contacts Bug Fix

    • Collector: Account Balances by Dimension Bug Fix

    • Collector: Dates Bug Fix

  • Ceridian

    • Collector: Parameters Update

  • Adaptive

    • Collector: Empty Rows Update

    • Collector: Header Schema Bug Fix

    • Collector: Export Data Bug Fix

  • UKG

    • Collectors: Employee Update

All Connectors

  • Agent Download Bug Fix

  • "As Of Date" Field Parameter Update

  • Collectors: Parameters Bug Fix

Existing Workflow Updates

  • Workflow

    • Warning Notification Updates

    • Results Download Updates

  • Intacct to BlackLine

    • GL Detail Legacy Parent Id Update

    • Location Key Fields Update

UI Updates

  • Logs Update

  • Learn More Button to QBO Credentials Update

  • Body Layout Update

  • Sidebar Layout Bug Fix

  • Dashboard Query History update

  • Query Member Update

Security Updates

  • Admin Portal Updates

Bi-Weekly November 2022

Scheduled: November 04, 2022

Existing Query Updates

  • Execution Parameter: Single Value Update

All Connectors

  • Concur

    • Data Target: Vendor Currency Update

  • Intacct

    • Data Target: AP Bill taxsolutionid Field Update

    • Data Target: Timesheets Custom Fields Update

  • SmartSheet

    • Data Targets: Numerical Text Update

  • Oracle Fusion

    • Collector: Time Out Bug Fix

  • iCompleat

    • Collector: Delivery Sites

    • Collector: Currency Codes

    • Collector: Tax Codes

    • Collector: Transaction Attachment

    • Data Target: Delivery Sites

    • Data Target: Currency Codes

    • Data Target: Tax Codes

    • Data Target: Custom Fields

Existing Workflow Updates

  • Workflow: Execution Trigger Update

  • Concur Workflows: Invoice Digest Step Relative Date Bug Fix

  • Wizard: QBO to BlackLine Queries Update

UI Updates

  • Favorites Menu: Hide Parameters Toggle

Bi-Weekly October 2022

Scheduled: October 28, 2022

New Connector

  • Vena

  • Aspire

Existing Query Updates

  • Executions Total Rows Update

Existing Connector Updates

  • iCompleat

    • Credential: Bug Fix

    • Data Targets: API Bug Fix

  • HubSpot

    • Collectors: Saving Update

    • API Updates

    • Data Target: Deals

  • Business Central

    • Collector: OData Web Services Update

    • Data Target: Attachments Update

  • Concur

    • Collector: List Bug Fix

  • Intacct

    • Data Targets: Dynamic Batching Update

    • Data Target: Contract Lines

    • Data Targets: Department

    • Data Targets: Class

    • Collector: Custom Report Page Size Update

    • Data Target: AP Bill Update

  • Oracle Fusion

    • Collector: Report Updates

  • Paycom

    • Data Target: Categories Upsert Update

  • Tableau

    • Data Target Group Bug Fix

  • File

    • Data Target: ISO 20022 XML File

Existing Workflow Updates

  • QBO-BlackLine Transactions Wizard: Start/End Account Filter Update

  • Workflow Trigger Updates

UI Updates

  • Invitation Email Updates

  • User Login Names Case-Sensitive Updates

  • Wizard and Workflow Illuminate Update

  • Query UI - Description Field Update

  • Group Search Bar and Groups Button Update

  • Parameter at Run from Favorites Update

  • Collector: Schedules Update

Security Updates

  • Weak Password Policy                                                 

Bi-Weekly October 2022

Scheduled: October 06, 2022

Existing Connector Updates

  • Oracle Fusion

    • Collectors - Delimiter Field Update

    • Report Collector - Collection Amount Bug Fix

  • Intacct

    • Purchasing Transactions Data Target - Reference Number Bug Fix                                                                                                                                                        

  • Adaptive

    • Collector - Export Data Bug Fix                                 

  • Dynamic 365 Business Central

    • Credentials Environment Update                  

Existing Workflow Updates

  • Workflow Executions Run as Bug Fix                   

UI Updates

  • Group Search UI Updates

  • Support Email UI Update            

September 2022

Scheduled: September 29, 2022

New Connectors

Existing Connector Updates

  • Dynamic 365 Business Central

  • QuickBooks Online

    • Journal Entry Data Target

  • QuickBooks Desktop

    • Collector Deletion Bug Fix

    • Job Exception Update

  • Concur

    • Collector Expense Types Update

    • Extract Collector Update

    • Data Targets Authorization Token Update

    • Expense Report Collector Updates

    • Invoice Digest Collector Update

    • Get Receipt Image Collector

  • Intacct

    • Data Target Attachments Updates

    • AP Bill Data Target Record Limit Update

    • Query Collector Record Limit Update

    • Order Entry Create Data Target Update

    • Location Entity Data Target

  • Oracle Fusion

    • Report Collector Updates

  • Sonny's Carwash

    • Gift Card Collector Bug Fix

    • Transaction Collector Update

  • MavenLink

    • Workspace Collector Bug Fix

    • Expense Collector Currency Update

  • Smartsheet

    • Data target Update

  • File

    • HTTP File Data Target Encrypted Parameters

    • HTTP Request File Data Target

  • Stripe

    • Balance Transactions Collector

  • Ceridian

    • Report Collector Parameter Updates

    • Get Employees Collector First Name Bug Fix

    • Get Employee Manager Collector Record Limit Update

All Connectors

  • Ability to Copy Collectors, Data Targets, Data Quality Reports, and Workflows.

  • Usage Section Updates

  • Calculating Fiscal Year Bug Fix

  • Final Log Status Bug Fix

  • Last Used Default Parameter Update

Wizard Updates

  • QBO to BlackLine

    • Transaction Wizard Update

    • Activity Update

  • Intacct/BlackLine

    • AR Subledger Wizard Single Currency Update

    • AP Subledger Wizard Single Currency Update

Workflow Updates

  • Parameterized Steps Bug Fix

UI Updates

  • WITH Query UI Bug FIX

  • Paylocity Icon Data Target Update

  • SmartSheet Update Sheet Data Target Update or Append UI Update

  • NetSuite Data Target Type UI Update

Security

  • HubSpot API Update

  • IP Address HTTPS Updates

Bi-Weekly August 2022

Scheduled: August 31, 2022

Existing Connector Updates

  • Concur

    • Credential Bug Fix

    • List Item Data Target Bug Fix

    • Relative Dates Bug Fix

    • List Item Collector Records Cap Bug Fix

    • Expense Concur Data Target: Payment Status Update

    • Invoice Concur Data Target: Payment Status Update

    • Budget item Collector

    • Fiscal Year Collector

    • Budget Category Collector

    • Budget Tracking Collector

    • Comments Collector

    • Notes Data Target

    • Fiscal Year Data Target

    • Budget Category Data Target

    • Budget Tracking Data Target

    • Attendees Data Target

    • Integration Status Data Target

    • Payment Batches Data Target

    • Quick Expense Data Target

    • Purchase Orders Data Target

  • Amplifund

    • GL Accounts Collector

    • Budget Items Collector

    • Grants Data Targets

    • Categories Data Targets

  • Ceridian

    • Report Collector Updates

  • File

    • Header Row Update

    • BAI Parsing Bug Fix

    • BAI Type Code Collector Update

All Connectors

  • Downloadable Query Results Via URL

Existing Wizard Updates

  • Intacct -> BlackLine

    • AR/AP Wizard Query Date Formatting Updates

    • Account Balances Dimensions Removed Updates

    • Single Entity Updates

UI Updates

  • New User Activation Full Name Update

Security Updates

  • Log Exception Rate Updates

  • SFTP Data Target Encryption Updates

Bi-Weekly August 2022

Scheduled: August 11, 2022

New Connectors

Existing Connector Updates

  • Concur

    • Expense Entries Collector Update

    • Expense Report Collector Update           

    • Expense Report Payment Status Data Target Update

    • Invoice Digest Payment Status Collector Update

    • Invoice Digest Approval Status Collector Update

    • Invoice Digest Get Full Invoice Update

    • Group Configuration Collector

    • Submit/Post Expense Reports Data Target Bug Fix

  • Dynamic 365 Business Central

    • Expand Properties Update

    • No Records Collector Update

  • QuickBooks Desktop

    • Columns Bug Fix

  • Oracle Fusion

    • Ledger Balance Collector

  • Flat File

    • BAI File

All Connectors

  • Favorites Sort Update

  • Query Schedule Update

  • Notifications Filter Bug Fix

  • Job Timeout Bug Fix

  • Queries Nested WITH Statements Bug Fix

  • Queries Include SQL Tab Rows

Existing Workflow Updates

  • Double Collection Workflow Bug Fix

  • Command Definition Workflow Bug Fix

UI Updates

  • Data Sink to Data Target Update

  • Error Email Layout Update

  • Sage Intacct Logo Update

  • Data Quality Report Email Update

Security Updates

  • Data Retention Analyzer Updates

July 2022

Scheduled: July 28, 2022

New Connectors

Existing Connector Updates

  • Intacct

    • User Timezone Date Shift Update

    • Intacct Collector Fields Update

    • Other Receipt Upsert Collector and Data Target

    • Checking Account Reconciliation Data Target

  • Microsoft Dynamics Business Central

    • Multiple Companies Collector Update

  •  Concur

    • User Collector Update

    • Reports Collector

    • Entries Collector

    • Itemizations Collector

    • Vendors Collector & Data Target

    • Extracts Collector

    • List Collector & Data Target

    • Locations Collector & Data Target

    • Allocations Collector

    • Attendees Collector

    • Expenses Collector

    • Expense Group Configurations Collector

    • Itemizations Collector

    • Payment Batches Collector

    • Retrieve Invoice Digests Collector

    • Invoice Collector

    • Purchase Orders Collector

    • List Item Data Target

    • Submit Expense Report Data Target

    • Post Expense Report Data Target

  • iCompleat

    • Transactions Data Target

    • Layout Collector

  • Ceridian Dayforce

    • Credentials Update

All Connectors

  • "NaN" Query Bug Fix

  • "Could Not Load Job" Error Log Update

  • Auto-Cancel Jobs Update

  • Jobs Timeouts Update

  • Media Type Error Message Update

  • Schedules "Next" Date Bug Fix

UI Updates

  • Sign Up Email Update

  • Data Quality Report Email Preview Update

June 2022

Scheduled: June 23, 2022

New Connectors

New Workflow Wizards

  • Intacct to Blackline

    • Multicurrency Wizard

Existing Connector Updates

  • ADP

    • Collector UI Updates

  • Dynamics365 Business Central

    • Company Field UI Update

    • Error Message Update

    • Parameter Updates

  • Concur

    • Expense Report Collector Update

  • Paycom

    • Employee Drop-Down Updates

    • Employee Sensitive Drop-Down Updates

    • Punch History Drop-Down Updates

    • Punch History Collector UI Updates

  • Paylocity

    • Custom Fields Collector

    • Earnings Collector

    • Pay Statement Collector

  • PaymentWorks

    • Updates Collector

    • Invoice Data Target

    • Supplier Data Target

  • QuickBooks Online

    • Item Data Target

    • Recurring Transaction Data Target

    • Invoice Bug Fix

  • QuickBooks Desktop

    • Trigger Workflow Via the "Update Selected" in Web Collector Screen

  • Sage Intacct

    • Customers - Delete

    • Invoices - Delete/Reverse

    • Contracts Data Target

    • Employee Expense Bug Fix

    • AP Bills Data Target Update

    • Log Error Update

  • Adaptive

    • Data Target: Import Data UI Update

    • Adaptive API Update

  • Power BI

    • Script Parameter Update

All Connectors

  • Delete Schema Bug Fix

  • Large Web Query Bug Fix

  • Jobs Hang Bug Fix

Existing Workflow Updates

  • AP/AR Blackline Wizards Updates

Security Updates

  • Concur Client Security Updates

  • Secure Cookie Updates

May 2022

Scheduled: May 26, 2022

New Connectors

New Workflow Wizards

  • Intacct to BlackLine Wizard

    • YTD P&L Balances  

Existing Connector Updates

  • UKG Ready

  • Pipedrive

    • Decimal/Integer Bug Fix

    • Deal Details Bug Fix

  • Salesforce

    • Increased Import Record Amount

  • Intacct

    • Data Target: Purchasing Transactions    

    • Data Target: Add Custom Fields to Location List

    • Data Target: Bank Feed

    • Report Arguments Start and End Date Update

  • Database

    • Data Targets: Delete Records

  • Hubpot

    • Load Objects Update     

All Connectors

  • Limit "Latest" Job Execution Search        

  • Query Builder

    • Copying a Query Bug Fix

    • Copy Relations Within UNION

    • Remove JOINS from the FROM Section after Initial Creation

    • Parameter Reference Query Execution Update

Existing Workflow Updates

  • Moving Workflow Step Bug Fix          

Security Updates

  • New Column in Settings: Email Address Associated with User      

  • Authenticator App Option Added for MFA           

April 2022

Scheduled: April 26, 2022

New Connectors

New Workflow Wizards

Existing Connector Updates

  • SFTP Collector

    • Tab delimited parser compatible with quotation mark data

    • Missing field exception in delimited files User optout

    • Delimited file collector compatible with missing column headers data

  • Sage Intacct

    • Entity level fields update

    • Custom Report - Add date field to schema available

    • Read/Write from Custom Objects update

    • Report Query results UI update

    • AR Payment update

  • SmartSheet

    • Data Targets

  • Bamboo HR

    • Preconfigured Report update

All Connectors

  • Parsing json max depth increase

  • Logs download

Tasks

Existing Wizard Updates

  • Intacct ->BlackLine

    • Account Balance Wizard updates

  • GL Detail Wizard updates

    • Naming convention updates

  • QBO ->BlackLine Wizard

    • Option to exclude accounts

    • Naming convention updates

Security Updates

  • 2 Factor Authentication Update

March 2022

Scheduled: March 24,2022

New Connectors

Existing Connector Updates

  • Sage Intacct

    • Create AP Bill

    • Ability to use all dimensions for create, update and autoupsert budget

    • ALLOCATIONENTRY collection update – ALLLOCATIONKEY added

    • Custom Reports – Parameter Updates

  • QuickBooks Desktop

    • QBD Collector based on Company File Location

    • Open Sales Report

    • Items By Site Report

    • AR and AP collectors

  • Netsuite

    • Allow Credentials to set subdomain separately from the account id

  • SFTP

    • Enable support for public/private keys in SFTP connections

  • Pipedrive

    • Organization Collector, Query, and Data Target

    • Deals Collector, Query, and Data Target

All Connectors

  • Queries

    • Ability to copy WITHs

    • "LOWER" and "UPPER" transform function

    • Ability to remove Logical Binary

    • Ability to add the file name for Flat files to Schema

    • Ability to select Previous Streams

Existing Workflow Updates

  • Workflow UI - job and corresponding name display

  • Continue Remaining Workflow Steps after a step Errors

Security Updates

  • Use access token instead of id token for authenticating API requests

  • Encrypted value is not deleted when sender password is removed

 

February 2022

Scheduled: February 15, 2022

New Connectors

New Workflow Wizards

Existing Connector Updates

  • Paycom

    • Toggle "Match Fields" functionality in Data Target

  • Stripe

    • Flatten Data and Test Credit Memo

  • Xero

    • Collectors - Parse Data

  • HubSpot

    • API additions

  • Adaptive

    • Collector: Ability to add version to Schema

    • Connect Adaptive Data Designer to DataBlend

  • Intacct

    • Account Balance by Dimension Collector - Update 'Adjustment Books Only' Toggle

    • Add support for CustomerPONumber

All Connectors

  • Excel File SFTP

    • Collectors - Dynamic Sheet Name option

  • Local SFTP

    • Collector File Added Trigger Enhancement

Existing Wizard Updates

  • Intacct -> Adaptive IS/BS wizard bug

  • Intacct -> Blackline Wizard Account Reference and Timeout Option

  • QBO -> BlackLine Workflow Wizard Update

Security Updates

  • Add Content-Security header

  • NuHarbor Penetration Test Findings

  • Enable CloudFront logging in production

January 2022

Scheduled: January 17, 2022

New Connector

Existing Connector Updates

  • NetSuite

    • Duplicate column names get excluded at collection

    • Saved Search - Deleted Records Search update

  • Intacct

    • Data Target - Timesheet

    • Collector – Custom Reports

  • Adaptive

    • Data Target – Parameters allow user to choose specific versions.

    • Collector – Level Parameter bug fix

    • Collector- Export Data - Parameterized Version

  • Lightning Step

    • Collector- Enable Filters and Parameters

  • Paycom

    • Collector- Timesheet collection and Parameters

    • Data Target – Category Calls

    • Collector- Employee Update

    • Data Target – Employee Update

  • Workday

    • Collector – Suppliers

    • Collector – Purchase Order

    • Collector – Invoices

    • Collector – Spend Categories

    • Collector – Cost Centers

  • Mavenlink

    • Data Target - Time Entry

  • Stripe

    • Collector – Customers

    • Data Target – Credit Memo

All Connectors

  • Excel download "A generic error occurred in GDI+." columns fix.

  • Data Target - restricteddepartments and restrictedlocations parameterization 

Existing Wizard Updates

Login

Settings

  • New users no longer default to Members instead of Administrators.

Security Updates

  • Job logs cannot be updated

  • Users cannot delete their own API credentials

  • Secure flag to cookies added

  • Non-admins cannot delete job executions

  • Non-admin group members cannot decrypt credentials

November 2021

Scheduled: November 17

New Connectors

Existing Connector Updates

  • Plex

    • Support for Plex Classic

    • Enabled parameters on collectors

    • Option for data source paging

  • Sage Intacct

    • Updated from SDK 2.2.0 to 2.3.0

  • Workday Adaptive Planning

    • Enabled parameters on collectors

    • Option to include Version name as part of the collection schema

  • Google Sheets

    • Disabled user ability to select deleted sheet from data target choices

  • File

    • Drop-down menu with delimiter options

  • Agent

    • Update to restart service automatically after server reboot

Existing Wizard Updates

  • Intacct → BlackLine Account Balances

    • Fields to change Collector and Data Target names

    • Updated collectors and queries to display more accurate activity in period

    • Including “Show Zero with Activity” by default in Account Balance by Dimension collectors

    • Dynamically grouping by Parent Id if locations include sub-location

Group Settings

October 2021

Scheduled: October 19

New Connector

  • Checkflo

Workflow Wizard

  • QuickBooks Online → BlackLine

Existing Connector Updates

  • File

    • Collector - Specify starting row for column headers

    • Collector - Option to add File Name as part of the imported schema

    • Data Target - Option to add timestamp to file name

  • Sage Intacct

    • Account balances by dimensions collector - ability to pull multiple locations for multi base currency companies

    • Data Targets - ability to post to custom fields

  • Google Sheets

    • Collector - Ability to choose sheets by name from drop-down menu

    • Data Target - Option of creating new sheet at execution

    • Data target - Option to clear contents of sheet before data load

Scheduling

  • New schedule preset option

    • Every X Hours between hours of Y and Z

General

  • Timeout option

    • Workflows, Collectors, and Data Targets can all be auto cancelled after a set number of seconds

September 2021

Scheduled: September 22

Existing Connector Updates

  • Sage Intacct

    • Account Balance by Dimension collector - Added Show Zero with Activity Boolean

    • Added Bookmark Option for Collectors of type Query

    • Delete Journal Entries Data Target

    • Locations Data Target

    • AR Payment Data Target

  • Oracle Netsuite

    • Bulk Export Collector - Enables collection in bulk from any Netsuite object

    • Bulk Import Data Target - Enables import in bulk to any Netsuite object

  • Paycom

    • Punch Data Target - Create and Update

    • Category Collectors

    • Category Data Targets

  • Workday Adaptive Planning

    • Erase Data Task - Enabled “Include Descendants” for Account and Level Parent selections

  • Remote SFTP Data Targets - Added retry if error or exception, and logging for progress

August 2021

Scheduled: August 17

Workflow Wizard

New wizards available in this release:

  • Salesforce → Sage Intacct: Create Customers

  • Salesforce → Sage Intacct: Create Projects

  • HubSpot → Sage Intacct: Create Customers

New Connector

Existing Connector Updates

  • QuickBooks Online: Trial Balance Collector

July 2021

Scheduled: July 14

Workflow Wizard

New wizards available in this release:

  • Sage Intacct → BlackLine: GL Account Balances by Parent Id

  • Sage Intacct → BlackLine: GL Account Balances with Reporting Book by Parent Id

  • QuickBooks Online → Workday Adaptive Planning: Income Statement and Balance Sheet

  • QuickBooks Online → Workday Adaptive Planning: Transactions

New Connector

Existing Connector Updates

  • Dynamics 365 Business Central: Table list picker and Type options

  • Flat File: Enabled parsers for DAZL, DTTC and IDC file types

  • Mavenlink: Timesheet Submissions Collector

  • Intacct: Date parameters enabled for ‘Read by Query’ API calls

Queries

June 2021

Scheduled: June 15

Workflow Wizard

New wizards available in this release:

For more information, read the Workflow Wizard documentation here.

New Connector

  • Entrata: GL Transactions

For more information, read the Entrata Credential and Collectors documentation.

Existing Connector Updates

  • QuickBooks Online: Entity Collectors (list viewable here)

  • QuickBooks Desktop: Sales by Item Summary Report Collector

  • QuickBooks Desktop: Open Sales Order by Items Report Collector

  • HubSpot: Owners Collector

  • Workday Adaptive Planning: Support for selecting ‘InUse’ custom time stratum in Collectors, Data Targets and Erase Actuals Tasks

  • Workday Adaptive Planning: Support for instance codes when using multiple instances of Adaptive

Scheduling

  • Enabled flexible scheduling for any element. Custom scheduling options can be entered into the schedule field (see examples here)

  • Commonly used scheduling options are available as presets (see here)

  • Visit https://crontab.guru/ for more information

Parameters

  • HubSpot: Date parameters (Relative Date, Date) available on all date fields

  • General: ‘Start of Yesterday’ and ‘End of Yesterday’ added as relative date options

Navigation

  • Run/Collect Now: Latest Execution details are displayed in window right above the button

  • Query History: A new section has been added to the dashboard to display query history

  • Queries in Workflows: Queries are now enabled to run as a step in a workflow

May 2021

Scheduled: May 17

Workflow Wizard

Introducing a brand new feature, the Workflow Wizard! This will allow for step by step instructions on how to build specific workflows from start to finish. Three initial Workflows will be available in this release:

  • Sage Intacct → BlackLine: GL Account Balances

  • Sage Intacct → BlackLine: GL Account Balances with Reporting Book

  • Sage Intacct → BlackLine: GL Details

For more information, read the Workflow Wizard documentation here https://datablend.atlassian.net/wiki/spaces/DS1/pages/2324430875

Multiple Group Dashboard

Another exciting new feature is the Multiple Group Dashboard. When a user has access to more than one Group, a new Home screen will appear displaying the standard Dashboard UI with all elements from each Group on display.

Sage Intacct

  • Budget Data Target

Workday Adaptive Planning

  • Improved error logging on Data Targets. Error and Warning messages reduced to remove duplicate line items allowing for faster UI load times and easier to read messaging

Remote SFTP

  • Option to remove column headers from output file

  • Option to remove quotes from values within file

Navigation

  • Browser Back Button: Displays individual DataBlend pages that were recently visited

  • Faster UI response times

April 2021

Scheduled Release Date: April 12, 2021
Release Status: Released

Workday

Queries

  • Ability to query data using a “With” statement

BlackLine

  • Credentials updated to include new APIs

Sage Intacct

  • Financial Setup Collector

Tasks

  • Tasks can now be added to Workflows

March 2021

Scheduled Release Date: March 24, 2021
Release Status: Released

BlackLine Collector (New)

  • Collect scheduled BlackLine reports.

Dynamics 365 Business Central Collector (New)

File Collector

  • IQY collection automatically deduplicates column names.

  • SFTP collection reports a warning instead of an error if file cannot be deleted after collection.

Mavenlink Target

QuickBooks Online Target (New)

Sage Intacct Collector

  • Collect account balances across any number of periods before and after the current period. Includes custom reporting periods (e.g. 4-5-4 periods)

Workday Adaptive Planning

  • Fix for bug which prevented users from selecting certain dates for Start and End.

Workflow Unpivot Step (New)

  • Unpivot collected data prior to querying it.

February 2021

Scheduled Release Date: Feb 23, 2021
Release Status: Released

BlackLine (New)

Component Templates (New)

Configurations for the following components can be saved as templates for later reuse.

  • Collectors

  • Queries

  • Targets

January 2021

Scheduled Release Date: Jan 26, 2021 (Updated)
Release Status: Released

NetSuite Credential

Workday Adaptive Planning

  • New task to manually trigger an Erase Data operation

Labeling

  • Specific streams and resultsets can be labeled

  • Labeled streams can be used in queries and labeled resultsets can be used in data targets

Other Changes

  • Fixes and improvements for QuickBooks Desktop integration

  • New “Two Fiscal Periods Ago” relative date options

  • Fixes to query parsing

  • New Excel format Date transform

December 2020

Scheduled Release Date: Dec 21, 2020
Release Status: Released

Workday Adaptive Planning Support

  • New collectors for Versions and Accounts

  • Actuals AND Plan data can be cleared using target Erase Data option

  • Long running transactions no longer time out

Collectors and Workflows

  • All collectors require a schema name to be entered before they can be saved. Previously some collectors would auto-populate the schema at run time.

  • New relative date parameter type enables collectors and workflows to adjust a date range over time. e.g. Start of this calendar month - End of this calendar month.

  • New Local SFTP Collector File Added trigger type triggers a workflow when an uploaded file matches the collector sftp directory (determined by collector credential) and path.

Queries

  • Queries started with the query builder can be viewed and edited directly via the SQL tab. It is possible to switch back and forth between the query builder and the SQL tab.

Misc. Improvements

Documentation

November 2020

Scheduled Release Date: Nov 23, 2020
Release Status: Released

Adaptive Insights Support

  • Improvements to transaction target deletion options

BambooHR Support (New)

Queries

  • Improved support for set operations (Union, Intersect, Except)

  • Rows which have no data (zero / null values) after a pivot can be removed.

Misc. Improvements

  • When saving using Ctrl+S shortcut, notification of a successful save is displayed.

  • File upload functionality is available on the schema detail page in addition to the stream detail page.

  • Collected data and query results can be downloaded as Excel files in addition to CSV.

Corrections

  • File collector bookmark is correctly updated after each collection.

Documentation

October 2020

Scheduled Release Date: Oct 22, 2020 12pm EST
Release Status: Released

Adaptive Insights Support

  • New data collectors to collect metadata

    • Attributes

    • Dimensions

    • Levels

  • New data targets to create and update metadata:

    • Attributes

    • Dimensions

    • Levels

HubSpot Support

NEW SugarCRM Support

Data Agent

  • Improved stability when network lag is encountered.
    Requires Data Agent upgrade.

Misc. Improvements:

  • Display of stream contents is updated after file upload.

  • File upload errors are displayed in the upload history table.

  • A new data source can be created from a collector configuration screen.

  • Queries support set operations (Union, Intersect, Except)

Corrections:

  • Notifications will be sent to all users who have configured them, regardless of which user triggers the relevant job (workflow, collection, etc).

Documentation:

September 2020

Scheduled Release Date: Sept. 24, 2020, 12pm EST
Release Status: Released

The September 2020 DataBlend release adds an optional schema field to all QuickBooks Online collectors. This setting will become required after the October 2020 release.

If your organization collects data from QuickBooks Online, please ensure that prior to the October 2020 release (target release date Oct. 22) all QBO collectors are explicitly assigned a schema and that this schema is being correctly referenced by queries.

Please contact support@datablend.com if you have any questions or concerns.

Workflow Triggers:

HubSpot Support

Intacct Support

  • New target: Item

  • New target: Project Observed Percent Complete

  • Simplified credential form

Adaptive Support

  • New collection: ExportData returns data from the selected version

  • Updated target: Configurable model rows can now be updated as well as appended or replaced

Misc improvements:

  • Ability to upload files (.csv, .json, .xlsx) directly to a stream

  • Query Builder UI: Long Literal re-labeled Integer Literal

  • Query Builder UI: Pivot value field has list of common aggregate methods (e.g. avg, count, sum)

  • Query functionality: Allow users to query latest, all or a specific stream
    See: https://datablend.atlassian.net/wiki/spaces/DS1/pages/1473839107

  • Users who are members of a single group are taken directly to their dashboard for that group

  • Link to the DataBlend Knowledge Base added in the application header

Documentation:

August 2020

Release Date: Aug. 27, 2020

New credential types:

New collector types:

New target types:

General:

  • Schema management improvements

  • Workflow parameter improvements

https://datablend.atlassian.net/wiki/spaces/DS1/pages/1658519636