Kantata (Mavenlink) Data Targets
Overview
DataBlend supports the following data targets for creating and modifying records in Kantata (Mavenlink) .
External Payments
Workspaces
Time Entries
Configuration
Setting | Required/ Optional | Description |
|---|---|---|
Query | Required | Select the query that will generate the data for this target. |
Query Mode | Required | Select New unless you have a reason to select Latest or Specific. |
Credential | Required | Select a Blackline Credential from the list. |
Target Type | Required | Select ExternalPayments or Workspaces. |
Continue on Error | Optional | Each row of the query resultset is sent to Kantata (Mavenlink) individually. If false, the target will stop processing rows when it encounters an error. Rows processed prior to the error can be assumed to have completed successfully; rows after the row which errors will not be processed. The state of the target will be Error. If true, the target will attempt to process all rows in the resultset. If any errors are encountered, they will be included in the log and the final state of the target will be Warning. |
External Payments
Creates an external payment for the given project or invoice. If an invoice ID is provided, a payment is only created for that invoice when it's a single project invoice and in a non-draft pending state.
The Mavenlink user configured in the DataBlend credential must have Financials permission (or higher) on the project.
Configuring the query
The following columns are used to create an external payment
Column | Descriptions based on Kantata (Mavenlink) API documentation |
|---|---|
workspace_id | Required. |
invoice_id | The ID of the invoice (if any) that is being paid by the external payment. This automatically sets the amount attribute of the payment to the amount of the specified invoice, and will override any |
amount_in_cents | Indicates that the payment is not for an invoice, and will be ignored if an Must be in base cent units of the currency of the project in which the payment is created. |
message | An optional string describing the payment (255 characters maximum). |
Workspaces
Workspaces (also called projects) represent the space in which Kantata (Mavenlink) users plan, communicate, and collaborate.
Create or Update?
The Workspaces target supports both create and update operations. Each row of the resultset is treated as a separate operation. If the row, includes an id field with a non-null value, then the target will update an existing workspace. If an id is not included (the row has a null value in the id field) then the target will create a new workspace.
Configuring the Query
Supported fields are listed in the document below.
Advanced
History Retention
History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.
Timeout (seconds)
The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.
Skip If No Records Found
The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.
Agent
The Agent drop-down for users to select any agent they have established. This is optional.
Run As
Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.
Schedule & Presets
Link to Schedule and Presents
