Uptick is an end-to-end job management platform and provides comprehensive out of the box reports you can use to track the performance of your business. At times, you may wish to develop bespoke reports specific to your business and mode of operation.

Any bulk sync or export of Uptick data to an external destination, such as a data warehouse, BI tool or reporting database, must run through Airbyte with the Uptick connector. Hand-built scripts that sync or scrape Uptick data are not permitted. This keeps your Uptick workspace performing well and your connection reliable and stable. See the Uptick API - Fair Use Policy for the full usage limits and approved access methods.

Airbyte is an open source ETL tool with a built-in Uptick connector and a free tier. It syncs your Uptick data to your own database for BI reporting in tools such as Power BI or Tableau, or for integrations such as connecting to a CRM like HubSpot or Salesforce.

No. Uptick does not allow its API to be used in direct connection with a BI solution, as BI solutions generally lack the sophistication to securely authenticate and paginate resources efficiently. When Uptick changes its API, the Airbyte connector is updated too, which generally means less interruption to your third party tooling.

Either ask your IT department to provision Airbyte within your infrastructure, or use Airbyte Cloud. A basic configuration guide is below. You can find out more on the Airbyte website.

To see all of the available streams, see the Uptick source page in Airbyte's documentation.

If you need additional streams, contact Uptick support ([email protected]) with a Professional Services request.

Contact Uptick support ([email protected]) with a Professional Services request.

To set up the Uptick connector, create API credentials in your Uptick workspace. For the steps to create an API client ID and secret, see Uptick API - Getting started. Use separate credentials for Airbyte rather than sharing ones used by another integration. You also need a user account with the appropriate permissions to access the data streams you want to sync.

Once Airbyte is set up and the API credentials are created, configure the connector:

1. In your Airbyte dashboard, click New Connection.

2. On the Define source step, select Set up a new source, select Marketplace, search for Uptick and click the Uptick connector.

3. Enter the connection details:

The refresh token and access token for first-time configuration can be generated using the Postman collection in Uptick API - Sample Postman collection.

4. Click Set up source. This runs an initial connection test. If the test passes, you can proceed to selecting your destination. If it fails, re-check the connection details and try again.

5. Choose Set up a new destination. Airbyte has a large number of destination connectors; the general steps are the same for each.

6. Enter the connection details for your destination, then click Set up destination.

7. Select the checkboxes next to the streams you want to sync. Use the dropdown beside each stream to choose the specific fields to sync, then click Next.

8. Configure the connection settings to suit your requirements, then click Finish & Sync.

Airbyte then shows your new connection and its current status.