Teamleader: Most-used fields

The table below gives information about most-used fields that you can import from Teamleader. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name	Adverity UI name	Description	Use in Adverity
closed_at	closed_at	The date and time when the deal was marked as closed, either won or lost.	dimension
created_at	created_at	The date and time when the deal was initially created.	dimension
current_phase_actions_{NUM}	current_phase_actions_{NUM}	Represents a specific action associated with the current phase of a deal, such as tasks or follow-ups. The {NUM} indicates that there can be multiple actions.	dimension
current_phase_id	current_phase_id	The unique identifier of the current phase the deal is in within its pipeline.	dimension
current_phase_name	current_phase_name	The name of the current phase the deal is in. For example, ‘New’, ‘Negotiation’, ‘Won’, or ‘Lost’.	dimension
current_phase_probability	current_phase_probability	The estimated probability (a number between 0 and 1) of the current deal phase or the overall deal being won.	metric
current_phase_status	current_phase_status	The status of the current deal phase, which can be ‘open’, ‘won’, or ‘lost’.	dimension
current_phase_type	current_phase_type	The current stage or type of phase a deal is in within the sales pipeline (e.g., ‘New’, ‘Quotation sent’, ‘Accepted’, ‘Refused’).	dimension
custom_fields_{NUM}_context	custom_fields_{NUM}_context	The context or entity to which the custom field belongs (e.g., deal, contact, company).	dimension
custom_fields_{NUM}_definition_id	custom_fields_{NUM}_definition_id	The unique identifier for the definition of the custom field.	dimension
custom_fields_{NUM}_definition_type	custom_fields_{NUM}_definition_type	The type of the custom field definition (e.g., text, number, date, single selection).	dimension
custom_fields_{NUM}_label	custom_fields_{NUM}_label	The display label or name of the custom field.	dimension
custom_fields_{NUM}_value	custom_fields_{NUM}_value	The value entered for the custom field. This can be a string, number, boolean, or other data type depending on the definition type.	dimension
custom_fields_{NUM}_value_{NUM}	custom_fields_{NUM}_value_{NUM}	The value of a custom field. Custom fields allow users to store additional, user-defined information for a deal or other entities.	dimension
department_id	department_id	The unique identifier of the department linked to the deal.	dimension
department_name	department_name	The name of the department.	dimension
department_type	department_type	The type or category of the department associated with an entity, such as a user or company, within Teamleader Focus.	dimension
estimated_closing_date	estimated_closing_date	The estimated date by which the deal is expected to close.	dimension
estimated_probability	estimated_probability	The estimated probability (as a number between 0 and 1) of the deal being won.	metric
estimated_value_amount	estimated_value_amount	The estimated monetary amount of the deal.	metric
estimated_value_currency	estimated_value_currency	The currency in which the estimated value of the deal is expressed (e.g., EUR, USD).	dimension
id	id	The unique identifier for the deal.	dimension
lead_contact_person	lead_contact_person	Represents the lead contact person associated with the deal, providing general information about them.	dimension
lead_contact_person_id	lead_contact_person_id	The unique identifier of the lead contact person associated with the deal.	dimension
lead_contact_person_type	lead_contact_person_type	The type of the lead contact person, such as ‘contact’.	dimension
lead_customer_id	lead_customer_id	The unique identifier of the customer (contact or company) associated with the deal.	dimension
lead_customer_name	lead_customer_name	The name of the customer (contact or company) associated with the deal.	dimension
lead_customer_type	lead_customer_type	The type of the customer associated with the deal, which can be ‘contact’ or ‘company’.	dimension
line_item_number	line_item_number	A unique identifier or sequence number for a specific item within a quotation or invoice.	metric
lost_reason	lost_reason	The reason why a deal was lost, which can include a specific reason and an additional remark.	dimension
lost_reason_reason	lost_reason_reason	A specific reason chosen from a predefined list that explains why a deal was lost.	dimension
lost_reason_reason_id	lost_reason_reason_id	A unique identifier for the specific reason a deal was marked as lost.	dimension
lost_reason_reason_type	lost_reason_reason_type	The category or type of reason why a deal was ultimately lost (e.g., ‘Competitor’, ‘Budget’, ‘No response’).	dimension
lost_reason_remark	lost_reason_remark	An additional remark or detailed explanation regarding why the deal was lost.	dimension
purchase_order_number	purchase_order_number	The purchase order number associated with the deal.	dimension
quotation_created_at	quotation_created_at	The date and time when the quotation was created.	dimension
quotation_currency_exchange_rate_from	quotation_currency_exchange_rate_from	The source currency for the currency exchange rate used in the quotation.	dimension
quotation_currency_exchange_rate_rate	quotation_currency_exchange_rate_rate	The exchange rate applied for currency conversion within the quotation.	metric
quotation_currency_exchange_rate_to	quotation_currency_exchange_rate_to	The target currency for the currency exchange rate used in the quotation.	dimension
quotation_deal_id	quotation_deal_id	The unique identifier of the deal to which this quotation is linked.	dimension
quotation_deal_type	quotation_deal_type	The type or category of the deal linked to the quotation.	dimension
quotation_id	quotation_id	The unique identifier for the quotation.	dimension
quotation_line_item_description	quotation_line_item_description	A textual description for a specific line item in a quotation.	dimension
quotation_line_item_discount	quotation_line_item_discount	The discount applied to a specific line item in a quotation.	dimension
quotation_line_item_discount_type	quotation_line_item_discount_type	The type of discount applied to a specific line item in a quotation (e.g., percentage, fixed amount).	dimension
quotation_line_item_discount_value	quotation_line_item_discount_value	The value of the discount applied to a particular line item in a quotation.	metric
quotation_line_item_extended_description	quotation_line_item_extended_description	A more detailed or extended description for a specific line item in a quotation.	dimension
quotation_line_item_product	quotation_line_item_product	The product associated with a specific line item in a quotation, often selected from a product database.	dimension
quotation_line_item_product_category	quotation_line_item_product_category	The category of the product or service included in a quotation line item.	dimension
quotation_line_item_purchase_price	quotation_line_item_purchase_price	The purchase price for a specific product or service listed in a quotation line item.	dimension
quotation_line_item_purchase_price_amount	quotation_line_item_purchase_price_amount	The numeric amount of the purchase price for a specific product or service in a quotation line item.	metric
quotation_line_item_purchase_price_currency	quotation_line_item_purchase_price_currency	The currency in which the purchase price for a quotation line item is denominated.	dimension
quotation_line_item_quantity	quotation_line_item_quantity	The quantity of the product specified in a quotation line item.	metric
quotation_line_item_section_title	quotation_line_item_section_title	The title of the section that a specific line item belongs to within a quotation.	dimension
quotation_line_item_tax_id	quotation_line_item_tax_id	A unique identifier for the tax rate or type applied to a specific line item in a quotation.	dimension
quotation_line_item_tax_type	quotation_line_item_tax_type	The classification or type of tax applied to a particular line item in a quotation.	dimension
quotation_line_item_total_tax_exclusive_amount	quotation_line_item_total_tax_exclusive_amount	The total amount for a quotation line item, excluding any taxes.	metric
quotation_line_item_total_tax_exclusive_before_discount_amount	quotation_line_item_total_tax_exclusive_before_discount_amount	The total tax-exclusive amount of a quotation line item before any discounts are applied.	metric
quotation_line_item_total_tax_exclusive_before_discount_currency	quotation_line_item_total_tax_exclusive_before_discount_currency	The currency of the total tax-exclusive amount of a quotation line item before any discounts are applied.	dimension
quotation_line_item_total_tax_exclusive_currency	quotation_line_item_total_tax_exclusive_currency	The currency of the total amount for a quotation line item, excluding any taxes.	dimension
quotation_line_item_total_tax_inclusive_amount	quotation_line_item_total_tax_inclusive_amount	The total amount for a quotation line item, including all applicable taxes.	metric
quotation_line_item_total_tax_inclusive_before_discount_amount	quotation_line_item_total_tax_inclusive_before_discount_amount	The total amount for a quotation line item, including taxes, calculated before any discounts are applied.	metric
quotation_line_item_total_tax_inclusive_before_discount_currency	quotation_line_item_total_tax_inclusive_before_discount_currency	The currency of the total amount for a quotation line item, including taxes, calculated before any discounts are applied.	dimension
quotation_line_item_total_tax_inclusive_currency	quotation_line_item_total_tax_inclusive_currency	The currency of the total amount for a quotation line item, including all applicable taxes.	dimension
quotation_line_item_unit_price_amount	quotation_line_item_unit_price_amount	The monetary amount of the unit price for the product in a quotation line item.	metric
quotation_line_item_unit_price_currency	quotation_line_item_unit_price_currency	The currency of the unit price for the product in a quotation line item.	dimension
quotation_line_item_unit_price_tax	quotation_line_item_unit_price_tax	The amount of tax applied per unit for a product or service within a quotation line item.	dimension
quotation_status	quotation_status	The current status of the quotation (e.g., draft, sent, accepted, rejected).	dimension
quotation_total_purchase_price	quotation_total_purchase_price	The aggregate purchase price for all items included in the quotation.	dimension
quotation_total_purchase_price_amount	quotation_total_purchase_price_amount	The numeric amount of the total purchase price for the entire quotation.	metric
quotation_total_purchase_price_currency	quotation_total_purchase_price_currency	The currency of the total purchase price for the entire quotation.	dimension
quotation_total_tax_exclusive_amount	quotation_total_tax_exclusive_amount	The total amount of the quotation, excluding all taxes.	metric
quotation_total_tax_exclusive_currency	quotation_total_tax_exclusive_currency	The currency of the total amount of the quotation, excluding all taxes.	dimension
quotation_total_tax_inclusive_amount	quotation_total_tax_inclusive_amount	The grand total monetary amount of the quotation, including all taxes.	metric
quotation_total_tax_inclusive_currency	quotation_total_tax_inclusive_currency	The currency of the grand total monetary amount of the quotation, including all taxes.	dimension
quotation_total_taxes_{NUM}_rate	quotation_total_taxes_{NUM}_rate	The percentage rate of a specific tax applied to the total quotation. The {NUM} indicates that multiple tax rates can be present.	metric
quotation_total_taxes_{NUM}_tax_amount	quotation_total_taxes_{NUM}_tax_amount	The calculated monetary amount for a specific tax applied to the total quotation. The {NUM} indicates that multiple tax amounts can be present.	metric
quotation_total_taxes_{NUM}_tax_currency	quotation_total_taxes_{NUM}_tax_currency	The currency in which a specific tax amount for the total quotation is expressed. The {NUM} indicates that multiple tax currencies can be present.	dimension
quotation_total_taxes_{NUM}_taxable_amount	quotation_total_taxes_{NUM}_taxable_amount	The portion of the total quotation amount that is subject to a specific tax. The {NUM} indicates that multiple taxable amounts can be present.	metric
quotation_total_taxes_{NUM}_taxable_currency	quotation_total_taxes_{NUM}_taxable_currency	The currency of the taxable amount for a specific tax on the total quotation. The {NUM} indicates that multiple taxable currencies can be present.	dimension
quotation_type	quotation_type	The classification or specific type of the quotation (e.g., standard, revised).	dimension
quotation_updated_at	quotation_updated_at	The timestamp indicating when the quotation was last updated.	dimension
reference	reference	A unique reference number or code for the deal.	metric
responsible_user	responsible_user	Represents the user responsible for the deal or quotation, including their details.	dimension
responsible_user_id	responsible_user_id	The unique identifier of the user responsible for managing the deal.	dimension
responsible_user_name	responsible_user_name	The name of the user responsible for the deal or quotation.	dimension
responsible_user_type	responsible_user_type	The role or category of the user who is responsible for a particular deal or quotation (e.g., sales, account manager).	dimension
source	source	The source through which the deal or lead was acquired, often including an ID.	dimension
source_id	source_id	The unique identifier of the source from which the deal originated.	dimension
source_name	source_name	The name of the marketing source or channel from which a deal or lead originated (e.g., ‘Website’, ‘Referral’, ‘Cold Call’).	dimension
source_type	source_type	The general category or classification of the marketing source (e.g., ‘Online’, ‘Offline’, ‘Partner’).	dimension
status	status	The current overall status of the deal (e.g., open, won, lost).	dimension
summary	summary	A brief summary or additional information regarding the deal.	dimension
title	title	The main title or subject of the deal.	dimension
updated_at	updated_at	The date and time when the deal was last updated.	dimension
web_url	web_url	The URL to access or view the deal directly in the Teamleader Focus application.	dimension
weighted_value_amount	weighted_value_amount	The weighted monetary amount of the deal, calculated by multiplying the deal amount by its estimated probability.	metric
weighted_value_currency	weighted_value_currency	The currency in which the weighted value of the deal is expressed (e.g., EUR, USD).	dimension