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.
closed_atDimension
The date and time when the deal was marked as closed, either won or lost.
created_atDimension
The date and time when the deal was initially created.
current_phase_actions_{NUM}Dimension
Represents actions associated with the current phase of a deal in the sales pipeline. These actions help in managing and tracking the progress of a deal.
current_phase_idDimension
The unique identifier of the current phase the deal is in within its pipeline.
current_phase_nameDimension
The name of the current phase the deal is in. For example, 'New', 'Negotiation', 'Won', or 'Lost'.
current_phase_probabilityMetric
The estimated probability (a number between 0 and 1) of the current deal phase or the overall deal being won.
current_phase_statusDimension
The status of the current deal phase, which can be 'open', 'won', or 'lost'.
current_phase_typeDimension
The current stage or type of phase a deal is in within the sales pipeline (e.g., 'New', 'Quotation sent', 'Accepted', 'Refused').
custom_fields_{NUM}_contextDimension
The context or entity to which the custom field belongs (e.g., deal, contact, company).
custom_fields_{NUM}_definition_idDimension
The unique identifier for the definition of the custom field.
custom_fields_{NUM}_definition_typeDimension
The type of the custom field definition (e.g., text, number, date, single selection).
custom_fields_{NUM}_labelDimension
The display label or name of the custom field.
custom_fields_{NUM}_valueDimension
The value entered for the custom field. This can be a string, number, boolean, or other data type depending on the definition type.
custom_fields_{NUM}_value_{NUM}Dimension
The value of a custom field. Custom fields allow users to store additional, user-defined information for a deal or other entities.
department_idDimension
The unique identifier of the department linked to the deal.
department_nameDimension
The name of the department.
department_typeDimension
Represents the category or classification of a department within the organization, used for splitting quotations and invoices among different entities.
estimated_closing_dateDimension
The estimated date by which the deal is expected to close.
estimated_probabilityMetric
The estimated probability (as a number between 0 and 1) of the deal being won.
estimated_value_amountMetric
The estimated monetary amount of the deal.
estimated_value_currencyDimension
The currency in which the estimated value of the deal is expressed (e.g., EUR, USD).
idDimension
The unique identifier for the deal.
lead_contact_personDimension
Represents the lead contact person associated with the deal, providing general information about them.
lead_contact_person_idDimension
The unique identifier of the lead contact person associated with the deal.
lead_contact_person_typeDimension
The type of the lead contact person, such as 'contact'.
lead_customer_idDimension
The unique identifier of the customer (contact or company) associated with the deal.
lead_customer_nameDimension
The name of the customer (contact or company) associated with the deal.
lead_customer_typeDimension
The type of the customer associated with the deal, which can be 'contact' or 'company'.
lost_reasonDimension
The reason why a deal was lost, which can include a specific reason and an additional remark.
lost_reason_reasonDimension
A specific reason chosen from a predefined list that explains why a deal was lost.
lost_reason_reason_idDimension
A unique identifier for the specific reason a deal was marked as lost.
lost_reason_reason_typeDimension
The category or type of reason why a deal was ultimately lost (e.g., 'Competitor', 'Budget', 'No response').
lost_reason_remarkDimension
An additional remark or detailed explanation regarding why the deal was lost.
purchase_order_numberDimension
The purchase order number associated with the deal.
quotation_idDimension
The unique identifier for the quotation.
quotation_typeDimension
The type of the associated quotation. For quotations linked to a deal, this field indicates that the entity is a 'quotation'.
referenceMetric
A unique reference number or code for the deal.
responsible_userDimension
Represents the user responsible for the deal or quotation, including their details.
responsible_user_idDimension
The unique identifier of the user responsible for managing the deal.
responsible_user_nameDimension
The name of the user responsible for the deal or quotation.
responsible_user_typeDimension
The classification or role of the user responsible for a specific item or entity within Teamleader Focus.
sourceDimension
The source through which the deal or lead was acquired, often including an ID.
source_idDimension
The unique identifier of the source from which the deal originated.
source_nameDimension
The name of the marketing source or channel from which a deal or lead originated (e.g., 'Website', 'Referral', 'Cold Call').
source_typeDimension
The general category or classification of the marketing source (e.g., 'Online', 'Offline', 'Partner').
statusDimension
The current overall status of the deal (e.g., open, won, lost).
summaryDimension
A brief summary or additional information regarding the deal.
titleDimension
The main title or subject of the deal.
updated_atDimension
The date and time when the deal was last updated.
web_urlDimension
The URL to access or view the deal directly in the Teamleader Focus application.
weighted_value_amountMetric
The weighted monetary amount of the deal, calculated by multiplying the deal amount by its estimated probability.
weighted_value_currencyDimension
The currency in which the weighted value of the deal is expressed (e.g., EUR, USD).