Complete reference of all fields available across Zylo resources.
Zylo Data Dictionary
Complete reference of all fields available across Zylo resources for building queries and managing data.
Tenant-specific custom fields
The tables below list the custom_fields container, but they cannot enumerate its children because custom field definitions differ by company. Query the custom_fields resource to discover the fields for the relevant public, plural entity_type (applications, contracts, payments, or users), then use the field on its owning resource as custom_fields.<slug> in both fields[].name and filters. For entity_type: users, query the users resource. The slug is the field name lowercased, with spaces changed to underscores, hyphens preserved, and other special characters removed (for example, QA Choice P0-3 becomes custom_fields.qa_choice_p0-3). Use JSON true/false for boolean custom-field filters; Yes/No are also accepted.
Alerts
Resource name: alerts
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application this alert is associated with. | Yes | Yes | No |
contract_id | Contract Id | UUID | Unique identifier for the contract this alert is associated with. | Yes | Yes | No |
id | Id | UUID | Unique identifier for an alert. | No | No | No |
last_processed_date | Last Processed Date | datetime | Date and time the alert was last processed by the system. | Yes | No | No |
memo | Memo | string | The alert memo. This is additional information included in the alert notification. | Yes | Yes | Yes |
method | Method | string | Alert delivery method. There are three methods for delivery; email, slack, and teams. Email is configured to work out of the box but the other two require additional setup. Allowed values: email, slack, teams. | Yes | No | No |
owner | Owner | Email address of the Owner. The email must belong to a user in the Zylo system. | Yes | Yes | Yes | |
settings | Settings | object | Dynamic configuration for the alert, including recipients and type-specific settings. | Yes | Yes | Yes |
type | Type | string | Type of alert. There are three types of alerts; contract-renewal, renewal, and transaction. Allowed values: contract-renewal, renewal, transaction. | Yes | Yes | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_user_id | Zylo User Id | UUID | Unique identifier for the Zylo user who owns this alert. | Yes | No | No |
Application Budget Stats
Resource name: application_budget_stats
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for an application. | No | No | No |
current_fiscal_year_budget | Current FY Budget | currency | Budget for fiscal year aggregated from Financial integration or uploaded financial data. | Yes | No | No |
id | Id | UUID | Unique identifier for an application budget. | No | No | No |
last_fiscal_year_budget | Last FY Budget | currency | Budget for last fiscal year aggregated from Financial integration or uploaded financial data. | Yes | No | No |
next_fiscal_year_budget | Next FY Budget | currency | Budget for next fiscal year aggregated from Financial integration or uploaded financial data. | Yes | No | No |
percent_budget_used_year_to_date | % to Budget | percentage | Total percent of spend against the current fiscal year budgeted amount. | Yes | No | No |
two_years_ago_fiscal_year_budget | 2 Years Ago FY Budget | currency | Budget for 2 years ago fiscal year aggregated from Financial integration or uploaded financial data. | Yes | No | No |
yoy_budget_change | YoY Budget | percentage | Budget change from last fiscal year to current fiscal year aggregated from Financial integration or uploaded financial data. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Application Budgets
Resource name: application_budgets
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for an application. | No | Yes | Yes |
budget_amount | Budget Amount | number | The budget amount for the fiscal year. | Yes | Yes | Yes |
id | Id | UUID | Unique identifier for an application budget. | No | No | No |
year | Year | number | The fiscal year for the budget. | Yes | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Application Catalog
Resource name: application_catalog
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
app_description | App Description | string | The description of the application, as shown to end users browsing the app catalog. | Yes | No | No |
app_domain | App Domain | string | The domain of the application. | Yes | No | No |
app_label | App Label | string | The label for the application this catalog entry describes. | Yes | No | No |
application_id | Application Id | UUID | Unique identifier for the application this catalog entry describes. Joins to applications.id. | No | Yes | No |
catalog_status | Catalog Status | string | Whether the app is published in the company's app catalog. in = visible to end users, out = explicitly excluded, pending = not yet reviewed. Allowed values: in, out, pending. | Yes | Yes | Yes |
category | Category | string | Category of the application this catalog entry describes. | Yes | No | No |
contact_type | Contact Type | string | Which contact is surfaced to end users for this app: the app owner, IT owner, business owner, or the company-wide default contact configured on the catalog. Allowed values: app_owner, it_owner, business_owner, default_contact. | Yes | Yes | Yes |
custom_routing_link | Custom Routing Link | string | Overrides the default routing URL for this app when is_custom_link_enabled is true. | Yes | Yes | Yes |
id | Id | UUID | Unique identifier for the application-catalog entry. | No | No | No |
is_custom_link_enabled | Is Custom Link Enabled | boolean | When true, end users are routed to custom_routing_link instead of the company default. | Yes | Yes | Yes |
is_routing_link_enabled | Is Routing Link Enabled | boolean | When true, the "request access" / launch link is shown to end users. When false, the app is visible in the catalog but not actionable. | Yes | Yes | Yes |
launch_url | Launch Url | string | The URL end users are routed to when launching this app, unless overridden by custom_routing_link. | Yes | No | No |
subcategory | Subcategory | string | Subcategory of the application this catalog entry describes. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Application Licenses
Resource name: application_licenses
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
active | Active | boolean | Whether the license is currently active. | Yes | No | No |
application_id | Application Id | UUID | The application this license is assigned to. | Yes | No | No |
external_user_id | External User Id | string | The user identifier from the external integration. | Yes | No | No |
id | Id | UUID | Unique identifier for an application license record. | No | No | No |
is_paid_license | Is Paid License | boolean | Whether this is a paid license. | Yes | No | No |
last_activity_date | Last Activity Date | datetime | The date of the last activity for this license assignment. | Yes | No | No |
license_type | License Type | string | The type of license (e.g., user, feature, permission_set, custom). | Yes | No | No |
name | Name | string | The name of the license. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
Application Security
Resource name: application_security
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
c5_germany | C 5 Germany | boolean | Whether the vendor holds the BSI C5 attestation (Germany). | Yes | No | No |
category_name | Category Name | string | Application category from Netskope's catalog (e.g., Collaboration, CRM, HR). | Yes | No | No |
cci | Cci | number | Cloud Confidence Index — a 0–100 score from Netskope. Higher is more trustworthy. | Yes | No | No |
ccl | Ccl | string | Cloud Confidence Level — bucketed risk tier derived from CCI. One of Low, Medium, High, Excellent. Allowed values: Low, Medium, High, Excellent. | Yes | No | No |
ccpa | CCPA | boolean | Whether the vendor complies with the California Consumer Privacy Act (CCPA). | Yes | No | No |
cobit | Cobit | boolean | Whether the vendor is COBIT aligned. | Yes | No | No |
confirmed | Confirmed | boolean | Whether the match between the application and the Netskope catalog entry has been confirmed. | Yes | No | No |
cyber_essentials_uk | Cyber Essentials Uk | boolean | Whether the vendor holds Cyber Essentials / Cyber Essentials Plus (UK). | Yes | No | No |
fedramp | Fedramp | boolean | Whether the vendor is FedRAMP authorized. | Yes | No | No |
fisma | Fisma | boolean | Whether the vendor is FISMA compliant. | Yes | No | No |
gapp | Gapp | boolean | Whether the vendor adheres to GAPP (Generally Accepted Privacy Principles). | Yes | No | No |
gdpr | GDPR | boolean | Whether the vendor complies with the General Data Protection Regulation (GDPR). | Yes | No | No |
hipaa | Hipaa | boolean | Whether the vendor is HIPAA compliant. | Yes | No | No |
hitrust | Hitrust | boolean | Whether the vendor holds a HITRUST certification. | Yes | No | No |
id | Id | UUID | Zybrary application id this security record describes. Join applications.zybrary_id against this field to attach security data to a company app. | No | No | No |
iso_27001 | Iso 27001 | boolean | Whether the vendor is ISO/IEC 27001 certified. | Yes | No | No |
iso_iec27018 | Iso Iec 27018 | boolean | Whether the vendor is ISO/IEC 27018 certified. | Yes | No | No |
manually_matched | Manually Matched | boolean | Whether the Netskope catalog match was made manually (true) or by automated matching (false). | Yes | No | No |
netskope_application_domain | Netskope Application Domain | string | Application domain as recorded in Netskope's catalog. | Yes | No | No |
netskope_application_name | Netskope Application Name | string | Application name as recorded in Netskope's catalog. Useful for verifying the match. | Yes | No | No |
nist_sp80053 | Nist Sp 80053 | boolean | Whether the vendor follows NIST SP 800-53 controls. | Yes | No | No |
pci_dss | Pci Dss | boolean | Whether the vendor is PCI DSS compliant. | Yes | No | No |
privacy_mark_japan | Privacy Mark Japan | boolean | Whether the vendor holds the Japan Privacy Mark. | Yes | No | No |
privacy_shield | Privacy Shield | boolean | Whether the vendor is Privacy Shield certified (note: framework status varies by jurisdiction). | Yes | No | No |
sas70_ssae16_ssae18 | Sas 70 Ssae 16 Ssae 18 | boolean | Whether the vendor has SAS 70 / SSAE 16 / SSAE 18 attestations. | Yes | No | No |
soc_1 | Soc 1 | boolean | Whether the vendor holds a SOC 1 attestation. | Yes | No | No |
soc_2 | Soc 2 | boolean | Whether the vendor holds a SOC 2 attestation. | Yes | No | No |
soc_3 | Soc 3 | boolean | Whether the vendor holds a SOC 3 attestation. | Yes | No | No |
trustarc | Trustarc | boolean | Whether the vendor is TrustArc certified. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the security record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the security record was last modified in Zylo. | Yes | No | No |
Application Stats
Resource name: application_stats
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
active_functionalities | Active Functionalities | array | Array of active functionality names configured for this application. Callers who want a count can take array_length client-side. | Yes | No | No |
active_po_count | Active PO Count | number | Number of purchase orders with status = "approved" for this application. | Yes | No | No |
active_user_app_count | Active Users | number | Number of provisioned users with tracked activity within the application's set activity threshold (90 days by default), aggregated from direct utilization integration (if connected), or SSO integration data (sum of all users from mapped apps). | Yes | No | No |
app_label | App Label | string | The label for the application. | Yes | No | No |
bill_frequency | Bill Frequency | string | Billing frequency of the primary contract associated with this application (Monthly, Quarterly, Annually, etc.). | Yes | No | No |
charge_count | Charge Count | number | Total number of payment transactions (charges) associated with this application across all data sources. | Yes | No | No |
contract_notification_length | Renewal Notice Length | number | Number of days before contract end date that renewal notice must be given, from the primary contract. | Yes | No | No |
contract_status | Contract Status | string | Status of the contracts tied to an application. Active is set if any contract is not expired or inactive. Expired is set when any contract end date is in the past. Inactive is set when any contract start date is in the future. An empty value is populated if an application has no contract associated with it. | Yes | No | No |
contract_term_spend | Contract Term Spend | currency | Total spend across the primary contract term (sum of contract line items). | Yes | No | No |
cost_per_user | Cost Per User | currency | The cost per user value for the application. | Yes | No | No |
current_and_last_fiscal_year_spend | Current + Last FY Spend | currency | Payments for the application in the current and last fiscal years, including AP, Reseller, and Expense payments. Aggregated from Financial integration or uploaded payment data. Null when the company has no fiscal year configured. | Yes | No | No |
current_fiscal_year_q_1_spend | Current FY Q1 Spend | currency | Payments in the current fiscal year's Q1 window. Null when the company has no fiscal year configured. | Yes | No | No |
current_fiscal_year_q_2_spend | Current FY Q2 Spend | currency | Payments in the current fiscal year's Q2 window. Null when the company has no fiscal year configured. | Yes | No | No |
current_fiscal_year_q_3_spend | Current FY Q3 Spend | currency | Payments in the current fiscal year's Q3 window. Null when the company has no fiscal year configured. | Yes | No | No |
current_fiscal_year_q_4_spend | Current FY Q4 Spend | currency | Payments in the current fiscal year's Q4 window. Null when the company has no fiscal year configured. | Yes | No | No |
current_fiscal_year_spend | Current FY Spend | currency | Payments for the application in the current fiscal year, including AP, Reseller, and Expense payments. Aggregated from Financial integration or uploaded payment data. Null when the company has no fiscal year configured. | Yes | No | No |
current_week_cost | Current Week Cost | currency | Total costs consumed in the current calendar week. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
current_week_cost_forecast | Current Week Cost Forecast | currency | Forecasted costs for the current calendar week. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
current_week_cost_percent_to_forecast | Current Week Cost Percent To Forecast | percentage | Percentage ratio comparing the total current week costs consumed against the current week's forecast. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
earliest_active_contract_start_date | Contract Open Since | date | Start date of earliest active contract for this application. | Yes | No | No |
estimated_renewal_date | Next Renewal Date | date | Calculated estimated renewal date based on contract data or payment history. Sources include active contracts, expired contracts, or AP transaction patterns. | Yes | No | No |
estimated_renewal_source | Next Renewal Date Source | string | Source of the estimated renewal date: contract, month_to_month, expired_contract_12m, expired_contract_24m, ap_transaction_12m, ap_transaction_24m, unable_to_estimate. Allowed values: contract, month_to_month, expired_contract_12m, expired_contract_24m, ap_transaction_12m, ap_transaction_24m, unable_to_estimate. | Yes | No | No |
forecast_to_commitment_percentage | Forecast to Commitment % | percentage | Percentage comparing forecasted costs against the total payment commitment in the contract term. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
id | Id | UUID | Unique identifier for the application these stats belong to. | No | No | No |
inactive_functionalities | Inactive Functionalities | array | Array of inactive functionality names for this application. | Yes | No | No |
inactive_user_count | Inactive Users | number | Number of provisioned users that do not have tracked activity within the application's set activity threshold (90 days by default), aggregated from direct utilization integration (if connected), usage connect, or SSO integration data (sum of all users from mapped apps). | Yes | No | No |
last_12_months_ap_spend | Last 12 Months AP Spend | currency | Only AP payments (including Reseller) in the last 12 months for the application. Aggregated from Financial integration or uploaded payment data. | Yes | No | No |
last_12_months_expense_spend | Last 12 Months Expense Spend | currency | Only Expense payments in the last 12 months for the application. Aggregated from Financial integration or uploaded payment data. | Yes | No | No |
last_12_months_spend | Last 12 Months Spend | currency | Payments for the application in the last 12 months, including AP, Reseller, and Expense payments. Aggregated from Financial integration or uploaded payment data. | Yes | No | No |
last_2_fiscal_years_spend | Last 2 FYs Spend | currency | Payments for the application in the last 2 fiscal years, including AP, Reseller, and Expense payments. Aggregated from Financial integration or uploaded payment data. Null when the company has no fiscal year configured. | Yes | No | No |
last_ap_transaction_date | Last AP Transaction Date | date | Last detected transaction date for the application across Accounts Payable (including Reseller) data sources. | Yes | No | No |
last_contract_expiration_date | Previous Contract End Date | date | Most recent contract end date of expired contracts associated with this application. | Yes | No | No |
last_expense_transaction_date | Last Expense Transaction Date | date | Last detected transaction date for the application across Expense data sources. | Yes | No | No |
last_fiscal_year_q_1_spend | Last FY Q1 Spend | currency | Payments in the last fiscal year's Q1 window. Null when the company has no fiscal year configured. | Yes | No | No |
last_fiscal_year_q_2_spend | Last FY Q2 Spend | currency | Payments in the last fiscal year's Q2 window. Null when the company has no fiscal year configured. | Yes | No | No |
last_fiscal_year_q_3_spend | Last FY Q3 Spend | currency | Payments in the last fiscal year's Q3 window. Null when the company has no fiscal year configured. | Yes | No | No |
last_fiscal_year_q_4_spend | Last FY Q4 Spend | currency | Payments in the last fiscal year's Q4 window. Null when the company has no fiscal year configured. | Yes | No | No |
last_fiscal_year_spend | Last FY Spend | currency | Payments for the application in the last fiscal year, including AP, Reseller, and Expense payments. Aggregated from Financial integration or uploaded payment data. Null when the company has no fiscal year configured. | Yes | No | No |
last_monthly_payment_date | Last Monthly Payment Date | date | Date of the most recent detected monthly recurring payment. | Yes | No | No |
last_transaction_date | Last Transaction Date | date | Last detected transaction for the application across all payment data sources (financial integration, uploaded files). | Yes | No | No |
number_of_active_contracts | Number Of Active Contracts | number | Number of active contracts with at least one line associated to this application. | Yes | No | No |
percent_active_licenses | Percent Active Users | percentage | Active Users divided by Provisioned Users. | Yes | No | No |
percent_consumed | Percent Consumed | percentage | Percentage of payment commitment consumed in the current contract term. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
percent_utilized_licenses | Percent Licenses Provisioned | percentage | Provisioned Users divided by Licenses Purchased. | Yes | No | No |
po_count | PO Count | number | Total number of purchase orders associated with this application. | Yes | No | No |
previous_day_cost | Previous Day Cost | currency | Total costs consumed for the previous calendar day. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
previous_day_cost_forecast | Previous Day Cost Forecast | currency | Forecasted costs for the previous calendar day. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
previous_day_cost_percent_to_forecast | Previous Day Cost Percent To Forecast | percentage | Percentage comparing the previous day costs consumed against the previous day's forecast. Populated only for applications connected to a cloud cost integration; null otherwise. | Yes | No | No |
primary_cost_center | Primary Cost Center | object | JSON blob with the primary cost center for this application. Keys: cost_center (name of the top-spending cost center), annual_spend (its annual spend), total_cost_centers_count (count of distinct cost centers across all payments for this app). | Yes | No | No |
purchased_license_count | Licenses Purchased | number | Total count of licenses purchased across all active contracts associated to this application. | Yes | No | No |
renewal_date | Next Contract End Date | date | Next contract end date for this application, calculated from contracts uploaded to this application. | Yes | No | No |
total_approved_po | Total Approved PO Value | currency | Sum of approved purchase-order values for this application. | Yes | No | No |
total_contract_line_value | Total Contract Line Value | currency | Sum of all contract lines that have the corresponding application assigned to them and the contract is active. | Yes | No | No |
total_contract_value | Total Contract Value | currency | Total amount of all active contracts where this application has been associated to one or more lines. | Yes | No | No |
total_po_software_spend | Total PO Software Spend | currency | Sum of PO line item amounts where the line is SaaS-typed (is_saas = true) for this application. | Yes | No | No |
unique_active_user_count | Unique Active Users | number | Number of unique provisioned users, based on a unique identifier, with tracked activity within the application's set activity threshold (90 days by default), aggregated from direct utilization integration (if connected), or SSO integration data. Useful when mapping more than 1 SSO app to a Zylo app. | Yes | No | No |
unique_user_count | Unique Provisioned Users | number | Number of unique provisioned users, based on a unique identifier, that have access to the application, aggregated from direct utilization integration (if connected), or SSO integration data. Useful when mapping more than 1 SSO app to a Zylo app. | Yes | No | No |
user_count | Provisioned Users | number | Number of provisioned users that have access to the application, aggregated from direct utilization integration (if connected), or SSO integration data (sum of all users from mapped apps). | Yes | No | No |
users_expensing_count | Users Expensing | number | Number of distinct users who submitted expense payments for this application. | Yes | No | No |
users_not_in_employee_roster | Users Not In Employee Roster | number | Number of provisioned users that have access to the application, but are not in the employee roster, based on email address. | Yes | No | No |
year_to_date_spend | YTD Spend | currency | Payments within the current calendar year. Aggregated from Financial integration or uploaded payment data. | Yes | No | No |
zybrary_id | App Id | UUID | Identifier for the underlying Zybrary application catalog entry. Use this to correlate stats rows across applications that share the same upstream app. | No | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the application was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the application was last modified in Zylo. | Yes | No | No |
Application Surveys
Resource name: application_surveys
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application ID | UUID | Unique identifier for the application the survey rollup belongs to. | No | No | No |
average_score | Average Score | number | Average sentiment score across responses in the survey period. | Yes | No | No |
end_date | End Date | date | End of the survey period. | Yes | No | No |
id | Id | UUID | Unique identifier for an application survey rollup. | No | No | No |
response_count | Response Count | number | Number of responses in the survey period. | Yes | No | No |
score_breakdown | Score Breakdown | object | Breakdown of the sentiment scores that make up the average. | Yes | No | No |
start_date | Start Date | date | Start of the survey period. | Yes | No | No |
survey_count | Survey Count | number | Number of surveys sent in the period. | Yes | No | No |
survey_type | Survey Type | string | The type of survey. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the survey rollup was created in Zylo. | Yes | No | No |
zylo_created_by | Zylo Created By | string | The user or entity that created the survey rollup. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the survey rollup was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_modified_by | Zylo Modified By | string | The user or entity that last modified the survey rollup. | Yes | No | No |
Application Users
Resource name: application_users
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
active | Active | boolean | If user has activity within the application activity threshold. | Yes | No | No |
application_data | Application Data | object | Application specific data related to the application user. Varies per integration type. | Yes | No | No |
application_id | Application Id | UUID | Unique identifier for an application. | Yes | No | No |
days_active | Days Active in Threshold | number | Number of days the user has been active within the application activity threshold. | Yes | No | No |
email | Email for the application user. | Yes | No | No | ||
external_user_id | External User Id | string | The unique identifier for the application user in the external system. | Yes | No | No |
first_name | First Name | string | First name of the application user. | Yes | No | No |
full_name | Full Name | string | Full name of the application user. | Yes | No | No |
id | Id | UUID | Unique identifier for an application user. | No | No | No |
integration_type | Integration Type | string | The type of integration that the application user is associated with. | Yes | No | No |
is_paid_user | Is Paid User | boolean | If the application user's license is considered paid. | Yes | No | No |
last_activity_date | Last Activity Date | date | The date of the last activity for the application user. | Yes | No | No |
last_name | Last Name | string | Last name of the application user. | Yes | No | No |
license_names | License Names | array | The license names from the application associated with the application user. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Applications
Resource name: applications
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
activity_threshold | Activity Threshold | number | Threshold in days compared against a user's last activity to determine whether the user is Active. 90 days by default and editable on Subscription details page. | Yes | Yes | Yes |
app_label | App Label | string | The label for the application. | Yes | Yes | Yes |
app_name | App Name | string | The name of the application. | Yes | No | No |
application_owner_user_email | Application Owner | Manually selected email address of the Application Owner. | Yes | Yes | Yes | |
business_goals | Business Goals | string | Business goals of the application. | Yes | Yes | Yes |
business_owner_user_email | Business Owner | Manually selected email address of the Business Owner. | Yes | Yes | Yes | |
business_unit | Business Unit | string | Manually selected team that primarily owns the management of the application. Accepts an existing value, null, or a new value, which is created on write. | Yes | Yes | Yes |
category | Category | string | Zylo-managed or internally-managed Category of the application. New values cannot be created through the API: add them in Zylo under Admin -> Categorization with Custom Categories enabled, then read them from GET /v2/applications/options/category and assign with a PATCH. | Yes | Yes | Yes |
custom_fields | Custom Fields | object | Values for custom fields associated with this Application. | Yes | Yes | Yes |
holds_pii | Holds PII | boolean | Manually selected field to identify which applications contain Personally Identifiable Information (PII) on users. | Yes | Yes | Yes |
id | Id | UUID | Unique identifier for an application. | No | No | No |
is_cloud | Cloud | boolean | Manually selected field to indicate if application is cloud delivered or on-premises. | Yes | No | No |
is_direct_integration | Available Direct Integration | boolean | Field to indicate if application has an available direct integration. | Yes | No | No |
is_price_benchmarks | Available Price Benchmark | boolean | Field to indicate if application has an available Zylo Price Benchmark. | Yes | No | No |
is_saml | SAML Capable | boolean | Field to indicate if application is SAML capable. | Yes | No | No |
it_owner_user_email | IT Owner | Manually selected email address of the IT Owner. | Yes | Yes | Yes | |
it_supported | IT Supported | boolean | Manually selected field to indicate if supported internally by IT. | Yes | Yes | Yes |
last_processed_date | Last Processed At | datetime | The last date the application was processed by its data source. | Yes | No | No |
launch_url | Launch Url | string | The URL to launch the application. | Yes | No | No |
next_action | Next Action | string | Manually selected pick list field to identify what action needs to be taken next on an application. Allowed values: cancel, evaluate, keep, potential. | Yes | Yes | Yes |
payment_method | Payment Method | string | Approved method in which the vendor is compensated as entered in contract details for the application. | Yes | No | No |
source | Sources | array | The sources of all data on an Application, including payments, imports and integrations | Yes | No | No |
sso_enforced | SSO Enforced | boolean | Manually selected field to identify which applications are enforced behind Single Sign On provider. | Yes | Yes | Yes |
status | App Status | string | Status of the application. Reads may return: active, expired, cancelled, inactive, detected, discovered, monitored, managed, discontinued. Only "active" and "cancelled" may be set via the API; other statuses are calculated by Zylo from app data. Allowed values: active, expired, cancelled, inactive, detected, discovered, monitored, managed, discontinued. | Yes | Yes | Yes |
subcategory | Subcategory | string | Zylo-managed or internally-managed Subcategory of the application. New values cannot be created through the API: add them in Zylo under Admin -> Categorization with Custom Categories enabled, then read them from GET /v2/applications/options/subcategory and assign with a PATCH. | Yes | Yes | Yes |
supplier_id | Supplier Id | UUID | The id for the supplier associated with the application, if applicable. | Yes | No | No |
tags | Tags | array | Custom tags that have been applied to an Application. | Yes | Yes | Yes |
true_up | True Up | boolean | Manually selected field to indicate if true-ups are required by the application supplier. | Yes | Yes | Yes |
zybrary_id | App Id | UUID | Unique identifier for the application's entry in Zylo's central application catalog (Zybrary). Multiple companies can have application records that point to the same Zybrary entry. | No | Yes | No |
zylo_created_at | Created Date | datetime | Date the application was added to Zylo, via Discovery from financial data, an Integration or mannually added. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Company
Resource name: company
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
currency | Currency | string | The default currency used by the company (e.g., USD, EUR). Allowed values: USD, EUR, GBP, AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BRL, BSD, BTC, BTN, BWP, BYN, BZD, CAD, CDF, CHF, CLF, CLP, CNH, CNY, COP, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, FJD, FKP, GEL, GGP, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, IMP, INR, IQD, IRR, ISK, JEP, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MRU, MUR, MVR, MWK, MXN, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, STN, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, UYU, UZS, VEF, VES, VND, VUV, WST, XAF, XAG, XAU, XCD, XDR, XOF, XPD, XPF, XPT, YER, ZAR, ZMW. | Yes | No | No |
employee_roster | Employee Roster | string | The employee roster source for the company. | Yes | No | No |
employee_roster_integration_id | Employee Roster Integration Id | UUID | The integration ID of the employee roster. | Yes | No | No |
fiscal_year_settings | Fiscal Year Settings | object | The fiscal year configuration settings for the company. | Yes | No | No |
id | Id | UUID | Unique identifier for the company. | No | No | No |
name | Name | string | The name of the company. | Yes | No | No |
timezone | Timezone | string | The timezone preference for the company (e.g., America/New_York). | Yes | No | No |
Company Documents
Resource name: company_documents
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
byte_size | Byte Size | string | File size in bytes. | Yes | No | No |
content_type | Content Type | string | MIME type of the uploaded file (e.g., application/pdf, image/jpeg). | Yes | No | No |
description | Description | string | Description of the uploaded document. | Yes | No | No |
external_document_id | External Document Id | string | External ID for the document if fetched from an external system (e.g., Coupa). | Yes | No | No |
filename | Filename | string | Name of the uploaded file. | Yes | No | No |
id | Id | UUID | Unique identifier for the company document. | No | No | No |
status | Status | string | Processing status of the document. U = Uploading, A = Active (processed), E = Error. Allowed values: U, A, E. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the document was created. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the document was last modified. | Yes | No | No |
zylo_user_id | Zylo User Id | UUID | Unique identifier for the Zylo user who created this document. | Yes | No | No |
Company Tokens
Resource name: company_tokens
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
created_at | Created At | datetime | Date and time the token was created. | Yes | No | No |
created_by | Created By | string | User or entity that created the token. | Yes | No | No |
expires_at | Expires At | datetime | When the token expires. Null if it does not expire. | Yes | No | No |
id | Id | UUID | No | No | No | |
roles | Roles | array | Roles granted to the token. | Yes | No | No |
token_name | Token Name | string | Human-readable name for the API token. | Yes | No | No |
Connected Apps
Resource name: connected_apps
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
created_at | Created At | datetime | Date and time the connected app was created. | Yes | No | No |
created_by | Created By | string | User or entity that created the connected app. | Yes | No | No |
id | Id | UUID | No | No | No | |
legacy_role | Legacy Role | string | Legacy single-role assignment, if present. | Yes | No | No |
name | Name | string | Name of the connected app. | Yes | No | No |
oauth2_type | OAuth2 Type | string | Which OAuth2 flow the connected app uses: "client-credentials" or "jwt-bearer". | Yes | No | No |
roles | Roles | array | Roles granted to the connected app. | Yes | No | No |
Contract Line Items
Resource name: contract_line_items
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application associated with the contract line item. | Yes | Yes | Yes |
company_app_id_manually_set | Company App Id Manually Set | boolean | Yes | No | Yes | |
contract_id | Contract Id | UUID | Unique identifier for the contract associated with the contract line item. | No | Yes | No |
created_by | Created By | string | Name of the person who created this contract line entry. | Yes | No | No |
end_date | End Date | date | Contract line end date; If null, contract is ongoing. | Yes | Yes | Yes |
id | Id | UUID | Unique identifier for a contract line item. | No | No | No |
license_name | License Name | string | The optional label given to the contract line item license. | Yes | Yes | Yes |
license_type | License Type | string | The type of licenses associated with the contract line item. Allowed values: license, platform, professionalService, email, host, event, synthetic, envelope, maintenance, message, contact, project, cpu, document, storage, other. | Yes | Yes | Yes |
line_description | Line Description | string | Identifier for the contract line item. | Yes | Yes | Yes |
modified_by | Modified By | string | Name of the person who last modified this contract line entry. | Yes | No | No |
native_currency | Native Currency | string | Currency code of the currency the contract value is in. Allowed values: USD, EUR, GBP, AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BRL, BSD, BTC, BTN, BWP, BYN, BZD, CAD, CDF, CHF, CLF, CLP, CNH, CNY, COP, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, FJD, FKP, GEL, GGP, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, IMP, INR, IQD, IRR, ISK, JEP, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MRU, MUR, MVR, MWK, MXN, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, STN, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, UYU, UZS, VEF, VES, VND, VUV, WST, XAF, XAG, XAU, XCD, XDR, XOF, XPD, XPF, XPT, YER, ZAR, ZMW. | Yes | Yes | Yes |
native_unit_price | Native Unit Price | currency | Unit price for the line item in the value of the native_currency. | Yes | Yes | Yes |
quantity | Quantity | number | Quantity of the contract line item. | Yes | Yes | Yes |
source | Source | string | Source system of the contract line. | Yes | No | No |
start_date | Start Date | date | Contract line item start date. | Yes | Yes | Yes |
total_price | Total Price | currency | Total quantity multiplied by the unit_price. | Yes | No | No |
unit_of_measure | Unit Of Measure | string | The unit of measurement for the contract line item. Allowed values: Each, Year, Month, Week, Day, Hour, Terabyte, Gigabyte, Megabyte, Kilobyte. | Yes | Yes | Yes |
unit_price | Unit Price | currency | Unit price for the line item. Currency is converted if the Native Currency is different than the global currency set in Zylo. Zylo uses the currency exchange rate of the line item start_date. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Contract Match Details
Resource name: contract_match_details
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
accuracy_binary_confidence | Accuracy Confidence | number | Confidence score for the accuracy binary classifier. | Yes | No | No |
accuracy_binary_result | Accuracy Result | string | Result of the accuracy binary classifier. | Yes | No | No |
app_match_confidence | App Match Confidence | number | Confidence score for the application match. | Yes | No | No |
app_match_reason | App Match Reason | string | Explanation of why the application match was made. | Yes | No | No |
app_match_result_id | App Match Result | UUID | The application id determined for the contract through the importer/modeler. | Yes | No | No |
cleansed_name | Cleansed Name | string | The cleansed charge/contract name produced by the importer. | Yes | No | No |
contract_id | Contract ID | UUID | Unique identifier for the contract these match details belong to. | No | No | No |
id | Id | UUID | Unique identifier for a contract match detail record (the contract id). | No | No | No |
recall_binary_confidence | Recall Confidence | number | Confidence score for the recall binary classifier. | Yes | No | No |
recall_binary_result | Recall Result | string | Result of the recall binary classifier. | Yes | No | No |
reseller_binary_confidence | Reseller Confidence | number | Confidence score for the reseller binary classifier. | Yes | No | No |
reseller_binary_result | Reseller Result | string | Result of the reseller binary classifier. | Yes | No | No |
reseller_match | Reseller Match | boolean | Whether the contract was matched to a reseller. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the match detail record was created in Zylo. | Yes | No | No |
zylo_created_by | Zylo Created By | string | The user or entity that created the match detail record. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the match detail record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_modified_by | Zylo Modified By | string | The user or entity that last modified the match detail record. | Yes | No | No |
Contracts
Resource name: contracts
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
account_number | Account Number | string | The account number associated with the contract. | Yes | Yes | Yes |
application_id | Application Id | UUID | The application associated with the contract. This is only set for single-application contracts. When a contract has line items, each application is associated through its line items instead, and this field is empty. | Yes | Yes | Yes |
billing_frequency | Billing Frequency | string | Billing frequency for the contract. Allowed values: Annually, Monthly, One Time, Quarterly, Semi-Annually. | Yes | Yes | Yes |
can_have_contract_lines | Can Have Contract Lines | boolean | Indicates if the contract can have lines added | Yes | Yes | Yes |
cancellation_policy | Cancellation Policy | string | Cancellation policy for the contract. | Yes | Yes | Yes |
contract_term | Contract Term | string | The term of duration of the contract. | Yes | Yes | Yes |
contract_value_year | Contract Value Year | array[number] | Contract values by year for the contract. | Yes | No | No |
current_year_contract_value | Current Year Contract Value | currency | Contract Year value that best relates to the Current Year. | Yes | No | No |
custom_fields | Custom Fields | object | Values for custom fields associated with this Contract. | Yes | Yes | Yes |
end_date | End Date | date | End date of the contract. This is required unless the contract field month_to_month is true. | Yes | Yes | Yes |
external_id | External Id | string | Identifier of the contract in its source system. | Yes | No | No |
external_source_link | External Source Link | string | External link to contract data source. | Yes | No | No |
has_contract_lines | Has Contract Lines | boolean | Indicates if the contract can have lines added | Yes | No | No |
id | Id | UUID | Unique identifier for a contract. | No | No | No |
month_to_month | Month To Month | boolean | Indicates if the contract is auto-renewing. | Yes | Yes | Yes |
name | Name | string | The contract name. | No | Yes | Yes |
native_contract_value_year | Native Contract Value Year | array[number] | Total native value of the contract as entered in the contract record. | Yes | Yes | Yes |
native_currency | Native Currency | string | Currency code of the currency the contract value is in. Allowed values: USD, EUR, GBP, AED, AFN, ALL, AMD, ANG, AOA, ARS, AUD, AWG, AZN, BAM, BBD, BDT, BGN, BHD, BIF, BMD, BND, BOB, BRL, BSD, BTC, BTN, BWP, BYN, BZD, CAD, CDF, CHF, CLF, CLP, CNH, CNY, COP, CRC, CUC, CUP, CVE, CZK, DJF, DKK, DOP, DZD, EGP, ERN, ETB, FJD, FKP, GEL, GGP, GHS, GIP, GMD, GNF, GTQ, GYD, HKD, HNL, HRK, HTG, HUF, IDR, ILS, IMP, INR, IQD, IRR, ISK, JEP, JMD, JOD, JPY, KES, KGS, KHR, KMF, KPW, KRW, KWD, KYD, KZT, LAK, LBP, LKR, LRD, LSL, LYD, MAD, MDL, MGA, MKD, MMK, MNT, MOP, MRO, MRU, MUR, MVR, MWK, MXN, MYR, MZN, NAD, NGN, NIO, NOK, NPR, NZD, OMR, PAB, PEN, PGK, PHP, PKR, PLN, PYG, QAR, RON, RSD, RUB, RWF, SAR, SBD, SCR, SDG, SEK, SGD, SHP, SLL, SOS, SRD, SSP, STD, STN, SVC, SYP, SZL, THB, TJS, TMT, TND, TOP, TRY, TTD, TWD, TZS, UAH, UGX, UYU, UZS, VEF, VES, VND, VUV, WST, XAF, XAG, XAU, XCD, XDR, XOF, XPD, XPF, XPT, YER, ZAR, ZMW. | Yes | Yes | Yes |
native_total_contract_value | Native Total Contract Value | currency | Total native value of the contract as entered in the contract record. | Yes | Yes | Yes |
notification_period | Notification Period | string | Length of notice required to submit contract termination to supplier. | Yes | Yes | Yes |
number | Number | string | Contract Number from source system. | No | Yes | Yes |
owner | Owner | string | Name of the primary contact for the contract. | Yes | Yes | Yes |
owner_manually_set | Owner Manually Set | boolean | The owner was set manually. | Yes | No | Yes |
payment_method | Payment Method | string | Payment method of the contract. | Yes | Yes | Yes |
payment_term | Payment Term | string | The terms of payment for the contract. | Yes | Yes | Yes |
price_protection | Price Protection | boolean | Is there price protection built into the contract. | Yes | Yes | Yes |
purchase_order_number | Purchase Order Number | array | Purchase Order Number associated to this contract. | Yes | Yes | Yes |
remit_to_address | Remit To Address | string | Remittance address for this contract. | Yes | Yes | Yes |
renewal_state | Renewal State | string | Next steps for renewal of this contract. | Yes | Yes | Yes |
reseller | Reseller | string | Reseller name for the contract. | Yes | Yes | Yes |
source | Source | string | Source system of the contract. | Yes | No | No |
start_date | Start Date | date | Start date of the contract. | Yes | Yes | Yes |
status | Status | string | Status of the contract based on the current date and the contract start and end dates. "Active" indicates the contract is currently valid, "Expired" indicates the contract has ended, and "Inactive" indicates the contract has not yet started. Allowed values: Active, Expired, Inactive. | No | No | No |
supplier_id | Supplier Id | UUID | Supplier is the publisher of the Application(s) associated with this Contract. Please note that this may not represent the supplier you purchase from if your contract is through a reseller. | Yes | Yes | Yes |
supplier_manually_set | Supplier Manually Set | boolean | The supplier was set manually. | Yes | No | Yes |
supplier_name | Supplier Name | string | Supplier is the publisher of the Application(s) associated with this Contract. Please note that this may not represent the supplier you purchase from if your contract is through a reseller. | Yes | No | No |
total_contract_value | Total Contract Value | currency | Total value of the contract as entered in the contract record. Currency is converted if the Native Currency is different than the global currency set in Zylo. Zylo uses the currency exchange rate of the Contract Start Date. | Yes | No | No |
total_licenses | Total Licenses | number | The total licenses for the contract. | Yes | No | No |
type | Type | array | The type of contract recorded. | Yes | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Cost Per User Items
Resource name: cost_per_user_items
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application ID | UUID | Unique identifier for the application the cost-per-user item belongs to. | No | No | No |
contract_id | Contract ID | UUID | Unique identifier for the contract the cost-per-user item is associated with. | Yes | No | No |
contract_line_item_id | Contract Line Item ID | UUID | Unique identifier for the contract line item the cost-per-user item is associated with. | Yes | No | No |
description | Description | string | Description of the cost-per-user item. | Yes | No | No |
id | Id | UUID | Unique identifier for a cost-per-user item. | No | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the cost-per-user item was created in Zylo. | Yes | No | No |
zylo_created_by | Zylo Created By | string | The user or entity that created the cost-per-user item. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the cost-per-user item was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_modified_by | Zylo Modified By | string | The user or entity that last modified the cost-per-user item. | Yes | No | No |
Custom Fields
Resource name: custom_fields
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
custom_field_group_id | Custom Field Group ID | UUID | The custom field group this field belongs to. | Yes | No | No |
description | Description | string | The custom field description. | Yes | Yes | Yes |
entity_type | Entity Type | string | The type of entity this custom field applies to (e.g. company_app, contract, charge). Defaults to applications. Allowed values: applications, payments, contracts, users. | Yes | Yes | No |
id | Id | UUID | Unique identifier for a custom field. | No | No | No |
is_enabled | Is Enabled | boolean | Indicates whether the custom field is enabled or not. | Yes | Yes | Yes |
is_key | Is Key | boolean | Indicates whether the custom field is a key field or not. | Yes | No | No |
name | Name | string | The custom field name. | No | Yes | No |
options | Options | object | The options of the custom field. | Yes | Yes | No |
position | Position | number | The position of the custom field. | Yes | Yes | Yes |
section | Section | string | The custom field section. | No | No | No |
type | Type | string | The type of the custom field. Allowed values: date, text, choice, multichoice, currency, boolean, number, email. | No | Yes | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_created_by | Zylo Created By | string | The user or entity that created the custom field. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_modified_by | Zylo Modified By | string | The user or entity that last modified the custom field. | Yes | No | No |
Functionalities
Resource name: functionalities
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application associated with the functionality. | No | No | No |
functionality_name | Functionality Name | string | The functionality name. | Yes | No | No |
id | Id | UUID | Unique identifier for a functionality. | No | No | No |
is_active | Is Active | boolean | Whether or not the functionality is active. | Yes | No | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Connections Job History
Resource name: integration_uploads
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
app_domain | Application Domain | string | Domain of the application associated with the connection. | Yes | No | No |
app_label | Application | string | Application title associated with the connection. | Yes | No | No |
archive_file_name | Archive File Name | string | Name of the archived copy of the uploaded file in S3. | Yes | No | No |
company_app_id | Application ID | UUID | The Application ID associated with this upload. | No | No | No |
company_integration_id | Company Integration ID | UUID | The connection this upload belongs to. | No | No | No |
created_by | Created By | string | User or entity that created the upload. | Yes | No | No |
data_type | Data Type | string | The type of data imported through the connection. | Yes | No | No |
delivery_method | Delivery Method | string | The process in which the data is being imported. | Yes | No | No |
file_name | File Name | string | The display name on the imported file. | Yes | No | No |
id | Id | UUID | No | No | No | |
job_id | Job ID | string | The Id of the file import run. | Yes | No | No |
message | Message | string | This field contains information about the connection. It may contain error details or status updates. | Yes | No | No |
rows_with_errors | Rows With Errors | number | Number of rows that had an error. | Yes | No | No |
status | Status | string | The connection state. | Yes | No | No |
successful_rows | Successful Rows | number | Number of rows that successfully imported. | Yes | No | No |
upload_date | Upload Date | date | The date the file was uploaded. | Yes | No | No |
Integrations
Resource name: integrations
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application associated with the integration. | Yes | No | No |
application_name | Application Name | string | The name of the application associated with the integration. | Yes | No | No |
error_message | Error Message | string | The error message for the integration. | Yes | No | No |
external_organization_id | External Organization Id | string | The unique ID of the instance in the third party provider. | Yes | No | No |
id | Id | UUID | Unique identifier for an integration. | No | No | No |
last_fetch_date | Last Fetch Date | date | The last date integration data was fetched. | Yes | No | No |
last_processed_date | Last Processed Date | date | The date in which the integration was last processed. | Yes | No | No |
mapped_apps_failed_count | Mapped Apps Failed Count | number | Only applicable for SSO integrations. The number of mapped applications that failed to run. | Yes | No | No |
mapped_apps_running_count | Mapped Apps Running Count | number | Only applicable for SSO integrations. The number of mapped applications that are currently running. | Yes | No | No |
mapped_apps_succeeded_count | Mapped Apps Succeeded Count | number | Only applicable for SSO integrations. The number of mapped applications that have succeeded. | Yes | No | No |
mappings | Mappings | array | The mapping for the integration, only available for Usage Connect. | Yes | No | No |
status | Status | string | The status of the integration. Allowed values: RUNNING, SUCCEEDED, FAILED. | Yes | No | No |
type | Type | string | The type of integration. Allowed values: aha!, airtable, asana, asanav2, atlassian, azuread, calendly, centrify, concur, concurendorsed, concurv2, confluence, coupa, docusign, domo, dropbox, expensify, figjam, figma, github, gsuite, hrroster, idaptive, informatica, intacct, jiracloud, looker, microsoftteams, monday, msdynamics365, netsuite, office365, office365v2, okta, onelogin, outreach, outreachv2, pagerduty, pagerdutyv2, salesforce, servicenow, servicenowv2, slack, smartsheet, usageconnect, veevacrm, veevavault, workdayfinancialap, workdayfinancialexpense, workdayhris, zendesk, zoom. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
IP Passlist
Resource name: ip_passlist
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
created_at | Created At | datetime | Date and time the entry was created. | Yes | No | No |
created_by | Created By | string | User or entity that created the entry. | Yes | No | No |
description | Description | string | Description of the IP passlist entry. | Yes | No | No |
id | Id | UUID | No | No | No | |
ip_address | IP Address | string | The allowed IP address. | Yes | No | No |
is_api | API Access | boolean | Whether this IP address is used for API access. | Yes | No | No |
is_app | App Access | boolean | Whether this IP address is used for App access. | Yes | No | No |
modified_at | Modified At | datetime | Date and time the entry was last modified. | Yes | No | No |
OAuth Sessions
Resource name: oauth_sessions
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
client_id | Client ID | string | OAuth client that initiated the session. | Yes | No | No |
client_name | Client Name | string | Display name of the OAuth client (e.g. Claude Desktop, ChatGPT). | Yes | No | No |
created_at | Created At | datetime | Date and time the session record was created. | Yes | No | No |
created_by | Created By | string | User or entity that created the session record. | Yes | No | No |
email | Email of the Zylo user who authorized this session. | Yes | No | No | ||
expires_at | Expires At | datetime | Absolute session expiry (e.g. 90 day cap). | Yes | No | No |
id | Id | UUID | No | No | No | |
last_refreshed_at | Last Refreshed At | datetime | When the token was last refreshed. | Yes | No | No |
original_auth_at | Original Auth At | datetime | When the session was first created. | Yes | No | No |
revoked_at | Revoked At | datetime | Null if active, set if the session was revoked. | Yes | No | No |
type | Type | string | Type of OAuth session (e.g. mcp). | Yes | No | No |
zylo_auth_id | Zylo Auth ID | UUID | References the zylo_auth record for the user who authorized this session. | No | No | No |
Payment Imports
Resource name: payment_imports
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
created_by | Created By | string | The user or entity that uploaded the file. | Yes | No | No |
id | Id | UUID | The payment id. | No | No | No |
import_type | Import Type | string | The source and expense type of file that was uploaded. | Yes | No | No |
original_file | Original File | string | The original name of the uploaded file. | Yes | No | No |
row_error | Rows Errored | number | Count of errored rows in file. This count is only ever populated when the file comes from an integration connection. | Yes | No | No |
row_match | Rows Matched | number | Count of matched rows in file. This count is only ever populated when the file comes from an integration connection. | Yes | No | No |
row_unmatch | Rows Unmatched | number | Count of unmatched rows in file. This count is only ever populated when the file comes from an integration connection. | Yes | No | No |
status | Status | string | Current status of the uploaded file. Possible values include: "U" (Uploaded), "P" (Processing), "C" (Completed), "E" (Error). Allowed values: U, P, C, E. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Software Charges
Resource name: payments
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
amount | Amount | currency | Line item amount of the payment, mapped from financial data source. | Yes | No | No |
application_id | Application Id | UUID | Unique identifier for the application associated with the payment. Null when the payment has not been matched to an application. | Yes | No | No |
associated | PO Spend/Non PO Spend | string | Yes | No | No | |
cost_center | Cost Center | string | Cost center of the payment, mapped from financial data source. | Yes | No | No |
custom_fields | Custom Fields | object | Values for custom fields associated with this Payment. Read-only — custom field values on Payments cannot be created or edited via this API. | Yes | No | No |
email | User responsible for expense transaction mapped from financial data source. | Yes | No | No | ||
email_domain | Email Domain | string | Yes | No | No | |
expense_type | Expense Type | string | Expense type of the payment (e.g. Software & Subscriptions), mapped from financial data source. | Yes | No | No |
external_po_number | Source System PO Number | string | Purchase Order Number as identified by the financial source system. | Yes | No | No |
id | Id | UUID | The payment id. | No | No | No |
metadata | Metadata | object | Raw financial data and fields in addition to standard payment detail. | Yes | No | No |
payment_date | Payment Date | date | Date the payment occurred (e.g. Paid Date or Transaction Date), mapped from financial data source. | Yes | No | No |
payment_description | Description | string | Description of the transaction, mapped from financial data source. | Yes | No | No |
payment_name | Name | string | Name of payment, vendor, or supplier, mapped from financial data source. | Yes | No | No |
payment_type | Type | string | Zylo's classification of the payment, AP (accounts payable) or Expense, based on the financial data source. | Yes | No | No |
po_line_item_id | Po Line Item Id | UUID | The ID for the PO Line Item associated to this Payment. | Yes | No | No |
purchase_order_id | Purchase Order Id | UUID | The ID for the Purchase Order associated to this Payment. | Yes | No | No |
reseller | Reseller | string | Reseller the payment was processed through. | Yes | No | No |
source | Source | string | Financial source of the payment. | Yes | No | No |
supplier_name | Supplier Name | string | Name of the supplier, mapped from financial data source. | No | No | No |
transaction_id | Transaction Id | string | Unique transaction ID of the payment, mapped from financial data source if available, or a Zylo-generated unique ID. | Yes | No | No |
zybrary_supplier_id | Zybrary Supplier Id | UUID | The id for the Zybrary supplier. Found on the "Zybrary" resource | No | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Pending Contract Line Items
Resource name: pending_contract_line_items
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
app_name | App Name | string | Name of the application associated with this line item. | Yes | No | No |
application_id | Application Id | UUID | The application associated with this line item. | Yes | No | No |
end_date | End Date | date | Ending date of the pending contract line item. May be null for ongoing contracts. | Yes | No | No |
id | Id | UUID | Unique identifier for the pending contract line item. | No | No | No |
license_name | License Name | string | The name of the license. | Yes | No | No |
license_type | License Type | string | The type of license for this pending contract line item. | Yes | No | No |
line_description | Line Description | string | Description of the product the licenses represent. | Yes | No | No |
line_item_number | Line Item Number | number | Ordinal number for this line item as it appears in the contract (1-based). | Yes | No | No |
native_currency | Native Currency | string | Native currency the pending contract line item was made out for. | Yes | No | No |
native_unit_price | Native Unit Price | currency | Unit price in the native currency. | Yes | No | No |
pending_contract_id | Pending Contract Id | UUID | The parent pending contract this line item belongs to. | No | No | No |
quantity | Quantity | string | Quantity of licenses on the line item. | Yes | No | No |
start_date | Start Date | date | Beginning date of the pending contract line item. | Yes | No | No |
total_price | Total Price | currency | Estimated total price over the life of the pending contract line. | Yes | No | No |
unit_of_measure | Unit Of Measure | string | Unit of measure for the license quantity. | Yes | No | No |
unit_price | Unit Price | currency | Price per license. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the line item was created. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the line item was last modified. | Yes | No | No |
Pending Contracts
Resource name: pending_contracts
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
billing_frequency | Billing Frequency | string | How often billing occurs (e.g., monthly, annually). | Yes | No | No |
cancellation_policy | Cancellation Policy | string | The cancellation policy for the pending contract. | Yes | No | No |
company_document_id | Company Document Id | UUID | The company document associated with this pending contract. | No | No | No |
contract_term | Contract Term | string | Contract term type (Fixed, Auto-renewed, or Perpetual). | Yes | No | No |
created_by | Created By | string | Who uploaded the contract document. | Yes | No | No |
end_date | End Date | date | Pending contract end date. May be null for ongoing contracts. | Yes | No | No |
id | Id | UUID | Unique identifier for the pending contract. | No | No | No |
is_reviewed | Is Reviewed | boolean | Whether the AI-extracted data has been reviewed by a human. | Yes | No | No |
month_to_month | Month To Month | boolean | Whether this is a recurring payment contract. | Yes | No | No |
name | Name | string | Name of the pending contract, typically derived from the uploaded document filename. | Yes | No | No |
native_currency | Native Currency | string | Currency the pending contract was made out for. | Yes | No | No |
native_total_contract_value | Native Total Contract Value | currency | Estimated total value of the pending contract in native currency. | Yes | No | No |
notification_period | Notification Period | string | Required notification period before contract changes. | Yes | No | No |
number | Number | string | Pending contract number extracted from the document. | Yes | No | No |
owner | Owner | string | Person responsible for administering the pending contract. | Yes | No | No |
source | Source | string | The source of the contract data (e.g., API, manual upload). | Yes | No | No |
start_date | Start Date | date | Pending contract start date. | Yes | No | No |
supplier_id | Supplier Id | UUID | The supplier associated with this pending contract. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the pending contract was created (upload date). | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the pending contract was last modified. | Yes | No | No |
PO Line Items
Resource name: po_line_items
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
amount | Amount | currency | The amount of allocated spend for the PO line item. | Yes | No | No |
application_id | Application Id | UUID | Unique identifier for the application associated with the purchase order line item. | Yes | No | No |
commodity_category | Commodity Category | string | Commodity category of the PO Line Item. | Yes | No | No |
commodity_name | Commodity Name | string | Commodity Type of the PO Line Item. | Yes | No | No |
department_name | Department Name | string | Department name of the PO Line Item. | Yes | No | No |
description | Description | string | The description provided for this PO Line Item. | Yes | No | No |
expense_type | Expense Type | string | Expense type of the PO Line Item. | Yes | No | No |
external_created_at | External Created Date | datetime | The date the source system reported as the creation date of the purchase order line item. | Yes | No | No |
id | Id | UUID | Unique identifier for a purchase order line item. | No | No | No |
is_saas | Include | boolean | Is this PO Line Item related to SaaS spend (Included). | Yes | No | No |
order_line_number | PO Line # | string | PO Line Order Number. | Yes | No | No |
percent_spend_against | Percent Spend Against | percentage | Percentage of spend made against the approved purchase order line amount. | Yes | No | No |
purchase_order_id | Purchase Order Id | UUID | Unique identifier for the purchase order associated with the purchase order line item. | Yes | No | No |
remaining_spend_against | Remaining Spend Against | currency | Remaining amount of associated spend against the purchase order line item. | Yes | No | No |
requestor_name | Requestor Name | string | Requestor name of the PO Line Item. | Yes | No | No |
source | Source | string | Source system of the PO Line Item. | Yes | No | No |
supplier_account_number | Supplier Account Number | string | Supplier account number of the PO Line Item. | Yes | No | No |
supplier_name | Supplier Name | string | Supplier name of the PO Line Item. | Yes | No | No |
supplier_number | Supplier Number | string | Supplier number of the PO Line Item. | Yes | No | No |
supplier_order_number | Supplier Order Number | string | Supplier order number of the PO Line Item. | Yes | No | No |
total_spend_against | Total Spend Against | currency | Total amount on the related charge. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Purchase Orders
Resource name: purchase_orders
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
account_number | Account Number | string | The account number associated with the purchase order. | Yes | No | No |
amount | Amount | currency | Total approved amount of the purchase order. | Yes | No | No |
contract_message | Contract Message | string | Details of the contract creation. | Yes | No | No |
external_closed_at | External Closed At | date | The date the source system reported as the close date of the purchase order. | Yes | No | No |
external_created_at | External Created At | date | The date the source system reported as the creation date of the purchase order. | Yes | No | No |
id | Id | UUID | Unique identifier for a purchase order. | No | No | No |
metadata | Metadata | object | Raw source system data. | Yes | No | No |
number | Number | string | The number of the purchase order. | Yes | No | No |
percent_spend_against | Percent Spend Against | percentage | Total percent of associated spend against the purchase order's approved amount. | Yes | No | No |
remaining_spend_against | Remaining Spend Against | currency | Remaining amount of associated spend against the purchase order. | Yes | No | No |
requisition_number | Requisition Number | string | The requisition number associated with the purchase order. | Yes | No | No |
source | Source | string | Source system of the purchase order. | Yes | No | No |
status | Status | string | The status of the purchase order. | Yes | No | No |
supplier_id | Supplier Id | UUID | The unique identifier for the supplier associated with the purchase order. | Yes | No | No |
total_spend_against | Total Spend Against | currency | Total associated spend against the purchase order. | Yes | No | No |
vendor_name | Vendor Name | string | The name of the vendor associated with the purchase order. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Report Jobs
Resource name: report_jobs
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
error_message | Error Message | string | The error message associated with the report job, if any. | Yes | No | No |
id | Id | UUID | No | No | No | |
query | Query | object | The query used to generate the report. | Yes | No | No |
rows | Rows | number | The number of rows in the generated report. | Yes | No | No |
status | Status | string | The current status of the report job. "E" - The job has errored and will be not be available for download. "P" - The job is currently processing. "C" - The job has completed and is available for download. Allowed values: P, C, E. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
Savings Events
Resource name: savings_events
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application related to the savings event. | Yes | Yes | Yes |
description | Description | string | Description of the savings event. | Yes | Yes | Yes |
event_type | Event Type | string | Type of the savings event. | Yes | Yes | Yes |
exclude_from_event_total | Exclude From Event Total | boolean | If checked, event will be excluded from aggregated event statistics and total event count. | Yes | Yes | Yes |
id | Id | UUID | Unique identifier for a savings event. | No | No | No |
is_custom | Is Custom | boolean | Yes/No field to indicate if the event is custom or created by Zylo. | Yes | No | No |
manual | Manual | boolean | Whether the savings event was entered manually rather than generated by the system. | Yes | No | No |
monetary_value | Monetary Value | currency | Monetary value of the savings event. | Yes | Yes | Yes |
name | Name | string | Name of the savings event. | Yes | Yes | Yes |
notes | Notes | string | Notes of the savings event. | Yes | Yes | Yes |
numerical_value | Numerical Value | string | The numerical value of the savings event. This must be not null if the unit of measure is not null. | Yes | Yes | Yes |
origin | Origin | string | Indicates if the savings event is system or user generated. | Yes | No | No |
quantity | Quantity | string | The numerical value of the savings event combined with its unit of measure (e.g. "10 licenses"). | Yes | No | No |
savings_per_unit | Savings Per Unit | number | Savings per unit for the savings event. | Yes | No | No |
transaction_date | Transaction Date | date | Date of the transaction for the savings event. | Yes | Yes | Yes |
unit_of_measure | Unit Of Measure | string | The unit of measure for the numerical value of the savings event. This must be not null if the numerical value is not null. Allowed values: Application, Contract, Licenses, Survey, Users. | Yes | Yes | Yes |
user_override | User Override | boolean | Whether or not the savings event has been overridden with data by the user. | Yes | No | Yes |
value_type | Value Type | string | Category that classifies the savings event by stage and kind. 'Realized Savings' and 'Realized Avoidance' represent value that has already been captured. 'Identified Savings' and 'Identified Avoidance' represent projected value that has not yet been realized. 'Informational' represents non-monetary tracking entries. Savings reduce committed spend; avoidance prevents new spend from being incurred. Allowed values: Identified Avoidance, Identified Savings, Informational, Realized Avoidance, Realized Savings. | Yes | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_created_by | Zylo Created By | string | The user or entity that created the savings event. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_modified_by | Zylo Modified By | string | The user or entity that last modified the savings event. | Yes | No | No |
Suppliers
Resource name: suppliers
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
description | Description | string | The supplier description. | Yes | No | No |
domain | Domain | string | The supplier domain. | Yes | No | No |
id | Id | UUID | The supplier id. | No | No | No |
name | Name | string | The supplier name. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Unmatched Payments
Resource name: unmatched_payments
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
amount | Amount | currency | Line item amount of the payment, mapped from payment data source. | Yes | No | No |
expense_type | Expense Type | string | Expense type of the payment (e.g. Software & Subscriptions), mapped from payment data source. | Yes | No | No |
external_po_number | Source System PO Number | string | Purchase Order Number as identified by the payment source system. | Yes | No | No |
id | Id | UUID | The unmatched payment id. | No | No | No |
payment_date | Payment Date | date | Date the payment occurred (e.g. Paid Date or Transaction Date), mapped from payment data source. | Yes | No | No |
payment_description | Description | string | Description of the transaction, mapped from payment data source. | Yes | No | No |
payment_name | Name | string | Name of payment, vendor, or supplier, mapped from payment data source. | Yes | No | No |
payment_type | Type | string | Zylo's classification of the payment, AP (accounts payable) or Expense, based on the payment data source. | Yes | No | No |
po_line_item_id | Po Line Item Id | UUID | The ID for the PO Line Item associated to this payment. | Yes | No | No |
purchase_order_id | Purchase Order Id | UUID | The ID for the Purchase Order associated to this payment. | Yes | No | No |
reseller | Reseller | string | Reseller the payment was processed through. | Yes | No | No |
saas_confidence | SaaS Confidence | string | This score represents the confidence of Zylo's proprietary AI model in classifying a payment as SaaS spend. Higher scores indicate greater certainty in the classification. | Yes | No | No |
source | Source | string | Source of the payment. | Yes | No | No |
supplier_name | Supplier | string | Name of the supplier associated with this payment. | Yes | No | No |
transaction_id | Transaction Id | string | Unique transaction ID of the payment, mapped from payment data source if available, or a Zylo-generated unique ID. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
Usage Connect
Resource name: usage_connect
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
app_label | App Label | string | The label for the application. | Yes | No | No |
application_id | Application Id | UUID | Unique identifier for the application associated with the usage connection. | No | No | No |
data_type | Data Type | string | The type of data imported through the connection. | Yes | No | No |
delivery_method | Delivery Method | string | The process in which the data is being imported. | Yes | No | No |
errored_rows | Errored Rows | number | Number of rows that had an error. | Yes | No | No |
file_name | File Name | string | The display name on the imported file. | Yes | No | No |
id | Id | UUID | Unique identifier for the usage connection import job. | No | No | No |
import_status | Import Status | string | The state of the file import. Allowed values: new, pending, ignore, complete, error. | Yes | No | No |
integration_id | Integration Id | UUID | Unique identifier for the integration associated with the usage connection. | No | No | No |
message | Message | string | This field contains information about the connection. It may contain error details or status updates. | Yes | No | No |
successful_rows | Successful Rows | number | Number of rows that successfully imported. | Yes | No | No |
upload_date | Upload Date | datetime | The date the file was uploaded. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
User Stats
Resource name: user_stats
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
active_applications | Active Applications | number | Count of provisioned applications with tracked activity in the app's activity threshold. | Yes | No | No |
applications | Applications | number | Count of provisioned applications the user has access to. | Yes | No | No |
cost_centers | Cost Centers | array | Distinct cost centers the user has expenses tied to in the last 12 months. | Yes | No | No |
cost_per_user | Cost Per User | currency | Total cost of the user (Showbacks feature). | Yes | No | No |
email | User email — join key against users. | Yes | No | No | ||
expense_spend | Expense Spend | currency | Total Expense payments made by the user in the last 12 months. | Yes | No | No |
expensed_apps_count | Expensed Apps Count | number | Count of unique applications the user has Expense payments against in the last 12 months. | Yes | No | No |
full_name | Full Name | string | Full name of the user as resolved by the pre-aggregation. | Yes | No | No |
inactive_cost_per_user | Inactive Cost Per User | currency | Sum of the cost-per-user for applications where the user is inactive. | Yes | No | No |
last_expense_transaction_date | Last Expense Transaction Date | datetime | Most recent Expense transaction date across payment sources. | Yes | No | No |
Users
Resource name: users
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
apps_owned | Apps Owned | number | Number of applications that the user has been set as one of the types of "owner" within Zylo: Application Owner, Business Owner, or IT Owner. | Yes | No | No |
custom_fields | Custom Fields | object | Values for custom fields associated with this User. | Yes | Yes | Yes |
date_disabled | Date Disabled | date | The date at which the user's status was marked as disabled. | Yes | No | No |
email | A user's email via any direct, HR, or SSO integration. | Yes | No | No | ||
email_domain | Email Domain | string | The email domain of the user's email. | Yes | No | No |
external_status | External Status | string | User's external status as it comes in directly from your Employee Roster. | Yes | No | No |
full_name | Full Name | string | A user's full name via any direct, HR, SSO integration, or will be pulled from the Employee Roster if one is setup. Use the link below for setup steps. | Yes | No | No |
id | Id | UUID | A user's Zylo id. | No | No | No |
in_employee_roster | In Employee Roster | boolean | Whether the user's email matches an active record in the Employee Roster. This is the best indicator for identifying departed or former employees — filter on in_employee_roster = false to find users who are no longer at the company or were never imported into the roster. | Yes | No | No |
is_archived | Is Archived | boolean | Marked as archived if Zylo account has been deleted from the Team page. | Yes | No | No |
notes | Notes | string | Any notes a Zylo account has associated with a user. | Yes | Yes | Yes |
tags | Tags | array | Any tags a Zylo account has associated with a user. | Yes | Yes | Yes |
user_data | User Data | object | Data about the user from the Employee Roster. Any inner key can be referenced with dot notation (e.g. user_data.department). | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the user was first added to Zylo, either by an admin or from an integration. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
zylo_status | Zylo Status | string | Whether a user is considered active or disabled based on the External Status propagated from the Employee Roster. This field only reflects an explicitly set status and may remain empty when a user departs. To identify departed or former users, prefer in_employee_roster instead. | Yes | No | No |
View Applications
Resource name: view_applications
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for an Application. | No | Yes | Yes |
id | Id | string | Yes | No | No | |
view_id | View Id | UUID | Unique identifier for a view. | No | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
View Zylo Users
Resource name: view_zylo_users
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
id | Id | string | Yes | No | No | |
view_id | View Id | UUID | Unique identifier for a view. | No | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
zylo_user_id | Zylo User Id | UUID | Unique identifier for a Zylo user. | No | Yes | Yes |
Views
Resource name: views
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
id | Id | UUID | Unique identifier for the view. | No | No | No |
is_dynamic | Is Dynamic | boolean | Whether the view is dynamically adjusting applications within the view. | Yes | No | No |
name | Name | string | Name of the view. Must be unique. | Yes | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the view was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the view was last modified in Zylo. | Yes | No | No |
Workflow Responses
Resource name: workflow_responses
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application associated with the workflow response. | Yes | No | No |
email | Email for the user responding to the workflow. | Yes | No | No | ||
id | Id | UUID | Unique identifier for a workflow response. | No | No | No |
response | Response | boolean | Whether the user responded to the workflow. | Yes | No | No |
response_at | Response At | date | The date the user responded to the workflow. | Yes | No | No |
response_text | Response Text | string | The user's text response to the workflow. | Yes | No | No |
workflow_id | Workflow Id | UUID | Unique identifier for the workflow associated with the workflow response. | No | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Workflows
Resource name: workflows
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
application_id | Application Id | UUID | Unique identifier for the application associated with the workflow. | Yes | No | No |
current_step | Current Step | string | The current step of the workflow. Allowed values: Review Users, Send Email, Review Responses, Deprovision & Notify, Complete Workflow. | Yes | No | No |
current_step_index | Current Step Index | number | The current step index of the workflow. | Yes | No | No |
id | Id | UUID | Unique identifier for a workflow. | No | No | No |
last_day_to_respond | Last Day To Respond | string | The last day to respond to the workflow. | Yes | No | No |
name | Name | string | The name of the workflow. | Yes | No | No |
status | Status | string | The status of the workflow. Allowed values: Action Needed, In Progress, Not Started, Complete, Errored, Skipped. | Yes | No | No |
total_step_count | Total Step Count | number | The total step count of the workflow. | Yes | No | No |
users_actioned | Users Actioned | number | The number of users who have taken action on the workflow. | Yes | No | No |
users_qualified | Users Qualified | number | The number of users who have met the criteria for the workflow. | Yes | No | No |
users_responded | Users Responded | string | The number of users who have responded to the workflow. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. Uses the created date by default. | Yes | No | No |
Zybrary
Resource name: zybrary
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
app_description | App Description | string | The application description. | Yes | No | No |
app_domain | App Domain | string | The application domain. | Yes | No | No |
app_name | App Name | string | The application name. | Yes | No | No |
id | Id | UUID | Unique identifier for a Zybrary application. | No | No | No |
zybrary_supplier_id | Zybrary Supplier Id | UUID | The supplier id associated with the application, if applicable. | Yes | No | No |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
Zylo Users
Resource name: zylo_users
| Field | Display Name | Type | Description | Nullable | Can Add | Can Update |
|---|---|---|---|---|---|---|
email | The email of the Zylo user. | Yes | Yes | No | ||
first_name | First Name | string | The first name of the Zylo user. | Yes | Yes | No |
id | Id | UUID | Unique identifier for a Zylo user. | No | No | No |
in_view | In View | boolean | Whether the Zylo user is in a view. | Yes | No | No |
last_login | Last Login | datetime | The date and time of the last login for the Zylo user. | Yes | No | No |
last_name | Last Name | string | The last name of the Zylo user. | Yes | Yes | No |
permissions | Permissions | array | Roles assigned to this Zylo user. Updating permissions replaces the entire set — any role omitted from the request is removed, not merged. See the permissions reference for the full list of available roles. | Yes | Yes | Yes |
zylo_created_at | Zylo Created At | datetime | Date and time the record was created in Zylo. | Yes | No | No |
zylo_modified_at | Zylo Modified At | datetime | Date and time the record was last modified in Zylo. | Yes | No | No |
zylo_user_account_id | Zylo User Account Id | UUID | No | Yes | Yes |
Field Type Reference
- string: Text value
- number: Numeric value (integer or decimal)
- boolean: True/false value
- date: Date in YYYY-MM-DD format
- datetime: Date and time in ISO 8601 format
- UUID: Universally unique identifier
- email: Email address format
- JSON: Complex JSON object or array
- array: Array of values