Account data source

Learn about the Account data source.

Use the Account data source to export customer Accounts with Contacts and Payment Methods.

Objects available in the data source


Object	Description
Account	The customer account. This is the base object for the Account Data Source Export. Contains the following fields: Account Balance Account Number Additional Email Addresses Allow Invoice Editing Auto Pay Bill Cycle Day Bill Cycle Day Setting Option Billing Batch CMRR CRM Account ID CSR CommunicationProfile ID (In the case that this field has no value, the system will use the default Communication Profile to send out notifications.) Created By ID Created Date Credit Balance Currency Default Payment Method ID ID Invoice Delivery Preferences Email Invoice Delivery Preferences Print Invoice Template ID Last Invoice Date Last Metrics Update (available only if you have the Reseller Account feature enabled) Name Notes PO Number Parent ID Partner Account (available only if you have the Reseller Account feature enabled) Payment Gateway Name Payment Method Cascading Consent Payment Term Reserved Payment Amount Sales Rep Sequence Set ID Status Tax Company Code Tax Exempt Certificate ID Tax Exempt Certificate Type Tax Exempt Description Tax Exempt Effective Date Tax Exempt Expiration Date Tax Exempt Issuing Jurisdiction Tax Exempt Status Total Debit Memo Balance (This field is only used for Credit and Debit Memo.) Total Invoice Balance Unapplied Balance (The value of this field is the unapplied payment amount.) Unapplied Credit Memo Amount (This field is only used for Credit and Debit Memo.) Updated By ID Updated Date VAT ID


Object	Description
Account	The customer account. This is the base object for the Account Data Source Export.
Bill To Contact	The Bill-To Contact of the Account.
Sold To Contact	The Sold-To Contact of the Account.
Default Payment Method	The default payment method to be used for making payments.
Entity	The entity that the data relates to. Part of the Multi-entity feature. Contains the following fields: Address 1 Address 2 City Country Created By ID Created Date Display Name Email ID Name Postal Code State Updated By ID Updated Date
Payment Method Priority	The priority configuration for the payment methods of the account with the Cascading Payment Method feature enabled.

There are account-level CMRR and subscription-level CMRR with different calculation logic. See Contracted MRR for more information.