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Description

Download reports from Brightree and store them in Azure Blob Storage.

Purchasing Options

Brightree to Blob Storage Downloader - $299.99 / month

Available Actions

Download GL Summary Report

Download a GL Summary Report from Brightree and store it in an Azure Blob Storage Container.

Variables

Source Parameters
brightree_connection required

Select the credentials to use to access Brightree.

start_point required

Starting month for the data in the reports. Formatted as YYYY-MM. Automatically set to the current month after each Task execution.

start_point_buffer

Fixed amount to adjust the Next Run Start Point by. Formatted as an integer representing a number of months.

include_current_month

Whether or not the partial data of the current month should be included in the report.

end_point

Optional. Specific month where the data included in the report should stop. Formatted as YYYY-MM.

timeout

Number of seconds to wait for the Brightree server to generate the report.


Destination Parameters
azure_connection required

Select the credentials to use to access the Blob Storage Container.

container_name required

Specify the name of the container where the report will be stored.

target_folder

Specify the virtual folder where the report will be stored.

allow_overwrite required

Enable to allow an existing file with the same name to be overwritten.


Download GL Detail Report

Download a GL Detail Report from Brightree and store it in an Azure Blob Storage Container.

Variables

Source Parameters
brightree_connection required

Select the credentials to use to access Brightree.

start_point required

Starting month for the data in the reports. Formatted as YYYY-MM. Automatically set to the current month after each Task execution.

start_point_buffer

Fixed amount to adjust the Next Run Start Point by. Formatted as an integer representing a number of months.

include_current_month

Whether or not the partial data of the current month should be included in the report.

end_point

Optional. Specific month where the data included in the report should stop. Formatted as YYYY-MM.

timeout

Number of seconds to wait for the Brightree server to generate the report.


Destination Parameters
azure_connection required

Select the credentials to use to access the Blob Storage Container.

container_name required

Specify the name of the container where the report will be stored.

target_folder

Specify the virtual folder where the report will be stored.

allow_overwrite required

Enable to allow an existing file with the same name to be overwritten.


Download AR Aging Summary Report

Download an AR Aging Summary Report from Brightree and store it in an Azure Blob Storage Container.

Variables

Source Parameters
brightree_connection required

Select the credentials to use to access Brightree.

months_to_download

Number months worth of data to include in the report. Do not include the current month in this number.

include_current_month

Whether or not the partial data of the current month should be included in the report.

end_point

Optional. Specific month where the data included in the report should stop. Formatted as YYYY-MM.

timeout

Number of seconds to wait for the Brightree server to generate the report.


Destination Parameters
azure_connection required

Select the credentials to use to access the Blob Storage Container.

container_name required

Specify the name of the container where the report will be stored.

target_folder

Specify the virtual folder where the report will be stored.

allow_overwrite required

Enable to allow an existing file with the same name to be overwritten.