Uptick connector

Set up the Uptick connector in Kaivo: authentication, configuration, the 49 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated About 4 hours ago

Kaivo is a fully managed data platform that syncs your Uptick data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your data from Uptick instead of moving it.

What is the Uptick connector

Sync your Uptick field service data into BigQuery with Kaivo to analyse jobs, invoices, and asset maintenance.

CategoryOther
StatusGenerally available
AuthenticationUsername and password
SetupSelf-service

Getting started with the Uptick connector

  1. Sign up for Kaivo and create a workspace.
  2. Connect your Uptick account.
  3. Choose which tables to sync.
  4. Wait for the initial sync to finish.
  5. Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Uptick

Connect with your Uptick login. You provide:

FieldDescription
OAuth Client Secret

The Client Secret of your Uptick OAuth application (Control Panel → Uptick API).

Uptick API Account Password

The password for that Uptick account.

Prerequisites

Uptick uses an OAuth 2.0 password grant, so you need an OAuth application plus an Uptick account with API access:

  1. In Uptick, go to Control Panel → Uptick API → Create Application, give it a name and save — Uptick generates a Client ID and Client Secret.
  2. Enter the email and password of the Uptick account to use for API access.

Your Base URL is your Uptick workspace address, e.g. https://your-company.onuptick.com.

Need help? Reach our team via the chat in the bottom-right corner.

Configuring the Uptick connector

When you set up the connector, you provide:

FieldDescription
Base URL

Your Uptick workspace URL, e.g. https://your-company.onuptick.com.

OAuth Client ID

The Client ID of your Uptick OAuth application (Control Panel → Uptick API).

Uptick API Account Email

The email address of the Uptick account used for API access.

Tables and columns synced from Uptick

Kaivo syncs 49 tables from Uptick into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

How the Uptick sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Uptick supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Uptick?

It depends on how much history is in your Uptick account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Uptick's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Uptick, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

How do I handle GDPR or data deletion requests?

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Uptick instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Uptick connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Uptick data

Service reporting

Use tasks and routines to track service work and maintenance over time.

Revenue and billing

Join invoices with clients to track revenue from service work.

Purchasing

Use purchaseorders and suppliers to track parts and supplier activity.

Use Uptick data in your AI and BI tools

Once Uptick data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Uptick data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Uptick connector pricing and plan details.