API timestamps

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Hello!

When I retrieve deals and tasks using API v3 there are a number of timestamps. Is there any documentation explaining exactly what they mean?

Deals:

  • cdate (created?)
  • mdate (modified?)
  • edate (end? this is often all 0s so what causes this to be set?)

Tasks:

  • cdate (created?)
  • duedate
  • edate (end?)
  • udate (updated?)

I really need a timestamp to tell me when a deal was set as won or lost. Can I get this information? On the web front-end I can view the history of a deal which includes timestamps of when a deal’s status changed - is this history available via the API at all?

Finally, is it possible to find out the timestamp of when a deal moved to its current pipeline stage?

Thanks,
Scott

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Just to be clear, I’m happy to use API v2 or v3 I just need to get the data! :slight_smile:

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Please note my main motivation is determining when a deal was set to “Won” or “Lost”
Thanks!
Scott

4

Hi Scott,

This is a great question – thanks for posting! Here are the definitions:

Deals:

  • cdate = Date deal was created
  • mdate = Date deal itself was modified in any way (status change, title change, etc.)
  • edate = This is actually no longer used

Tasks:

  • cdate = Date task was created
  • duedate = Start of the scheduled task
  • edate = The end of the scheduled task
  • udate = Date task was updated

If the last update to the deal was when it was won/lost, then you can use the mdate as the proxy to give you that timestamp. But keep in mind it pulls in the last update, so if the deal was marked as won on Monday, then the title changed on Tuesday, the mdate will have Tuesday as the date.

You could also use date-based custom fields and automations as a way to record some of this data. You would just set up a custom field then have an automation update that field when the status of the deal changes. Here’s an example: http://screen.ac/360i263l1h3A.

If you still have some set up questions, feel free to book a 1:1 training session with us.

Thanks again for posting!
Courtney

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Hi Courtney,

Thank you for you response, the dates and how they change makes sense now.

I’m very surprised that I can’t get a timestamp for when a deal’s status was set. I understand your automation/task solution, but this feels very much like a workaround and will still require that I manually identify and set the task won dates for our existing deals.

Will the deal status timestamp be added at any point in the near future, or will access to the deal’s activities become available via the API?

Thanks,
Scott

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Hi Scott,

Right now, we don’t have plans to add the deal status timestamp or the deal’s activities to the API. If anything on that front changes, we’ll definitely keep you and the community posted. Thank you for bringing up the topic. It’s also been added to our ideas forum.

Talk soon,
Courtney