Data & Docs ยท CONNECTIONManage SimpleKPI KPIs, categories, units, breakdown items and KPI entries, and report actuals against targets.
Explore 38 workflow actions for SimpleKPI, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add an entry, or update the one with the same KPI, breakdown item and date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add or update a batch of entries (check rows_rejected; a fully rejected batch still answers 200).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a breakdown item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a kpi.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a kpi category.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a KPI in a category.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a kpi unit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a breakdown item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a KPI and every entry recorded against it (cannot be undone).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an empty KPI category.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a KPI entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a KPI in a category and its entries.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a KPI unit no KPI uses.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a breakdown item.
Read a kpi.
Read a kpi category.
Read a KPI entry.
Read a KPI frequency.
Read a KPI icon.
Read a KPI in a category (404 if it is in another one).
Read a kpi unit.
Read a user.
List breakdown items, a page at a time.
List kpi categories, a page at a time.
List KPI entries by user, KPI, breakdown item and date range.
List the KPI frequencies.
List the KPI icons.
List kpi units, a page at a time.
List kpis, a page at a time.
List the KPIs in a category.
List the people on the account.
Replace a breakdown item; fields left out are reset to their defaults.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a kpi; fields left out are reset to their defaults.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a kpi category; fields left out are reset to their defaults.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a KPI in a category.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a kpi unit; fields left out are reset to their defaults.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Report actuals and targets per KPI, breakdown item and period over a date range.
Update an entry's values, using the set flags to choose which are written.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in SimpleKPI. A saved workflow is not a completed provider action.
