Earnings Event(s)

This action retrieves information about Earnings Event(s) associated with your White Swan account.

Earnings events with the Earnings Event value Paid Compensation signifies payments made to you and should be treated differently than events with the Earnings Event value Closed Case or Referred Partner Earning. For a deeper understanding, refer to our Example Use Case of Integrating With Accounting/Payroll Tools.

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Input (Search) Fields:

Field Name	Field Type	Example Value	Description
User Email	Text	[e-mail]	This input can optionally be used to only show earnings events associated with a particular user on your account.
Client Email	Text	[e-mail]	This input can optionally be used to only show earnings events associated with a particular client referred from your account.
Look-back Period in Days	Number	90	This input can optionally be used to only show earnings events created after the current date minus X amount of days.

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Output Fields:

Field Name	Field Type	Example Value	Description
Earnings Event Name	Text	Case Closed	The name of the earnings event.
Earnings Event Amount Credited	Number	500	The amount credited for the earnings event.
Earnings Event Associated Client Name	Text	John Doe	The name of the client associated with the earnings event (only for Closed Case Events).
Earnings Event Associated Client Email	Text	[e-mail]	The email address of the client associated with the earnings event (only for Closed Case Events).
Earnings Event Associated Plan Request ID	Text	1670721321811x149164079586738180	The ID of the plan request associated with the earnings event.
Earnings Event Associated Referred Partner	Text	Acme Inc	The name of the partner associated with the earnings event (only for Referred Partner Earning Events).
Earnings Event Credit Invoice	Text	https://s3.amazonaws.com/appforest_uf/f167656056312330177020/Crediting%20Invoice%20.docx	A link to the credit invoice for the earnings event (only for Paid Compensation Events)
Earnings Event Associated Account User	Text	Axel Doe	The name of the account user associated with the earnings event.