If your team is planning to optimize activation and retention funnels within your accounting product, your team will certainly be interested in the lifecycle events tracked within the Tight ecosystem, by way of Data Lakes, webhooks, and native analytics integrations including Mixpanel.

Events and metadata

Irrespective of what mechanism you're using to consume the lifecycle events, the following data is available to you on each event:

Field	Description	Format
id	The unique id of this lifecycle event	Numeric
userId	The id in your DB of the client who triggered this event, as passed in when initially registering a user in the Tight API	String
date	The timestamp, in milliseconds since the Unix epoch, of this event	Numeric
event	The name of this lifecycle event	String

Additionally, event-specific metadata attributes are also provided as documented below. Events marked with * are only available via the Embedded Experience.

📘
Custom Lifecycle Events
The Tight API team can customize events to power your ideal user experience. Don't hesitate to email us at [email protected] if you are looking for something that you don't see below.

Accounting Events

accountingClosingHistoricalDashShown

accountingClosingCreated

›

Field	Description	Format
entityId	Id of the created closing	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
accountId	Id of the account being closed	Numeric
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingClosingCreationCanceled*

›

Field	Description	Format
accountId	Id of the account being closed	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingClosingCompleted

›

Field	Description	Format
entityId	Id of the completed closing	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
accountId	Id of the account being closed	Numeric
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingClosingEdited

›

Field	Description	Format
entityId	Id of the edited closing	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
accountId	Id of the account being closed	Numeric
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingClosingEditCanceled*

›

Field	Description	Format
entityId	Id of the closing being edited	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
accountId	Id of the account being closed	Numeric
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingClosingDeleted

›

Field	Description	Format
entityId	Id of the deleted closing	Numeric
period	Period of the closing	One of the following: "YEAR_END_CLOSING", "MONTH_END_CLOSING"
accountId	Id of the account being closed	Numeric
transactionCount	Number of transactions in the closing	Numeric
startDate	Start date of the closing period, in milliseconds since the Unix epoch	Numeric
endDate	End date of the closing period, in milliseconds since the Unix epoch	Numeric

accountingCoAShown*

accountingCoABalanceSheetPressed*

accountingGLShown*

›

Field	Description	Format
entityId	Id of the GL account being viewed	Numeric
accountNo	Account number of the GL account being viewed	Numeric
type	Type of the GL account being viewed	One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE"

accountingGLAccountCreated

›

Field	Description	Format
entityId	Id of the created GL account	Numeric
accountNo	Account number of the created GL account	Numeric
type	Type of the created GL account	One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE"

accountingGLAccountEdited

›

Field	Description	Format
entityId	Id of the edited GL account	Numeric
accountNo	Account number of the edited GL account	Numeric
type	Type of the edited GL account	One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE"

accountingGLAccountDeleted

›

Field	Description	Format
entityId	Id of the deleted GL account	Numeric
accountNo	Account number of the deleted GL account	Numeric
type	Type of the deleted GL account	One of the following: "ASSET", "LIABILITY", "EQUITY", "INCOME", "EXPENSE", "COGS", "OTHER_INCOME", "OTHER_EXPENSE", "SUSPENSE"

accountingGLDownloaded

›

Field	Description	Format
entityId	Id of the GL account downloaded	Numeric

accountingImportScreenShown*

accountingImportStarted

›

Field	Description	Format
apiName	Name of the service the data was imported from	One of the following: "QBO", "XERO", "BENCH"
hasChartOfAccounts	Whether a chart of accounts was provided	Boolean
hasJournalReport	Whether a journal report was provided	Boolean
hasBeginningBalanceSheet	Whether a beginning balance sheet was provided	Boolean
hasEndingBalanceSheet	Whether an ending balance sheet was provided	Boolean
hasInvoiceFile	Whether an invoices file was provided	Boolean
hasEndingProfitAndLoss	Whether an ending profit and loss statement was provided	Boolean

accountingImportMappingStepCompleted

›

Field	Description	Format
apiName	Name of the service the data was imported from	One of the following: "QBO", "XERO", "BENCH"

accountingImportCompleted

›

Field	Description	Format
apiName	Name of the service the data was imported from	One of the following: "QBO", "XERO", "BENCH"
transactionCount	Number of transactions imported	Numeric
invoiceCount	Number of invoices imported	Numeric

accountingJournalShown*

accountingJournalTrialBalancePressed*

accountingJournalEntryCreated

›

Field	Description	Format
entityId	Id of the created journal entry	Numeric

accountingJournalEntryEdited

›

Field	Description	Format
entityId	Id of the edited journal entry	Numeric

accountingJournalEntryDeleted

›

Field	Description	Format
entityId	Id of the deleted journal entry	Numeric

Business Intelligence Tile Events

biTilePressed*

›

Field	Description	Format
name	Name of the Business Intelligence Tile that was pressed	String

biTileBannerPressed*

›

Field	Description	Format
name	Name of the Business Intelligence Onboarding Banner that was pressed	String

Bank Events

bankAccountCreated

›

Field	Description	Format
entityId	Unique identifier of the bank account	Number
apiName	Name of the API, e.g. "PLAID", that the bank account belongs to	String
type	Type of bank account	One of the following: "CREDIT", "DEPOSITORY"

bankAccountEdited

›

Field	Description	Format
entityId	Unique identifier of the bank account	Number
apiName	Name of the API, e.g. "PLAID", that the bank account belongs to	String
type	Type of bank account	One of the following: "CREDIT", "DEPOSITORY"

bankAccountDeleted

›

Field	Description	Format
entityId	Unique identifier of the bank account	Number
apiName	Name of the API, e.g. "PLAID", that the bank account belongs to	String
type	Type of bank account	One of the following: "CREDIT", "DEPOSITORY"

bankAccountMerged

›

Field	Description	Format
entityId	Unique identifier of the bank account	Number
apiName	Name of the API, e.g. "PLAID", that the bank account belongs to	String
type	Type of bank account	One of the following: "CREDIT", "DEPOSITORY"
mergedIntoId	Unique identifier of the account this account was merged into	Number

bankLinkScreenShown*

bankLinkBankSelected*

›

Field	Description	Format
bankName	Name of the selected bank	String
apiName	Name of the API, e.g. "PLAID", used for the bank connection	String

bankLinked

›

Field	Description	Format
entityId	Unique identifier of the bank connection	Number
apiName	Name of the API, e.g. "PLAID", used for the bank connection	String
numAccounts	Number of accounts linked in this connection	Number

bankUnlinked

›

Field	Description	Format
entityId	Unique identifier of the bank connection	Number
apiName	Name of the API, e.g. "PLAID", used for the bank connection	String
numAccounts	Number of accounts unlinked in this connection	Number

bankLinkError

›

Field	Description	Format
entityId	Unique identifier of the bank connection	Number
apiName	Name of the API, e.g. "PLAID", used for the bank connection	String

bankLinkRepaired

›

Field	Description	Format
entityId	Unique identifier of the bank connection	Number
apiName	Name of the API used for the bank connection	String

Business Events

businessCreated

›

Field	Description	Format
entityId	Unique identifier of the created business	Numeric

businessEdited

›

Field	Description	Format
entityId	Unique identifier of the edited business	Numeric

businessDeleted

›

Field	Description	Format
entityId	Unique identifier of the deleted business	Numeric

Client Events

clientCreated

›

Field	Description	Format
entityId	Unique identifier of the created client	Number
businessId	Unique identifier of the associated business	Number

clientEdited

›

Field	Description	Format
entityId	Unique identifier of the edited client	Number
businessId	Unique identifier of the associated business	Number

clientDeleted

›

Field	Description	Format
entityId	Unique identifier of the deleted client	Number
businessId	Unique identifier of the associated business	Number

Invoicing Events

invoiceCanceled

›

Field	Description	Format
entityId	Id of the invoice canceled	Numeric
type	Type of the invoice before it was canceled	One of the following: "OPEN", "CANCELLED", "DRAFT", "REFUNDED", "SCHEDULED"

invoiceDashShown*

invoiceDrafted

›

Field	Description	Format
entityId	Id of the invoice drafted	Numeric

invoiceEdited

›

Field	Description	Format
entityId	Id of the invoice edited	Numeric
type	The type of the invoice edited	One of the following: "DRAFT", "OPEN", "SCHEDULED", "RECURRING"

invoicePaid

›

Field	Description	Format
entityId	Id of the paid invoice	Numeric
dueDate	Due date of the invoice, in milliseconds since the Unix epoch	Numeric
paymentMethod	Payment method used to pay the invoice	One of the following: "DIRECT", "CREDIT", "ACH"
autoCharge	Whether this invoice was automatically charged to a stored payment method	Boolean

invoicePaymentProcessingSetupStarted*

›

Field	Description	Format
paymentProcessor	Which payment processor the user is starting to set up	One of the following: "STRIPE", "QUALPAY", "MOOV"
source	Where the user entered payment processing setup from	One of the following: "INVOICE_DASH", "INVOICE_SETTINGS", "INVOICE_SETUP", "INVOICE_FORM"

invoicePaymentProcessingSetupCompleted

›

Field	Description	Format
paymentProcessor	Which payment processor the user set up	One of the following: "STRIPE", "QUALPAY", "MOOV"

invoiceRefunded

›

Field	Description	Format
entityId	Id of the invoice refunded	Numeric

invoiceScheduled

›

Field	Description	Format
entityId	Id of the scheduled invoice	Numeric
scheduledDate	Date the invoice is scheduled to send, in milliseconds since the Unix epoch	Numeric

invoiceSent

›

Field	Description	Format
entityId	Id of the invoice sent	Numeric
frequency	The recurrence frequency of the invoice	One of the following: "ONE_TIME", "WEEKLY", "BI_WEEKLY", "MONTHLY", "YEARLY", "AFTER_TWO_MINS" Note that "AFTER_TWO_MINS" is solely for dev/testing purposes
sendMethod	How the invoice was sent	One of the following: "CREATE_LINK", "SEND_EMAIL", "SEND_QUOTE"
acceptCash	Whether the invoice can be paid with cash	Boolean
acceptCredit	Whether the invoice can be paid with a credit card	Boolean
acceptACH	Whether the invoice can be paid with an ACH payment	Boolean
autoCharge	Whether the invoice will automatically charge a stored payment method	Boolean

invoiceSettingsEdited*

›

Field	Description	Format
brandColorEdited	Whether the user edited their custom brand color	Boolean
logoEdited	Whether the user edited their custom logo	Boolean
defaultNoteEdited	Whether the user edited their default invoice note	Boolean
defaultTermEdited	Whether the user edited their default invoice term	Boolean
defaultMarkupPercentEdited	Whether the user edited their default expense markup percent	Boolean
defaultHourlyRateEdited	Whether the user edited their default hourly rate	Boolean
hasDueDateReminder	Whether the user automatically sends a reminder to pay on the invoice's due date	Boolean
hasThreeDayReminder	Whether the user automatically sends a reminder to pay three days after the invoice's due date	Boolean
hasWeeklyReminder	Whether the user automatically sends a reminder to pay an invoice weekly after the invoice's due date	Boolean

invoiceSetupStarted*

invoiceSetupBusinessInfoStepCompleted*

›

Field	Description	Format
firstNameAdded	Whether the user added their first name to their invoices	Boolean
lastNameAdded	Whether the user added their last name to their invoices	Boolean
address1Added	Whether the user added a first line to their business address	Boolean
address2Added	Whether the user added a second line to their business address	Boolean
cityAdded	Whether the user added a city to their business address	Boolean
stateAdded	Whether the user added a state to their business address	Boolean
zipAdded	Whether the user added a zip code to their business address	Boolean
phoneAdded	Whether the user added a business phone number to their invoices	Boolean

invoiceSetupCustomizationStepCompleted*

›

Field	Description	Format
logoAdded	Whether the user added a custom logo to their invoices	Boolean
colorAdded	Whether the user added a custom brand color to their invoices	Boolean
skipped	Whether the user skipped this step of invoice setup	Boolean

invoiceSetupCompleted

invoiceSetupCanceled*

›

Field	Description	Format
step	Which step of invoice setup the user canceled from	One of the following: "BUSINESS_INFO", "CUSTOMIZATION", "PAYMENT_PROCESSING"

invoiceViewedByClient*

›

Field	Description	Format
entityId	Id of the invoice viewed	Numeric

invoiceViewedByUser*

›

Field	Description	Format
entityId	Id of the invoice viewed	Numeric

Integration Events

integrationLinked

›

Field	Description	Format
entityId	Unique identifier of the integration	Number
apiName	Name of the API integration, e.g. "UNIT", "SQUARE"	String

integrationUnlinked

›

Field	Description	Format
entityId	Unique identifier of the integration	Number
apiName	Name of the API integration, e.g. "UNIT", "SQUARE"	String

integrationError

›

Field	Description	Format
entityId	Unique identifier of the integration	Number
apiName	Name of the API integration, e.g. "UNIT", "SQUARE"	String

integrationRepaired

›

Field	Description	Format
entityId	Unique identifier of the integration	Number
apiName	Name of the API integration, e.g. "UNIT", "SQUARE"	String

Mileage Events

mileageDashShown*

mileageCreated

›

Field	Description	Format
entityId	Unique identifier of the mileage entry	Number
count	Number of mileage entries created	Number

mileageEdited

›

Field	Description	Format
entityId	Unique identifier of the mileage entry	Number

mileageDeleted

›

Field	Description	Format
entityId	Unique identifier of the mileage entry	Number

Payroll Events

payrollDashShown*

payrollAccountCreated

›

Field	Description	Format
entityId	Unique identifier of the payroll account	Number
apiName	Name of the payroll provider	One of the following: "GUSTO", "CHECK"

payrollIngestionStarted

›

Field	Description	Format
apiName	Name of the payroll provider	One of the following: "GUSTO", "CHECK"
type	Method of ingestion: "AUTO" for direct integration, "MANUAL" for API upload	One of the following: "AUTO", "MANUAL"

payrollIngestionCompleted

›

Field	Description	Format
apiName	Name of the payroll provider	One of the following: "GUSTO", "CHECK"
type	Method of ingestion: "AUTO" for direct integration, "MANUAL" for API upload	One of the following: "AUTO", "MANUAL"

Reporting Events

reportDownloaded

›

Field	Description	Format
reportName	Name of the report that was downloaded	String
fileFormat	Format of the downloaded report file	One of the following: "PDF", "CSV", "XLS", "XLSX"

reportRowPressed*

›

Field	Description	Format
reportName	Name of the report where the row was pressed	String
rowName	Name of the row that was pressed	String

reportSent

›

Field	Description	Format
reportName	Name of the report that was sent	String
fileFormat	Format of the sent report file	One of the following: "PDF", "CSV", "XLS", "XLSX"

reportShown*

›

Field	Description	Format
reportName	Name of the report being viewed	String
startDate	Start date of the report's date range	Date
endDate	End date of the report's date range	Date
grouping	How the report data is grouped	String

Tax Events

taxDashShown*

taxDashScheduleCPressed*

taxDashTaxDetailsPressed*

taxDashFileTaxesPressed*

taxSetupStarted*

taxSetupStateStepCompleted*

›

Field	Description	Format
state	State or Province selected in the setup process	String

taxSetupFilingStatusStepCompleted*

›

Field	Description	Format
federalStatus	Federal filing status selected in the setup process	String
skipped	Whether this step was skipped	Boolean

taxSetupSalaryStepCompleted*

›

Field	Description	Format
hasSalaryIncome	Whether the user has income from a full-time job or other employment	Boolean

taxSetupDisclaimerStepCompleted

taxSetupCompleted

taxSetupEdited

›

Field	Description	Format
countryCode	Country code, ex: "US", "CA"	String
federalStatus	Federal filing status, ex: "SINGLE", "MARRIED"	String
stateStatus	State filing status, ex: "SINGLE", "MARRIED"	String
state	State or Province	String
hasSalaryIncome	Whether the user has income from a full-time job or other employment	Boolean
useUserWageWitholdingEstimate	Whether to use user's wage withholding estimate instead of the app's estimate	Boolean
useMileageDeduction	Whether to use the Standard Mileage Rate method for mileage deduction	Boolean
useSimpleHomeOfficeDeduction	Whether to use simple home office deduction	Boolean
useUserBusinessIncomeEstimate	Whether to use user's business income estimate instead of the app's estimate	Boolean
numDependents	Number of dependents	Number
automateSalesTax	Whether to automate sales tax (CA only)	Boolean
useUserVehicleUsePercent	Whether to use user's vehicle use percentage instead of the app's estimate	Number

taxSetupCanceled*

›

Field	Description	Format
step	Step at which the setup was canceled	One of the following: "STATE", "FILING_STATUS", "SALARY", "DISCLAIMER"

taxFilingStarted

›

Field	Description	Format
apiName	Name of the tax filing service	String

taxFilingCompleted

›

Field	Description	Format
apiName	Name of the tax filing service	String

Transaction Events

transactionDashShown*

›

Field	Description	Format
type	Which transaction dash is being viewed	One of the following: "EXPENSE", "REVENUE", "ALL"

transactionCreated

›

Field	Description	Format
entityId	Unique identifier of the transaction	Number
apiName	Name of the integration or source of the transaction	String
type	Type of transaction	One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT"
reviewStatus	Current review status of the transaction	One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY"
category	Category of the expense, not applicable for other transaction types	String
count	Number of transactions created	Number
needsReviewCount	Number of transactions that need review	Number

transactionEdited

›

Field	Description	Format
entityId	Unique identifier of the transaction	Number
apiName	Name of the integration or source of the transaction	String
type	Type of transaction	One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT"
reviewStatus	Current review status of the transaction	One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY"
category	Category of the expense, not applicable for other transaction types	String
count	Number of transactions edited	Number

transactionDeleted

›

Field	Description	Format
entityId	Unique identifier of the transaction	Number
apiName	Name of the integration or source of the transaction	String
type	Type of transaction	One of the following: "EXPENSE", "REVENUE", "BANK_TRANSFER", "TAX_PAYMENT"
reviewStatus	Current review status of the transaction	One of the following: "PARTNER_REVIEW_REQUIRED", "USER_REVIEW_REQUIRED", "ACCOUNTANT_REVIEW_REQUIRED", "RECONCILIATION_DISCREPANCY"
category	Category of the expense, not applicable for other transaction types	String
count	Number of transactions deleted	Number

transactionIngestStarted

›

Field	Description	Format
apiName	Name of the integration or source being ingested	String

transactionIngestCompleted

›

Field	Description	Format
apiName	Name of the integration or source being ingested	String
count	Number of transactions ingested	Number

transactionReceiptAdded

›

Field	Description	Format
entityId	Unique identifier of the transaction	Number

transactionReceiptDeleted

›

Field	Description	Format
entityId	Unique identifier of the transaction	Number

📘
Events marked with * are only available via the Embedded Experience

Lifecycle Event Dictionary

Events and metadata

📘
Custom Lifecycle Events

Accounting Events

Business Intelligence Tile Events

Bank Events

Business Events

Client Events

Invoicing Events

Integration Events

Mileage Events

Payroll Events

Reporting Events

Tax Events

Transaction Events

📘
Events marked with * are only available via the Embedded Experience

Events and metadata

📘Custom Lifecycle Events

Accounting Events

Business Intelligence Tile Events

Bank Events

Business Events

Client Events

Invoicing Events

Integration Events

Mileage Events

Payroll Events

Reporting Events

Tax Events

Transaction Events

📘Events marked with * are only available via the Embedded Experience

📘
Custom Lifecycle Events

📘
Events marked with * are only available via the Embedded Experience