Product documentation
Patchworks
Patchworks
  • Patchworks product documentation
  • Welcome
    • Welcome to Patchworks!
    • What is Patchworks?
    • Patchworks demos
    • Product roadmap
  • Getting Started
    • Getting started introduction
    • Core subscription tiers
    • Key concepts & terminology
    • Multi-language support
    • Patchworks quickstart guide
    • Technical overview
      • Patchworks infrastructure
        • Auto-scaling
      • ISO certification
      • SOC 2
      • Tech stack
      • Patchworks IPs
  • Registration
    • Registration introduction
    • Registration & sign-in summary
    • Password control
    • Registering for a Patchworks account
      • Simple registration
      • Google account registration
    • Two-factor authentication (2FA)
    • SSO
      • Azure AD / Entra
      • Okta
      • PingOne
  • Company Management
    • About company profiles
    • Accessing your company profile
    • Adding & managing company profile banners
    • Multi-company profiles
      • Adding & linking a new company
      • Switching in & out of a linked company
      • Viewing linked companies for your multi-company profile
      • Downloading a linked companies summary
      • Un-linking a company from your multi-company profile
    • Company insights
      • Accessing your company insights
      • Company insights overview
        • About operations
        • About data usage
  • Users, Roles & Permissions
    • Users, roles & permissions introduction
    • Roles & permissions summary
    • Viewing all users for your company profile
    • Creating a new user account for your company profile
    • Updating general details for an existing user account
    • Updating the role for an existing user account
    • Triggering a password reset for another user
    • Managing your own user account
    • Managing team members & users for multi-company profiles
      • Working with your team members
        • Viewing team members for your own multi-company profile
        • Creating a new team member to manage linked companies
        • Assigning user roles for an existing team member
        • Viewing team members who manage a linked company
        • Granting & revoking permission for an existing team member to manage a linked company
        • Triggering a password reset for an existing team member
        • Removing a team member account from your multi-company profile
      • Working with 'native' company users
        • Viewing 'native' company users for a linked company
        • Creating a new 'native' user for a linked company
        • Assigning roles for an existing 'native' linked company user
        • Triggering a password reset for an existing 'native' linked company user
        • Removing a 'native' linked company user from their company profile
  • Marketplace
    • The Patchworks marketplace
    • Marketplace blueprints
      • Submitting a blueprint to the public marketplace
    • Marketplace connectors
      • Submitting a connector for the public marketplace
    • Marketplace process flows
    • Marketplace scripts
    • Marketplace cross-reference lookups
    • The notification centre
    • Private marketplaces
      • Accessing your private marketplace
      • Uploading private marketplace resources
        • Building & uploading blueprints for your private marketplace
        • Uploading custom connectors to your private marketplace
        • Uploading process flows to your private marketplace
        • Uploading scripts to your private marketplace
        • Uploading cross-reference lookups to your private marketplace
      • Changing private marketplace resources
    • Marketplace troubleshooting
      • Installed process flows not working as expected
  • Blueprints
    • Blueprints introduction
    • The anatomy of a blueprint
    • Installing a blueprint
    • Building a blueprint
    • Patchworks blueprints
      • Lightspeed X-Series & Shopify
      • SEKO Logistics & Shopify
      • Shopify & NetSuite
      • Shopify & Descartes Peoplevox
      • Shopify & Virtualstock Supplier
        • Available process flows (Shopify & Virtualstock Supplier)
          • Orders (Shopify & Virtualstock Supplier)
          • Fulfillments (Shopify & Virtualstock Supplier)
          • Inventory (Shopify & Virtualstock Supplier)
        • Installation guide (Shopify & Virtualstock Supplier)
          • Stage 1: Create a Shopify app/sales channel for Patchworks
          • Stage 2: Add required products to your Patchworks sales channel (Shopify & Virtualstock Supplier)
          • Stage 3: Define instances & install the app (Shopify & Virtualstock Supplier)
            • Adding connector instances AFTER installation
          • Stage 4: Update cross-reference lookups (Shopify to Virtualstock Supplier)
          • Stage 5: Review & test the Orders process flow (Shopify & Virtualstock Supplier)
            • Changing the supplier delivery date calculation for orders
          • Stage 6: Review & test the Fulfillments process flow (Shopify to Virtualstock Supplier)
          • Stage 7: Review & test the Inventory process flow (Shopify to Virtualstock Supplier)
          • Stage 8: Go live (Shopify to Virtualstock Supplier)
      • Veeqo & TikTok
  • Connectors & instances
    • Connectors & instances introduction
    • Patchworks connectors
      • Adobe Commerce - Magento (prebuilt connector)
      • Aero Commerce (prebuilt connector)
      • Airtable (prebuilt connector)
      • Akeneo (prebuilt connector)
      • Algolia (prebuilt connector)
      • Amazon Seller Partner API (prebuilt connector)
      • Avasam (prebuilt connector)
      • BigCommerce (prebuilt connector)
      • BigCommerce B2B Edition (prebuilt connector)
      • Bleckmann API (prebuilt connector)
      • Bloomreach Engagement (prebuilt connector)
      • Braze (prebuilt connector)
      • Brightpearl (prebuilt connector)
      • Business Central (prebuilt connector)
      • CacheFlow (prebuilt connector)
      • Carma (prebuilt connector)
      • Centra (prebuilt connector)
      • ChannelEngine (prebuilt connector)
      • Cin7 (prebuilt connector)
      • Clarus WMS (prebuilt connector)
      • Clerk (prebuilt connector)
      • Cloudshelf (prebuilt connector)
      • Commerce Layer (prebuilt connector)
      • Commercetools (prebuilt connector)
      • Cybertill (prebuilt connector)
        • Cybertill post-request script
      • Deposco (prebuilt connector)
      • Descartes Peoplevox (prebuilt connector)
        • The Peoplevox setData script
          • Using the Peoplevox setData script in process flows
        • Peoplevox XML to JSON conversion script
        • Using the Peoplevox search filter when pulling data
      • Dotdigital (prebuilt connector)
      • EdiFabric (prebuilt connector)
      • EKM Insight (prebuilt connector)
      • Emarsys (prebuilt connector)
        • Emarsys pre request script
      • Ergonode (prebuilt connector)
      • EVA (prebuilt connector)
      • Flexport (prebuilt connector)
      • Fluent Commerce (prebuilt connector)
      • Fredhopper by Crownpeak (prebuilt connector)
      • Freshdesk (prebuilt connector)
      • FTP (prebuilt connector)
      • Fulfillmenttools (prebuilt connector)
      • Google BigQuery (prebuilt connector)
      • Google Pub Sub (prebuilt connector)
      • Google Sheets (prebuilt connector)
        • Working with the Google Sheets connector
      • Gorgias (prebuilt connector)
      • GXO Logistics (prebuilt connector)
      • Happy Returns (prebuilt connector)
      • Huboo (prebuilt connector)
      • Hubspot (prebuilt connector)
      • InPost (prebuilt connector)
      • Inriver (prebuilt connector)
      • Jira (prebuilt connector)
      • Klaviyo (prebuilt connector)
      • Lightspeed Restaurant (K-Series) (prebuilt connector)
      • Lightspeed Retail X-Series (prebuilt connector)
      • Linnworks (prebuilt connector)
      • LionWheel (prebuilt connector)
      • Mailchimp (prebuilt connector)
      • Mailjet (prebuilt connector)
      • Mapp Marketing (prebuilt connector)
      • Marketplacer - Operator (prebuilt connector)
      • Marketplacer - Seller (prebuilt connector)
      • Mirakl (prebuilt connector)
      • MongoDB (prebuilt connector)
      • NetSuite (prebuilt connector)
        • Preparing your NetSuite environment to work with Patchworks
        • OAuth 2 (client credentials) authentication
        • OAuth 1 authentication
      • Occtoo (prebuilt connector)
      • Octopus Energy (prebuilt connector)
      • Odoo (prebuilt connector)
      • Ometria (prebuilt connector)
      • OnBuy (prebuilt connector)
      • OneStock (prebuilt connector)
      • OpenAI (prebuilt connector)
      • Orderwise (prebuilt connector)
      • OroCommerce Storefront (prebuilt connector)
      • Paddle (prebuilt connector)
      • PDM Automotive (prebuilt connector)
      • PagerDuty (prebuilt connector)
      • Pimberly (prebuilt connector)
      • Pimcore REST API (prebuilt connector)
      • Plytix (prebuilt connector)
        • Plytix post-request script
      • Prima Solutions (prebuilt connector)
        • Setting up a Prima Solutions connection
      • Quickbooks (prebuilt connector)
      • RabbitMQ (prebuilt connector)
      • Rebound (prebuilt connector)
      • ReturnGo (prebuilt connector)
      • Returnless (prebuilt connector)
      • Reveni (prebuilt connector)
      • REVIEWS.io (prebuilt connector)
      • Sage 200 (prebuilt connector)
      • Salesforce Commerce Cloud (prebuilt connector)
      • Salsify (prebuilt connector)
      • Sanity.io (prebuilt connector)
      • SCAYLE (prebuilt connector)
      • SEKO (prebuilt connector)
      • SFTP (prebuilt connector)
      • ShipBob (prebuilt connector)
      • Shiptheory (prebuilt connector)
      • Shopify (prebuilt connector)
        • Shopify token authentication
        • Adding a custom (GraphQL) endpoint for Shopify
      • Shopline (prebuilt connector)
      • Shopware (prebuilt connector)
      • Sitoo (prebuilt connector)
      • Snowflake (prebuilt connector)
      • SparkLayer (prebuilt connector)
      • Stok.ly (prebuilt connector)
      • Swan Retail System (prebuilt connector)
        • Swan Retail System - pagination update timestamp response script
      • Swap Commerce (prebuilt connector)
      • Tempo (prebuilt connector)
      • The Edge by John Lewis (prebuilt connector)
      • TikTok Shop (prebuilt connector)
      • Torque (prebuilt connector)
      • Trello (prebuilt connector)
      • Twilio (prebuilt connector)
      • Veeqo (prebuilt connector)
      • Virtualstock (prebuilt connector)
      • Visual Next (prebuilt connector)
      • Visualsoft (prebuilt connector)
      • Voyado (prebuilt connector)
      • Whistl (prebuilt connector)
      • WooCommerce (prebuilt connector)
      • Xero (prebuilt connector)
      • Zendesk (prebuilt connector)
      • ZigZag (prebuilt connector)
    • Working with connectors
      • Accessing your connectors
      • Installing a connector
      • Updating a connector
      • Removing a connector
    • Working with instances
      • Accessing instances
      • Adding an instance
      • Updating an instance
      • Removing an instance
    • Event connectors (BETA)
      • Accessing your event connectors
      • Adding a new event connector
      • Updating an existing event connector
      • Removing an existing event connector
      • Message queues/topics
        • Adding a new message queue/topic
        • Renaming a message queue/topic
        • Removing a message queue/topic
  • Process flows
    • About process flows
    • The process flow home page
    • Prebuilt process flows
      • Installing a prebuilt process flow
      • The anatomy of a prebuilt process flow
    • Building process flows
      • Approaching your first process flow
      • Techniques for building process flows
      • Best practice for building process flows
        • Payload size - best practice
        • Scripts - best practice
        • Multi environment management - best practice
        • Targeted syncs - best practice
      • Understanding how data flows through shapes
      • Process flow versioning
      • Adding a new process flow
      • The process flow canvas
      • Process flow settings
      • Process flow shapes
        • Standard shapes
          • Assert shape
          • Branch shape
          • Connector shape
            • Configuring a database connection
            • Using connector shape response scripts
            • Configuring SFTP connections
            • Configuring FTP connections
          • Filter shape
            • Using regex for string-type filters
            • Using contains one of many or does not contain one of many for string filters
          • Flow control shape
          • Manual payload shape
          • Map shape
            • Importing & exporting map shape configurations
            • Working with field mappings
            • Working with field transformations
              • Available transform functions
                • Array transform functions
                  • Array join transform function
                • Date transform functions
                  • Custom dynamic date transform function
                  • Custom static date transform function
                  • Format date transform function
                  • Round date transform function
                • Number transform functions
                  • Cast to string transform function
                  • Custom number transform function
                  • Math transform function
                  • Round number transform function
                • Other transform functions
                  • Cache lookup transform function
                  • Cast boolean to string transform function
                  • Cast to boolean transform function
                  • Custom boolean transform function
                  • Null to string transform function
                  • Null to zero transform function
                  • Null value transform function
                  • Script transform function
                • String transform functions
                  • Contains one of many transform function
                  • Custom string transform function
                  • Cast to float transform function
                  • Concatenate transform function
                  • Does not contain one of many transform function
                  • Cast to number transform function
                  • First word transform function
                  • JSON encode transform function
                  • Last word transform function
                  • Pad transform function
                  • Replace transform function
                  • Split string transform function
            • Mappings - tips & tricks
              • Mapping an array & a parent field
          • Notify shape
          • Route shape
          • Run process flow shape
          • Set variables shape
          • Split shape
          • Track data shape
            • The tracked data page
          • Trigger shape
            • Trigger shape (schedule)
            • Trigger shape (callback)
            • Trigger shape (event listener)
            • Trigger shape (webhook)
          • Try/Catch shape
        • Advanced shapes
          • Cache
            • Add to cache shape
              • Generating dynamic cache keys with variables
              • Appending data to a cache
              • Cache pagination options
            • Load from cache shape
              • What cached data do you want to load?
                • Loading all cached data from a static cache key
                • Loading multiple items from dynamic cache keys
                • Loading a single item from a dynamic cache key
            • Referencing a cache in mapping transformations
            • Cache maintenance
          • De-Dupe shape
            • Adding & configuring a de-dupe shape
            • Working with data pools
            • Importing & exporting de-dupe data
          • Script shape
          • Callback shape
      • Skipping shapes
      • Shape notes
      • Dynamic variables
        • Payload variables
        • Metadata variables
        • Flow variables
          • Adding & managing flow variables
          • Referencing flow variables in a process flow
          • Referencing flow variables in custom scripts
          • Referencing flow & meta variables in mapping transformations
      • Connection pools
    • Managing process flows
      • Accessing your process flows
      • Enabling & disabling a process flow
      • Renaming a process flow
      • Duplicating a process flow
        • Duplicating a process flow between linked companies
        • Shape configuration in a duplicated process flow
      • Process flow labels
        • Process flow label management
        • Using process flow labels
      • Initialising a process flow manually
      • Initialising a process flow manually with a payload
      • Stopping a running process flow
      • Removing a process flow
    • Error reporting & exception handling
      • Real-time run logs
      • Run logs & queue
        • Working with run logs
          • Viewing logs
          • Viewing logs (classic)
          • Downloading run logs
          • Retrying a failed process flow run
        • Working with your run queue
      • Email notifications for failed process flow runs
    • Cross-reference lookups
      • Accessing cross-reference lookups
      • Installing cross-reference lookups
      • Adding a cross-reference lookup
      • Importing & exporting cross-reference lookups
      • Using a cross-reference lookup in field transformations
    • Troubleshooting process flows
      • Unable to edit a process flow
      • Process flow not running
      • Process flow run failures
      • Re-syncing a previous payload
      • Required fields are not being tracked
      • Process flow timeout retrieving large payload
      • Process flow error when using a webhook connector
      • Your third-party systems go offline
      • Using a pre-request script for some process flows but not others
  • General Settings
    • General settings introduction
    • Audit logs
    • Notification groups
  • Developer Hub
    • Patchworks developer hub
    • Postman importer
    • Connector builder
      • Accessing the connector builder
      • Building your own connector
        • 1: Basic details
        • 2: Connector variables
        • 3: Authentication methods
          • Adding a new authentication method
          • Authentication method options
            • Auth variables
            • Connector variables
            • URL parameters
            • Header
            • Body
            • Pre-request script
            • Post-request script
          • Supported authentication types
            • Basic authentication
              • Configuring basic authentication
            • Token-based authentication
              • Configuring token-based authentication
            • OAuth 2
              • OAuth 2 (authorisation code)
                • Configuring OAuth 2 authentication (authorisation code)
              • OAuth 2 (client credentials)
                • Configuring OAuth 2 authentication (client credentials)
            • OAuth 1
              • Configuring OAuth 1 authentication
            • SOAP authentication
            • DB user pass authentication
            • No authentication
              • Configuring No Auth authentication
        • 4: Endpoints
          • Adding a new endpoint
          • Endpoint options
            • Authentication
            • Endpoint variables
            • URL
            • Header
            • Body
            • Schema / Taxonomy
              • Schema options
              • Field tagging
                • Working with field tags
                • Patchworks field tagging taxonomy
                  • Patchworks field tagging taxonomy: orders
                  • Patchworks field tagging taxonomy: customers
                  • Patchworks field tagging taxonomy: refunds
                  • Patchworks field tagging taxonomy: products
                  • Patchworks field tagging taxonomy: fulfillments
                  • Patchworks field tagging taxonomy: inventory
            • Pre-request script
            • Post-request script
            • Pagination
              • Custom relative URI pagination method
              • GraphQL cursor pagination method
              • Limit-offset pagination method
              • Link header pagination method
              • Next page token pagination method
              • Next page URL pagination method
              • Page number parameter pagination method
              • PeopleVox pagination method
              • NetSuite SOAP pagination method
              • Script pagination
          • Enabling an authentication method for an endpoint
        • Techniques for working with variables & parameters
          • Working with variables
          • Working with parameters
        • Building a database connector
          • Working with queries
      • Maintaining your own connectors
    • Custom scripting
      • Accessing custom scripts
      • Installing custom scripts
      • Creating & testing custom scripts
        • Creating a script manually
        • Creating a script with AI
          • AI conversation history
        • Testing scripts
        • Custom script messages for logs
      • Custom scripting technical overview
      • Custom script examples (general)
      • Pagination scripts
    • Patchworks API
      • Core API
      • Core API authentication
        • API keys
        • OAuth 2 (client credentials)
      • Core API spotlights
        • Initialising a process flow & sending data via the Patchworks API
          • Quickstart guide
          • The steps
            • Preparing your data
            • Mapping payload data
            • Obtaining process flow & version IDs for API requests
            • Obtaining a token for Patchworks API authentication
            • Initialising a process flow & sending data
        • Working with cross-reference lookup API requests
      • Core API general information
        • HTTP response status codes
  • Patchworks bolt-ons
    • Patchworks bolt-ons
    • Stockr
      • Stockr overview
      • The Stockr summary
  • RELEASE INFORMATION
    • Release information introduction
    • Core release notes
      • 2025 05 29 release notes (core)
      • 2025 05 14 release notes (core)
      • 2025 04 16 release notes (core)
      • 2025 04 03 release notes (core)
      • 2025 03 19 release notes (core)
      • 2025 03 05 release notes (core)
      • 2025 02 26 release notes (core)
      • 2025 02 19 release notes (core)
      • 2025 01 15 release notes (core)
      • 2024 12 16 release notes (core)
      • 2024 12 04 release notes (core)
      • 2024 11 07 release notes (core)
      • 2024 10 30 release notes (core)
      • 2024 10 16 release notes (core)
      • 2024 10 02 release notes (core)
      • 2024 09 11 release notes (core)
      • 2024 08 29 release notes (core)
      • 2024 08 21 release notes (core)
      • 2024 08 14 release notes (core)
      • 2024 08 08 release notes (core)
      • 2024 08 07 release notes (core)
      • 2024 07 31 release notes (core)
      • 2024 07 24 release notes (core)
      • 2024 07 17 release notes (core)
      • 2024 07 03 release notes (core)
      • 2024 06 27 release notes (core)
      • 2024 06 26 release notes (core)
      • 2024 06 18 release notes (core)
      • 2024 06 12 release notes (core)
      • 2024 06 05 release notes (core)
      • 2024 05 30 release notes (core)
      • 2024 05 23 release notes (core)
      • 2024 05 15 release notes (core)
      • 2024 05 01 release notes (core)
      • 2024 04 18 release notes (core)
      • 2024 04 11 release notes (core)
      • 2024 03 21 release notes (core)
      • 2024 03 13 release notes (core)
      • 2024 03 07 (2) release notes (core)
      • 2024 03 07 release notes (core)
      • 2024 02 29 release notes (core)
      • 2024 02 27 release notes (core)
      • 2024 02 13 release notes (core)
      • 2024 01 25 release notes (core)
      • 2024 01 18 release notes (core)
      • 2024 01 12 release notes (core)
      • 2024 01 09 release notes (core)
      • 2024 01 04 release notes (core)
      • 2023 12 21 release notes (core)
      • 2023 12 14 release notes (core)
      • 2023 12 05 release notes (core)
      • 2023 11 16 release notes (core)
      • 2023 11 07 release notes (core)
      • 2023 10 26 release notes (core)
      • 2023 10 16 release notes (core)
      • 2023 10 05 release notes (core)
      • 2023 09 21 release notes (core)
      • 2023 08 17 release notes (core)
      • 2023 08 15 release notes (core)
      • 2023 08 10 release notes (core)
      • 2023 08 01 release notes (core)
      • 2023 07 27 release notes (core)
      • 2023 07 26 release notes (core)
      • 2023 07 25 release notes (core)
      • 2023 07 24 release notes (core)
      • 2023 07 14 release notes (core)
      • 2023 06 26 release notes (core)
    • Tapestry release notes
      • 2023 04 30 release notes (dashboard)
      • 2023 03 31 release notes (dashboard)
      • 2023 02 23 release notes (dashboard)
      • 2023 01 31 release notes (dashboard)
      • 2022 11 07 release notes (dashboard)
      • 2022 11 01 release notes (dashboard)
      • 2022 10 24 release notes (dashboard)
      • 2022 10 10 release notes (dashboard)
      • 2022 09 26 release notes (dashboard)
      • 2022 08 23 release notes (dashboard)
    • Stockr release notes
      • 2023 01 31 release notes (Stockr)
  • Training & Support
    • Patchworks Help Centre
  • The Patchworks Academy
  • Raising a support ticket
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On this page
  • Introduction
  • Available core subscription tiers
  • Core subscription tier allowances
  • Blueprint store tier summary
  • Advanced features
  • Core subscription tier bolt-ons
  • About the partner features bolt-on
  • About the callback bolt-on
  • About the tracked data extension bolt-on
  • How do I purchase a subscription tier or bolt-on?
  • How can I check my subscription allowances?
  • How can I check the status of my connector & process flow allowances?
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  1. Getting Started

Core subscription tiers

PreviousGetting started introductionNextKey concepts & terminology

Last updated 13 days ago

Introduction

Different organisations have different needs when it comes to utilising the Patchworks dashboard - from minimal features required to perform specific tasks, all the way through to advanced functionality for building complex data flows in-house.

Our Core subscription tiers ensure that there's something to suit everyone. Information on this page details available subscription tiers and associated information.

Having , its associated features and allowances are available to your organisation. Each user within your organisation is assigned a which determines if/how they can access these features.

Available core subscription tiers

The table below summarises available dashboard features and feature allowances for each Core subscription tier.

Tier
Summary

Trial

Having registered for a Patchworks account your free trial starts with full access to all dashboard features for 15 days.

Blueprint Store

Standard

Professional

Custom

Core subscription tier allowances

The table below summarises feature access and allowances for each Core subscription tier.

Feature ↓
Trial
Blueprint store
Standard
Pro
Custom / Enterprise

Full access

No access

Full access

Full access

Full access

Full access

No access

Full access

Full access

2

Read-only access to purchased blueprint connectors

2

4

Custom

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

2

10

20

Custom

1

10

10

20

Starting at 30

10,000

150,000

250,000

500,000

Custom

Full access

No access

Full access

Full access

Full access

240

240

240

Starting at 240

2

0

120

Starting at 120

2

0

0

Starting at 120

Full access

No access

Full access

Full access

100

100

500

1000

Starting at 1000

5

5

5

5

5

Blueprint store tier summary

Feature
Allowed options

Marketplace

  • Access restricted to viewing/updating connectors included with purchased blueprint(s).

Connectors

  • Add new instances for existing connectors

  • Edit existing connector instances

Process flows (general)

  • Run logs

  • Edit existing process flow settings

  • Edit existing process flow variables

  • Deploy existing process flows

  • Enable & disable labels for existing process flows

  • Add & delete labels for existing process flows

  • Add & delete email notifications for existing process flows

  • Run existing process flow manually

Process flows (shapes) - trigger

  • Edit the trigger schedule for existing process flows

Process flows (shapes) - connector

  • Edit instance

  • Edit existing parameters & filters

Process flows (shapes) - filter

  • Edit existing filters

Process flows (shapes) - route

  • Edit existing condition filters

Process flows (shapes) - add to cache & load from cache

  • Can use if included with process flow(s)

  • Cannot create new caches

  • Cannot delete caches

  • Can clear existing cache(s) via cache maintenance

Process flows (shapes) - de-dupe

  • Can use if included with process flow(s)

  • Cannot create new data pools

  • Cannot delete data pools

  • Can remove single IDs via data pool maintenance

Patchworks API

  • Can use if required by purchased blueprint(s)

Webhooks

  • Can use if included with process flow(s) - cannot add new webhooks

Event connectors

  • Can use if included with process flow(s) - cannot add new event connectors

Custom scripts

  • Can use if included with process flow(s) - cannot add, edit, delete or deploy scripts

Cross reference lookups

  • Edit cross reference values in any cross reference lookups associated with purchased blueprint(s)

Connector builder

  • No access

Advanced features

Feature
Item

Cache

De-dupe

Custom scripts

Webhooks

Events

Patchworks API

Core subscription tier bolt-ons

Bolt-on
Applicable tiers
Summary

Advanced features

standard

Enable advanced features.

Single connector

standardprofessionalcustom

Add one more connector to current deployed connectors allowance.

10 process flows

standardprofessionalcustom

Add ten more process flows to current deployed process flows allowance.

60 webhooks per minute

standardprofessionalcustom

Add 60 webhooks per minute to an existing allowance.

standardprofessionalcustom

Add 120 callbacks per minute to an existing allowance.

standardprofessionalcustom

Create linked companies.

Flow concurrency limit

standardprofessionalcustom

Increase the number of process flows that can be run concurrently.

Cache memory (MB)

standardprofessionalcustom

Increase the size of caches that can added. The default allowance is 50MB.

Inbound API rate limit

standardprofessionalcustom

Increase your rate limit for the Patchworks API.

standardprofessionalcustom

Add a given number of days to an existing allowance.

AI requests

standardprofessionalcustom

Increase the number of AI requests allowed per day.

About the partner features bolt-on

About the callback bolt-on

Callback limits

The number of callback requests permitted per minute is determined by your core subscription tier. Given the nature of callbacks, soft and hard limits apply for requests:

  • Soft limit If a callback request exceeds your allowance up to and including the hard limit (see below) then processing continues normally, subject to any overage agreement that's in place.

  • Hard limit A hard limit of 240 applies to all company profiles. If the number of callback requests made per minute exceeds the associated subscription tier allowance by 241 or more, the request fails with a 429 too many requests response.

About the tracked data extension bolt-on

The maximum number of days that can be added to the default is 75 (so a total lookback period of 90 days).

It's important to note that any increase is not retrospective - your extended lookback starts to increment by one day, each full day after the extension is added. For example, if you add a tracked data extension of 10 days on the 1st of the month - giving a lookback of 25 days in total - the full 25-day lookback becomes available 10 full days later:

Day
Number of lookback days available

1st

15

2nd

16

3rd

17

4th

18

5th

19

6th

20

7th

21

8th

22

9th

23

10th

24

11th

25

How do I purchase a subscription tier or bolt-on?

If you have come to Patchworks via an agency/partner, please contact them to arrange your preferred subscription.

How can I check my subscription allowances?

How can I check the status of my connector & process flow allowances?

Subscription tiers are associated with different allowances for the number of deployed connectors, and the number of deployed process flows.

For allowance purposes, a 'deployed' process flow is a process flow that is both deployed and enabled. A 'deployed' connector is a connector that is in use by a 'deployed' process flow.

To view the number of 'deployed' connectors and the number remaining in your subscription tier allowance, select connectors and instances from the left-hand navigation menu - your allowance status is shown in the header of the manage connectors page:

To view the number of 'deployed' process flows and the number remaining in your subscription tier allowance, select process flows from the left-hand navigation menu - your allowance status is shown in the header of the manage your flows page:

Applies for customers who access the Patchworks dashboard purely to use a particular blueprint - i.e. there's no requirement to install additional connectors/resources, build/update process flows, etc. With , blueprint store user access is read-only.

Standard tier users have full access to all standard dashboard features - are displayed but are read-only. - if required, can be added to extend these allowances.

Professional tier users have full access to all standard and dashboard features. - if required, can be added to extend these allowances.

Custom tier users have full access to all standard and dashboard features. .

(i.e. connectors used in enabled & deployed process flows)

(per month)

(per minute)

(per minute)

(per minute)

(per month)

(per day)

The blueprint store tier is for users who only need dashboard access to run . These blueprints are built to perform specific tasks and as such, access is limited to features directly associated with purchased blueprints. The table below summarises allowed feature access for users on the blueprint store tier.

Advanced features are available on the , or can be added for users via a . These features are listed below.

The table below summarises bolt-ons that can be purchased and added to .

The partner features bolt-on allows you to . An allowance is provided for the number of companies created for given subscription tiers.

The callback bolt-on provides access to and the , allowing you to send an API request which initialises a process flow and returns data in a real-time, synchronous call.

This feature utilises a callback queue to ensure that data is returned as a priority. All customers using the callback feature access the same callback queue, so performance depends on the complexity of your process flows and general platform load. Please see our page for more information on how this works.

For faster callback times, a dedicated callback queue can be purchased for your company. Please for details.

By default, tracked data remains available for interrogation (via the ) for 15 days. The tracked data extension allows you to increase this number of days.

Anyone can sign up for a new Patchworks via our . When your 15-day trial period ends, you can contact the Patchworks Sales team to purchase the required subscription. You can do this via our , or our :

To view all allowances for your subscription, - you'll see your current subscription tier in the top right-hand corner. Click this to view all associated allowances:

For more information about this option please see our w page.

prebuilt blueprints
add your own linked companies
callback triggers
callback shape
callback shape
contact our Sales team
tracked data page
access your Company insights page
Company insights overvie
role
purchased a subscription
professional tier
standard tier
bolt-on
existing core subscription tiers
Marketplace
Deployed connectors
Connector instances
Active process flows
Operations
Connector builder
Patchworks API
Webhooks
Event connectors
Email notifications
AI script requests
Add to cache shape
Load from cache shape
Cache maintenance
De-dupe shape
Data pool maintenance
Custom scripts
Script shape
Trigger - webhooks
Event connectors
Trigger - event connectors
Core API
some exceptions
advanced features
Limits apply to the number of deployed connectors and process flows allowed
bolt-ons
advanced
Enhanced limits apply to the number of deployed connectors and process flows allowed
bolt-ons
advanced
Custom limits apply to the number of deployed connectors and process flows allowed
Advanced features
Limited access to work with existing process flows
Limited access to work with existing process flows
Limited access if required by purchased blueprint
Limited access if required by purchased blueprint
Callbacks
Limited access if required by purchased blueprint
Limited access if required by purchased blueprint
120 callbacks per minute
Partner features
Tracked data extension
login page
website
trial subscription
Concurrent running process flows
dashboard chatbot