CaptivateIQ Data Workbooks API

openapi: 3.2.0
info:
  title: CaptivateIQ Data Workbooks API
  version: v1
  description: The CaptivateIQ REST API (ciq/v1) for managing employees, hierarchies, data worksheets, commission plans, payouts, reports, and related sales-compensation resources. Harvested from the public developer reference (developers.captivateiq.com).
  x-apievangelist-provenance:
    generated: '2026-07-18'
    method: searched
    source: https://developers.captivateiq.com/reference (per-operation OpenAPI defs merged)
servers:
- url: https://api.captivateiq.com
  description: Production
security:
- tokenAuth: []
tags:
- name: Data Workbooks
paths:
  /ciq/v1/data-workbooks/:
    get:
      operationId: data_workbooks_list
      summary: List Data Workbooks
      parameters:
      - in: query
        name: is_active
        schema:
          type: boolean
        description: '`true` to request only active data workbooks, or `false` to request only inactive. Leave blank to see all.'
      - name: limit
        required: false
        in: query
        description: Number of results to return per page.
        schema:
          type: integer
      - in: query
        name: name_contains
        schema:
          type: string
        description: Case-insensitive search to list data workbooks whose names contain the given string.
      - name: offset
        required: false
        in: query
        description: The initial index from which to return the results.
        schema:
          type: integer
      - name: ordering
        required: false
        in: query
        description: 'Optional. Which field to use when ordering the results. By default we assume [`name`]. Available fields for ordering: [`(-)name`]. See the [FAQs](https://developers.captivateiq.com/docs/faqs) page for tips.'
        schema:
          type: string
      tags:
      - Data Workbooks
      security:
      - tokenAuth: []
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedDataWorkbookList'
          description: ''
  /ciq/v1/data-workbooks/{id}/:
    get:
      operationId: data_workbooks_retrieve
      summary: Get Data Workbook
      parameters:
      - in: path
        name: id
        schema:
          type: string
          format: uuid
        description: Primary key, a UUID.
        required: true
      tags:
      - Data Workbooks
      security:
      - tokenAuth: []
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/DataWorkbook'
          description: ''
components:
  schemas:
    PaginatedDataWorkbookList:
      type: object
      properties:
        object:
          type: string
          example: list
        total_count:
          type: integer
          example: 123
        next:
          type:
          - string
          - 'null'
          format: uri
          example: http://api.example.org/accounts/?offset=400&limit=100
        previous:
          type:
          - string
          - 'null'
          format: uri
          example: http://api.example.org/accounts/?offset=200&limit=100
        data:
          type: array
          items:
            $ref: '#/components/schemas/DataWorkbook'
    DataWorksheetListItem:
      type: object
      properties:
        object:
          type: string
          readOnly: true
          default: data_worksheet
          description: Optional. Object type name.
        id:
          type: string
          readOnly: true
          description: Primary key, a UUID.
        type:
          type: string
          readOnly: true
          description: Worksheet type.
        name:
          type: string
          description: Worksheet name.
        description:
          type: string
          description: Worksheet description.
        created_at:
          type: string
          format: date-time
          readOnly: true
          description: Date and time of creation.
        updated_at:
          type: string
          format: date-time
          readOnly: true
          description: Date and time of last update.
      required:
      - description
      - name
    DataWorkbook:
      type: object
      properties:
        object:
          type: string
          readOnly: true
          default: data_workbook
          description: Optional. Object type name.
        id:
          type: string
          readOnly: true
          description: Primary key, a UUID.
        name:
          type: string
          description: Workbook name.
        is_active:
          type: boolean
          description: Workbook's active status.
        worksheets:
          allOf:
          - $ref: '#/components/schemas/DataWorksheetListItem'
          readOnly: true
          description: Worksheet list.
        created_at:
          type: string
          format: date-time
          readOnly: true
          description: Date and time of creation.
        updated_at:
          type: string
          format: date-time
          readOnly: true
          description: Date and time of last update.
      required:
      - is_active
      - name
  securitySchemes:
    tokenAuth:
      type: apiKey
      in: header
      name: Authorization
      description: Token-based authentication with required prefix "Token"