Data source merge fields

Most events that email or callout templates relate to are mapped to a data source. You can use fields from the data source as merge fields in email and callout templates to customize your notification emails and callouts.

The following list shows the data source related to each event category. To find out the available fields of each data source, see Data source reference.

Event Category	Data Source
Account	Account
Amendment	Subscription For notifications triggered by custom events, merge fields are rendered for only amendment completed events where `Amendment.Status == 'Completed'`.
AmendmentProcessed	Subscription
Aqua	Legacy merge fields are used for this event category.
Bill Run	Bill Run
Bill Run Completion	Bill Run
Credit Balance Refund Processed	Refund
Datasource	Legacy merge fields are used for this event category.
Gateway Reconciliation Job Completion	Legacy merge fields are used for this event category.
Import	Import
ImportProcessed	Import
Invoice	Invoice
Invoice Due	Invoice
Invoice Posted	Invoice
Invoices Past Due, Account Summary	Account
Journal Run Completion	Journal Run
Key Dates	Subscription
Manual Email For Invoice	Invoice
Manual Email for Payment	Payment
New Subscription Created	Subscription
Payment	Legacy merge fields are used for this event category.
Payment Declined	Payment
Payment Method	Legacy merge fields are used for this event category.
Payment Method Closed	PaymentMethod
Payment Method Expiration	Legacy merge fields are used for this event category.
Payment Method Updated	PaymentMethod
Payment Method Updater	Legacy merge fields are used for this event category.
Payment Method Updater Completed	Legacy merge fields are used for this event category.
Payment Method Updater Started	Legacy merge fields are used for this event category.
Payment Processed	Payment
Payment Refund Processed	Refund
Payment Run Completion	Legacy merge fields are used for this event category.
Refund	Refund
Subscription	Legacy merge fields are used for this event category.
Trial Balance Completion	Accounting Period
Upcoming Renewal	Legacy merge fields are used for this event category.
Credit memo and debit memo event categories This feature is only available if you have the Invoice Settlement feature enabled.
Credit Memo Created	Credit Memo
Credit Memo Posted	Credit Memo
Debit Memo Created	Debit Memo
Debit Memo Posted	Debit Memo
Email Credit Memo	Credit Memo
Email Debit Memo	Debit Memo