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This article applies to:

  • Product: ONESOURCE DataFlow

November 2025

What's new

DataCollection Snapshot endpoints
There are new endpoints for DataCollection for creating and downloading a snapshot.
  • POST /platform/requests/{id}/snapshot – Creates a snapshot of the provided Request.
  • GET /platform/requests/{id}/snapshot – Returns a list of snapshots for the Request.
  • GET /platform/requests/{id}/snapshot/{fileName} – Download the Snapshot file.
Due to the nature of the Platform endpoints, the snapshots created through this endpoint will not be available on DataFlow documents.

Events

DataFlow will now publish in Events when the Roll Forward is complete and when Import is complete.
Event payload for Roll Forward complete includes
:
  "payload": {
       "request_id": "00000000-0000-0000-0000-000000000000",
       "event": "Roll Forward",
       "event_initiated_by": "user_tenant01",
       "event_completed_at": "2025-01-01T12:00:00",
       "client": {
           "name": "Example_Client",
           "number": "Client001"
       },
       "entity": {
           "id": "Entity-001",
           "name": "Example Entity 01",
           "short_name": "Entity001"
       },
       "template": {
           "name": "Corporate Tax questionnaire",
           "version": "1"
       },
       "status": "Not Started",
       "year": "2024",
       "tax_type": "Annual Report",
       "period": "FY24",
       "assigned_to": [
           " user_tenant01"
       ],
       "due_date": "2025-03-31",
       "codes": [
           "Q1",
           "Q2"
       ],
       "scenario": "Standard_Filing_Scenario",
       "created_by": "user_tenant01",
       "jurisdiction": {
           "code": "USA-CA",
           "name": "California"
       },
       "request_source": "Roll Forward",
       "source_request_id": "00000000-0000-0000-0000-000000000000",
       "action_status": "successful",
       "message": ""
   }
Event payload for Import complete includes
: 
 "payload": {  
   "event": "Import",  
   "event_initiated_by": "user_tenant01",  
   "event_completed_at": "2025-01-01T12:00:00",  
   "results": "Successful",  
   "request_ids": [  
     "00000000-0000-0000-0000-000000000000"  
   ]  
 }

Improvement of Import process

We have updated the DataFlow import process to better handle large and long‑running imports where security tokens could previously expire during processing.

Closed issues

  • Recalculate endpoint now correctly respects the Request’s complete status.
  • An issue that caused users to be logged out from ONESOURCE page when registering via SSO through the Add-in is now fixed
  • Classic – Resolved an issue that cause Data Provider users to see a blank screen when logging in.
  • Classic – Status, Documents, and Notes buttons now function as expected for Data Providers users.
  • APP endpoint for Snapshot response has been adjusted to return createdDate instead of documentDate.
  • Valuetotext function is now supported in Web Dataflow, with the behavior now being consistent with Excel.