Integrations - Accounting

Integration with third-party accounting platforms. Provides endpoints to list customers from connected accounting systems, retrieve individual customer details, create new customers, and fetch invoices by customer. The accounting platform is determined by the Tenant.AccountingConnectionCode which references a ThirdPartyConnection.

OpenAPI Spec

Guides Operations Schemas

GET List Customers
Lists all customers in the accounting platform. The platform is the ThirdPartyConnection.Code set in Tenant.AccountingConnectionCode
/tenants/{tenant}/accounting/customers
POST Create Customer
Creates as new AccountingCustomer via the ThirdPartyConnection set as Tenant.AccountingConnectionCode
/tenants/{tenant}/accounting/customers
GET Get Customer
Gets the AccountingCustomer from the ThirdPartyConnection set as Tenant.AccountingConnectionCode. 404 for a user restricted to clients this customer i...
/tenants/{tenant}/accounting/customers/{customerId}
GET Get Invoices for Customer
Gets all invoices for a specific customer from the ThirdPartyConnection set as Tenant.AccountingConnectionCode. Pass 'status' to list only invoices in...
/tenants/{tenant}/accounting/customers/{customerId}/invoices
GET Download Invoice PDF
Downloads the PDF for an invoice from the accounting platform. Only available when IsPdfAvailable is true on the invoice. Use the optional 'dispositio...
/tenants/{tenant}/accounting/invoices/{invoiceId}/pdf
GET List Nominal Codes
Lists the nominal codes an invoice line can be coded to, from the connected accounting platform. Accounts that income cannot be posted to are excluded...
/tenants/{tenant}/accounting/nominalcodes