API integration
You can make API calls to PayorCRM using the API endpoint .To be able to do that you will need to first get your account's API Secret and API key Values.You can find these in the settings screen as shown below
Copy the above credentials to make API calls with PayorCRM endpoints
Use obtained API Key and API Secret in header as api_key and api_secret.
For Example:
Content-Type:application/json
api_secret: 6ed0a...3bad
api_key: eyJ....MDk
Send a json post request to /jsonApi/upload/invoices. See below for attributes you can use.
POST /jsonApi/upload/invoices
Content-Type:application/json
[{
// body of post payload. See below
}]
For invoice available attributes are
"companyCode": {
"type": "string"
},
"profitCenter": {
"type": "string"
},
"customerName": {
"type": "string"
},
"customerNumber": {
"type": "string",
"required": true
},
"accountingDocNumber": {
"type": "string"
},
"invoiceNumber": {
"type": "string",
"required": true
},
"postDate": {
"type": "date"
},
"dueDate": {
"type": "date"
},
"paymentTerms": {
"type": "string"
},
"documentType": {
"type": "string"
},
"postingKey": {
"type": "string"
},
"debitCreditIndicator": {
"type": "string"
},
"balanceAmount": {
"type": "string"
},
"billAddr": {
"type": "json"
},
"shipAddr": {
"type": "json"
},
"currency": {
"type": "string"
},
"invoiceAmount": {
"type": "integer",
"required": true
},
"reasonCode": {
"type": "string"
},
"reasonCodeDescription": {
"type": "string"
},
"fiscalYear": {
"type": "string"
},
"invoiceDate": {
"type": "date"
},
"reference1": {
"type": "string"
},
"reference2": {
"type": "string"
},
"localAmount": {
"type": "integer"
},
"itemText": {
"type": "string"
},
"fiscalPeriod": {
"type": "string"
},
"issueDate": {
"type": "date"
},
"soldTo": {
"type": "string"
},
"lineItem": {
"type": "string"
},
"referenceDocNo": {
"type": "string"
},
"status": {
"type": "string"
}
An example Invoice payload body would be
{
customerNumber: "23123123",
invoiceNumber: "21321",
invoiceAmount: 12112
}
To upload customers list use endpoint /jsonApi/upload/customers and send post request containing array of Customers
For Example
POST /jsonApi/upload/customers
Content-Type:application/json
[{
// body of customer. See below
}]
Attributes for customer object.
"companyname": {
"type": "string"
},
"firstname": {
"type": "string"
},
"lastname": {
"type": "string"
},
"phoneno": {
"type": "string"
},
"emailaddress1": {
"type": "string",
"required": true
},
"customerno": {
"type": "string",
"required": true
},
"cocode": {
"type": "string"
}
An example Customer payload body would be
[{
"companyname" : "Payorcrm LLC",
"firstname" : "John",
"lastname": "Doe",
"phoneno": "+11122334455",
"emailaddress1": "[email protected]",
"customerno" : "231231201",
"cocode": "XY22"
}]
Please note that before uploading an invoice you make sure the customer already exists so that we can link that invoice to that customer. We use customerNumber field to link those invoices.
Last modified 5yr ago