Invoice Integration

[Saurabh Rawat]

Hi,
I want to get invoices into an external system, I am looking for API documentation to integrate invoices. Could anyone please help me through it.
Thanks.

[Steel, Mark]

Hi Saurabh, thanks for your question.

You've posted in the General topic rather than an individual product topic, before we can direct you to the appropriate area can you confirm the Sage product or products that you are looking to integrate with please?

Thanks

Mark

[Saurabh Rawat]

15 minutes ago, Steel, Mark said:

Hi Saurabh, thanks for your question.

You've posted in the General topic rather than an individual product topic, before we can direct you to the appropriate area can you confirm the Sage product or products that you are looking to integrate with please?

Thanks

Mark

 

15 minutes ago, Steel, Mark said:

Hi Saurabh, thanks for your question.

You've posted in the General topic rather than an individual product topic, before we can direct you to the appropriate area can you confirm the Sage product or products that you are looking to integrate with please?

Thanks

Mark

Hi Mark,
I am not sure about the product but it is one of our client's requirement, possibly from the accounting product. 
I am looking for a way by which I can get all the invoices without mentioning a specific Id.

 

Thanks

[Steel, Mark]

Thanks Saurabh,

The Documentation for the Sage Business Cloud Accounting API can be found here. Within the API reference, you will be able to view the swagger definitions of all available API's. You need to be looking at the Sales and Purchase transaction definitions. 

Is there a reason why you need to pull all invoices? If they've been using the product for a while they may have many thousands of invoices. Maybe there is a more efficient way of meeting their requirements?

Thanks

Mark

[Saurabh Rawat]

17 minutes ago, Steel, Mark said:

Thanks Saurabh,

The Documentation for the Sage Business Cloud Accounting API can be found here. Within the API reference, you will be able to view the swagger definitions of all available API's. You need to be looking at the Sales and Purchase transaction definitions. 

Is there a reason why you need to pull all invoices? If they've been using the product for a while they may have many thousands of invoices. Maybe there is a more efficient way of meeting their requirements?

Thanks

Mark

Hi Mark.

Thanks for your quick response.

We need to integrate and save those invoices records into our salesforce org for data warehousing. Thus we want to fetch all the invoices without mentioning the ids but on the basis of time

 

[Ben Smith]

Hi Saurabh,

So if I'm understanding correctly,  and you are using Sage Business Cloud Accounting, you are interested in returning all invoices for a specific period of time? 

This is indeed possible, and there are 2 different ways to achieve it, depending on the kind of data you need to return.

You can make a GET request to the /sales_invoices endpoint using:

https://api.accounting.sage.com/v3.1/sales_invoices?from_date=2022-01-01&to_date=2022-04-01

Which will return all invoices between the dates specified in the from_date and to_date params. 

Alternatively, a more efficient endpoint is /transactions (but holds less information), and can also return invoices.

After first obtaining the transation_type_ids using the /transaction_types endpoint you can use the following request:

https://api.accounting.sage.com/v3.1/transactions?transaction_type_id=SALES_INVOICE&from_date=2022-01-01&to_date=2022-01-04

Hopefully that helps,

 

Ben