Accounting

Integration ProviderCustomerVendorItemPurchase OrderSales OrderInvoiceOther
AvalaraTax
ChargebeeCredit Notes, Events, Payments, Product Catalog, Subscriptions
FreeAgent
MoneybirdExternal Invoices
QuickbooksAccount
Sage AccountingAccount
Sage 100Salespeople
SAP Business OneAccount
XeroAccount
Younium
Zoho Books

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Customer: accounting-customer

A customer is an individual or company that buys goods or services from the business entity.

{
        "shipping_address": {
            "title": "Shipping Address",
            "type": "object",
            "description": "The shipping address of the account",
            "properties": {
              "shipping_city": {
                "title": "Shipping City",
                "type": "string",
                "description": "The city of the shipping address."
              },
              "shipping_country": {
                "title": "Shipping Country",
                "type": "string",
                "description": "The country of the shipping address."
              },
              "shipping_postal_code": {
                "title": "Shipping Postal Code",
                "type": "string",
                "description": "The postal or ZIP code of the shipping address."
              },
              "shipping_state": {
                "title": "Shipping State",
                "type": "string",
                "description": "The state or region of the shipping address."
              },
              "shipping_street_1": {
                "title": "Shipping Street 1",
                "type": "string",
                "description": "Line 1 of the street for the shipping address."
              },
              "shipping_street_2": {
                "title": "Shipping Street 2",
                "type": "string",
                "description": "Line 2 of the street for the shipping address."
              }
        }
        },
        "billing_address": {
            "title": "Billing Address",
            "type": "object",
            "description": "The billing address of the account",
            "properties": {
              "billing_city": {
                "title": "Billing City",
                "type": "string",
                "description": "The city of the billing address."
              },
              "billing_country": {
                "title": "Billing Country",
                "type": "string",
                "description": "The country of the billing address."
              },
              "billing_postal_code": {
                "title": "Billing Postal Code",
                "type": "string",
                "description": "The postal or ZIP code of the billing address."
              },
              "billing_state": {
                "title": "Billing State",
                "type": "string",
                "description": "The state or region of the billing address."
              },
              "billing_street_1": {
                "title": "Billing Street 1",
                "type": "string",
                "description": "Line 1 of the street for the billing address."
              },
              "billing_street_2": {
                "title": "Billing Street 2",
                "type": "string",
                "description": "Line 2 of the street for the billing address."
              }
        }
        },
        "customer_name": {
            "title": "Customer Name",
            "description": "The business name of the customer.",
            "type": "string"
        },
        "email_address": {
            "format": "email",
            "title": "Email Address",
            "type": "string",
            "description":"Primary email of the customer"
        },
        "phone_number": {
            "title": "Phone Number",
            "type": "string",
            "description": "Primary phone number of the customer"
        },
        "contact_first_name": {
            "title": "Contact First Name",
            "type": "string",
            "description": "The first name or given name of the primary contact of the customer."
        },
        "contact_last_name": {
            "title": "Contact Last Name",
            "type": "string",
            "description": "The first name or given name of the primary contact of the customer."
        },
        "status": {
            "enum": [
                "ACTIVE",
                "INACTIVE",
                "UNKNOWN",
            ],
            "title": "Status",
            "type": "string",
            "description": "The status of the customer."
        },
    }
{
   "shipping_addresses":
   {
     "shipping_city":"New York",
     "shipping_country":"USA",
     "shipping_postal_code":"10001",
     "shipping_state":"NY",
     "shipping_street_1":"123 Main St",
     "shipping_street_2":"Apt 4B"
   },
   "customer_name":"Tech Solutions Inc.",
   "email_address":"[email protected]",
   "phone_number":"123-456-7890",
   "contact_first_name":"John",
   "contact_last_name":"Doe",
   "status":"ACTIVE"
}

Vendor: accounting-vendor

A vendor is an individual or company that sells goods or services to the business entity.

{
        "shipping_address": {
            "title": "Shipping Address",
            "type": "object",
            "description": "The shipping address of the vendor",
            "properties": {
              "shipping_city": {
                "title": "Shipping City",
                "type": "string",
                "description": "The city of the shipping address."
              },
              "shipping_country": {
                "title": "Shipping Country",
                "type": "string",
                "description": "The country of the shipping address."
              },
              "shipping_postal_code": {
                "title": "Shipping Postal Code",
                "type": "string",
                "description": "The postal or ZIP code of the shipping address."
              },
              "shipping_state": {
                "title": "Shipping State",
                "type": "string",
                "description": "The state or region of the shipping address."
              },
              "shipping_street_1": {
                "title": "Shipping Street 1",
                "type": "string",
                "description": "Line 1 of the street for the shipping address."
              },
              "shipping_street_2": {
                "title": "Shipping Street 2",
                "type": "string",
                "description": "Line 2 of the street for the shipping address."
              }
        }
        },
        "billing_address": {
            "title": "Billing Address",
            "type": "object",
            "description": "The billing address of the vendor",
            "properties": {
              "billing_city": {
                "title": "Billing City",
                "type": "string",
                "description": "The city of the billing address."
              },
              "billing_country": {
                "title": "Billing Country",
                "type": "string",
                "description": "The country of the billing address."
              },
              "billing_postal_code": {
                "title": "Billing Postal Code",
                "type": "string",
                "description": "The postal or ZIP code of the billing address."
              },
              "billing_state": {
                "title": "Billing State",
                "type": "string",
                "description": "The state or region of the billing address."
              },
              "billing_street_1": {
                "title": "Billing Street 1",
                "type": "string",
                "description": "Line 1 of the street for the billing address."
              },
              "billing_street_2": {
                "title": "Billing Street 2",
                "type": "string",
                "description": "Line 2 of the street for the billing address."
              }
        }
        },
        "vendor_name": {
            "title": "Vendor Name",
            "description": "The business name of the vendor.",
            "type": "string"
        },
        "email_address": {
            "format": "email",
            "title": "Email Address",
            "type": "string",
            "description": "Primary email address of the vendor"
        },
        "phone_number": {
            "title": "Phone Number",
            "type": "string",
            "description": "Primary phone number of the vendor"
        },
        "contact_first_name": {
            "title": "Contact First Name",
            "type": "string",
            "description": "The first name or given name of the primary contact of the vendor."
        },
        "contact_last_name": {
            "title": "Contact Last Name",
            "type": "string",
            "description": "The first name or given name of the primary contact of the vendor."
        },
        "status": {
            "enum": [
                "ACTIVE",
                "INACTIVE",
                "UNKNOWN",
            ],
            "title": "Status",
            "type": "string",
            "description": "The status of the vendor."
        },
    }
{
   "shipping_address":
   {
     "shipping_city":"Chicago",
     "shipping_country":"USA",
     "shipping_postal_code":"60601",
     "shipping_state":"IL",
     "shipping_street_1":"789 Lakeshore Dr",
     "shipping_street_2":"Suite 1500"
   },
   "vendor_name":"Global Supply Co.",
   "email_address":"[email protected]",
   "phone_number":"555-123-4567",
   "contact_first_name":"Emily",
   "contact_last_name":"Smith",
   "status":"ACTIVE"
}

Item: accounting-item

An item is a good or service that is sold.

{
   "name":{
      "title":"Name",
      "type":"string",
      "description":"The name of the item."
   },
   "status":{
      "enum":[
         "ACTIVE",
         "INACTIVE",
         "UNKNOWN"
      ],
      "title":"Status",
      "type":"string",
      "description":"The status of the item."
   },
   "unit_price":{
      "title":"Unit Price",
      "type":"number",
      "description":"The unit price of the item."
   },
   "purchase_price":{
      "title":"Purchase Price",
      "type":"number",
      "description":"The purchase price of the item."
   }
}
{
   "name": "Item A",
   "status": "ACTIVE",
   "unit_price": 25.50,
   "purchase_price": 20.00
}


Purchase Order: accounting-purchase_order

A purchase order is a commercial document issued by a vendor to a customer serving as a formal offer to buy goods or services.

{
  "vendor_id": {
    "title": "Vendor ID",
    "type": "string",
    "description": "The unique identifier of the vendor linked to the purchase order."
  },
  "issue_date": {
    "title": "Issue Date",
    "type": "string",
    "format": "date-time",
    "description": "The issue date of the purchase order."
  },
  "due_date": {
    "title": "Due Date",
    "type": "string",
    "format": "date-time",
    "description": "The due date of the purchase order."
  },
  "status": {
    "enum": [
      "OPEN",
      "CLOSED",
      "PENDING_BILL",
      "UNKNOWN"
    ],
    "title": "Status",
    "type": "string",
    "description": "The status of the purchase order."
  },
  "document_number": {
    "title": "Document Number",
    "type": "string",
    "description": "The buyer facing document number of the purchase order."
  },
  "memo": {
    "title": "Memo",
    "type": "string",
    "description": "The memo of the purchase order."
  },
  "tax_amount": {
    "title": "Tax Amount",
    "type": "number",
    "description": "The total tax amount applied to the purchase order."
  },
  "total_amount": {
    "title": "Total Amount",
    "type": "number",
    "description": "The total payment amount, including tax, of the purchase order."
  },
  "line_items": {
    "title": "Line Items",
    "type": "array",
    "description": "The line items associated with the purchase order.",
    "items": {
      "type": "object",
      "properties": {
        "item_id": {
          "title": "Item ID",
          "type": "string",
          "description": "The ID of the purchase order line item."
        },
        "item_name": {
          "title": "Item Name",
          "type": "string",
          "description": "The name of the purchase order line item."
        },
        "description": {
          "title": "Description",
          "type": "string",
          "description": "The description of the purchase order line item."
        },
        "quantity": {
          "title": "Quantity",
          "type": "number",
          "description": "The quantity of the purchase order line item."
        },
        "unit_price": {
          "title": "Unit Price",
          "type": "number",
          "description": "The unit price of the purchase order line item."
        },
        "tax_code": {
          "title": "Tax Code",
          "type": "string",
          "description": "The tax code of the purchase order line item."
        },
        "tax_amount": {
          "title": "Tax Amount",
          "type": "number",
          "description": "The tax amount of the purchase order line item."
        },
        "total_amount": {
          "title": "Total Amount",
          "type": "number",
          "description": "The total amount, including tax, of the purchase order line item."
        }
      }
    }
  }
}
{
   "vendor_id":"VND12345",
   "issue_date":"2024-06-01 10:00:00",
   "status":"OPEN",
   "document_number":"PO987654",
   "memo":"Urgent order for new office supplies",
   "tax_amount":45.00,
   "total_amount":245.00,
   "line_items":[
      {
         "item_name":"Desk Chair",
         "description":"Ergonomic office chair with lumbar support",
         "quantity":2,
         "unit_price":100.00,
         "tax_code": "CA",
         "tax_amount":20.00,
         "total_amount":220.00
      }
   ]
}

Sales Order: accounting-sales_order

A sales order is a document generated by a vendor in response to a customer's purchase order or as a result of a direct sales transaction.

{
  "customer_id": {
    "title": "Customer ID",
    "type": "string",
    "description": "The unique identifier of the customer linked to the sales order."
  },
  "issue_date": {
    "title": "Issue Date",
    "type": "string",
    "format": "date-time",
    "description": "The issue date of the sales order."
  },
  "due_date": {
    "title": "Due Date",
    "type": "string",
    "format": "date-time",
    "description": "The due date of the sales order."
  },
  "status": {
    "enum": [
      "OPEN",
      "CLOSED",
      "PENDING_APPROVAL",
      "UNKNOWN"
    ],
    "title": "Status",
    "type": "string",
    "description": "The status of the sales order."
  },
  "document_number": {
    "title": "Document Number",
    "type": "string",
    "description": "The buyer facing document number of the sales order."
  },
  "memo": {
    "title": "Memo",
    "type": "string",
    "description": "The memo of the sales order."
  },
  "tax_amount": {
    "title": "Tax Amount",
    "type": "number",
    "description": "The total tax amount applied to the sales order."
  },
  "total_amount": {
    "title": "Total Amount",
    "type": "number",
    "description": "The total payment amount, including tax, of the sales order."
  },
  "line_items": {
    "title": "Line Items",
    "type": "array",
    "description": "The line items associated with the sales order.",
    "items": {
      "type": "object",
      "properties": {
        "item_id": {
          "title": "Item ID",
          "type": "string",
          "description": "The ID of the sales order line item."
        },
        "item_name": {
          "title": "Item Name",
          "type": "string",
          "description": "The name of the sales order line item."
        },
        "description": {
          "title": "Description",
          "type": "string",
          "description": "The description of the sales order line item."
        },
        "quantity": {
          "title": "Quantity",
          "type": "number",
          "description": "The quantity of the sales order line item."
        },
        "unit_price": {
          "title": "Unit Price",
          "type": "number",
          "description": "The unit price of the sales order line item."
        },
        "tax_code": {
          "title": "Tax Code",
          "type": "string",
          "description": "The tax code of the sales order line item."
        },
        "tax_amount": {
          "title": "Tax Amount",
          "type": "number",
          "description": "The tax amount of the sales order line item."
        },
        "total_amount": {
          "title": "Total Amount",
          "type": "number",
          "description": "The total payment amount, including tax, of the sales order line item."
        }
      }
    }
  }
}
{
   "customer_id":"CUST56789",
   "issue_date":"2024-06-09 12:00:00",
   "status":"PENDING_APPROVAL",
   "document_number":"SO123456",
   "memo":"New order for summer inventory",
   "tax_amount":35.00,
   "total_amount":335.00,
   "line_items":[
      {
         "item_name":"Sunglasses",
         "description":"Polarized sunglasses with UV protection",
         "quantity":10,
         "unit_price":20.00,
         "tax_code": "CA",
         "tax_amount":10.00,
         "total_amount":210.00
      }
   ]
}

Invoice: accounting-invoice

Invoices are issued by the business entity that a customer must pay.

{
  "customer_id": {
    "title": "Customer ID",
    "type": "string",
    "description": "The unique identifier of the customer linked to the invoice."
  },
  "due_date": {
    "title": "Due Date",
    "type": "string",
    "format": "date-time",
    "description": "The due date of the invoice."
  },
  "issue_date": {
    "title": "Issue Date",
    "type": "string",
    "format": "date-time",
    "description": "The issue date of the invoice."
  },
  "transaction_date": {
    "title": "Transaction Date",
    "type": "string",
    "format": "date-time",
    "description": "The transaction logged date of the invoice."
  },
  "status": {
    "enum": [
      "OPEN",
      "PARTIALLY_PAID",
      "PAID",
      "VOID",
      "DRAFT",
      "SUBMITTED",
      "UNKNOWN"
    ],
    "title": "Status",
    "type": "string",
    "description": "The status of the invoice."
  },
  "document_number": {
    "title": "Document Number",
    "type": "string",
    "description": "The seller facing document number of the invoice."
  },
  "memo": {
    "title": "Memo",
    "type": "string",
    "description": "The memo of the invoice."
  },
  "amount_due": {
    "title": "Amount Due",
    "type": "number",
    "description": "The current amount due (remaining balance) on the invoice."
  },
  "tax_amount": {
    "title": "Tax Amount",
    "type": "number",
    "description": "The total tax amount applied to the invoice."
  },
  "discount_amount": {
    "title": "Discount Amount",
    "type": "number",
    "description": "The total discount amount applied to the invoice."
  },
  "total_amount": {
    "title": "Total Amount",
    "type": "number",
    "description": "The total amount due on the invoice."
  },
  "line_items": {
    "title": "Line Items",
    "type": "array",
    "description": "The line items associated with the invoice.",
    "items": {
      "type": "object",
      "properties": {
        "item_id": {
          "title": "Item ID",
          "type": "string",
          "description": "The ID of the invoice line item."
        },
        "item_name": {
          "title": "Item Name",
          "type": "string",
          "description": "The name of the invoice line item."
        },
        "description": {
          "title": "Description",
          "type": "string",
          "description": "The description of the invoice line item."
        },
        "quantity": {
          "title": "Quantity",
          "type": "number",
          "description": "The quantity of the invoice line item."
        },
        "unit_price": {
          "title": "Unit Price",
          "type": "number",
          "description": "The unit price of the invoice line item."
        },
        "tax_code": {
          "title": "Tax Code",
          "type": "string",
          "description": "The tax code of the invoice line item."
        },
        "tax_amount": {
          "title": "Tax Amount",
          "type": "number",
          "description": "The tax amount of the invoice line item."
        },
        "total_amount": {
          "title": "Total Amount",
          "type": "number",
          "description": "The total payment amount, including tax, of the invoice line item."
        }
      }
    }
  }
}
{
   "customer_id":"CUST12345",
   "due_date":"2024-07-01 00:00:00",
   "issue_date":"2024-06-01 00:00:00",
   "transaction_date":"2024-06-01 00:00:00",
   "status":"PARTIALLY_PAID",
   "document_number":"INV987654",
   "memo":"Invoice for June purchases",
   "amount_due":150.00,
   "tax_amount":30.00,
   "discount_amount":10.00,
   "total_amount":190.00,
   "line_items":[
      {
        "item_id": "123",
        "item_name":"Laptop",
         "description":"15-inch laptop with 16GB RAM",
         "quantity":1,
         "unit_price":1000.00,
         "tax_code": "CA",
         "tax_amount":100.00,
         "total_amount":1100.00
      }
   ]
}