API using excel

[Ealfardan]

Provide a screenshot of the authentication prompt

[Omnipotent.inc]

This is coming after

@Ealfardan

:

Providing Credentials

[Ealfardan]

Unfortunately, the API authentication doesn’t work with the desktop version because a password is required for security reasons.

Try connecting with the key without the cookie as a last resort, but I am not sure if it will work.

[Omnipotent.inc]

@Ealfardan

the API authentication doesn’t work with the desktop version because a password is required for security reasons.

But i am using Server Edition.

[sharpdrivetek]

@Ealfardan

Unfortunately, the API authentication doesn’t work with the desktop version because a password is required for security reasons.

you can. see below post.

Unable to login to API after update

launch the server version and login with default administrator account leaving password field empty. change the password for the account. this will create a password file in your application data folder. now you can access the api for desktop edition using the new password set for administrator account.

[Ealfardan]

Sorry, I’ve seen the local host address and I jumped to the conclusion that it’s the Desktop Edition.

But why are you accessing directly from the server?

[Omnipotent.inc]

I put username and password and Http:/127.0.0.1:8080/api abf error scren shows

[Ealfardan]

This:

Http:/127.0.0.1:8080/api

First, what happened to the “S” in https?

Second, are you physically using the server or are connected to the server from another computer?

[Omnipotent.inc]

@Ealfardan

S

Used

@Ealfardan

are you physically using the server

I am physically using

[Ealfardan]

What you should do then is test whether the api page is accessible directly from the browser.

[Panashe_Mlambo]

I have followed the guides provided here but I cannot extract meaningful data. for example I am trying to pull the trial balance data but I can only see headings

[Ealfardan]

Reports are not yet supported using the API. You can only draw report definitions.

[Davide]

You will never get meaningful data form “Trial Balance” since API will return only the settings underling the report and not data of the report, ie settings you put in trial balance form.

[Panashe_Mlambo]

Thank you for your response. What data can I access via Manager API, in its current state?

[Ealfardan]

You can access all tabs, report definitions and most settings.

However, using the API setup to retrieve a long list of transactions isn’t recommended since it’s going to be very slow and inefficient. So it’s better be reserved for use with master records like: employees, customers, payslip items … etc.

There are alternative methods to obtain transactional methods like this one:

API: Invoice Add TotalAmounts and Paid Status

This is actually possible by appending .json to any URL path. For example, if you want to know these for specific invoice, the URL path will be… /sales-invoice-view?.. Try changing it in your web-browser to: /sales-invoice-view.json?..

This is a much faster and more efficient method to retrieve the full transaction list

To do that you can use the following code:

let
    _getGuiJson = (URL as text, Business as text, #"Tab View" as text) => 
        let 
            guiURL = URL & 
                (if #"Tab View" <> null then "/" & #"Tab View" else "") & ".json?FileID=" &
                (if Business <> null then Business else ""),

            webResponse = Web.Contents(guiURL),
            jsonResponse = try Json.Document(webResponse) otherwise null
        in
            if jsonResponse <> null then
                Table.FromRecords(jsonResponse)
            else
                error "Unexpected result. Wrong URL?",

    GetGuiJson = _getGuiJson

in
    GetGuiJson