Hi
Is it possible to fetch data from 3rd party to create invoice?
if yes what kind of file format is required?
Workorder created and other operations are carried out by an ERP,
my invoice structure is like below. I can able to pull the required data from ERP
please advise, Thanks
Hello @gils2368,
Of course you can, there are three methods:
-
Use Batch Create to manually import multiple records once or periodically in bulk fashion. You need to transform your batch data first in a spreadsheet or other utilities.
See Official guides on Batch Operations
-
Use a 3rd party app to push invoices using api2 endpoint, which you can find on:
https://{ your manager url}/api2
- Write an inline
Custom Button using api2 and/or api4 to pull invoices from your 3rd party app. You can also host the code outside manager. The endpoint for api4 is this:
https://{ your manager url}/api4
Please note that api4 blocks cross origin requests so you need to run your Custom Button/Extension from within Manager.