I am using the Server version. I would like to do the following:
Access one specific Business from my helpdesk system.
That user needs to be a restricted user as all we need it to do is read information from Manager. There will be no editing etc from the helpdesk system side.
The main information that we want at this point in time is to sync the Sales Quote, Sales Order and Sales Invoices for clients to view.
In addition, I would like them to be able to see how much they have spent on say wireless in the last 5 years. I am thinking of using the custom fields in inventory items to categorise inventory items that clients can filter based on.
Is using Get and the REST API the best way to do this as I have heard talk about accessing the mysql database directly etc. I am wanting security, reliability etc. Is Rest the way Manager plans to allow data sync with third party platforms.
Secondly, is the API likely to change in the future as I have heard people say that they updated Manager and their API no longer works.
Last but not least, does Manager have the ability to filter invoices, quotes by customer using the API as we don’t want the API to have to open every invoice, check which client it is for as this would require having to store information on our helpdesk sql server to remember which invoice is for which client. We would like Manager to handle this filter via api so that our end on the helpdesk is entirely a read only process - we don’t want to have to store any data from Manager. I can’t find any info on this point.
Due to the absence of documentation in this area, it is difficult to determine whether Rest and Get is our best option and whether it can do filtering of invoices by client etc. So any help would be appreciated.