1
Realize the 'sync contacts' use case
Start by implementing the synchronize contacts use case to ensure the customers and/or suppliers across your database and your user’s accounting platform are in sync.
2
Retrieve chart of accounts
You will usually need to specify a general ledger account for the captured document. Fetch it from the user’s accounting platform by calling the GET /accounts endpoint.
3
Retrieve tax rates (optional)
Call the GET /taxRates endpoint to fetch the tax rates or tax codes available in in the accounting platform.
4
Implement a trigger to upload the documents
Decide when to transfer invoices to your user’s accounting platform. It could be a button within your application’s frontend, listening for a specific event or according to a schedule (e.g. nightly).
5
Upload the invoice or bill
Upload the document and complimentary data to your user’s accounting platform by calling POST /bookingProposals.
Want to create a new invoice or bill? You are likely looking for the create invoice use case