1
Authorize access
Your user must first authorize your application to access their accounting platform (e.g., Exact Online, Xero, QuickBooks) via an authorization flow (e.g., OAuth, API key) through maesn Connect.
2
Retrieve chart of accounts
You will usually need to specify a an account and a contra account for each journal entry. These could be stored in your database or be based on user input, but most likely it will be sensible to fetch it from the user’s accounting platform by calling the GET /accounts endpoint.
3
Retrieve tax rates
Call the GET /taxRates endpoint to fetch the tax rates or tax codes available in in the accounting platform.
4
Retrieve dimensions
If your users use classes, locations, departments or other dimensions configured, you can retrieve them from the accounting platform with GET /dimensions.
5
Retrieve journals
For systems that support multiple journals, the journals can be retrieved with GET /journals.
6
Implement a trigger to create bookings
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).
7
Create the booking
Create the booked transaction in your user’s accounting platform by calling POST /journalEntries.
Note that it is possible to upload attachments, such as receipts, statements and vouchers, by using the
files and filesPos fields in the multipart form.Some systems, like DATEV Rechnungswesen, supports the creation of bookings in bulk