AccountsIQ – Integration
Integration Overview
AccountsIQ provides a full Application Programming Interface (API) which you can view here: https://github.com/accountsIQ/API-Wiki/wiki to enable the update of datasets from and to 3rd party applications.

The API provides the best possible toolset to enable seamless integration with a variety of other applications such as webshops, CRM systems, EPOS, payroll systems, stock control and so on.  Our API eliminates the need for time consuming re-keying of data into two separate systems.

Integration Partners can send data to accountsIQ as a data package using a predefined set of methods.  It is possible for partners to send data to multiple customer databases within accountsIQ.

AccountsIQ provides an encrypted partner key to 3rd party integrators.  A customer key identifying the customer database(s) can be created from within the application. 3rd party integrators need their user to get their own key from within their accountsIQ database: this key can be obtained from the Integration tab on the Company Information screen. Each transfer of data requires these keys to be submitted as part of the request.

The partner submits a HTTPS request using the required method, supplying the relevant parameters.  The API validates this request and responds with either a success or a failure notification.  If successful, the data is immediately imported into the tables within the relevant customer database.  A failure message indicating the cause is supplied if the validation fails.

In addition, a 3rd party can use methods within the API to extract data from accountsIQ for display or reporting within their own application.  This is useful if you need to display stock or customer balance data for example within another application.

Integration Points                                                                                 Click Here To View Our API
   
Create / Update Customers:
Create or update customer records in the system directly from another application (e.g. CRM system, webshop).  These are stored within the main accounts table in AIQ and accessible from the customer maintenance functions
Create / Update Sales Orders:
Create or update sales order records that originate from another application such as a sales order processing system or website.
Create / Update Sales Deliveries:
Register the delivery of a selected order with full update to the stock module within AccountsIQ.  You can choose to dispatch stock from multiple locations and multiple racks (bins) within these locations.
Create / Update Product (stock) items:
Add product items directly into the product tables within AccountsIQ.  Useful if your product catalogue is maintained within another system and you wish to keep it synchronised with AccountsIQ.
Create / Update / Post Sales Invoices:
Create sales invoice records in the system directly from another application.  This will post directly into the sales ledger updating the relevant accounts.
Create / Update / Post Sales Credit Notes:
Create sales credit note records in the system directly from another application.  This will post directly into the sales ledger.
Create / Allocate Sales Receipts:
Create sales receipts allocated to specific customer invoices.  This will create the relevant postings to the customer account and company bank account.
Create / Update Purchase Invoices:
Create/update supplier invoice records from another application.  This will create the relevant postings in the purchases ledger.
Create / Update Purchase Debit Notes:
Create/update supplier debit note records from another application.  This will create the relevant postings in the purchases ledger.
Create / Update a GL Journal:
Create or update a General Ledger Journal transaction that originates from another system.  This would create a movement between two or more general ledger accounts, e.g. the posting of a salary journal from a payroll system.
Extract a List of GL Accounts:
Obtains a listing of General Ledger Accounts directly from the system.  Useful for posting a journal into AccountsIQ from within another application.
Extract a List of Departments:
Obtains a listing of departments/tracking codes directly from the system.  Useful for posting a journal into accountsIQ from within another application.
Extract a List of Customer Statement Details:
Extract a full list of customer statement data for a selected set of customers.  Useful for enabling the display of customer statement data within another application.
Extract a List of Product (Stock) Items:
Extract a list of stock items and related information.  If stock items are maintained within accountsIQ this is a useful means of displaying them within another application e.g. web shop.
Integration Examples

Mobile Device

Our API enables the field sales operatives of a finished goods merchandiser to create sales orders, make deliveries, invoice customers, and process customer payments using standard handheld devices.  All data is seamlessly updated into AccountsIQ from this mobile application in real-time. Operatives can make stock enquiries, look up customer account details, and sell more products on the road making them much more effective and reducing administrative overhead that would otherwise be required.

eCommerce Webstore

The API enables this e-commerce web-shop to be fully integrated with AccountsIQ.  Buying customers register on the website and their details are sent directly into AccountsIQ.  When they make a product purchase, a sales invoice is created in AccountsIQ updating the sales ledger in the process.

Once the online payment is processed, a sales receipt for the value of the credit card purchase is then created and allocated against the relevant customer invoice, updating the sales ledger and company bank account straightaway.

Charity Website

The API enables donations from a charity website to be automatically updated into AIQ.  People making donations are recorded as new customers and their credit card donations are recorded as sales invoices and sales receipts in the system
Next Steps
To get started with integration contact our Support and Implementation team (support@accountsiq.com).

We will provide you with a full set of documentation on the functions available and help with any questions.

We can then provide access to a staging environment where test integrations can be tried out.

To see some of existing integrations please see here.