KashFlow

The KashFlow modules enable you to monitor, publish or update posts, photos, and videos in your KashFlow account.

Getting Started with KashFlow

Prerequisites

Connecting KashFlow to Make

To connect your KashFlow account to Make follow these steps:

1. Log in to your KashFlow account.

2. Navigate to Apps > API Settings. Activate the Enabled checkbox, disable the Restrict Access to specific IP addresses option and click Update.

61d6a3f1eb349.gif

3. Go to Make and open the KashFlow module's Create a connection dialog.

61d6a3f4e3136.png

4. Enter your KashFlow credentials to the respective fields and click the Continue button to establish the connection.

The connection has been established. You can proceed with setting up the module.

Customers

Retrieves all customers in your account.

Connection

Establish a connection to your KashFlow account.

Limit

Set the maximum number of customers Make will return during one execution cycle.

Retrieves customer details.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to retrieve details for.

Creates a new customer.

Connection

Establish a connection to your KashFlow account.

Name

Enter (map) or select the ID of the customer you want to retrieve details for.

Contact

Enter the full contact name of the customer.

Telephone

Enter the customer's telephone number.

Mobile

Enter the customer's mobile number.

Fax

Enter the customer's fax number.

Email

Enter the customer's email address(es).

Address

Enter the customer's billing address lines.

Country Name

Enter the customer's billing address country name.

Country Code

Enter the customer's billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’).

Postcode

Enter the customer's billing address postcode.

Website

Enter the customer website URI.

EC

Select the Yes option if the customer is VAT Registered in another EC Member.

Outside EC

Select the Yes option if the customer is VAT registered outside of the EC.

Notes

Enter the additional free-text.

Source

Enter the ID for the source assigned to the customer.

Discount

Enter the discount percentage for this customer.

Show Discount

Enable this option if the customer is specified to receive a discount.

Payment Terms

Enter the number of days used to define the Due Date on Invoices from the Issue Date.

Currency ID

Enter the ID for the customer's default currency.

Contact Title

Enter the customer contact's title.

Contact First Name

Enter the customer contact's first name.

Contact Last Name

Enter the customer contact's last name.

Customer Has Delivery Address

Select the Yes option if the customer is specified as having a delivery address separate from their billing address.

Delivery Address

Fill in the customer delivery address lines.

Delivery Country Name

Enter the customer delivery address country name.

Delivery Country Code

Enter the customer delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)

Delivery Postcode

Enter the customer delivery address postal code.

VAT Number

Enter the customer's VAT number.

Extra Fields

Add the custom fields values.

Each item will be used as a value to a custom customer text field in the order they are set up your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.

61d6a3f62f480.png

Extra Checkboxes

Add the custom checkbox values.

Each item will be used as a value to a custom customer checkbox in the order they are set up at your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.

Updates an existing customer.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to update.

Name

Enter (map) the name of the customer you want to update.

Please find the descriptions of the fields in the Create a Customer section above.

Deletes a customer.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to delete.

Invoices

Retrieves all customer's invoices.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to list invoices for.

Limit

Set the maximum number of invoices Make will return during one execution cycle.

Retrieves customer's invoice details.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to list invoices for.

Invoice ID

Enter (map) the ID of the invoice you want to retrieve details for.

Creates a new invoice.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to list invoices for.

Invoice Date

Enter the date when the invoice is issued. See the list of supported date and time formats.

Due Date

Enter the invoice due date. See the list of supported date and time formats.

Paid

Select the Yes option if the document is an Invoice or Receipt and is completely paid.

Customer Reference

Enter the customer reference number.

Project ID

Enter the ID or select the project associated with the document

Currency Code

Enter the currency code in the ISO 4217 standard.

Exchange Rate

Enter the exchange rate for the specified currency.

Lines

Specify the invoice lines.

Delivery Address

Enter the information about the delivery address.

Use Custom Delivery Address

If the document is a Quote or Invoice and a Delivery Address is defined to be used.

Updates an existing invoice.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to update the invoice for.

Invoice ID

Enter (map) the ID of the invoice you want to update.

Please find the descriptions of the fields in the Create an Invoice section above.

Deletes an invoice.

Connection

Establish a connection to your KashFlow account.

Customer ID

Enter (map) or select the ID of the customer you want to delete the invoice for.

Invoice ID

Enter (map) the ID of the invoice you want to delete.

Allows you to perform a custom API call.

Connection

Establish a connection to your KashFlow account.

API Method

Select the action you want to perform.

For the descriptions of available endpoints, refer to the KashFlow API Documentation.

Body

Enter the body content for your API call in JSON format. You can use the JSON > Create JSON module to define names and values.