Skip to main content

PowerOffice

Getting Started with PowerOffice

Prerequisites

  • A PowerOffice account

In order to use PowerOffice with Make, you must have a PowerOffice account. Currently you can request access to PowerOffice here or an existing user must invite you.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting PowerOffice to Make

To connect your PowerOffice account to Make you must obtain both an Application Key and Client Key.

  1. Go to Make and open PowerOffice module you want to use.

  2. Next to Connection, click Add.

  3. In the Connection name field, enter a name for the connection.

  4. Currently, to receive an application key and client key you must email PowerOffice support at [email protected].

  5. Once you have received your keys, enter them in the connection dialog box.

  6. Click Save.

You have now successfully established the connection.

Imports

Import a File

Imports a new file.

Connection

Establish a connection to your PowerOffice account.

File

Enter (map) the file you want to import.

Choose both a File Name and File Data.

Import File Type

Select the import file type.

Standard Import File: PowerOffice's standard import format either as a excel (.xlsx) file or a .csv file.

Invoice PDF ZIP File: Zip file containing invoice PDF files.

Nets OCR File: Nets OCR file containing incoming payments.

Type

Select the type.

None: No import type - validation value

Outgoing Voucher: Import containing Outgoing vouchers (Invoice / Credit note) to customers.

Payroll: Import containing payroll journals.

Cash: Import containing cash journals.

Year End: Import containing year end journals.

Voucher Journal: Import containing manual journals.

Description

Enter a description for your import.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your PowerOffice account.

URL

Enter a path relative to https://api-demo.poweroffice.net. For example, /Customer/

Notice

For the list of available endpoints, refer to the PowerOffice API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use - List Customers

The following API call returns all the customers from your PowerOffice account:

URL: /Customer/

Method: GET

po_1.png

Matches of the search can be found in the module's Output under Bundle > Body > data. Our example returned 21 customers:

po_2.png