Obtaining Accounting Software Object IDs

Models categories like accounts, classes, locations and tax codes in your accounting software.

When integrating Routable with your accounting software, such as QuickBooks Online, Xero, or Oracle NetSuite, you will need to provide IDs with your Routable API calls that correspond to entities in your accounting software.

These IDs represent entities such as:

  • accounts in your chart of accounts, such as 20101: Office Supplies
  • classes for categories of goods such as Furniture or Hardware
  • items for products or services you frequently buy or sell, like Wood Screws or Handling Fee
  • tax-codes to be applied to an invoice or individual line items

When using the Routable Dashboard, developers can find these IDs in the Object Field Mapping section of Account Settings. When using the Routable API, developers can use the AccountingSoftwareObject resource to obtain these IDs. Routable includes this resource type so that you can query your accounting software from within the Routable API to obtain a list of any supported object type. To do this, pass an object type directly in the URL:

  • /v1/accounting-software/objects/accounts
  • /v1/accounting-software/objects/tax-codes
    etc.
{
    "object": "List",
    "results": [
        {
            "object": "AccountingSoftwareObject",
            "id": "3",
            "code": null,
            "name": "Skylights"
        },
        {
            "object": "AccountingSoftwareObject",
            "id": "6",
            "code": null,
            "name": "Gardening"
        },
        {
            "object": "AccountingSoftwareObject",
            "id": "7",
            "code": null,
            "name": "Installation"
        },
        {
            "object": "AccountingSoftwareObject",
            "id": "8",
            "code": null,
            "name": "Lighting"
        },
        {
            "object": "AccountingSoftwareObject",
            "id": "9",
            "code": null,
            "name": "Maintenance & Repair"
        }
    ],
    "links": {
        "self": "https://api.sandbox.routable.com/v1/accounting-software/objects/items",
        "next": "https://api.sandbox.routable.com/v1/accounting-software/objects/items?page=2&page_size=10",
        "prev": null
    }
}

This will then allow you to cache the IDs for whatever categories you need in your application, and use them when creating Payables.

Searching

Need to narrow down your listings? No problem. Pass in an additional search parameter to your GET request to filter by a search string - for example, /v1/accounting-software/objects/items?search=light would find us only objects 3 and 8 from the code sample above.

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Cache these results!

Depending on the complexity of your accounting software integration, this endpoint can return a large amount of data. Routable strongly recommends that you cache this rarely-changing data wherever possible to avoid repetitive, expensive queries.