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 Suppliesclasses
for categories of goods such as Furniture or Hardwareitems
for products or services you frequently buy or sell, like Wood Screws or Handling Feetax-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.
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.
Updated almost 2 years ago