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 a bunch of identifiers. Various accounting software applications use categories and flags for things like:

  • 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 apply to Payable line items

Routable's AccountingSoftwareObject resource models these options. 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 identifiers 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.

πŸ“˜

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.


Did this page help you?