Synchronize Customers to Pennylane

Learn how to automatically sync customers registered on your platform to your Pennylane accounting software using a scheduled batch job.

In this guide, we will:

• Fetch customers registered in the last 24 hours from your platform
• Transform customer data to Pennylane format using a mapping
• Push customers to Pennylane using the upsert endpoint

Use Case:

You want to keep your Pennylane customer database in sync with your platform by running a daily job that fetches all newly registered customers and syncs them to Pennylane.

Prerequisites

Install the Pennylane Application

Before using the Pennylane connector, you must authorize Zparse to access your Pennylane account.

1. Navigate to Profile > {Your Organization} > Applications
2. Find Pennylane in the available applications list
3. Click Install and follow the OAuth authorization flow
4. Grant the required permissions for API access

Step 1: Fetch Customers Registered in the Last 24h

In Zparse, create a new Workflow named Pennylane Customer Sync.

1.1 Set Up the Scheduler

Add a Scheduler > Periodic Scheduler node to run the sync job daily.

Configure the schedule to run once per day (e.g., every day at 2:00 AM).

1.2 Fetch Customers from Your Platform

Add an HTTP Client > Request GET node to retrieve customers registered in the last 24 hours.

Configuration:

• URL: https://api.yourplatform.com/v1/customers
• Headers: Add your API authentication headers
• Query Parameters:
  • registered_since: 24h (or use a dynamic date value)

Example API response:

{
  "customers": [
    {
      "id": "cust_001",
      "email": "john.doe@example.com",
      "first_name": "John",
      "last_name": "Doe",
      "phone": "+33612345678",
      "address": "123 Main Street",
      "city": "Paris",
      "postal_code": "75001",
      "country": "FR"
    },
    {
      "id": "cust_002",
      "email": "marie.dupont@example.com",
      "first_name": "Marie",
      "last_name": "Dupont",
      "phone": "+33698765432",
      "address": "45 Avenue des Champs",
      "city": "Lyon",
      "postal_code": "69001",
      "country": "FR"
    }
  ]
}

Step 2: Map to Pennylane Format

Add a Mapping node to transform your platform's customer data to Pennylane's expected format.

Source: JSON Elements with path $.customers[*]

Mapping configuration:

Source Field	Destination Field
first_name	first_name
last_name	last_name
email	emails[]
phone	phone
address	address
city	city
postal_code	postal_code
country	country_alpha2

Destination: JSONL Writer outputting Pennylane-compatible customer objects:

{
  "first_name": "John",
  "last_name": "Doe",
  "emails": ["john.doe@example.com"],
  "phone": "+33612345678",
  "address": "123 Main Street",
  "city": "Paris",
  "postal_code": "75001",
  "country_alpha2": "FR"
}

tip

Note that email is a single string in your platform but Pennylane expects emails as an array. Use the mapping to wrap the value in an array.

Step 3: Upsert Customers to Pennylane

Add an Accounting > Pennylane node to push the mapped customers.

Configuration:

• Pennylane Account: Select your connected account
• Endpoint: Upsert Individual Customers

Connect the mapping output to the Pennylane node input.

tip

The Upsert endpoint will create new customers or update existing ones based on email matching. This ensures no duplicates are created when the job runs multiple times.

Complete Workflow

Your completed workflow should have four nodes connected in sequence:

1. Periodic Scheduler → triggers the job daily
2. HTTP GET Request → fetches customers from last 24h
3. Mapping → transforms data to Pennylane format
4. Pennylane Upsert → pushes customers to Pennylane

Testing the Workflow

Click Run to manually trigger the sync and verify the results.

Check your Pennylane dashboard to confirm customers have been created or updated.

Next Steps

• Add a Slack > Message node to notify your team when the sync completes
• Add error handling with Logic > Try/Catch for failed API calls
• Extend the workflow to also sync company customers using Upsert Company Customers