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Accounting: Pennylane

Interact with the Pennylane API to manage products, customers, invoices, transactions, suppliers, and quotes.

Pre-requisite: Install Pennylane application in Profile > {Organization} > Applications to grant Zparse access.

Parameters​

Pennylane Account—REQUIRED

Select which Pennylane account you want to perform actions on.

Endpoint—REQUIRED

Select which API endpoint you want to connect with.

Products:

  • List Products - Retrieve all products
  • Create Product - Create a new product
  • Upsert Product - Create or update a product

Customers:

  • List Customers - Retrieve all customers
  • Create Individual Customers - Create individual customer records
  • Upsert Individual Customers - Create or update individual customers
  • Create Company Customers - Create company customer records
  • Upsert Company Customers - Create or update company customers

Customer Invoices:

  • List Customer Invoices - Retrieve all customer invoices
  • Create Customer Invoices - Create new customer invoices
  • Upsert Customer Invoices - Create or update customer invoices

Transactions:

  • List Transactions - Retrieve all transactions
  • Create Transactions - Create new transactions
  • Upsert Transactions - Create or update transactions

Purchase Requests:

  • List Purchase Requests - Retrieve all purchase requests
  • Create Purchase Requests - Create new purchase requests
  • Upsert Purchase Requests - Create or update purchase requests

Suppliers:

  • List Suppliers - Retrieve all suppliers
  • Create Suppliers - Create new supplier records
  • Upsert Suppliers - Create or update suppliers

Supplier Invoices:

  • List Supplier Invoices - Retrieve all supplier invoices
  • Create Supplier Invoices - Create new supplier invoices
  • Upsert Supplier Invoices - Create or update supplier invoices

Quotes:

  • List Quotes - Retrieve all quotes
  • Create Quotes - Create new quotes
  • Upsert Quotes - Create or update quotes
Query Filters

Apply filters to List endpoints to narrow down results. Filters are optional and can be combined.

Each filter consists of:

  • Field: The field name to filter on
  • Operator: The comparison operator (e.g., eq, ne, gt, lt, gte, lte, contains)
  • Value: The value to compare against
Example:
Field: status
Operator: eq
Value: paid

-> Will filter results where status equals "paid"

Input​

Data

API compatible data (JSON) for Create and Upsert operations. The expected format depends on the selected endpoint and follows the Pennylane API specification.

Output​

JSON

API response as given by the Pennylane API specification.