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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 Accountrequired

Select which Pennylane account you want to perform actions on.

Endpointrequired

Select which API endpoint you want to connect with. List endpoints read records, Create endpoints insert new records, and Upsert / Update endpoints create or update records by external id.

Products:

  • Products: List - Retrieve all products
  • Products: Create - Create new products
  • Products: Upsert - Create or update products

Customers:

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

Customer Invoices:

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

Transactions:

  • Transactions: List - Retrieve all transactions

Suppliers:

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

Suppliers Invoices:

  • Suppliers Invoices: List - Retrieve all supplier invoices
  • Suppliers Invoices: Create - Create new supplier invoices
  • Suppliers Invoices: Update - Create or update supplier invoices

Quotes:

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

Optional, only available for List endpoints. A raw JSON list of filter objects used to narrow down results. Each filter object consists of:

  • field: The field name to filter on
  • operator: The comparison operator, passed through as-is to the Pennylane API (use any operator the Pennylane API supports for the target field — Zparse does not validate it)
  • value: The value to compare against
Example:
[{ "field": "status", "operator": "eq", "value": "paid" }]

-> Will filter results where status equals "paid"

Input​

Input connectors depend on the selected endpoint.

List endpoints:

Trigger

Optional trigger used to start the node.

Filters

Optional JSON list of {"field", "operator", "value"} filter objects, in the same format as the Query Filters parameter. Filters received on this connector are merged with the ones configured in the Query Filters parameter.

Create / Upsert / Update endpoints:

JSONL Filerequired

JSONL file containing one record per line, in the format expected by the selected Pennylane endpoint.

Output​

Output connectors depend on the selected endpoint.

List endpoints:

JSONL File

JSONL file containing the retrieved records, one per line.

Create endpoints:

Elements inserted

Integer — number of records successfully created.

Elements skipped
Integer — number of records skipped.
Report

File containing the per-record results of the operation.

Upsert / Update endpoints:

Elements inserted
Integer — number of records created.
Elements updated
Integer — number of records updated.
Report

File containing the per-record results of the operation.