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Search for "accounts" returned 81 results.
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Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Meta Data
...entity. For example: GET https://your-instance/api/cosmos/accounts/meta GET https://your-instance/api/cosmos/opportunities/meta GET https://your-instance/api/cosmos/activities/meta What you get back The response is an array of field definitions. Standard fields look like this: json { "name": "summary",...
Additional Fields
...query parameter: GET {your-url}/api/cosmos/accounts?AdditionalFields=FIELD_NAME_1,FIELD_NAME_2 You can request as many as you need, comma-separated. To return every additional field on the record in one call, pass includeAllAdditionalFields=true — though for production...
Configure Xero integration
...Accounts and Quotes Modules and click Save. Click here to find out more about how to set up Alerts. Close modal Live Modules Enable Live Product Feed by clicking the...
Configuring the Eventbrite Integration
...be created against this new Account. Info In order to link as many Attendees to their corresponding Gold-Vision Accounts, we strongly advise to always complete the Email Domain when creating...
Using the Eventbrite Integration
...the buyer. If no matching Accounts are found in Gold-Vision, the new Contact will by default be placed under an “Unknown Attendee Account”. The name of this account will depend...
Using Loqate Address Lookup
...up for a Loqate account. This is an optional Gold-Vision add-on which assists users when adding new Accounts and Contacts and is offered with flexible payment options. How to use...
Using the QuickBooks Online integration
1. Gold-Vision Account to Quickbooks Online Customer Based on the specific Alerts pre-configured, Gold-Vision Accounts can be pushed to QuickBooks Online Customers using different methods: In the example below the...
Using the Microsoft Dynamics NAV Integration
...below the Gold-Vision Account is pushed to Dynamics Customer if the Navision Customer checkbox it ticked: Close modal Once the Gold-Vision Accounts is saved users can find the Customer in...
Using your Sage 50 Integration
...Accounts. Transaction History Import The transaction history import is a standard solution we can enable for integrations if required. Importing transaction history into Gold-Vision allows users to: Utilise Gold-Vision dashboards...