General Information
Website: winbooks.com
Software type: On-premise (local agent to be installed)
Geography: 🇧🇪 Belgium
Introduction
WinBooks is an accounting and financial management software for small and medium-sized businesses. It allows you to manage company finances, track invoices and payments, produce financial reports and monitor company performance. Deliver the Winbooks integration your customer wants in no time.
Prerequisite(s)
No prerequisite to enable the connector.
Process
Activate the connector in one click on the connector section in your Chift account.
Test Winbooks
To test the software integration, you need to go through an integrator to get a sandbox account or you must identify beta users in your client base willing to allow you to use their account for testings
Connect Winbooks
To activate a connexion with Winbooks, users will have to go through the following steps.
Winbooks Classic coverage
/analytic-account-lines/account/{analytic_account_id} Live
/chart-of-accounts/balance Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/invoices/{invoice_id} Live
/invoices/type/{invoice_type} Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/multi-analytic-plans Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/clients/{client_id} Live
/clients/{client_id} Live
/invoices/pdf/{invoice_id} Live
/invoices/id/{invoice_id}/payments Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/miscellaneous-operation Live
/miscellaneous-operation/{operation_id} Live
/miscellaneous-operation Live
/invoices/multi-analytic-plans On request
/invoices/multi-analytic-plans/type/{invoice_type} On request
/invoices/multi-analytic-plans/{invoice_id} On request
/journal/entries On request
/journal/entries/multi-analytic-plans On request
/journal/entries/{journal_entry_id} On request
/journal-entries On request
/matching-multiple On request
/financial-entry On request
