Exelement SyncCloud

Bulk Exports

• Create Export Job - New Leads: Creates an export job for leads created since the last run.
• Create Export Job - New Activities: Creates an export job for activities created since the last run.
• Get Export File: Retrieves a completed export file's content.
• Create Export Job - Leads: Creates a lead export job.
• List Export Jobs: Returns a list of export jobs created in the past 7 days.
• Cancel Export Job: Cancels an export job.
• Create Export Job - Activities: Creates an activity export job.
• Enqueue Export Job: Adds an export job to the processing queue.
• Get Export Job Status: Retrieves the status for an export job.

Leads

• List Updated Leads: Lists leads updated since last run.
• List Leads By Email Address: Gets all of the leads with the specified email address.
• List Leads: Lists all leads using a filter.
• Create Or Update Lead: Creates or updates a lead.
• List Updated Lead Activities: Lists the lead activities updated since the specified date.
• Get Lead: Gets a lead.
• List Lead Activities: Lists a leads activities.
• List Lead Fields: Returns a list of all fields available for interaction via the REST API.
• List Lead Memberships: Lists a leads memberships.
• List Lead Website And Email History: Lists a leads website and email history.
• List Smart Campaigns: Lists the smart campaigns of a lead.

Static Lists

• List Lists: Lists all the static lists.
• Get List: Gets a static list.
• Add Lead To List: Adds a lead or leads to a static list.
• Remove Lead From List : Removes a lead or leads from a static list
• Get List Members: Gets the members of a Static List.

Bulk Imports

• Get Import Job Warnings: Retrieves a list of warnings for an import job.
• Create Import Job: Creates an import job for a csv payload into the target instance.
• Get Import Job Status: Retrieves the status for an import job.
• Get Import Job Failures: Retrieves a list of failures for an import job.

Custom Objects

• List Custom Objects: Lists the API name of existing custom objects.
• Create Custom Objects: Creates a custom object.
• Update Lead Custom Object: Updates a leads custom object. Custom Object mappings must be added as custom fields.
• Create Custom Object Values: Creates a custom objects values. Insert custom object fields under '[input].'.
• Upsert Custom Object Values: Creates or updates a custom objects values. Insert custom object fields under '[input].'.
• Update Custom Object Values: Updates a custom objects values. Insert custom object fields under '[input].'.
• List Linkable Custom Objects: Lists linkable custom objects and their fields.

Activities

• List Activity Types: Lists activity types.

Users

• List Users: Retrieve a list of all user records. Required Permissions: Access User Management Api and Access Users

Invoices

• List AP Invoices: Retrieves a list of AP invoices.
• List New & Updated Invoices: Retrieves a list of new and updated invoices since last run time.
• Update Invoice: Allows you to update an invoice.
• List New & Updated AP Invoices: Retrieves a list of new and updated AP invoices since last run time.
• Get Invoice: Get details of the specified Invoice.
• List Invoices: Retrieves a list of invoices.
• Create Invoice: Allows you to create an invoice.

Items

• List Items: Retrieves a list of items.
• List New & Updated Items: Retrieves a list of new and updated items since last run time.

Repeating Invoices

• List Repeating Invoice History: Retrieves a history of repeating invoice.
• List Repeating Invoices: Retrieves a list of repeating invoices.
• Get Repeating Invoice: Retrieves a repeating invoice.

Payments

• List New & Updated Payments: Retrieve the full chart of new and updated payments since last run time.
• Get Payment History: View a summary of the actions made by all users to a specified payment.
• Get Payment: Retrieve the details of a specified payment.
• Reverse Payment: Reverse payments to invoices, credit notes, prepayments & overpayments. Note that payments created via batch payments and receipts are not supported.
• List Payments: Retrieve the full chart of payments.
• Apply Payment To Invoice: Apply a payment to an approved AR or AP invoice.

Journals

• List New & Updated Journals: Returns a list of new and updated Journals since last run time.
• List New & Updated Manual Journals: Returns a list of new and updated Manual Journals since last run time.
• Get Manual Journal: Gets details of the specified Manual Journal.
• List Manual Journals: Returns a list of Manual Journals.
• Get Journal: Gets details of the specified Journal.
• List Journals: Returns a list of Journals.

Bank Transactions

• List Bank Transactions: List bank transactions.
• Get Bank Transaction: Get the details of the specified Bank Transaction.
• List New & Updated Bank Transactions: List new and updated bank transactions since last run time.

Accounts

• Update Account: Updates an Account
• Get Accounts by Type: Retrieve the full chart of accounts.
• Get Account: Gets details of the specified Account.
• Delete Account: Deletes the specified Account.
• Get Accounts by Code: Retrieve an account with the given code.
• List New & Updated Accounts: Retrieve the full chart of new and updated accounts since last run time.
• List Accounts: Retrieve the full chart of accounts.
• Add Account: Adds a new Account

Tax Rates

• List Tax Rates by Type: Returns details of the specified Tax Rate.
• Get Tax Rate: Returns details of the specified Tax Rate.
• List Tax Rates: Returns a list of Tax Rates.
• Create Tax Rate: Creates a Tax Rate.
• Update Tax Rate: Update a Tax Rate.

Contacts

• List Contacts: Allows you to retrieve a list of contacts.
• List New & Updated Contacts: Allows you to retrieve a list of new and updated contacts since last run time.
• Update Contact: Allows you to update an existing contact.
• Get Contact: Allows you to retrieve a details of the specified Contact.
• Create Contact: Allows you to create a new contact.

Purchase Orders

• Get Purchase Order: Retrieves the details of a specific purchase order.
• Update Purchase Order: Update an existing purchase order.
• List New & Updated Purchase Orders: Retrieves a list of all new and updated purchase orders since last run time.
• Create Purchase Order: Create a new purchase order.
• Delete Purchase Order: Mark an existing purchase order as deleted.
• List Purchase Orders: Retrieves a list of all purchase orders.

Organisation

• Get Organisation: Gets details of the Organisation.