Exelement SyncCloud

Guests

• Create Guest: Create a guest.
• List Updated Center Guests: Retrieve a list of all of the updated guests of a center.
• List Center Guests: Retrieve a list of guests for a center.
• Update Guest: Update a guest.
• Search Guests: Searches for a guest using one of their credentials.
• Get Guest: Retrieve the details of a guest.
• List Guest Memberships: Retrieve a list of memberships for a guest.
• Create Guest Form: Create a guest form.
• Get Guest Form: Get a form of a guest.
• List Guest Loyalty Points: Get loyalty point history of a guest.
• List Guest Product Purchased: Retrieves a list of products purchased by a guest.
• List Guest Prepaid Cards: Retrieve a list of prepaid cards of a guest.
• List Guest Series Packages: Retrieve a list of series packages for a guest.
• List Guest Coupons : Retrieve a list of coupons for a guest.
• List Guest Appointment Services: Retrieve a list of appointment services for a guest.
• List Guest Appointments: Retrieve a list of appointments for a guest.
• List Guests Gift Cards: Retrieves a list of gift cards for a guest.
• Get Guest Note: Get a guest note.
• Delete Guest Note: Delete a guest note.
• Create Guest Note: Create a guest note.
• List Guest Notes: List all notes of a guest.
• Update Guest Note: Update a guest note.
• Update Guest Form: Update a guest form.

Centers

• List Centers: Retrieve a list of centers.

Reports

• List Sales: Retrieves the sales report of a center.
• List Collections: Retrieve the collections report of a center.
• List New Collections: Retrieve the collections report of a center since the last run.
• List New Sales: Retrieves the sales report of a center since last run.

Appointments

• Get Appointment: Retrieves the details of an appointment.
• List Appointments by Center: Lists appointments of a specified center.

Opportunities

• Update Opportunity: Edit an opportunity by ID.
• Get Opportunity: Retrieves an opportunity by ID.
• List Opportunities Metadata: Lists metadata of the opportunities.
• List New Opportunities: Retrieves a list of all new opportunities since last run.
• List Opportunities: Retrieves a list of all opportunities.

Membership Sale

• Send Guest Email: If the invoice is closed and has completed payment,use this method to send an email to a guest.
• List Center Memberships: Retrieves a list of memberships for a center.
• Create Membership Invoice: Create an invoice for memberships.
• Delete Membership From Invoice: Delete a membership from an invoice.
• Add Membership To Invoice: Add a membership to an invoice.

Product Sale

• Retrieve Invoice Details: Retrieves the details of an invoice.
• Delete Product From Invoice: Delete product from invoice.
• Create Invoice: Create invoice with products.
• Pay With Gift Card: Collect invoice payment with guest's gift card.
• Custom Payment: Insert custom payment for an invoice into Zenoti
• Pay with Unsaved Card: Collect payment with guest's unsaved card.
• Pay Tip With Card: Collect tip by using a guest's credit/debit card.
• Pay with Saved Card: Collect payment with guest's saved card.
• Add Guest Debit/Credit Card: Add a credit/debit card for a guest.
• Delete Guest Cards: Delete guest's saved credit/debit cards.
• Get Stored Cards of a Guest: Retrieve the stored cards of a guest.
• Apply Offer Code: Apply a media campaign offer code on an invoice.
• Close Invoice: Closes an Invoice.
• Add Product To Invoice: Add a product to an invoice.

Miscellaneous

Sales Invoices

• Get Sales Invoice: Retrieve a sales invoice by ID.
• Delete Sales Invoice: Delete an existing sales invoice.
• Update Sales Invoice: Update an existing sales invoice.
• List Sales Invoices: Retrieve a list of existing sales invoices.
• List Updated Sales Invoices: Retrieve a list of sales invoices created or updated since last run.
• Create Sales Invoice: Create a new sales invoice.

Internal

• Get Division: Retrieve the current division.
• List Sales Items: Retrieve a list of existing sales items.
• List Supplier Accounts: Retrieve a list of existing supplier accounts.

CRM

• Get Customer Account: Retrieve an existing customer account by ID.
• Delete Customer Account: Delete an existing customer account by ID.
• Update Customer Account: Update an existing customer account.
• Update Contact: Update an existing contact.
• Delete Contact: Delete an existing contact.
• Get Contact: Retrieve a contact by ID.
• List Customer Accounts: Retrieve a list of existing customer accounts.
• List Contacts: List all contact records.
• List Updated Contacts: List all contact records created or modified since last run.
• List Updated Customer Accounts: Retrieve a list of customer accounts created or modified since last run.
• Create Customer Account: Create a new customer account.
• Create Contact: Add a contact person to an existing customer account.

Financial

• Get Journal: Retrieve an existing journal by ID.
• Delete Journal: Delete an existing journal.
• Update Journal: Update an existing journal.
• Get G/L Account: Retrieve an existing general ledger account.
• Update G/L Account: Update an existing general ledger account.
• Delete G/L Account: Delete an existing general ledger account.
• List G/L Classifications: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Classification: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
• Get G/L Scheme: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• Get G/L Transaction Source: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• Get G/L Transaction Type: Retrieve an existing transaction type. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• Get Journal Status List: This resource will provide you information on the status of a Journal in a certain period.
• CurrentYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/AfterEntry considers all entries for the current year, if you only want to get final processed entries use CurrentYear/Processed instead.
• CurrentYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/Processed considers only processed entries for the current year, if you want to get all the entries use CurrentYear/AfterEntry instead.
• PreviousYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/AfterEntry considers all entries for the previous year, if you only want to get final processed entries use PreviousYear/Processed instead.
• PreviousYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/Processed considers only processed entries for the previous year, if you want to get all the entries use PreviousYear/AfterEntry instead.
• Get G/L Acct Class. Mapping: Retrieve a specific general ledger account classification mapping.
• Delete G/L Acct Class. Mapping: Delete a specific general ledger account classification mapping.
• Get General Journal Entry: Retrieve a specific general journal entry.
• Create General Journal Entry: Create a new general journal entry.
• Get General Journal Entry Line: Retrieve a specific general journal entry line.
• Update G/L Acct Class. Mapping: Update an existing general ledger account classification mapping.
• Create General Journal Entry Line: Create a new general journal entry line.
• List Journals: Retrieve a list of existing journals.
• List Updated Journals: Retrieve a list of journals created or updated since last run.
• List G/L Accounts: Retrieve a list of existing general ledger accounts.
• List Updated G/L Accounts: Retrieve a list of general ledger accounts created or updated since last run.
• List G/L Schemes: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
• List G/L Transaction Sources: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
• List G/L Transaction Types: Use this endpoint to retrieve all transaction types. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
• List G/L Acct Class. Mappings: Retrieve a list of existing general ledger account classification mappings
• List General Journal Entries: Retrieve a list of general journal entries.
• List Updated General Journal Entries: Retrieve a list of general journal entries created or updated since last run.
• List General Journal Entry Lines: Retrieve a list of general journal entry lines.
• Create Journal: Create a new journal.
• Create G/L Account: Create a new general ledger account.
• Create G/L Acct Class. Mapping: Create a general ledger account classification mapping.

Sales Entry

• Get Sales Entry Line: Retrieve an existing sales entry line by GUID.
• Get Sales Entry: Retrieve a sales entry by ID.
• Update Sales Entry: Update an existing sales entry.
• Delete Sales Entry: Delete an existing sales entry.
• List Sales Entry Lines: Retrieve details for all lines on a sales entry.
• Update Sales Entry Line: Update an existing sales entry line.
• Delete Sales Entry Line: Delete an existing sales entry line.
• List Sales Entries: Retrieve a list of existing sales entries.
• List Updated Sales Entries: Retrieve a list of sales entries created or modified since last run.
• Create Sales Entry: Create a new sales entry.
• Create Sales Entry Line: Create a new sales entry line.

Purchase Entry

• Delete Purchase Entry: Delete an existing purchase entry.
• Get Purchase Entry: Retrieve a purchase entry by ID.
• Update Purchase Entry: Update an existing purchase entry.
• Update Purchase Entry Line: Update an existing purchase entry line.
• Get Purchase Entry Line: Retrieve an existing purchase entry line by GUID.
• List Purchase Entry Lines: Retrieve details for all lines on a purchase entry.
• Delete Purchase Entry Line: Delete an existing purchase entry line.
• List Purchase Entries: Retrieve a list of existing purchase entries.
• List Updated Purchase Entries: Retrieve a list of purchase entries created or modified since last run.
• Create Purchase Entry: Create a new purchase entry.
• Create Purchase Entry Line: Create a new purchase entry line.

HRM

• Get Department: Retrieve an existing department.
• Get Division Class: Returns the possible choices per classification for a given company.
• Get Division Class Name: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• Get Division Class Value: This end point returns the values as used per company classification for a given company.
• Get Cost Center: Retrieve details of a specific cost center.
• Delete Cost Center: Delete a specific cost center.
• Get Cost Unit: Retrieve a specific cost unit.
• Delete Cost Unit: Delete a specific cost unit.
• Update Cost Center: Update an existing cost center.
• Update Cost Unit: Update an existing cost unit.
• List Departments: Retrieve a list of departments.
• List Division Classes: Returns the possible choices per classification for a given company.
• List Division Class Names: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
• List Division Class Values: This end point returns the values as used per company classification for a given company.
• List Cost Centers: Retrieve a list of cost centers.
• List Cost Units: Retrieve a list of cost units.
• Create Cost Center: Create a new cost center.
• Create Cost Unit: Create a new cost unit.

Documents

• Get Document Type: Retrieve an existing document type
• Get Document Type Category: Retrieve an existing document type category
• Get Document Category: Retrieve an existing document category
• Get Document: Use this endpoint to retrieve a specific document
• Update Document: Update an existing document.
• Delete Document: Delete a specific document.
• Get Document Attachment: Use this endpoint to retrieve a specific document attachment
• Get Document Folder: Use this endpoint to retrieve a specific document folder
• Update Document Folder: Update an existing document folder
• Delete Document Folder: Delete a specific document folder
• Get Document Type Folder: Use this endpoint to retrieve a specific document type folder
• Delete Document Type Folder: Delete a specific document type folder
• Update Document Type Folder: Update an existing document type folder
• List Document Types: Use this endpoint to retrieve a list of document types
• List Document Type Categories: Use this endpoint to retrieve a list of document type categories
• List Document Categories: Use this endpoint to retrieve a list of document categories
• List Documents: Use this endpoint to retrieve a list of documents
• List Updated Documents: Use this endpoint to retrieve a list of documents created or updated since last run
• List Document Attachments: Use this endpoint to retrieve a list of document attachments
• List Document Folders: Use this endpoint to retrieve a list of document folders
• List Document Type Folders: Use this endpoint to retrieve a list of document type folders
• Create Document: Create a new document
• Create Document Folder: Create a new document folder
• Create Document Type Folder: Create a new document type folder

Financial Transaction

• Get Transaction Line: Retrieve a specific transaction line.
• Get Bank Entry: Retrieve a specific bank entry.
• Get Bank Entry Line: Retrieve a specific bank entry line
• Get Cash Entry Line: Retrieve a specific cash entry line
• Get Cash Entry: Retrieve a specific cash entry.
• List Transaction Lines: Retrieve a list of transaction lines.
• List Bank Entries: Retrieve a list of bank entries.
• List Bank Entry Lines: Retrieve a list of bank entry lines.
• Create Bank Entry Line: Create a new bank entry line.
• Create Bank Entry: Create a new bank entry.
• List Cash Entry Lines: Retrieve a list of cash entry lines.
• Create Cash Entry Line: Create a new cash entry line.
• Create Cash Entry: Create a new cash entry.
• List Cash Entries: Retrieve a list of cash entries.

General

• List Currencies: Use this endpoint to get all the enabled currencies.

HR/Payroll

• Sync employee details from HR to payroll
• Create a new employee in payroll when a new employee has joined

ERP

• Create a new ERP sales order and send to accounting to generate customer invoice