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

Projects

• List Updated Projects: Get a list of updated or created projects since last run.
• Upsert Project: Create or update a project.
• Delete Project: Delete a project.
• List Projects: Get a list of projects.
• Get Project: Get a project.
• Get Project Team Member: Get a project team member.
• Delete Project Team Member: Delete a project team member.
• Upsert Project Team Member: Create or update a project team member.
• List Project Team Members: Get a list of project team members.
• List Project Activities: Get a list of project activities.
• Delete Project Activity: Delete a project activity.
• Get Project Activity: Get a project activity.
• Upsert Project Activity: Create or update a project activity.

Import

• Get Import: Gets the specified Import by its id.
• Update Import: Updates the previously uploaded Import on the client.
• List Updated Imports: Gets a list of updated or created imports since the last run.
• Delete Import: Deletes the specified Import by its id.
• Create Import: Saves the provided Import.
• List Imports: Gets a list of Import filtered by Odata query.
• Get Import Status: Gets the status of the specified Import by its id.
• List New Imports: Gets a list of Imports filtered by Odata query since the last run.

Suppliers

• List New Suppliers: Get a list of new suppliers since the last run.
• List Suppliers: Get a list of suppliers.
• List Updated Suppliers: Get a list of updated or created suppliers since the last run.
• Delete Supplier: Delete a supplier.
• Get Supplier: Get a supplier.
• Upsert Supplier: Create or update a supplier.
• Upsert Supplier Contact: Create or update a supplier contact.
• List Supplier Contacts: Get a list of supplier contacts.
• Get Supplier Contact: Get a supplier contact.
• Delete Supplier Contact: Delete a supplier contact.
• List Updated Supplier Bank Accounts: Get a list of updated or createdsupplier bank accounts since the last run.
• Delete Supplier Bank Account: Delete a supplier bank account.
• List Updated Supplier Contacts: Get a list of updated or created supplier contacts since the last run.
• List Supplier Bank Accounts: Get a list of supplier bank accounts.
• Get Supplier Bank Account: Get a supplier bank account.
• Upsert Supplier Bank Account: Create or update a supplier bank account.

Products

• List Updated Products: Gets a list of updated or created products since the last run.
• Delete Product: Deletes the specified Product by its identifier.
• List Products: Gets a list of Products filtered by odata query.
• Get Product: Gets the specified Product by its identifier.
• Upsert Product: Creates or updates the specified Product.
• Delete Product Group: Deletes the specified Product Group by its identifier.
• Get Product Group : Gets the specified Product Group by its identifier.
• Upsert Product Group: Creates or updates the specified Product Group.
• List Product Groups: Gets a list of Product Groups filtered by odata query.
• List Updated Product Groups: Gets a list of updated or created product groups since the last run.
• List Product Inventory Entries: Gets a list of Product Inventory Entry filtered by odata query.

Reporting

• List Customer Balances: Lists balances of all active cutomers on specific date.
• List Supplier Balances: Lists the balances for active suppliers on specific date.
• List Ledger Customers For Date: Lists customers from customer ledger for a specific date.
• List Ledger Customers By Match ID: Lists all customers in a ledger with a specific Match ID.
• Unmatch Customer Ledger Entry: Unmatches a Customer Ledger Entry with the provided match request.
• Match Customer Ledger Entry: Matches a Customer Ledger Entry with the provided match request.
• List New Ledger Customers: Lists new customers from customer ledger in date range.
• List Updated Ledger Customers: Lists updated customers from customer ledger in date range.
• List Ledger Customers: Lists customers from customer ledger in date range.
• List New Transactions: Lists all newly created account transactions in date range.
• List Account Transactions: Lists all transactions by an account in date range.
• List Transactions: Lists all account transactions in date range.
• List Updated Transactions: Lists updated account transactions in date range.
• List Supplier Ledger Entries By Match ID: Gets all supplier ledger entries associated with a Match ID.
• List Supplier Ledger Entries: Lists the supplier ledger entries in date range.
• Match Supplier Ledger Entries: Matches the supplier ledger entries provided by their ID's.
• List New Supplier Ledger Entries: Lists new supplier ledger entries in date range.
• List Updated Supplier Ledger Entries: Lists updated supplier ledger entries in date range.
• List Supplier Ledger Entries For Date: Lists the supplier ledger entries for a specific date.
• Unmatch Supplier Ledger Entries: Matches the supplier ledger entries by their ID's.
• List Trial Balances For Date: Lists trial balances for a specific date.
• List Trial Balances: Lists current trial balances.
• List Time Transactions: Lists time transactions in date range.

General Ledger Accounts

• Delete General Ledger Account: Delete the specified General Ledger Account by its identifier.
• List Updated General Ledger Accounts: Gets a list of updated or created general ledger accounts since the last run.
• Upsert General Ledger Accounts: Creates or updates the specified General Ledger Account.
• List General Ledger Accounts: Gets a list of General Ledger Account filtered by odata query.
• Get General Ledger Account: Gets the specified General Ledger Account by its identifier.

Clients

• List Client Contacts: Get a list of client contacts.
• Get Current Client: Get the current client.

Departments

• Delete Department: Delete a department.
• List Departments: Get a list of departments.
• Get Department: Get a department.
• List Updated Departments: Get a list of updated or created departments since last run.
• Upsert Department: Create or update a department.

Employees

• Delete Employee: Delete an employee.
• List Updated Employees: Get a list of updated or created employees since last run.
• List New Employees: Get a list of new employees since last run.
• List Employees: Get a list of employees.
• Upsert Employee: Create or update an employee.
• Get Employee: Get an employee.
• Get Employee Bank Account: Get an employees bank account.
• Delete Employee Bank Account: Delete an employees bank account.
• Upsert Employee Bank Account: Create or update an employee bank account.
• List Employee Bank Accounts: Get a list of employees bank accounts.
• List Updated Employee Bank Accounts: Get a list of updated or created employees bank accounts since the last run.

Outgoing Invoices

• Delete Outgoing Invoice: Deletes the specified Outgoing Invoice by its identifier.
• Send Invoice To Customer: Sends an invoice from Go to the specified customer through a given invoice delivery type.
• List Outgoing Invoices: Gets a list of Outgoing Invoices filtered by Odata query.
• Upsert Outgoing Invoice: Creates or updates the specified Outgoing Invoice.
• List New Outgoing Invoices: Gets a list of new Outgoing Invoices filtered by Odata query since the last run.
• Get Outgoing Invoice Voucher Notes: Gets all Voucher Notes connected to an Outgoing Invoice.
• Upsert Outgoing Invoice Voucher Note: Saves a new Voucher Note or updates an existing note on an Outgoing Invoice.
• Get Outgoing Invoice: Gets the specified OutgoingInvoice by its identifier.
• List Updated Outgoing Invoices: Gets a list of updated or created outgoing invoices since the last run.

Vat Codes

• List General Ledger Account VAT Codes: Gets available VAT codes for the specified general ledger account.
• List VAT Codes: Gets a list of VAT codes filtered by odata query.
• Get VAT Code: Gets the specified Vat Code by it's id.

Blob

• Get Voucher EHF: Get a voucher EHF XML document.
• List Voucher Documents: List voucher documents.
• Get Voucher Document: Get a voucher document.
• Get Voucher Image: Get a voucher image.

Customers

• Get Customer: Get a single customer.
• Delete Customer: Delete a single customer.
• List Updated Customers: Get a list of updated or created customers since the last run.
• List New Customers: Get a list of new customers since the last run.
• Upsert Customer: Create or update a customer.
• List Customers: Get a list of customers.
• List Updated Customer Bank Accounts: Get a list of updated or created bank accounts for a customer since the last run.
• List Customer Bank Accounts: Get a list of bank accounts for a customer.
• Delete Customer Bank Account: Delete a bank account of a customer.
• Upsert Customer Bank Account: Create or update a customers bank account.
• Get Customer Bank Account: Get a bank account of a customer.
• List Updated Customer Contacts: Get a list of updated or created contacts for a customer since the last run.
• List Customer Contacts: Get a list of contacts for a customer.
• Get Customer Contact: Get a contact of a customer.
• Upsert Customer Contact: Create or update a customers bank account.
• Delete Customer Contact: Delete a contact of a customer.

Time Tracking

• List Updated Time Tracking Hour Types: Lists all time tracking hour types that have been updated since method was last run.
• Delete Time Tracking Hour Type: Delete time tracking hour type by specified ID.
• Delete Time Tracking Activity: Deletes a time tracking activity.
• Upsert Time Tracking Activity: Creates or updates a time tracking activity.
• List Time Tracking Activities: List all time tracking activities.
• List Updated Time Tracking Activities: Gets list of all updated time tracking activities since method was last run.
• Get Time Tracking Entry: Get time tracking entry by specified ID.
• List Time Tracking Entries: Lists all time tracking entries.
• Delete Time Tracking Entry: Delete time tracking entry by specified ID.
• Upsert Time Tracking Entry: Create or update a time tracking entry.
• List Updated Time Tracking Entries: Lists all time tracking entries which have been updated since method was last run.
• Get Time Tracking Hour Type: Get time tracking hour type by specified ID.
• List Time Tracking Hour Types: Lists all time tracking hour types.
• Upsert Time Tracking Hour Type: Create or update a time tracking hour type.

Vouchers

• Create Bank Journal Voucher: Creates a Bank Journal Voucher in the general ledger.
• List Bank Journal Vouchers: Lists bank journal vouchers.
• Get Bank Journal Voucher: Gets the specified bank journal voucher by its identifier.
• Reverse Bank Journal Voucher: Reverses a previously sent bank journal voucher by it's id.
• List Outgoing Invoice Vouchers: Lists outgoing invoice vouchers.
• Reverse Outgoing Invoice Voucher: Reverses a previously sent voucher by its id.
• Create Outgoing Invoice Voucher: Creates a outgoing invoice voucher within the general ledger.
• Get Manual Journal Voucher: Gets the specified manual journal voucher by its identifier.
• Reverse Manual Journal Voucher: Reverses a previously sent manual journal voucher by its id.
• List Manual Journal Vouchers: Lists manual journal vouchers.
• List Cash Journal Vouchers: Lists cash journal vouchers.
• List New Manual Journal Vouchers: Lists new manual journal vouchers.
• Reverse Incoming Invoice Voucher: Reverse a previously sent voucher by its ID.
• Create Incoming Invoice Voucher: Creates an incoming invoice voucher in the general ledger.
• List New Incoming Invoice Vouchers: Lists new incoming invoice vouchers.
• Get Incoming Invoice Voucher: Gets a specified incoming invoice voucher by its identifier.
• List Incoming Invoice Vouchers: Lists incoming invoice vouchers.
• Get Journal Entry Voucher: Get journal entry voucher by ID.
• List Journal Entry Vouchers: Lists all journal entry vouchers.
• Forward Incoming EHF: Insert EHF invoice into Go. Puts a CreateEhfImageMessage on the queue to the standard worker.
• Delete Journal Entry Voucher: Deletes journal entry voucher specified by ID.
• Create Journal Entry Voucher: Creates a journal entry voucher.
• List New Bank Journal Vouchers: Lists new bank journal vouchers.
• Create Manual Journal Voucher: Creates a manual journal voucher in the general ledger.
• List New Outgoing Invoice Vouchers: Lists new outgoing invoice vouchers.
• List New Cash Journal Vouchers: Lists new cash journal vouchers.
• Create Cash Journal Voucher: Creates an Cash Journal Voucher in the general ledger.
• Get Cash Journal Voucher: Gets the specified cash journal voucher by its identifier.
• Reverse Cash Journal Voucher: Reverses a previously sent cash journal voucher by its id.
• Get Outgoing Invoice Voucher: Get a specified outgoing invoice voucher using it's ID.

Accounting

• Create a new card and add a checklist in project management when a new customer has been added to accounting