Automated Invoice and Price List Import


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Automated Invoice and Price List Import

Hi Team,

Our business has quite a few customers that are using Service M8 and we have been asked if there is a way they could automate the import of our invoices and price files into Service M8. Currently I see there are a few options available to import invoices and price files for Service M8 users:

However we would like it if we could potentially extend these functions to work with our system. We have available an existing API that allows for third party systems (such as Service M8) to register customers for automatic exports of invoices and price files. Once a customer’s account has been successfully registered (for either invoices, price files, or both), a CSV file(s) will be exported on a daily basis containing current data. This exported file can either be sent to your destination via FTP, FTPS, SFTP or if no such destination has been configured it’s content will be made available in a JSON web response. We would be happy to add email as a destination to easily integrate with your add-on, however we would need the Service M8 system to send our API the details.

Is this a possibility?

Cheers John