Creating API Token
API Tokens are located in Admin/Settings → API Tokens → New Token. After creation, copy the API Token and paste to the Quoter-Syncro Integration page under "API Token".
Permissions
The following are sets of permissions required for Quoter-Syncro Integration.
Customers
Create
List/Search
View Detail
Edit
Products
List/Search
Edit
Create
Estimates
List/Search
View Details
Create
Edit
Invoices
View Details
Create
Edit
Payments
Payments - Create
Line Item
Apply Discount
Edit Prices
Add Manual Item for Invoices/Estimates
Vendors
List
View Details
New