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

Line Item

  • Apply Discount

  • Edit Prices

  • Add Manual Item for Invoices/Estimates

Vendors

  • List

  • View Details

  • New

Did this answer your question?