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