Dispatching Data to External APIs
Automatic and manual dispatching of invoice and transaction data to your own API endpoints. Configurable via rules — reacts to invoice status changes. Allows connection to any external system (ERP, CRM, data warehouse).
Screenshots and a more detailed guide are coming soon.
Configuring invoice data dispatch
In the 'Dispatch Extracted Invoice Data' feature settings, enter: 'Base Address' (your API base URL), 'Request Address' (endpoint path), and 'API Key' (authentication key). Optionally enable 'Dispatch Document' to send the PDF document along with the data. After activation, data is automatically dispatched when an invoice is processed (OnInvoiceProcessed) and when a document is generated (OnInvoiceDocumentGenerated).
Automatic dispatch on outgoing invoice update
The 'Dispatch Outgoing Invoice On Update' feature automatically sends outgoing invoice data to your API endpoint every time an invoice is modified. Configuration: enter Base Address, Request Address, and API Key. After each outgoing invoice change, the system asynchronously dispatches updated data to your endpoint.
Dispatching transactions to external API
The 'Dispatch Transactions' feature allows exporting bank transactions to your API endpoint. In settings, enter 'URL To Export Transactions' (target endpoint) and 'API Key To Export Transactions' (authentication key). The system dispatches transactions created on the given day. Transactions are transformed by TransactionMapper into a standardized format before dispatch.
Manual invoice dispatch to API
In the invoice detail, you can manually trigger data dispatch by clicking the 'Dispatch Invoice' button. The system sends complete invoice data to the configured API endpoint. After successful dispatch, the identifier from the target system is saved to the ExternalId field. This action can also be automated via rules — set up a rule with action 'Send to API' for the selected invoice type and status.