Finance + Accounting

Square, Quick Book, Xero

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Sync Member

With this method you can synchronize a Peoplevine member to Accounting system. Applicable only for Square.

Request

GET GET https://connect.peoplevine.com/pms/sync_member?auth_id=...&company=...&user=...&pass=...&host=...&member_id=

Parameter	Description
auth_id	Peoplevine integration account ID
company	Peoplevine company ID
user	Peoplevine user name
pass	Peoplevine user password
host	Optional. Values: region 1(default), region 2(UK)
member_id	Peoplevine member ID

Response

Success response

{
    "success": true,
    "reason": null,
    "message": null,
    "success_count": 1,
    "error_count": 0
}

Error response

{
    "success": false,
    "reason": "Member not found",
    "message": null,
    "success_count": 0,
    "error_count": 0
}

Sync Transaction

With this method you can synchronize Peoplevine transactions into Accounting system - create invoice.

Request

GET GET https://connect.peoplevine.com/acc/sync_transaction?authid=...&company=...&user=...&pass=...&host=...&transaction_id=...&country=...

Parameter	Description
auth_id	Peoplevine integration account ID
company	Peoplevine company ID
user	Peoplevine user name
pass	Peoplevine user password
host	Optional. Values: region 1(default), region 2(UK)
transaction_no	Peoplevine transaction ID
country	Optional. 2 chars country code

Response

Success response - invoice with ID 153 created in Accounting system.

{
    "success": true,
    "reason": null,
    "message": "153",
    "success_count": 0,
    "error_count": 0
}

Apply Payment

With this method you can apply payment done in Peoplevine to Accounting system.

Request

GET https://connect.peoplevine.com/acc/apply_payment?auth_id=...&company=...&user=...&pass=...&host=...&transaction_no=

Parameter	Description
auth_id	Peoplevine integration account ID
company	Peoplevine company ID
user	Peoplevine user name
pass	Peoplevine user password
host	Optional. Values: region 1(default), region 2(UK)
transaction_no	Peoplevine transaction ID

Response

Success response - payment with ID 156 created in Accounting system.

{
    "success": true,
    "reason": null,
    "message": "156",
    "success_count": 0,
    "error_count": 0
}

Process Refund

With this method you can synchronize refund done in Peoplevine to Accounting system.

Request

GET https://connect.peoplevine.com/acc/process_refund?auth_id=...&company=...&user=...&pass=...&host=...&transaction_no=...&refund_amount=...&country=..&refund_transaction_no=...

Parameter	Description
auth_id	Peoplevine integration account ID
company	Peoplevine company ID
user	Peoplevine user name
pass	Peoplevine user password
host	Optional. Values: region 1(default), region 2(UK)
transaction_no	Peoplevine transaction ID
refund_amount	Refund amount
country	Optional. 2 chars country code
refund_transaction_no	Peoplevine refund transaction ID

Response

Success response - refund receipt with ID "157" created in Accounting system.

{
    "success": true,
    "reason": null,
    "message": "157",
    "success_count": 0,
    "error_count": 0
}