API Documentation

DocumentsAdd Document

Method: /documents.[format]

Contexts:

SalesBinder Documents have 3 different “context” values to determine what type of document you want to create:

Estimates Context ID: 4, Invoices Context ID: 5, Purchase Order Context ID: 11

Note:
– all three contexts share the same fields and data types outlined below
– including a context is required for successfully saving a new account (see examples below)

Document Fields:

Name:	Data Type:	Description:
customer_id	String	Customer ID
context_id	String	Determines if it’s an estimate, invoice, or PO
issue_date	String	The date this document was issued (in YYYY-MM-DD format)
shipping_address	String	This is used when the shipping address is different than the mailing address

Document Item Fields:

Name	Data Type	Description
item_id	String	Item ID
description	String	Used for overriding the items actual description
quantity	String	The quantity of this item added to the order
price	String	The price you’re selling each unit for
cost	String	Optional: The cost per unit
tax	String	Optional: Tax 1 rate for this item
tax2	String	Optional: Tax 2 rate for this item

Permissions Required:

Billing Management
Modify Invoices and/or Modify Estimates

Syntax:

https://[subdomain].salesbinder.com/api/2.0/documents.json

HTTP Request Type: POST

Example JSON Data to Submit

{  
   "document":{  
      "context_id":5,
      "customer_id":"549490bc-d15c-433c-8e48-03d8a2d10228",
      "issue_date":"2017-02-08",
      "document_items":[  
         {  
            "quantity":2,
            "tax":8,
            "price":134,
            "weight":1,
            "item_id":"58014db1-8dd8-4133-87ca-337f6882ca98"
         }
      ]
   }
}

Example XML Data to Submit

<?xml version="1.0" encoding="UTF-8" ?>
<document>
  <context_id>5</context_id>
  <customer_id>549490bc-d15c-433c-8e48-03d8a2d10228</customer_id>
  <issue_date>2017-02-08</issue_date>
  <document_items>
    <quantity>2</quantity>
    <tax>8</tax>
    <price>134</price>
    <weight>1</weight>
    <item_id>58014db1-8dd8-4133-87ca-337f6882ca98</item_id>
  </document_items>
</document>

Success:

If you have been successful in updating a document, the response will return the updated data object along with a “message” value of “Saved” as seen below.

Updated on February 8th, 2022