Exelement SyncCloud

Guests

• Create Guest: Create a guest.
• List Updated Center Guests: Retrieve a list of all of the updated guests of a center.
• List Center Guests: Retrieve a list of guests for a center.
• Update Guest: Update a guest.
• Search Guests: Searches for a guest using one of their credentials.
• Get Guest: Retrieve the details of a guest.
• List Guest Memberships: Retrieve a list of memberships for a guest.
• Create Guest Form: Create a guest form.
• Get Guest Form: Get a form of a guest.
• List Guest Loyalty Points: Get loyalty point history of a guest.
• List Guest Product Purchased: Retrieves a list of products purchased by a guest.
• List Guest Prepaid Cards: Retrieve a list of prepaid cards of a guest.
• List Guest Series Packages: Retrieve a list of series packages for a guest.
• List Guest Coupons : Retrieve a list of coupons for a guest.
• List Guest Appointment Services: Retrieve a list of appointment services for a guest.
• List Guest Appointments: Retrieve a list of appointments for a guest.
• List Guests Gift Cards: Retrieves a list of gift cards for a guest.
• Get Guest Note: Get a guest note.
• Delete Guest Note: Delete a guest note.
• Create Guest Note: Create a guest note.
• List Guest Notes: List all notes of a guest.
• Update Guest Note: Update a guest note.
• Update Guest Form: Update a guest form.

Centers

• List Centers: Retrieve a list of centers.

Reports

• List Sales: Retrieves the sales report of a center.
• List Collections: Retrieve the collections report of a center.
• List New Collections: Retrieve the collections report of a center since the last run.
• List New Sales: Retrieves the sales report of a center since last run.

Appointments

• Get Appointment: Retrieves the details of an appointment.
• List Appointments by Center: Lists appointments of a specified center.

Opportunities

• Update Opportunity: Edit an opportunity by ID.
• Get Opportunity: Retrieves an opportunity by ID.
• List Opportunities Metadata: Lists metadata of the opportunities.
• List New Opportunities: Retrieves a list of all new opportunities since last run.
• List Opportunities: Retrieves a list of all opportunities.

Membership Sale

• Send Guest Email: If the invoice is closed and has completed payment,use this method to send an email to a guest.
• List Center Memberships: Retrieves a list of memberships for a center.
• Create Membership Invoice: Create an invoice for memberships.
• Delete Membership From Invoice: Delete a membership from an invoice.
• Add Membership To Invoice: Add a membership to an invoice.

Product Sale

• Retrieve Invoice Details: Retrieves the details of an invoice.
• Delete Product From Invoice: Delete product from invoice.
• Create Invoice: Create invoice with products.
• Pay With Gift Card: Collect invoice payment with guest's gift card.
• Custom Payment: Insert custom payment for an invoice into Zenoti
• Pay with Unsaved Card: Collect payment with guest's unsaved card.
• Pay Tip With Card: Collect tip by using a guest's credit/debit card.
• Pay with Saved Card: Collect payment with guest's saved card.
• Add Guest Debit/Credit Card: Add a credit/debit card for a guest.
• Delete Guest Cards: Delete guest's saved credit/debit cards.
• Get Stored Cards of a Guest: Retrieve the stored cards of a guest.
• Apply Offer Code: Apply a media campaign offer code on an invoice.
• Close Invoice: Closes an Invoice.
• Add Product To Invoice: Add a product to an invoice.

Miscellaneous

Bill Items

• Get Bill Item: Returns specified bill Item.
• List Bill Items: Returns a List of Bill Items
• Update Bill Item: Update a bill item.
• Delete Bill Item: Delete a bill item.
• Add Bill Item: Add a Bill Item.

Customers

• Create Customer: Create a customer.
• Delete Customer: Delete a Customer.
• Update Customer: Update a Customer.
• Get Updated Customers: Returns a list of updated customers for a given file added since the last run time.
• Get Customer: Returns an individual customer.
• List Customers: Returns a list of customers.

Bills

• Create Service Bill: Creates a bill.
• List Service Bills: Returns a List of bills.
• Get Service Bill: Returns an individual service bill.
• Update Service Bill: Update a bill.

Invoices

• Add Professional Invoice: Add a Professional Invoices.
• Get Item Invoice: Returns specified Item Invoice.
• Add Miscellaneous Invoice: Add a Miscellaneous Invoices.
• List Item Invoices: Returns a List of Item invoices.
• Delete Service Invoice: Delete a Service Invoice.
• Get Service Invoice: Returns details of specified Service Invoice.
• List Miscellaneous Invoices: Returns a List of Miscellaneous Invoices.
• List Invoices: Returns a List of invoices.
• Get Updated Invoices: Returns a list of updated Invoices for a given file added since the last run time.
• Update Item Invoice: Update an Item Invoice.
• Add Time Billing Invoice: Add a Time Billing invoice.
• Get Professional Invoices: Returns a Professional Invoice.
• Add Item Invoice: Add an Item Invoice.
• List Updated Professional Invoices: Returns a List of Updated Professional Invoices.
• Add Service Invoice: Add a Service Invoice.
• List Updated Item Invoices: Returns a list of updated Item Invoices for a given file added since the last run time.
• Get Miscellaneous Invoices: Returns a Miscellaneous Invoice.
• Get Time Billing Invoice: Returns a Time Billing Invoice.
• Update Service Invoice: Update a Service Invoice.
• Delete Item Invoice: Delete an Item Invoice.
• List Service Invoices: Returns a List of Service Invoices.
• List Professional Invoices: Returns a List of Professional Invoices.
• List Time Billing Invoices: Returns a List of Time Billing invoices.
• Get Invoice: Returns the specified invoice.
• List Updated Service Invoices: Returns a list of updated Service Invoices for a given file added since the last run time.
• List Updated Miscellaneous Invoices: Returns a List of Updated Miscellaneous Invoices.
• List Updated Time Billing Invoices: Returns a List of Time Billing invoices updated since the last successful run date.

Customer Payments

• List Customer Payment: Returns a list of customer payments.
• Create Customer Payment : Create a Customer Payment.
• Get Customer Payment: Returns acustomer payment.

Inventory

• List Inventory Items: Returns a List of Inventory Items.
• Update Inventory Item: Updates an Inventory Item.
• Get Inventory Item: Returns an Inventory Item.
• Create Inventory Item: Creates a new Inventory Item.

Tax Codes

• Get Tax Code: Returns details of a specified Tax Code.
• List Tax Codes: Returns a list of tax codes.

Suppliers

• List Suppliers: Returns a list of Suppliers.
• Update Supplier: Updates a Supplier.
• Get Supplier: Returns details of the specified Supplier.
• Create Supplier: Creates a Supplier.
• Get Updated Suppliers: Returns a list of updated Suppliers for a given file added since the last run time.

Accounts

• Delete Account: Delete an account.
• Create Account: Create an Account.
• Get Account: Returns a single account.
• List Accounts: Returns a list of Account Detail records.

Supplier Payments

• Create Supplier Payment: Create a Supplier Payment.
• Update Supplier Payment: Update a Supplier Payment.
• Get Supplier Payment: Returns a supplier payment.
• List Supplier Payment: Returns a list of supplier payments.

Contacts

• Get Updated Contacts: Returns a list of updated contacts for a given file added since the last run time.
• List Contacts: Returns a list of Contacts.
• Get Contact: Returns an individual contact.

Company File

• List Files: Returns details of company files.

Categories

• List Categories: Returns a list of categories.

Currencies

• List Currencies: Returns a list of currencies.

Accounting

• Synchronise accounting information from multiple systems to create a single source of truth.
• Keep invoicing information up to date with data from external business systems.