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

Payments

• Apply Payment To Invoice: Apply a payment to an approved AR or AP invoice.
• Get Payment History: View a summary of the actions made by all users to a specified payment.
• Reverse Payment: Reverse payments to invoices, credit notes, prepayments & overpayments. Note that payments created via batch payments and receipts are not supported.
• List Payments: Retrieve the full chart of payments.
• Get Payment: Retrieve the details of a specified payment.
• List Updated Payments: Retrieve the full chart of new and updated payments since last run time.

Accounts

• List Accounts: Retrieve the full chart of accounts.
• Delete Account: Deletes the specified Account.
• Get Accounts by Type: Retrieve the full chart of accounts.
• List Updated Accounts: Retrieve the full chart of new and updated accounts since last run time.
• Get Account: Gets details of the specified Account.
• Get Accounts by Code: Retrieve an account with the given code.
• Update Account: Updates an Account
• Add Account: Adds a new Account

Repeating Invoices

• List Repeating Invoice History: Retrieves a history of repeating invoice.
• Get Repeating Invoice: Retrieves a repeating invoice.
• List Repeating Invoices: Retrieves a list of repeating invoices.

Organisations

• Get Tenants: Gets the names of the tenants (organisations) that are accessible by this Connector.
• Get Organisation: Gets details of the Organisation.

Journals

• List Updated Manual Journals: Returns a list of new and updated Manual Journals since last run time.
• List Updated Journals: Returns a list of new and updated Journals since last run time.A maximum of 100 journals will be returned.
• List Manual Journals: Returns a list of Manual Journals.
• Get Journal: Gets details of the specified Journal.
• Get Manual Journal: Gets details of the specified Manual Journal.
• Create Manual Journal: Use this method to create a manual journal.
• List Journals: Returns a list of Journals.A maximum of 100 journals will be returned.

Items

• List Updated Items: Retrieves a list of new and updated items since last run time.
• List Items: Retrieves a list of items.

Attachments

• Upload Attachment: Upload attachment to document.

Bank Transactions

• List Updated Bank Transactions: List new and updated bank transactions since last run time.
• List Bank Transactions: List bank transactions.
• Get Bank Transaction: Get the details of the specified Bank Transaction.

Purchase Orders

• Update Purchase Order: Update an existing purchase order.
• List Updated Purchase Orders: Retrieves a list of all new and updated purchase orders since last run time.
• Create Purchase Order: Create a new purchase order.
• List Purchase Orders: Retrieves a list of all purchase orders.
• Get Purchase Order: Retrieves the details of a specific purchase order.
• Delete Purchase Order: Mark an existing purchase order as deleted.

Tax Rates

• Update Tax Rate: Update a Tax Rate.
• Get Tax Rate: Returns details of the specified Tax Rate.
• List Tax Rates by Type: Returns details of the specified Tax Rate.
• List Tax Rates: Returns a list of Tax Rates.
• Create Tax Rate: Creates a Tax Rate.

Contacts

• Get Contact: Allows you to retrieve a details of the specified Contact.
• Create Contact: Allows you to create a new contact.
• ListUpdated Contacts: Allows you to retrieve a list of new and updated contacts since last run time.
• Update Contact: Allows you to update an existing contact.
• List Contacts: Allows you to retrieve a list of contacts.

Invoices

• List AP Invoices: Retrieves a list of AP invoices.
• Create Invoice: Allows you to create an invoice.
• Update Invoice: Allows you to update an invoice.
• List Invoices: Retrieves a list of invoices.
• Get Invoice: Get details of the specified Invoice.
• List Updated Invoices: Retrieves a list of new and updated invoices since last run time.
• List Updated AP Invoices: Retrieves a list of new and updated AP invoices since last run time.
• List AP Invoices: Retrieves a list of AP invoices.
• List AR Invoices: Retrieves a list of AR invoices.
• List Updated AR Invoices: Retrieves a list of new and updated AR invoices since last run time.

Reports

• Get Balance Sheet: Returns a balance sheet for the end of the month of the specified date. YTD values are shown too.

HR/Payroll

• Sync employee details from HR to payroll
• Create a new employee in payroll when a new employee has joined