Customers who are maintaining their billing accounts in another solution, can via the Planner API, ensure that billing accounts in Planner are aligned.

!! For an introduction on how to access and use the API - please see API for Pronestor Planner

The steps below describe the steps recommended, through the API, for reflecting the billing accounts in Planner from a 3rd party data repository.

Step 1:

javascript GET / Api.mvc / v1 / GetBillingAccounts;

Get all billing accounts in Planner, including deleted billing accounts.

Step 2:

Compare the list of billing accounts to the new truth.

Step 2.1:

javascript POST / Api.mvc / v1 / DeleteBillingAccounts;

Delete all billing accounts, that must be removed. The request takes an array of billing account IDs. So deletion is a bulk process. The request is idempotent.

Step 2.2:

javascript POST / Api.mvc / v1 / CreateBillingAccount;

Create all new billing accounts. Be sure to include all the departments they will be available in. A list of departments can be fetched with the API call GET /Api.mvc/v1/GetDepartments.

Step 2.3:

javascript POST / Api.mvc / v1 / UpdateBillingAccount;

Update all changed billing accounts. Be sure to assign the correct departments.

Step 3:

If you need to list all billing accounts linked to a department, use this endpoint.

javascript GET /Api.mvc/v1/GetBillingAccountsByDepartment?departmentId=2&hideDeleted=False