Phasio Manufacturer Accounting API

Endpoints for managing accounting system integrations

Operations 22

GET /api/manufacturer/v1/accounting/associations Get accounting system associations #
PUT /api/manufacturer/v1/accounting/associations Update accounting system associations #
POST /api/manufacturer/v1/accounting/payment-terms/sync Sync payment terms from accounting system #
POST /api/manufacturer/v1/accounting/organisations/{organisationId}/sync Sync customer with accounting system #
POST /api/manufacturer/v1/accounting/organisations/{organisationId}/push Push customer to accounting system #
POST /api/manufacturer/v1/accounting/oauth/authorize #
POST /api/manufacturer/v1/accounting/customers/{accountingSystemId}/pull Pull customer from accounting system #
POST /api/manufacturer/v1/accounting/customers/search Search accounting system for organizations #
POST /api/manufacturer/v1/accounting/api-key/authorize #
PATCH /api/manufacturer/v1/accounting/template #
PATCH /api/manufacturer/v1/accounting/payment-account/{accountCode} #
PATCH /api/manufacturer/v1/accounting/organisation/{organisationId} #
PATCH /api/manufacturer/v1/accounting/invoice-account/{accountCode} #
GET /api/manufacturer/v1/accounting #
DELETE /api/manufacturer/v1/accounting Disassociate from accounting system #
GET /api/manufacturer/v1/accounting/templates/{type} #
GET /api/manufacturer/v1/accounting/taxes #
GET /api/manufacturer/v1/accounting/registered #
GET /api/manufacturer/v1/accounting/organisations #
GET /api/manufacturer/v1/accounting/customers Get all accounting system customers (paginated) #
GET /api/manufacturer/v1/accounting/category-codes #
GET /api/manufacturer/v1/accounting/accounts #

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OpenAPI Specification

phasio-manufacturer-accounting-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Phasio Activity Internal Manufacturer Accounting API
  description: This is the API documentation for the Phasio application.
  version: '1.0'
servers:
- url: https://m-api.eu.phas.io
  description: Generated server url
security:
- Phasio API Bearer Token: []
tags:
- name: Manufacturer Accounting
  description: Endpoints for managing accounting system integrations
paths:
  /api/manufacturer/v1/accounting/associations:
    get:
      tags:
      - Manufacturer Accounting
      summary: Get accounting system associations
      description: Retrieves the current integration settings between the operator and an external accounting system
      operationId: getAssociations
      responses:
        '200':
          description: Successfully retrieved accounting system associations
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingSystemAssociationsDto'
        '401':
          description: Unauthorized - missing or invalid authentication
        '404':
          description: Operator not found
    put:
      tags:
      - Manufacturer Accounting
      summary: Update accounting system associations
      description: Updates the integration settings between the operator and an external accounting system
      operationId: updateAssociations
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AccountingSystemAssociationsDto'
        required: true
      responses:
        '200':
          description: Successfully updated accounting system associations
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingSystemAssociationsDto'
        '400':
          description: Invalid request data
        '401':
          description: Unauthorized - missing or invalid authentication
        '404':
          description: Operator not found
  /api/manufacturer/v1/accounting/payment-terms/sync:
    post:
      tags:
      - Manufacturer Accounting
      summary: Sync payment terms from accounting system
      description: Fetches all payment terms from the connected accounting system and upserts them locally
      operationId: syncPaymentTerms
      responses:
        '204':
          description: Payment terms synced successfully
        '400':
          description: No accounting system connected or sync failed
  /api/manufacturer/v1/accounting/organisations/{organisationId}/sync:
    post:
      tags:
      - Manufacturer Accounting
      summary: Sync customer with accounting system
      description: Synchronizes a linked customer organisation with the latest data from the accounting system
      operationId: syncWithAccountingSystem
      parameters:
      - name: organisationId
        in: path
        description: Nebula customer organisation ID
        required: true
        schema:
          type: integer
          format: int64
        example: 1
      responses:
        '200':
          description: Customer synced successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerOrganisationDto'
        '400':
          description: Invalid organisation ID or customer not linked to accounting system
        '401':
          description: Unauthorized - missing operator context
  /api/manufacturer/v1/accounting/organisations/{organisationId}/push:
    post:
      tags:
      - Manufacturer Accounting
      summary: Push customer to accounting system
      description: Exports a Nebula customer organisation to the accounting system and links them
      operationId: pushToAccountingSystem
      parameters:
      - name: organisationId
        in: path
        description: Nebula customer organisation ID
        required: true
        schema:
          type: integer
          format: int64
        example: 1
      responses:
        '200':
          description: Customer pushed successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerOrganisationDto'
        '400':
          description: Invalid organisation ID or push failed
        '401':
          description: Unauthorized - missing operator context
  /api/manufacturer/v1/accounting/oauth/authorize:
    post:
      tags:
      - Manufacturer Accounting
      operationId: authorizeOAuthIntegration
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AuthorizeOAuthAccountingSystemRequestDto'
        required: true
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/AuthorizeAccountingSystemDto'
  /api/manufacturer/v1/accounting/customers/{accountingSystemId}/pull:
    post:
      tags:
      - Manufacturer Accounting
      summary: Pull customer from accounting system
      description: Imports a customer organisation from the accounting system into Nebula
      operationId: pullFromAccountingSystem
      parameters:
      - name: accountingSystemId
        in: path
        description: Accounting system customer organisation ID
        required: true
        schema:
          type: string
        example: 123e4567-e89b-12d3-a456-426614174000
      responses:
        '200':
          description: Customer pulled successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CustomerOrganisationDto'
        '400':
          description: Invalid accounting system customer ID or customer already exists
        '401':
          description: Unauthorized - missing operator context
  /api/manufacturer/v1/accounting/customers/search:
    post:
      tags:
      - Manufacturer Accounting
      summary: Search accounting system for organizations
      description: Searches for organizations in the accounting system
      operationId: searchAccountSystem
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchAccountingSystemDto'
        required: true
      responses:
        '200':
          description: Search results retrieved successfully
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AccountingSystemSyncResultDto'
        '401':
          description: Unauthorized - missing operator context
  /api/manufacturer/v1/accounting/api-key/authorize:
    post:
      tags:
      - Manufacturer Accounting
      operationId: authorizeApiKeyIntegration
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AuthorizeApiKeyAccountingSystemRequestDto'
        required: true
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: string
  /api/manufacturer/v1/accounting/template:
    patch:
      tags:
      - Manufacturer Accounting
      operationId: updateTemplate
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateAccountingSystemTemplateDto'
        required: true
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: string
  /api/manufacturer/v1/accounting/payment-account/{accountCode}:
    patch:
      tags:
      - Manufacturer Accounting
      operationId: updatePaymentAccount
      parameters:
      - name: accountCode
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: string
  /api/manufacturer/v1/accounting/organisation/{organisationId}:
    patch:
      tags:
      - Manufacturer Accounting
      operationId: updateOrganisation
      parameters:
      - name: organisationId
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: string
  /api/manufacturer/v1/accounting/invoice-account/{accountCode}:
    patch:
      tags:
      - Manufacturer Accounting
      operationId: updateInvoiceAccount
      parameters:
      - name: accountCode
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: string
  /api/manufacturer/v1/accounting:
    get:
      tags:
      - Manufacturer Accounting
      operationId: get_27
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                oneOf:
                - $ref: '#/components/schemas/BexioAccountingSystemDto'
                - $ref: '#/components/schemas/ComaticAccountingSystemDto'
                - $ref: '#/components/schemas/LexofficeAccountingSystemDto'
                - $ref: '#/components/schemas/OdooAccountingSystemDto'
                - $ref: '#/components/schemas/QuickbooksAccountingSystemDto'
                - $ref: '#/components/schemas/WeclappAccountingSystemDto'
                - $ref: '#/components/schemas/XeroAccountingSystemDto'
                - $ref: '#/components/schemas/ZohoAccountingSystemDto'
    delete:
      tags:
      - Manufacturer Accounting
      summary: Disassociate from accounting system
      description: Removes the integration between the operator and any external accounting system
      operationId: disassociate
      responses:
        '204':
          description: Successfully disassociated from accounting system
        '401':
          description: Unauthorized - missing or invalid authentication
        '404':
          description: Operator not found
  /api/manufacturer/v1/accounting/templates/{type}:
    get:
      tags:
      - Manufacturer Accounting
      operationId: getTemplates
      parameters:
      - name: type
        in: path
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AccountingSystemTemplateDto'
  /api/manufacturer/v1/accounting/taxes:
    get:
      tags:
      - Manufacturer Accounting
      operationId: getTaxes
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: array
                items:
                  oneOf:
                  - $ref: '#/components/schemas/BexioAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/ComaticAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/OdooAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/QuickbooksAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/WeclappAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/XeroAccountingSystemTaxDto'
                  - $ref: '#/components/schemas/ZohoAccountingSystemTaxDto'
  /api/manufacturer/v1/accounting/registered:
    get:
      tags:
      - Manufacturer Accounting
      operationId: isRegistered
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: boolean
  /api/manufacturer/v1/accounting/organisations:
    get:
      tags:
      - Manufacturer Accounting
      operationId: getOrganisations
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AccountingSystemOrganisationDto'
  /api/manufacturer/v1/accounting/customers:
    get:
      tags:
      - Manufacturer Accounting
      summary: Get all accounting system customers (paginated)
      description: Retrieves a paginated list of customers from the accounting system with their link status to Nebula
      operationId: getAccountingSystemCustomers
      parameters:
      - name: page
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      - name: pageSize
        in: query
        required: false
        schema:
          type: integer
          format: int32
          default: 50
      responses:
        '200':
          description: Accounting system customers retrieved successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaginatedAccountingSystemSyncResultDto'
        '401':
          description: Unauthorized - missing operator context
  /api/manufacturer/v1/accounting/category-codes:
    get:
      tags:
      - Manufacturer Accounting
      operationId: getCategoryCodes
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AccountingSystemCategoryCodeDto'
  /api/manufacturer/v1/accounting/accounts:
    get:
      tags:
      - Manufacturer Accounting
      operationId: getAccounts
      responses:
        '200':
          description: OK
          content:
            '*/*':
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/AccountingSystemAccountDto'
components:
  schemas:
    AccountingSystemSyncResultDto:
      type: object
      properties:
        accountingSystemId:
          type: string
        name:
          type: string
        alreadyAssociated:
          type: boolean
        associatedOrganisationId:
          type: integer
          format: int64
        associatedOrganisationName:
          type: string
      required:
      - accountingSystemId
      - alreadyAssociated
    OdooAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
    QuickbooksAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      - type: object
        properties:
          taxComponents:
            type: array
            items:
              $ref: '#/components/schemas/QuickbooksTaxComponentDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
      - taxComponents
    AccountingSystemAssociationsDto:
      type: object
      properties:
        processes:
          type: array
          items:
            $ref: '#/components/schemas/ProcessAssociationDto'
        postProcesses:
          type: array
          items:
            $ref: '#/components/schemas/PostProcessAssociationDto'
        taxes:
          type: array
          items:
            $ref: '#/components/schemas/TaxAssociationDto'
        shipping:
          $ref: '#/components/schemas/ShippingAssociationDto'
        topup:
          $ref: '#/components/schemas/TopupAssociationDto'
        separatePostProcessingLineItems:
          type: boolean
    ShippingAssociationDto:
      type: object
      properties:
        accountingSystemId:
          type: string
    TopupAssociationDto:
      type: object
      properties:
        accountingSystemId:
          type: string
    AccountingSystemTaxDto:
      type: object
      discriminator:
        propertyName: accountingSystem
      properties:
        accountingSystem:
          type: string
        id:
          type: string
        name:
          type: string
        percentage:
          type: number
      required:
      - accountingSystem
      - id
      - name
      - percentage
    XeroAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      - type: object
        properties:
          invoiceAccountCode:
            type: string
          invoiceAccountName:
            type: string
          paymentAccountCode:
            type: string
          paymentAccountName:
            type: string
          estimateTemplateName:
            type: string
          invoiceTemplateName:
            type: string
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    PostProcessAssociationDto:
      type: object
      properties:
        postProcessingId:
          type: integer
          format: int64
        accountingSystemCategoryCode:
          type: string
      required:
      - postProcessingId
    AccountingSystemTemplateDto:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
        type:
          type: string
      required:
      - id
      - name
      - type
    AuthorizeAccountingSystemDto:
      type: object
      properties:
        redirectUrl:
          type: string
    ZohoAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      - type: object
        properties:
          dataCenter:
            type: string
          estimateTemplateName:
            type: string
          invoiceTemplateName:
            type: string
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    TaxAssociationDto:
      type: object
      properties:
        taxJurisdictionId:
          type: string
          format: uuid
        accountingSystemTaxId:
          type: string
      required:
      - taxJurisdictionId
    QuickbooksTaxComponentDto:
      type: object
      properties:
        name:
          type: string
        rate:
          type: number
      required:
      - name
      - rate
    WeclappAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      - type: object
        properties:
          taxType:
            type: string
      required:
      - accountingSystem
      - id
      - name
      - percentage
      - taxType
    SearchAccountingSystemDto:
      type: object
      properties:
        searchQuery:
          type: string
      required:
      - searchQuery
    BexioAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
    UpdateAccountingSystemTemplateDto:
      type: object
      properties:
        templateId:
          type: string
        templateType:
          type: string
      required:
      - templateId
      - templateType
    OdooAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    PaginatedAccountingSystemSyncResultDto:
      type: object
      properties:
        content:
          type: array
          items:
            $ref: '#/components/schemas/AccountingSystemSyncResultDto'
        page:
          type: integer
          format: int32
        pageSize:
          type: integer
          format: int32
        hasMore:
          type: boolean
      required:
      - content
      - hasMore
      - page
      - pageSize
    LexofficeAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    WeclappAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    CustomerDto:
      type: object
      properties:
        email:
          type: string
        customerId:
          type: integer
          format: int64
        organisationName:
          type: string
        firstName:
          type: string
        lastName:
          type: string
        phoneNumber:
          type: string
        language:
          type: string
        notificationPreference:
          type: string
        discountId:
          type: integer
          format: int64
        discountPercentage:
          type: number
        customerType:
          type: string
      required:
      - customerType
      - language
      - notificationPreference
    ComaticAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    QuickbooksAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    AccountingSystemAccountDto:
      type: object
      properties:
        code:
          type: string
        name:
          type: string
        type:
          type: string
      required:
      - code
      - name
      - type
    CustomerAddressDto:
      type: object
      properties:
        addressId:
          type: integer
          format: int64
        isBillingAddress:
          type: boolean
        isShippingAddress:
          type: boolean
        street1:
          type: string
        street2:
          type: string
        city:
          type: string
        state:
          type: string
        country:
          type: string
        countryAlpha2Code:
          type: string
        countryAlpha3Code:
          type: string
        jurisdictionIsoCode:
          type: string
        zip:
          type: string
        name:
          type: string
        company:
          type: string
        phone:
          type: string
        email:
          type: string
        residential:
          type: boolean
        taxId:
          type: string
    AuthorizeOAuthAccountingSystemRequestDto:
      type: object
      properties:
        accountingSystem:
          type: string
        dataCenter:
          type: string
      required:
      - accountingSystem
    AccountingSystemOrganisationDto:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
      required:
      - id
      - name
    ProcessAssociationDto:
      type: object
      properties:
        processId:
          type: string
          format: uuid
        processName:
          type: string
        customerOrganisationName:
          type: string
        accountingSystemCategoryCode:
          type: string
      required:
      - processId
    BexioAccountingSystemDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemDto'
      - type: object
        properties:
          invoiceAccountCode:
            type: string
          invoiceAccountName:
            type: string
          paymentAccountCode:
            type: string
          paymentAccountName:
            type: string
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
    XeroAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      - type: object
        properties:
          taxComponents:
            type: array
            items:
              $ref: '#/components/schemas/XeroTaxComponentDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
      - taxComponents
    AccountingSystemCategoryCodeDto:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
      required:
      - id
      - name
    ComaticAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
    XeroTaxComponentDto:
      type: object
      properties:
        name:
          type: string
        rate:
          type: number
        isCompound:
          type: boolean
      required:
      - isCompound
      - name
      - rate
    ZohoAccountingSystemTaxDto:
      allOf:
      - $ref: '#/components/schemas/AccountingSystemTaxDto'
      required:
      - accountingSystem
      - id
      - name
      - percentage
    CustomerOrganisationDto:
      type: object
      properties:
        id:
          type: integer
          format: int64
        name:
          type: string
        taxExempt:
          type: boolean
        customerType:
          type: string
        createdAt:
          type: string
          format: date-time
        lastUpdated:
          type: string
          format: date-time
        customers:
          type: array
          items:
            $ref: '#/components/schemas/CustomerDto'
        addresses:
          type: array
          items:
            $ref: '#/components/schemas/CustomerAddressDto'
      required:
      - addresses
      - createdAt
      - customerType
      - customers
      - lastUpdated
      - taxExempt
    AuthorizeApiKeyAccountingSystemRequestDto:
      type: object
      properties:
        accountingSystem:
          type: string
        apiKey:
          type: string
        organisationId:
          type: string
      required:
      - accountingSystem
      - apiKey
    AccountingSystemDto:
      type: object
      discriminator:
        propertyName: type
      properties:
        type:
          type: string
        isExpired:
          type: boolean
        organisationId:
          type: string
        organisationName:
          type: string
        isRegistered:
          type: boolean
        createdAt:
          type: string
          format: date-time
      required:
      - createdAt
      - isExpired
      - isRegistered
      - type
  securitySchemes:
    Phasio_API_Bearer_Token:
      type: http
      name: Authorization
      in: header
      scheme: bearer
      bearerFormat: JWT