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Surf Accounts Integrations
Build & publish in-app integrations with our Surf Accounts connector
Cloud Accounts and Payroll Software for small businesses and Accountants.
Book a demo to learn more about integrating with Surf AccountsCreate automations with our Surf Accounts connector
Surf Accounts help businesses align their sales and accounting in a standalone package. Business owners can run their entire business, across all of their devices, on Surf Accounts, so they can ensure that their finances are sound while on-the-go.
Why integrate with Surf Accounts
Users want to ensure that all of their customer data is up to date across all of their business accounts. Which is why integrating Surf Accounts with marketing software enables you to offer services including automatically maintaining email lists of purchasers to keep them in the loop with future offers. Or you could integrate sales data from Surf with a wide range of CRMs, to cater for businesses with their own custom software stacks.
Related Resources
Available Methods and Endpoints
Contacts ↓
Retrieving Contact Data
Action
Retrieve a Contact's Data (Customer or Supplier) by Name or Code.
Insert Contact Data
Action
Insert a Contact's Data.
Products ↓
Retrieving Product Data
Action
Retrieve Product Data by Product Name or Product Code.
Inserting Product Data
Action
Insert Product Data.
Ledgers ↓
Retrieving Nominal Ledger Information
Action
Retrieve Nominal Ledger Information.
Businesses ↓
Retrieving Business information
Action
Retrieve specific Business Information (ID & Locale) by Business Name.
List All Business Information
Action
Retrieves All Business Information.
User Validation ↓
User Validation
Action
Retrieves ID for Valid User.
Invoices ↓
Inserting Sales Invoice/Sales Credit Note
Action
Insert a Sales Invoice/Sales Credit Note With Product Information.
Inserting Purchase Invoice/Purchase Credit Note
Action
Insert a Purchase Invoice or Purchase Credit Note With Product Information.
Inserting Sales Invoice/Sales Credit Note (Without Product Information)
Action
Inserting a Sales Invoice or Sales Credit Note Without Product Information.
Inserting Purchase Invoice/Purchase Credit Note (Without Product Information)
Action
Insert a Purchase Invoice or Purchase Credit Note Without Product Information.
Receipts ↓
Inserting Receipt
Action
Insert a Receipt.
Inserting Non-Customer/Supplier Receipt
Action
Insert a Non-Customer Receipt.
Payments ↓
Inserting Payment
Action
Insert a Payment.
Inserting Non-Supplier Payment
Action
Inserting a Non-Supplier Payment.
Journals ↓
Inserting Nominal Journal
Action
Insert a Nominal Journal.
Orders ↓
Inserting Sales Quote/Sales Order (With Product Information)
Action
Insert a Sales Quote or Sales Order With Product Information.
Inserting Purchase Order (With Product Information)
Action
Insert a Purchase Order With Product Information.
VAT ↓
Inserting VAT
Action
Insert VAT Information.
Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!
Related Connectors
Top Use Cases for Surf Accounts Integrations
The Surf Accounts connector enables SaaS companies to integrate their service and data with Surf Accounts, so their customers can add more information to their invoices, contacts, products and much more. You can publish your integrations with Surf Accounts inside your app, so your users can self-serve to streamline their accounting workflow.
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.
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
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