Surf Accounts Connector

Build in-app automations that create and sync invoices, contacts, products, payments and journals between your application and Surf Accounts. Publish self-serve integrations so customers can connect their bookkeeping without leaving your product.

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Native delivery

Embed integrations inside your product for seamless UX.

Build quickly

Prebuilt methods speed time-to-market for customer workflows.

No-code orchestration

Non-developers can compose and deploy automations safely.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

What you can integrate and automate with Surf Accounts

Teams can integrate customer and sales data with Surf Accounts to automate contacts, product catalogs, sales and purchase invoices, payments, journal entries and nominal ledger posting. Using Cyclr’s Surf Accounts connector you can build reusable templates, map fields across systems, and publish those workflows inside your app for self-serve customer onboarding.

PRODUCT USE CASES

Top Use Cases for Surf Accounts Integrations

Publish in-app integrations so customers can sync contacts and product catalogs, automatically push sales or purchase invoices, post payroll journals and reconcile payments — all without leaving your application.

Auto-create sales invoices from your app

Create Sales Invoices or Sales Credit Notes in Surf Accounts when orders complete; supports with or without product lines.

Sync customer and supplier records

Insert or retrieve Contact records so your CRM and Surf Accounts stay aligned across tenants.

Post payments and receipts

Insert Payments and Receipts to reflect settled invoices and speed bookkeeping reconciliation.

ORCHESTRATION

How Surf Accounts works with Cyclr

Cyclr sits between your SaaS product and Surf Accounts to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Surf Accounts
Surf Accounts processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Surf Accounts methods you can orchestrate through Cyclr.

Contacts2

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.

Products2

Retrieving Product Data

Action

Retrieve Product Data by Product Name or Product Code.

Inserting Product Data

Action

Insert Product Data.

Ledgers1

Retrieving Nominal Ledger Information

Action

Retrieve Nominal Ledger Information.

Businesses2

Retrieving Business information

Action

Retrieve specific Business Information (ID & Locale) by Business Name.

List All Business Information

Action

Retrieves All Business Information.

User Validation1

User Validation

Action

Retrieves ID for Valid User.

Invoices4

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.

Receipts2

Inserting Receipt

Action

Insert a Receipt.

Inserting Non-Customer/Supplier Receipt

Action

Insert a Non-Customer Receipt.

Payments2

Inserting Payment

Action

Insert a Payment.

Inserting Non-Supplier Payment

Action

Inserting a Non-Supplier Payment.

Journals1

Inserting Nominal Journal

Action

Insert a Nominal Journal.

Orders2

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.

VAT1

Inserting VAT

Action

Insert VAT Information.

TECHNICAL DETAILS

Surf Accounts integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Surf Accounts integrations in Cyclr.

API and authentication

API host: Not specified
Authentication: See Connector in Console
Credentials: Review the connector installation fields in Cyclr Console.
Method categories: Contacts; Products; Invoices; Payments; Journals; Ledgers; Businesses; Orders; VAT

Visit Surf Accounts →

Pagination and rate limits

Pagination

Pagination behavior for Surf Accounts methods is not publicly documented; inspect method responses or Console settings for paging.

Rate limits

Vendor rate limits are not publicly documented; implement retries and exponential backoff as needed.

IMPLEMENTATION

Authentication at a glance

Public connector authentication details are not published; review required credentials and enabled auth methods in Cyclr Console.

Authentication method: See Connector in Console
Credential required: Review the connector installation fields in Cyclr Console.

Before you begin:

May require vendor-side API or journal setup and specific account permissions.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It can create and sync Contacts, Products, Sales and Purchase Invoices, Payments, Receipts, Journals and nominal ledger information. Cyclr’s Surf Accounts connector exposes these method groups so you can automate billing, inventory and ledger posting from inside your app.

Authentication details for this connector are not publicly published. Review the connector installation fields and required credentials in your Cyclr Console and confirm any vendor-side API or account setup.

Yes. Cyclr supports multi-tenant connector installation and account-level authentication so you can publish and manage integrations across many customer accounts with centralized governance.

Yes. Cyclr’s platform supports MCP PaaS and you can expose supported Surf Accounts actions as governed MCP tools to provide controlled, auditable programmatic access.

KEEP EXPLORING

Related resources and connectors

Documentation

Surf Accounts Connector

Native delivery

Build quickly

No-code orchestration

Embedded experience

What you can integrate and automate with Surf Accounts

Top Use Cases for Surf Accounts Integrations

Auto-create sales invoices from your app

Sync customer and supplier records

Post payments and receipts

How Surf Accounts works with Cyclr

Your SaaS product

Cyclr orchestration

Surf Accounts

Available connector capabilities

Retrieving Contact Data

Insert Contact Data

Retrieving Product Data

Inserting Product Data

Retrieving Nominal Ledger Information

Retrieving Business information

List All Business Information

User Validation

Inserting Sales Invoice/Sales Credit Note

Inserting Purchase Invoice/Purchase Credit Note

Inserting Sales Invoice/Sales Credit Note (Without Product Information)

Inserting Purchase Invoice/Purchase Credit Note (Without Product Information)

Inserting Receipt

Inserting Non-Customer/Supplier Receipt

Inserting Payment

Inserting Non-Supplier Payment

Inserting Nominal Journal

Inserting Sales Quote/Sales Order (With Product Information)

Inserting Purchase Order (With Product Information)

Inserting VAT

Surf Accounts integration and API details

API and authentication

Pagination and rate limits

Pagination

Rate limits

Authentication at a glance

Frequently asked questions

Related resources and connectors

Accounting Integrations: Keep your Financial Data Flowing

What is iPaaS?

MCP PaaS

Crunch

Exact

Excel

Let Cyclr handle the integrations.