iCount

icount is a cloud based business management and accounting platform that provides tools for invoicing, inventory, crm, and expense tracking with the icount app in {{product name}} , you can manage expenses, inventory, clients, docs, crm, and punch integration in your icount account requirements to use the icount app in {{product name}} , you must have a paid icount account you can also start with a free trial for subscription information, refer to the icount pricing page connect icount and {{product name}} to get started, you must first create a connection between icount and {{product name}} , allowing the two services to communicate to create the connection, you need to icount /#obtain your user credentials in icount icount /#create the connection in obtain your user credentials in icount before you create the connection in {{product name}} , you should first obtain user credentials (username and company name) in your icount account to obtain the username and company id log in to your icount account click on your profile icon in the top right corner you'll see company name where name is your company name user name, where name is your username you can also find this data in the email received from icount after your registration copy the company and user names you'll use these values in the username and company identifier connection fields in {{product name}} create the connection in {{product name}} once you have your icount username and company name, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add an icount module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the ​​ username field, enter the username you copied from your icount account in the company identifier field, enter the company name you copied from your icount account in the password field, enter the password from your icount account click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the icount app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj icount modules after connecting to the icount app, you can use the following types of modules to build your {{scenario plural lowercase}} expenses add an expense inventory create an item (inventory) update an item (inventory) delete items (inventory) add a quantity to stock (inventory) reduce a quantity to stock (inventory) docs get a document search documents create a document cancel a document clients search clients crete/update a client get a client info crm create a lead create a task create an event punchio punch in punch out get a status (punch) other make an api call icount resources icount api documentation