iDoklad

idoklad is an online invoicing tool for small businesses and freelancers in the czech republic integrating idoklad with make com lets users automate invoice creation, client management, and payment tracking directly from their idoklad accounts this is ai generated content based on official idoklad documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact idoklad https //www idoklad cz/o nas/kontaktujte nas directly requirements to use the idoklad app in make, you must have an active idoklad account and an api key, create your account on idoklad https //www idoklad cz/ for subscription, refer to the idoklad pricing page https //www idoklad cz/ connect idoklad and make to get started, you must first create a connection between idoklad and make, allowing the two services to communicate obtain your oauth2 credentials in your idoklad account create the connection in make obtain your oauth2 credentials in your idoklad account before you create the connection in make, you should first obtain your oauth2 credentials in your idoklad account to obtain your oauth2 credentials navigate to settings click aplikace click the api tab click the generate button to create new credentials if prompted, enter the callback uri https //www integromat com/oauth/cb/idoklad copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in make because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //www idoklad cz/podpora/nastaveni aplikace idoklad create the connection in make in make, add the idoklad module to your scenario, and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your idoklad account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page idoklad modules after connecting to the idoklad app, you can choose from a list of available modules to build your scenarios send an invoice by email sends an issued or proforma invoice to the customer get an invoice retrieves detailed information about a specific document, such as an issued invoice, received invoice, or advance invoice search invoices retrieves a list of documents, including received invoices, issued invoices, or advance invoices get a contact returns detailed information about a specific contact get a price list item retrieves a specific price list item based on its id search contacts returns a list of contacts that are stored in your idoklad account search price list items retrieves a list of items from the price list get a payment returns detailed information about a payment, suitable for displaying payment details search payments retrieves a list of payments, with optional filters available delete an invoice deletes a document, such as an issued invoice, received invoice, or advance invoice delete a contact deletes a specified contact from your account delete a price list item remove an item from the price list delete a payment removes a selected payment from the list of payments mark an invoice as paid provides full payment for an issued, received, or advance invoice mark an invoice as unpaid provides full settlement of an invoice (issued, received, or advance invoice) watch invoices triggers when a new document is added, such as a received invoice, issued invoice, or advance invoice watch price list items triggers when a new price list item is added to the list watch payments triggers when a new payment is entered into the system update an invoice edits a document, such as an issued invoice, received invoice, or advance invoice update a contact updates the details of a selected contact update a price list item updates an existing item in the price list create a price list item adds a new item to the price list create a payment adds a new payment to the list of payments, including the id of the document being paid search contacts searches for contacts that match the specified filters make an api call executes any authorized api request of your choice create an invoice inserts a new document (such as an issued invoice, received invoice, or advance invoice) into the list create a contact creates a new contact in your selected application account a proforma invoice generates a settlement invoice for an advance payment invoice, provided that the original invoice has been paid update an invoice updates the billing address of the customer on an issued invoice without altering any other invoice details get an invoice pdf retrieves a pdf print report of the specified document migrate to the new idoklad modules idoklad's api v1 will be deprecated on september 8th, 2026 after this date, all v1 modules stop working your existing scenarios continue to run as usual until then migrate your scenarios to the new modules before the deadline to avoid disruption to migrate, review the changes for each module below, replace the old module in your scenario with its new version, and re map your fields to match the new module's inputs and outputs some v1 modules consolidate into a single v2 module for example, two contact search modules become one search contacts module, and two invoice update modules become one update an invoice module where this happens, we've documented each old module in its own subsection below key changes across all modules all modules include the following changes module and field names are now in english for example, the search invoices module was formerly named načíst faktury invoice totals move into a new prices group fields that used to sit at the top level, such as totalwithvat and totalvat , now live under prices , for example prices totalwithvat several per vat rate fields are replaced by a single prices vatratesummary array invoice line items from separate type specific arrays, such as issuedinvoiceitems , are now combined into one items array, with item prices nested under items prices records now include a new metadata group this group holds datecreated , datelastchange , and the ids of the users who created or changed the record the old top level datelastchange field moves there partner fields are unified purchaserid and supplierid become partnerid , and bare address ids are replaced by full myaddress and partneraddress collections search modules rework filtering and sorting new sortfield and sortorder fields are required but pre filled with id and descending order most search modules now default the limit field to 10 results, where v1 usually defaulted to 25 results or had no default several create and update modules require more fields than before date fields also change from date pickers to text fields in the format yyyy mm dd the make an api call module uses a new base url the base url changes to api idoklad cz , replacing app idoklad cz/developer/api rewrite every relative path in your existing scenarios paths that begin with /v2/ typically change to begin with /v3/ send an invoice by email (formerly doručit fakturu e mailem) change what to do next the invoiceid field is renamed to documentid re map your invoice id value into the documentid field the sendtoaccountant and sendtoself fields are now required the sendtopartner field is also required for issued and proforma invoices set these fields on every run the sendattachment field is a new required toggle set the sendattachment toggle to control whether make attaches the document to the email the result output field is removed the module now returns sent and notsent arrays of email addresses instead re map any fields that used result to the new sent and notsent arrays search invoices (formerly načíst faktury) change what to do next the document type options no longer include credit notes the options are now received , issued , and proforma if you searched credit notes with this module, switch to a different module credit notes are no longer supported here the sortfield and sortorder fields are new and required they default to id and descending keep the defaults or select new sort values t the filter field list now loads live from idoklad and differs by document type review and re select your filters filter dates now use the format yyyy mm dd previously, they used yyyy mm ddthh\ mm\ ss reformat any hardcoded filter dates to yyyy mm dd the limit field is now optional and defaults to 10 results previously, it was required and defaulted to 25 results set the limit field explicitly if you need more than 10 results totals such as totalwithvat , totalwithoutvat , and totalvat move under a new prices group re map these totals to prices totalwithvat , prices totalwithoutvat , and prices totalvat several per vat rate fields are removed the module now returns a single prices vatratesummary array instead re map any per rate fields to loop over the new prices vatratesummary array the issuedinvoiceitems array is renamed to items item prices now nest under items prices re map your item and price fields to the new items structure the purchaserid field is renamed to partnerid re map the purchaserid value into the partnerid field the mycompanydocumentaddressid and purchaserdocumentaddressid fields are removed use the new myaddress and partneraddress collections instead the datelastchange field moves under metadata datelastchange re map the datelastchange value into metadata datelastchange the discount field is renamed to discountpercentage the reminderscount field is renamed to remindercount re map both fields to their new names the issenttopurchaser field changes from a boolean to a number update any logic that expects a boolean value the numericsequenceid , attachmentfilename , languageid , languagecode , maturity , reportcolorvalue , reportid , roundingdifference , and recountversion fields are removed remove these mappings use the new attachments array and reportlanguage field instead search contacts (formerly načíst seznam kontaktů) change what to do next sorting is reworked the new sortfield field accepts id or companyname , and the new sortorder field is also required both default to id and descending order set both fields the limit field is now optional and defaults to 10 results previously, it was required and defaulted to 25 results set the limit field explicitly if you need more than 10 results the output has no breaking changes no re mapping needed all existing output field names stay the same search price list items (formerly načíst seznam položek ceníku) change what to do next the limit field is now optional and defaults to 10 results previously, it was required and defaulted to 25 results set the limit field explicitly if you need more than 10 results the sortfield and sortorder fields are new and required they default to id and descending set both fields filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the datelastchange field moves under metadata datelastchange re map the datelastchange value into metadata datelastchange the hasstockmovement field is renamed to isstockitem re map the hasstockmovement value into the isstockitem field the initialstockbalance , initialdatestockbalance , and note fields are removed remove these mappings search payments (formerly načíst úhrady) change what to do next the sortfield field (id or date of payment, defaulting to id) and sortorder field (defaulting to descending) are new and required set both fields the limit field is now optional and defaults to 10 results previously, it was required and defaulted to 25 results set the limit field explicitly if you need more than 10 results the filter field list now loads live from your idoklad account previously, it was fixed to id , invoiceid , paymentoptionid , and dateofpayment review and re select your filters filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the paymentamount and paymentamounthc fields move under prices re map these fields into prices paymentamount and prices paymentamounthc the datecreated and datelastchange fields move under metadata and now return full timestamps re map these fields into metadata datecreated and metadata datelastchange the partnerid field is removed only the partner name remains remove the partnerid mapping and use partner instead the dateofpayment field changes from a date to a timestamp update any formatting or logic that expects a plain date mark an invoice as paid (formerly označit fakturu jako uhrazenou) change what to do next the invoiceid field is renamed to documentid re map your invoice id value into the documentid field the dateofpayment field changes from a date picker to a text field in the format yyyy mm dd leaving it empty now defaults to today's date enter the date as text leave it empty if you want today's date the salesposequipmentid field is now a dropdown and only appears for issued and proforma invoices re select the value from the dropdown the output has no breaking changes no re mapping needed mark an invoice as unpaid (formerly provést oduhrazení faktury) change what to do next the invoiceid field is renamed to documentid re map your invoice id value into the documentid field the output has no breaking changes no re mapping needed watch invoices (formerly sledovat faktury) change what to do next the filter field list now loads live from idoklad and differs by document type previously, it was a fixed list of 12 fields review and re select your filters filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the limit field default changes from one to two it's still required check this value if your scenario relies on getting exactly one record per run totals move under prices about 24 per vat rate fields are removed and replaced by a single prices vatratesummary array re map your totals and rate fields as described above the issuedinvoiceitems array is renamed to items item prices now nest under items prices re map your item and price fields to the new structure the purchaserid field is renamed to partnerid address ids are replaced by the myaddress and partneraddress collections re map these fields to their new names and structures the datelastchange field moves under metadata datelastchange the discount field is renamed to discountpercentage the reminderscount field is renamed to remindercount re map all three fields the issenttopurchaser field changes from a boolean to a number update any logic that expects a boolean value the numericsequenceid , attachmentfilename , languageid , languagecode , maturity , reportcolorvalue , reportid , roundingdifference , and recountversion fields are removed remove these mappings use the new attachments array and reportlanguage field instead watch price list items (formerly sledovat položky ceníku) change what to do next the limit field default changes from one to two it's still required check this value if your scenario relies on getting exactly one record per run filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the datelastchange field moves under metadata datelastchange re map the datelastchange value into metadata datelastchange the hasstockmovement field is renamed to isstockitem re map the hasstockmovement value into the isstockitem field the initialstockbalance , initialdatestockbalance , and note fields are removed remove these mappings watch payments (formerly sledovat úhrady) change what to do next the limit field default changes from one to two it's still required check this value if your scenario relies on getting exactly one record per run the filter field list now loads live from your idoklad account previously, it was fixed to id , invoiceid , paymentoptionid , and dateofpayment review and re select your filters filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the paymentamount and paymentamounthc fields move under prices re map these fields into prices paymentamount and prices paymentamounthc the datecreated and datelastchange fields move under metadata and now return full timestamps re map these fields into metadata datecreated and metadata datelastchange the partnerid field is removed only the partner name remains remove the partnerid mapping and use partner instead the dateofpayment field changes from a date to a timestamp update any formatting or logic that expects a plain date update an invoice (formerly upravit fakturu) change what to do next the invoice id field is renamed from id to id re map your invoice id value into the id field the purchaserid and supplierid fields are unified into a single partnerid field re map to partnerid for all document types the documentnumber , documentserialnumber , and numericsequenceid fields can no longer be sent on update remove these mappings you can only set them when creating an invoice bank details are restructured for issued and proforma invoices, use the myaddress and partneraddress collections for received invoices, use the top level accountnumber , bankid , iban , and swift fields the banknumbercode and bankname fields are removed rebuild your bank mapping using the new structure for your document type the salesposequipmentid field is removed for issued and proforma invoice updates remove this mapping for those document types the item arrays are unified into a single items array previously, they were separate issuedinvoiceitems , receivedinvoiceitems , and proformainvoiceitems arrays re map your items to the single items array date fields are now text fields in the format yyyy mm dd previously, they were date pickers reformat your dates as text the languagecode field is replaced by the reportlanguage field, a choice of czech, slovak, english, or german the reportcolorvalue field is removed re map your print language to reportlanguage and remove reportcolorvalue the isproformataxed field is removed there's no equivalent for updates remove this mapping totals move under prices about 24 per vat rate fields are replaced by a single prices vatratesummary array items are renamed to items , with prices under items prices re map these fields as described above the purchaserid field is renamed to partnerid address ids are replaced by the myaddress and partneraddress objects re map these fields to their new names and structures the datelastchange field moves under metadata datelastchange the discount field splits into discountpercentage and discounttype the reminderscount field is renamed to remindercount re map all three fields the languagecode and languageid fields are removed and replaced by reportlanguage the attachmentfilename field is replaced by an attachments array the issenttopurchaser field is now a number the maturity , reportcolorvalue , reportid , roundingdifference , and recountversion fields are removed update your mappings to match these changes update a contact (formerly upravit kontakt) change what to do next the id field is renamed to id and remains required re map the field name the issendreminder field is renamed to sendreminders and is no longer required leaving it empty keeps the contact's current setting leave this field empty unless you want to change its value the isregisteredforvatonpay field is no longer required leaving it empty keeps the contact's current setting leave this field empty unless you want to change its value the defaultbankaccount group is removed and replaced by top level accountnumber , bankid , iban , and swift fields the bank account name and currencyid fields can no longer be set re map to the new top level fields and remove name and currencyid the id output field is renamed to id re map the field name update a price list item (formerly upravit položku ceníku) change what to do next the id field is renamed to id re map the field name the name field is renamed to name and is now optional you can update only the fields you fill in fill in only the fields you want to change all other fields change from lowercase to uppercase, including amount , barcode , code , currencyid , price , pricetype , unit , and vatratetype re enter every field mapping with the new casing the hasstockmovement field is renamed to isstockitem leaving it empty now keeps the current value previously, it reset the value to no re map the field name you can leave it empty safely now the initialstockbalance and initialdatestockbalance fields are removed remove these mappings the datelastchange output field moves under metadata datelastchange the hasstockmovement field is renamed to isstockitem the initialstockbalance , initialdatestockbalance , and note fields are removed re map and remove these fields as described above create a price list item (formerly vložit položku ceníku do seznamu) change what to do next all fields change from lowercase to uppercase re enter every field mapping with the new casing the amount , price , currencyid , pricetype , vatratetype , and isstockitem fields are now required, in addition to name fill in all newly required fields the hasstockmovement field is renamed to isstockitem and is now required, defaulting to no set this field explicitly the initialdatestockbalance field changes from a date picker to a text field in the format yyyy mm dd reformat this field as text the datelastchange output field moves under metadata datelastchange the hasstockmovement field is renamed to isstockitem the initialstockbalance , initialdatestockbalance , and note fields are removed re map and remove these fields as described above create a payment (formerly vložit úhradu) change what to do next the paymenttype field is renamed to invoicetype the stored values, issued and received, stay the same re map the field name only the invoiceid field is renamed to invoiceid re map the field name the paymentamount field is renamed to paymentamount and is now required re map the field name and make sure a value is always sent the dateofpayment field is renamed to dateofpayment , is now required, and takes text in the format yyyy mm dd re map and reformat the value as text the paymentoptionid field is renamed to paymentoptionid and remains a required dropdown re map the field name only the dateofvatapplication field is renamed to dateofvatapplication it remains optional and takes text in the format yyyy mm dd re map and reformat the value if you use this field the createissuedtaxdocument and sendpaymentconfirmation fields are new and required for issued payments, defaulting to no set both fields for issued payments the paymentamount and paymentamounthc fields move under prices the datecreated and datelastchange fields move under metadata re map these fields to their new locations the partnerid field is removed only the partner name remains remove the partnerid mapping and use partner instead the dateofpayment field changes from a date to a timestamp update any formatting or logic that expects a plain date search contacts (formerly vyhledat kontakty) change what to do next filter dates must now use the format yyyy mm dd reformat any hardcoded filter dates to yyyy mm dd the sortfield field (accepting id or companyname ) and sortorder field are new and required, defaulting to id and descending order set both fields they can no longer stay empty the limit field now defaults to 10 results previously, it had no default set the limit field explicitly if you need a different number the output has no breaking changes no re mapping needed all existing output field names stay the same make an api call (formerly vykonat api požadavek) change what to do next the base url changes from https //app idoklad cz/developer/api https //app idoklad cz/developer/api to https //api idoklad cz https //api idoklad cz rewrite every relative path paths that begin with /v2/ typically change to begin with /v3/ request and response bodies now follow the new api's format review and update your body mappings to match the new format the module still returns body , headers , and statuscode , but the payload structure changes single object responses are now wrapped in a data field, with issuccess , errorcode , and message fields alongside it re map anything that parsed the old response shape create an invoice (formerly vytvořit fakturu) change what to do next the purchaserid and supplierid fields are unified into a single partnerid field re map to partnerid for all document types many more fields are now required, including documentserialnumber , description , dateofmaturity , paymentoptionid , and isincometax for all document types, plus additional type specific fields for issued, received, and proforma invoices fill in all newly required fields for your document type the item arrays are unified into a single items array items now also require pricetype and vatratetype , plus istaxmovement and discountpercentage for some document types re map to items and fill in the newly required item fields the documentnumber field is removed idoklad generates the document number automatically remove this mapping bank details are flattened to accountnumber , bankid , iban , and swift fields the banknumbercode field, the bankname field, and the saved account picker are removed the currencyid field moves to the document level rebuild your bank mapping using the new fields date fields are now text fields in the format yyyy mm dd reformat your dates as text the languagecode field is replaced by the reportlanguage field the reportcolorvalue field is removed re map your print language to reportlanguage the isproformataxed field is removed and replaced by the per item istaxmovement field set istaxmovement for each item instead totals move under prices items are renamed to items , with prices under items prices address ids are replaced by the myaddress and partneraddress collections re map these fields as described above the datelastchange field moves under metadata datelastchange the discount field splits into discountpercentage and discounttype the reminderscount field is renamed to remindercount re map all three fields the languagecode and languageid fields are removed the attachmentfilename field is replaced by an attachments array the issenttopurchaser field is now a number the maturity , reportcolorvalue , reportid , roundingdifference , and recountversion fields are removed update your mappings to match these changes create a contact (formerly vytvořit kontakt) change what to do next the issendreminder field is renamed to sendreminders it remains required, defaulting to no re map the field name only the defaultbankaccount group is removed and replaced by top level accountnumber , bankid , iban , and swift fields the bank account name and currencyid fields can no longer be set re map to the new top level fields and remove name and currencyid the id output field is renamed to id previously, id was the only field the module returned the module now returns the whole contact record, not just the id re map the field name and update anything that expected only an id in the output account a proforma invoice (formerly vyúčtovat zálohovou fakturu) change what to do next the invoiceid field is renamed to id re map your invoice id value into the id field the language field is removed there's no language setting for this action anymore remove this mapping the issuedinvoiceitems array is renamed to items , with item prices moved into items prices re map your item and price fields to the new structure document totals move under prices several per vat rate fields are replaced by a single prices vatratesummary array re map these fields as described above the purchaserid field is renamed to partnerid address ids are replaced by the myaddress and partneraddress objects re map these fields to their new names and structures the datelastchange field moves under metadata datelastchange the reminderscount field is renamed to remindercount the discount field splits into discountpercentage and discounttype re map all three fields the issenttopurchaser field is now numeric the languageid and languagecode fields are replaced by reportlanguage the attachmentfilename field is replaced by an attachments array update your mappings to match these changes the numericsequenceid , maturity , reportid , reportcolorvalue , and roundingdifference fields are removed remove these mappings update an invoice (formerly zaktualizovat fakturační adresu) change what to do next the dedicated zaktualizovat fakturační adresu module is removed its billing address functionality now lives in the general update an invoice module use the update an invoice module instead, and set the invoicetype field to issued invoice the invoice selection changes from a dropdown ( id ) to an id field re map your invoice id directly instead of selecting from a dropdown address fields move from flat fields into the partneraddress collection for example, the nickname field becomes partneraddress companyname , and the street field becomes partneraddress street re map every address field under partneraddress the country free text field is replaced by the partneraddress countryid field, a selection from the country list select the country from the list the bank and banknumbercode fields are removed and replaced by the partneraddress bankid field, a selection from the bank list select the bank from the list the email field is removed you can no longer set the partner email this way remove this mapping other fields, including accountnumber , iban , swift , vatidentificationnumber , identificationnumber , firstname , surname , title , street , postalcode , city , mobile , phone , fax , and www , keep the same names but move under the partneraddress prefix re map these fields with the partneraddress prefix the module now returns the entire updated invoice instead of only the billing address the id field now returns the invoice id, not the address record id re map your fields the address nests under partneraddress , and root address fields are renamed for example, the country field becomes partneraddress countryname get an invoice pdf (formerly získat pdf) change what to do next the invoice id field is renamed from id to id re map your invoice id value into the id field the type field is renamed to reporttype the available options are now the same across document types document, document with payments, and cash voucher for issued and proforma invoices, and document only for received invoices re map the field name and re select the report type the onlyeetpayments field is removed remove this mapping the language field is now required and defaults to czech previously, it was optional set a value explicitly the output has no breaking changes no re mapping needed the data field returns unchanged binary content templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created scenarios idoklad resources to access more resources related to this app idoklad website https //www idoklad cz/ idoklad api documentation https //app idoklad cz/developer/help idoklad page on make https //www make com/en/integrations/idoklad