--- title: iDoklad slug: idoklad description: How to integrate iDoklad with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_idoklad.png docTags: createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/idoklad.png" alt="iDoklad logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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. ::::WorkflowBlock :::WorkflowBlockItem Obtain your OAuth2 credentials in your iDoklad account. ::: :::WorkflowBlockItem 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: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click** Aplikace.** ::: :::WorkflowBlockItem Click the** API tab.** ::: :::WorkflowBlockItem Click the** Generate** button to create new credentials. ::: :::WorkflowBlockItem If prompted, enter the callback URI: `https://www.integromat.com/oauth/cb/idoklad` ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem 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 :::::WorkflowBlock ::::WorkflowBlockItem In Make, add the **iDoklad **module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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. :::ExpandableHeading ### Send an invoice by email Sends an issued or proforma invoice to the customer. ::: :::ExpandableHeading ### Get an invoice Retrieves detailed information about a specific document, such as an issued invoice, received invoice, or advance invoice. ::: :::ExpandableHeading ### Search invoices Retrieves a list of documents, including received invoices, issued invoices, or advance invoices. ::: :::ExpandableHeading ### Get a contact Returns detailed information about a specific contact. ::: :::ExpandableHeading ### Get a price list item Retrieves a specific price list item based on its ID. ::: :::ExpandableHeading ### Search contacts Returns a list of contacts that are stored in your iDoklad account. ::: :::ExpandableHeading ### Search price list items Retrieves a list of items from the price list. ::: :::ExpandableHeading ### Get a payment Returns detailed information about a payment, suitable for displaying payment details. ::: :::ExpandableHeading ### Search payments Retrieves a list of payments, with optional filters available. ::: :::ExpandableHeading ### Delete an invoice Deletes a document, such as an issued invoice, received invoice, or advance invoice. ::: :::ExpandableHeading ### Delete a contact Deletes a specified contact from your account. ::: :::ExpandableHeading ### Delete a price list item Remove an item from the price list. ::: :::ExpandableHeading ### Delete a payment Removes a selected payment from the list of payments. ::: :::ExpandableHeading ### Mark an invoice as paid Provides full payment for an issued, received, or advance invoice. ::: :::ExpandableHeading ### Mark an invoice as unpaid Provides full settlement of an invoice (issued, received, or advance invoice). ::: :::ExpandableHeading ### Watch invoices Triggers when a new document is added, such as a received invoice, issued invoice, or advance invoice. ::: :::ExpandableHeading ### Watch price list items Triggers when a new price list item is added to the list. ::: :::ExpandableHeading ### Watch payments Triggers when a new payment is entered into the system. ::: :::ExpandableHeading ### Update an invoice Edits a document, such as an issued invoice, received invoice, or advance invoice. ::: :::ExpandableHeading ### Update a contact Updates the details of a selected contact. ::: :::ExpandableHeading ### Update a price list item Updates an existing item in the price list. ::: :::ExpandableHeading ### Create a price list item Adds a new item to the price list. ::: :::ExpandableHeading ### Create a payment Adds a new payment to the list of payments, including the ID of the document being paid. ::: :::ExpandableHeading ### Search contacts Searches for contacts that match the specified filters. ::: :::ExpandableHeading ### Make an API call Executes any authorized API request of your choice. ::: :::ExpandableHeading ### Create an invoice Inserts a new document (such as an issued invoice, received invoice, or advance invoice) into the list. ::: :::ExpandableHeading ### Create a contact Creates a new contact in your selected application. ::: :::ExpandableHeading ### Account a proforma invoice Generates a settlement invoice for an advance payment invoice, provided that the original invoice has been paid. ::: :::ExpandableHeading ### Update an invoice Updates the billing address of the customer on an issued invoice without altering any other invoice details. ::: :::ExpandableHeading ### Get an invoice PDF Retrieves a PDF print report of the specified document. ::: ::::ExpandableHeading # 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/`. :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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. | ::: :::ExpandableHeading{isOpen="true"} ### 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**. | ::: :::ExpandableHeading{isOpen="true"} ### 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)