--- title: KashFlow slug: kashflow description: How to integrate KashFlow with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_kashflow.png docTags: createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/kashflow.png" alt="KashFlow logo" caption size="50" width="512" height="512"} | KashFlow is a cloud-based accounting software for UK businesses, offering invoicing, expense tracking, payroll, and VAT management. Integrating KashFlow with Make.com lets users automate invoice creation, sync contacts, and streamline expense reporting between KashFlow and other business tools. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official KashFlow documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [KashFlow](https://www.kashflow.com/contact/) directly. ::: # Requirements To use the KashFlow app in Make, you must have an active KashFlow account with the API enabled, [create your account on KashFlow](https://www.kashflow.com/). For subscription, refer to the [KashFlow pricing page](https://www.kashflow.com/). # Connect KashFlow and Make To get started, you must first create a connection between KashFlow and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your KashFlow account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic in your KashFlow account Before you create the connection in Make, you should first obtain your **Basic** in your KashFlow account. To obtain your **Basic **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Apps**. ::: :::WorkflowBlockItem Click** API Settings** at the top right. ::: :::WorkflowBlockItem Select the** Enable API** checkbox. ::: :::WorkflowBlockItem Select** Same Password as web login** to use your standard username and password, or select** Separate API password** and enter a new password for API access. ::: :::WorkflowBlockItem Click the** Update** button. ::: :::: 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.kashflow.com/support/kb/enabling-the-api/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the KashFlow 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 KashFlow 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. # KashFlow modules After connecting to the KashFlow app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Customer Creates a new customer record in your connected application. ::: :::ExpandableHeading ### Create an Invoice Generates a brand new invoice record in your account. ::: :::ExpandableHeading ### Delete a Customer Deletes a customer record from your account using the specified customer ID. ::: :::ExpandableHeading ### Delete an Invoice Deletes a specific invoice identified by its unique ID. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information for a specific customer using their unique ID. ::: :::ExpandableHeading ### Get an Invoice Fetches the details of a specific invoice belonging to a particular customer. ::: :::ExpandableHeading ### List Customers Retrieves a complete list of all customer records from your account. ::: :::ExpandableHeading ### List Invoices Retrieves a detailed list of all invoices associated with a specific customer. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Customer Updates the details of a specific customer identified by their unique ID. ::: :::ExpandableHeading ### Update an Invoice Updates the details of a specific invoice identified by its unique ID. ::: # 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. # KashFlow resources You can have access to more resources related to this app on the following links - [KashFlow website](https://www.kashflow.com/) - [KashFlow API documentation](https://www.kashflow.com/developers/soap-api/) - [KashFlow page on make](https://www.make.com/en/integrations/kashflow) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::