CRM and Sales tools
Ledger Box
11 min
ledgerbox is a platform offering apis for managing accounting, invoicing, and financial data integrating with make com enables automated financial workflows, streamlining data synchronization and reducing manual accounting tasks for users this is ai generated content based on official ledger box documentation the content may still contain errors—please verify important information if you have questions, contact ledger box support directly how to get support on ledger box ledger box is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=ledger%20box\&app slug=ledger box community\&app unique id=ledgerbox 69yt2x requirements to use the ledger box app in make, you must sign up for an account and obtain an api key, create your account on ledger box app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect ledger box and {{product name}} to get started, you must first create a connection between ledger box and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to obtain your api key to authenticate requests log in to the ledgerbox platform using your credentials navigate to the section where you can manage or obtain your api keys locate your api key, which will be labeled as x api key copy and securely store the x api key for use in authenticated requests some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=ledger%20box\&app slug=ledger box community\&app unique id=ledgerbox 69yt2x create the connection in {{product name}} log in in your make account , add the ledger box module to your {{scenario singular lowercase}} , 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 ledger box or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application ledger box modules after connecting to the ledger box app, you can choose from a list of available modules to build your {{scenario plural lowercase}} export a job results exports the results of a completed job, allowing you to easily download and review the output data generated by the job get the status of a job retrieve detailed information about the current status of a specific job using its unique job id upload a file upload files for processing by a selected model this module lets you send your files to a specific model, which will then analyze or process them according to its capabilities templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} ledger box resources you can have access to more resources related to this app on the following links ledger box website ledger box documentation ledger box api documentation ledger box page on make