Xentral

xentral is a cloud based erp platform for smbs and e commerce businesses, centralizing order, inventory, finance, and process automation; integrating it with make com enables seamless workflow automation across sales, logistics, and finance systems this is ai generated content based on official xentral documentation the content may still contain errors—please verify important information if you have questions, contact xentral support directly how to get support on xentral xentral 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=xentral\&app slug=xentral community\&app unique id=xentral pwntqx requirements to use the xentral app in make, you must have an active xentral account, create your account on xentral 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 xentral and {{product name}} to get started, you must first create a connection between xentral and {{product name}} , allowing the two services to communicate you can connect using the following method personal access token (pat) personal access token (pat) instructions you need to create a personal access token to authenticate api requests navigate to the administration menu on the bottom left of the platform interface click on account settings go to developer settings and select personal access tokens click on the create token button enter a unique name for your token click create token to generate your personal access token copy the newly generated personal access token from the screen and save it securely you will not be able to view this token again after closing the window 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=xentral\&app slug=xentral community\&app unique id=xentral pwntqx create the connection in {{product name}} log in in your make account , add the xentral 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 xentral 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 xentral modules after connecting to the xentral app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a purchase order this module allows you to cancel an existing purchase order within the system, ensuring that the order is no longer processed or fulfilled create a contact person adds a new contact person to your database, storing their details for easy management and future reference create a customer adds a new customer to your account by collecting and saving their details in the system create a customer address adds a new address to a customer's profile, allowing you to store and manage their contact or shipping details create a liability adds a new liability entry to your system, allowing you to track and manage financial obligations more effectively create a product adds a new product to your inventory system, allowing you to track and manage it within your stock create a purchase order creates a brand new purchase order in your system, allowing you to easily track and manage new orders from start to finish create a user adds a brand new user to your system, allowing you to register their details and grant them access create an invoice generates a detailed invoice within the system for a particular transaction or order, making it easy to track and manage your billing records delete a contact person permanently removes a selected contact person from your account, ensuring they are no longer stored or accessible within the service delete a customer permanently removes a selected customer and all their associated information from the service delete a customer address permanently removes a specific customer address from your database, ensuring that the selected address is no longer stored or accessible delete a draft sales order permanently removes a draft sales order from your system, ensuring it’s no longer available or visible in your sales records delete a product permanently removes a selected product from your inventory, ensuring it is no longer available or listed in your product catalog delete a user permanently removes a selected user and all their associated data from the system delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer available in the system get a contact person fetches detailed information about a specific contact person using their unique id get a customer fetches detailed information about a specific customer using their unique id or other identifying details get a customer address fetches detailed information about a specific customer address from the service get a liability fetches detailed information about a particular liability, such as its status, amount, and related details get a payment transaction fetches detailed information about a specific payment transaction, allowing you to view its status, amount, and other related details get a product fetches detailed information about a specific product from the service by using unique identifiers like the product id or product name get a purchase order fetches detailed information about a specific purchase order using its unique id get a sales order fetches detailed information about a specific sales order from the service get a user fetches detailed information about a specific user by using their unique user id get an invoice fetches a specific invoice from the service, allowing you to view all its details import a sales order adds a new sales order to your system by importing all the relevant order details list contact persons fetches a complete list of all contact persons, allowing you to view details for each individual in your account list customer addresses fetches and displays a complete list of all addresses associated with your customers, making it easy to view and manage customer address details list customers fetches a complete list of all customers stored in the service, allowing you to view and manage customer details easily list employees fetches a complete list of all employees from your system, allowing you to view details for each team member list invoices retrieves a complete list of all your invoices, allowing you to view and manage every invoice in your account list liabilities fetches a complete list of all liabilities, giving you an overview of every outstanding obligation in your account list products fetches a complete list of all products available in your store, allowing you to view and manage your entire product catalog list purchase orders fetches a complete list of all purchase orders from your account, allowing you to view and manage every order in one place list sales orders fetches a complete list of all sales orders, allowing you to view and manage every order in your system list users fetches a complete list of all users in your account, allowing you to view details for each user make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules release a purchase order this module releases a purchase order within the system, officially starting the procurement process and allowing your team to begin purchasing goods or services update a contact person updates the details of an existing contact person in the system with the latest information you provide, ensuring their profile stays current update a customer updates the details of an existing customer in the selected database, allowing you to modify their information as needed update a customer address updates the address information for an existing customer in your system, ensuring their contact details are current update a product updates the details of an existing product in your inventory system, such as its name, description, price, or stock levels update a purchase order updates an existing purchase order by applying your specified changes, such as modifying order details, updating quantities, or revising supplier information update a sales order updates the details of an existing sales order in your system, allowing you to modify information such as items, quantities, or customer details as needed update a user allows you to update specific information for an existing user in the system, such as their name, email address, or other profile details update an invoice updates an existing invoice in the system by adding or modifying its details, such as customer information, line items, amounts, or payment terms watch events the "watch events" module actively monitors your selected app for new events as they happen whenever a new event occurs, this module immediately detects it and brings the event data into your scenario, allowing you to automate actions based on those real time updates templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} xentral resources you can have access to more resources related to this app on the following links xentral website xentral documentation xentral api documentation xentral page on make