GlanceDocs

ERP & Accounting Integration

Guide

Connect Glance with your ERP or accounting system to keep financial data synchronized.

Data Export

Use the Reports API to export financial data:

  • POST /reports/income — Revenue and expense summary
  • POST /reports/expenses — Detailed expense report
  • POST /reports/documents — All document data for a period
  • POST /reports/maam — VAT report for tax filing

Custom Fields for Mapping

Use Custom Fields to store ERP-specific IDs on clients and products:

{
  "label": "ERP Customer ID",
  "entityType": "client",
  "fieldType": "text",
  "required": false
}

Sync Strategy

We recommend a polling-based sync strategy:

  1. Poll GET /documents with date range filters every 15 minutes
  2. Match documents to your ERP records using document IDs or client references
  3. Use GET /settings for tax rates and company info
  4. Use the Reports API for period-end reconciliation