Table of Contents
Pandle is a free cloud accounting software made with real people in mind. Pandle makes it easy for any small business owner to become an expert bookkeeper.
API Overview
Pandle is a powerful tool that simplifies the process of managing your finances and automating your accounting tasks. With Pandle, you can easily connect your bank accounts, track your income and expenses, generate invoices and reports, and even automate your bill payments. Pandle's intuitive interface and robust feature set make it an ideal solution for small businesses, freelancers, and individuals looking to streamline their financial management. Whether you're just starting out or looking to take your business to the next level, Pandle has the tools you need to succeed.
Pandle's API provides a comprehensive set of REST APIs, webhooks, and documentation to enable developers to integrate Pandle's functionality into their own applications. The API documentation is extensive and provides clear and concise instructions on how to use each API endpoint. The REST APIs allow developers to access and manipulate data within Pandle, such as creating and managing invoices, customers, and products. Webhooks provide a way for developers to receive real-time notifications when certain events occur within Pandle, such as when a new invoice is created or a payment is received. Rate limits are in place to ensure that the API is not overloaded and to maintain the integrity of the system.
API Request Limits
Free Plan
100 requests per minute
Basic Plan
1000 requests per minute
Professional Plan
5000 requests per minute
Enterprise Plan
10000 requests per minute
SDKs
APIs
Method: GET
Description: Get a list of accounts.
Endpoint: accounts
Parameters: name, account_type, contact_name, email, phone, address, city, state, zip, country, active_status, default_due_days, default_discount, currency_format, invoice_terms, invoice_template, notes, default_tax_rate, created_at, updated_at
Method: GET
Description: Get an account by id.
Endpoint: accounts/{id}
Parameters: id
Method: POST
Description: Create an account.
Endpoint: accounts
Parameters: name, account_type, contact_name, email, phone, address, city, state, zip, country, active_status, default_due_days, default_discount, currency_format, invoice_terms, invoice_template, notes, default_tax_rate
Method: PUT
Description: Update an account.
Endpoint: accounts/{id}
Parameters: id, name, account_type, contact_name, email, phone, address, city, state, zip, country, active_status, default_due_days, default_discount, currency_format, invoice_terms, invoice_template, notes, default_tax_rate
Method: PATCH
Description: Update an account.
Endpoint: accounts/{id}
Parameters: id, name, account_type, contact_name, email, phone, address, city, state, zip, country, active_status, default_due_days, default_discount, currency_format, invoice_terms, invoice_template, notes, default_tax_rate
Method: GET
Description: Get a list of contacts.
Endpoint: contacts
Parameters: name, email, company, role, phone, address, city, state, zip, country, notes, created_at, updated_at
Method: GET
Description: Get a contact by id.
Endpoint: contacts/{id}
Parameters: id
Method: POST
Description: Create a contact.
Endpoint: contacts
Parameters: name, email, company, role, phone, address, city, state, zip, country, notes
Method: PUT
Description: Update a contact.
Endpoint: contacts/{id}
Parameters: id, name, email, company, role, phone, address, city, state, zip, country, notes
Method: PATCH
Description: Update a contact.
Endpoint: contacts/{id}
Parameters: id, name, email, company, role, phone, address, city, state, zip, country, notes
Method: GET
Description: Get a list of estimates.
Endpoint: estimates
Parameters: customer_id, contact_id, estimate_date, due_date, status, total_amount, discount, tax_amount, notes, terms, created_at, updated_at
Method: GET
Description: Get an estimate by id.
Endpoint: estimates/{id}
Parameters: id
Method: POST
Description: Create an estimate.
Endpoint: estimates
Parameters: customer_id, contact_id, estimate_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: PUT
Description: Update an estimate.
Endpoint: estimates/{id}
Parameters: id, customer_id, contact_id, estimate_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: PATCH
Description: Update an estimate.
Endpoint: estimates/{id}
Parameters: id, customer_id, contact_id, estimate_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: DELETE
Description: Delete an estimate.
Endpoint: estimates/{id}
Parameters: id
Method: GET
Description: Get estimate items by estimate id.
Endpoint: estimates/{id}/items
Parameters: id
Method: POST
Description: Create an estimate item.
Endpoint: estimates/{id}/items
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: PUT
Description: Update an estimate item.
Endpoint: estimates/{id}/items/{item_id}
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: PATCH
Description: Update an estimate item.
Endpoint: estimates/{id}/items/{item_id}
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: DELETE
Description: Delete an estimate item.
Endpoint: estimates/{id}/items/{item_id}
Parameters: id, item_id
Method: GET
Description: Get a list of expenses.
Endpoint: expenses
Parameters: date, amount, category, description, created_at, updated_at
Method: GET
Description: Get an expense by id.
Endpoint: expenses/{id}
Parameters: id
Method: POST
Description: Create an expense.
Endpoint: expenses
Parameters: date, amount, category, description
Method: PUT
Description: Update an expense.
Endpoint: expenses/{id}
Parameters: id, date, amount, category, description
Method: PATCH
Description: Update an expense.
Endpoint: expenses/{id}
Parameters: id, date, amount, category, description
Method: DELETE
Description: Delete an expense.
Endpoint: expenses/{id}
Parameters: id
Method: GET
Description: Get a list of invoices.
Endpoint: invoices
Parameters: date, due_date, status, total_amount, discount, tax_amount, notes, terms, created_at, updated_at
Method: GET
Description: Get an invoice by id.
Endpoint: invoices/{id}
Parameters: id
Method: POST
Description: Create an invoice.
Endpoint: invoices
Parameters: customer_id, contact_id, invoice_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: PUT
Description: Update an invoice.
Endpoint: invoices/{id}
Parameters: id, customer_id, contact_id, invoice_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: PATCH
Description: Update an invoice.
Endpoint: invoices/{id}
Parameters: id, customer_id, contact_id, invoice_date, due_date, status, total_amount, discount, tax_amount, notes, terms
Method: DELETE
Description: Delete an invoice.
Endpoint: invoices/{id}
Parameters: id
Method: GET
Description: Get invoice items by invoice id.
Endpoint: invoices/{id}/items
Parameters: id
Method: POST
Description: Create an invoice item.
Endpoint: invoices/{id}/items
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: PUT
Description: Update an invoice item.
Endpoint: invoices/{id}/items/{item_id}
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: PATCH
Description: Update an invoice item.
Endpoint: invoices/{id}/items/{item_id}
Parameters: id, item_id, quantity, unit_price, discount, tax_amount
Method: DELETE
Description: Delete an invoice item.
Endpoint: invoices/{id}/items/{item_id}
Parameters: id, item_id
Method: GET
Description: Get a list of items.
Endpoint: items
Parameters: name, description, unit_price, tax_amount, created_at, updated_at
Method: GET
Description: Get an item by id.
Endpoint: items/{id}
Parameters: id
Method: POST
Description: Create an item.
Endpoint: items
Parameters: name, description, unit_price, tax_amount
Method: PUT
Description: Update an item.
Endpoint: items/{id}
Parameters: id, name, description, unit_price, tax_amount
Method: PATCH
Description: Update an item.
Endpoint: items/{id}
Parameters: id, name, description, unit_price, tax_amount
Method: DELETE
Description: Delete an item.
Endpoint: items/{id}
Parameters: id
Method: GET
Description: Get a list of payments.
Endpoint: payments
Parameters: date, amount, method, status, notes, created_at, updated_at
Method: GET
Description: Get a payment by id.
Endpoint: payments/{id}
Parameters: id
Method: POST
Description: Create a payment.
Endpoint: payments
Parameters: invoice_id, date, amount, method, notes
Method: PUT
Description: Update a payment.
Endpoint: payments/{id}
Parameters: id, invoice_id, date, amount, method, notes
Method: PATCH
Description: Update a payment.
Endpoint: payments/{id}
Parameters: id, invoice_id, date, amount, method, notes
Method: DELETE
Description: Delete a payment.
Endpoint: payments/{id}
Parameters: id
Method: GET
Description: Get a list of projects.
Endpoint: projects
Parameters: name, description, start_date, end_date, notes, created_at, updated_at
Method: GET
Description: Get a project by id.
Endpoint: projects/{id}
Parameters: id
Method: POST
Description: Create a project.
Endpoint: projects
Parameters: name, description, start_date, end_date, notes
Method: PUT
Description: Update a project.
Endpoint: projects/{id}
Parameters: id, name, description, start_date, end_date, notes
Method: PATCH
Description: Update a project.
Endpoint: projects/{id}
Parameters: id, name, description, start_date, end_date, notes
Method: DELETE
Description: Delete a project.
Endpoint: projects/{id}
Parameters: id
Method: GET
Description: Get a list of reports.
Endpoint: reports
Parameters: start_date, end_date, type, created_at, updated_at
Method: GET
Description: Get a report by id.
Endpoint: reports/{id}
Parameters: id
Method: POST
Description: Create a report.
Endpoint: reports
Parameters: start_date, end_date, type
Method: PUT
Description: Update a report.
Endpoint: reports/{id}
Parameters: id, start_date, end_date, type
Method: PATCH
Description: Update a report.
Endpoint: reports/{id}
Parameters: id, start_date, end_date, type
Method: DELETE
Description: Delete a report.
Endpoint: reports/{id}
Parameters: id
Method: GET
Description: Get a list of tax rates.
Endpoint: tax_rates
Parameters: name, rate, created_at, updated_at
Method: GET
Description: Get a tax rate by id.
Endpoint: tax_rates/{id}
Parameters: id
Method: POST
Description: Create a tax rate.
Endpoint: tax_rates
Parameters: name, rate
Method: PUT
Description: Update a tax rate.
Endpoint: tax_rates/{id}
Parameters: id, name, rate
Method: PATCH
Description: Update a tax rate.
Endpoint: tax_rates/{id}
Parameters: id, name, rate
Method: DELETE
Description: Delete a tax rate.
Endpoint: tax_rates/{id}
Parameters: id
Method: GET
Description: Get a list of users.
Endpoint: users
Parameters: name, email, role, created_at, updated_at
Method: GET
Description: Get a user by id.
Endpoint: users/{id}
Parameters: id
Method: POST
Description: Create a user.
Endpoint: users
Parameters: name,
FAQ
How do I authenticate with the Pandle API?
You can authenticate with the Pandle API using OAuth 2.0 with the authorization code grant type.
What are the rate limits for the Pandle API?
The rate limits for the Pandle API are based on your subscription plan. For more information, please see our API documentation.
How do I create a sandbox account?
You can create a sandbox account by signing up for a Pandle developer account. Once you have a developer account, you can create a sandbox account from the dashboard.
What is the difference between a developer account and a regular account?
A developer account is designed for developers who want to integrate with the Pandle API. A regular account is for businesses who want to use the Pandle platform to manage their finances.
How do I get support for the Pandle API?
You can get support for the Pandle API by emailing our support team at support@pandle.com.