Pennylane - Nango Docs

Overview

Pre-built tooling

Pre-built integrations

Access requirements

Setup guide

Useful links

API gotchas

Pre-built tooling

✅ Authorization

Tools	Status
Pre-built authorization (OAuth)	✅
Credentials auto-refresh	✅
Auth parameters validation	✅
Pre-built authorization UI	✅
Custom authorization UI	✅
Expired credentials detection	✅

✅ Read & write data

Tools	Status
Pre-built integrations	✅
API unification	✅
2-way sync	✅
Webhooks from Nango on data modifications	✅
Real-time webhooks from 3rd-party API	🚫 (time to contribute: <48h)
Proxy requests	✅

✅ Observability & data quality

Tools	Status
HTTP request logging	✅
End-to-end type safety	✅
Data runtime validation	✅
OpenTelemetry export	✅
Slack alerts on errors	✅
Integration status API	✅

✅ Customization

Tools	Status
Create or customize use-cases	✅
Pre-configured pagination	🚫 (time to contribute: <48h)
Pre-configured rate-limit handling	✅
Per-customer configurations	✅

Others

Function name	Description	Type	Source code
`categorize-customer-invoice`	Replace categories assigned to a customer invoice.	Action	🔗 Github
`categorize-customer`	Replace the analytical categories assigned to a customer.	Action	🔗 Github
`categorize-supplier-invoice`	Replace categories assigned to a supplier invoice.	Action	🔗 Github
`categorize-supplier`	Replace categories assigned to a supplier	Action	🔗 Github
`categorize-transaction`	Replace categories assigned to a bank transaction.	Action	🔗 Github
`create-analytical-general-ledger-export`	Create an Analytical General Ledger export job.	Action	🔗 Github
`create-bank-account`	Create a bank account	Action	🔗 Github
`create-company-customer`	Create a company customer	Action	🔗 Github
`create-customer-invoice-from-quote`	Create a customer invoice from an existing quote	Action	🔗 Github
`create-customer-invoice`	Create a draft or finalized customer invoice or credit note	Action	🔗 Github
`create-fec-export`	Create a FEC export job.	Action	🔗 Github
`create-general-ledger-export`	Create a General Ledger export job.	Action	🔗 Github
`create-individual-customer`	Create an individual customer.	Action	🔗 Github
`create-journal`	Create an accounting journal	Action	🔗 Github
`create-ledger-account`	Create a ledger account	Action	🔗 Github
`create-ledger-entry`	Create a balanced ledger entry.	Action	🔗 Github
`create-product`	Create a product in Pennylane	Action	🔗 Github
`create-quote`	Create a quote.	Action	🔗 Github
`create-sepa-mandate`	Create a SEPA mandate.	Action	🔗 Github
`create-supplier`	Create a supplier in Pennylane	Action	🔗 Github
`create-transaction`	Create a bank transaction.	Action	🔗 Github
`delete-draft-customer-invoice`	Delete a draft customer invoice or draft credit note.	Action	🔗 Github
`delete-sepa-mandate`	Delete a SEPA mandate.	Action	🔗 Github
`get-analytical-general-ledger-export`	Retrieve Analytical General Ledger export job metadata	Action	🔗 Github
`get-bank-account`	Retrieve a bank account.	Action	🔗 Github
`get-category-group`	Retrieve an analytical category group.	Action	🔗 Github
`get-category`	Retrieve an analytical category.	Action	🔗 Github
`get-company-customer`	Retrieve a company customer by ID.	Action	🔗 Github
`get-current-user-profile`	Retrieve the Pennylane company and user associated with the token.	Action	🔗 Github
`get-customer-invoice`	Retrieve a customer invoice or credit note.	Action	🔗 Github
`get-customer`	Retrieve a customer by ID.	Action	🔗 Github
`get-fec-export`	Retrieve FEC export job metadata	Action	🔗 Github
`get-general-ledger-export`	Retrieve General Ledger export job metadata.	Action	🔗 Github
`get-individual-customer`	Retrieve an individual customer by ID.	Action	🔗 Github
`get-journal`	Retrieve an accounting journal.	Action	🔗 Github
`get-ledger-account`	Retrieve a ledger account.	Action	🔗 Github
`get-ledger-entry-line`	Retrieve a ledger entry line.	Action	🔗 Github
`get-ledger-entry`	Retrieve a ledger entry.	Action	🔗 Github
`get-product`	Retrieve a product.	Action	🔗 Github
`get-purchase-request`	Retrieve a purchase request	Action	🔗 Github
`get-quote`	Retrieve a quote.	Action	🔗 Github
`get-sepa-mandate`	Retrieve a SEPA mandate	Action	🔗 Github
`get-supplier-invoice`	Retrieve a supplier invoice	Action	🔗 Github
`get-supplier`	Retrieve a supplier.	Action	🔗 Github
`get-transaction`	Retrieve a bank transaction.	Action	🔗 Github
`get-trial-balance`	Retrieve the trial balance for a period.	Action	🔗 Github
`letter-ledger-entry-lines`	Letter ledger entry lines together	Action	🔗 Github
`link-credit-note-to-customer-invoice`	Link a credit note to a customer invoice	Action	🔗 Github
`link-ledger-entry-line-categories`	Replace categories assigned to a ledger entry line.	Action	🔗 Github
`link-purchase-request-to-supplier-invoice`	Link one purchase request to a supplier invoice	Action	🔗 Github
`list-bank-accounts`	List bank accounts	Action	🔗 Github
`list-bank-establishments`	List bank establishments.	Action	🔗 Github
`list-billing-subscriptions`	List billing subscriptions	Action	🔗 Github
`list-categories`	List analytical categories.	Action	🔗 Github
`list-category-group-categories`	List categories belonging to a category group.	Action	🔗 Github
`list-category-groups`	List analytical category groups.	Action	🔗 Github
`list-customer-categories`	List categories assigned to a customer.	Action	🔗 Github
`list-customer-changes`	List customer change events from the changelog API.	Action	🔗 Github
`list-customer-contacts`	List contacts for a customer	Action	🔗 Github
`list-customer-invoice-appendices`	List appendices for a customer invoice	Action	🔗 Github
`list-customer-invoice-categories`	List categories for a customer invoice	Action	🔗 Github
`list-customer-invoice-changes`	List customer invoice change events from the changelog API.	Action	🔗 Github
`list-customer-invoice-custom-header-fields`	List custom header fields for a customer invoice.	Action	🔗 Github
`list-customer-invoice-line-sections`	List invoice line sections for a customer invoice.	Action	🔗 Github
`list-customer-invoice-lines`	List invoice lines for a customer invoice	Action	🔗 Github
`list-customer-invoice-matched-transactions`	List transactions matched to a customer invoice.	Action	🔗 Github
`list-customer-invoice-payments`	List payments for a customer invoice.	Action	🔗 Github
`list-customer-invoice-templates`	List customer invoice templates.	Action	🔗 Github
`list-customer-invoices`	List customer invoices and credit notes.	Action	🔗 Github
`list-customers`	List company and individual customers.	Action	🔗 Github
`list-fiscal-years`	List company fiscal years.	Action	🔗 Github
`list-gocardless-mandates`	List GoCardless mandates	Action	🔗 Github
`list-journals`	List accounting journals.	Action	🔗 Github
`list-ledger-accounts`	List ledger accounts	Action	🔗 Github
`list-ledger-entries`	List ledger entries.	Action	🔗 Github
`list-ledger-entry-line-categories`	List categories assigned to a ledger entry line	Action	🔗 Github
`list-ledger-entry-lines-for-entry`	List ledger entry lines of a ledger entry.	Action	🔗 Github
`list-ledger-entry-lines`	List ledger entry lines.	Action	🔗 Github
`list-lettered-ledger-entry-lines`	List ledger entry lines sharing the same lettering as a given line.	Action	🔗 Github
`list-pa-registrations`	List PA registrations for the company.	Action	🔗 Github
`list-pro-account-mandates`	List Pro Account payment mandates	Action	🔗 Github
`list-product-changes`	List product change events from the changelog API.	Action	🔗 Github
`list-products`	List products.	Action	🔗 Github
`list-purchase-requests`	List purchase requests.	Action	🔗 Github
`list-quote-appendices`	List appendices for a quote.	Action	🔗 Github
`list-quote-changes`	List quote change events from the changelog API.	Action	🔗 Github
`list-quote-invoice-line-sections`	List invoice line sections for a quote	Action	🔗 Github
`list-quote-invoice-lines`	List invoice lines for a quote	Action	🔗 Github
`list-quotes`	List quotes.	Action	🔗 Github
`list-sepa-mandates`	List SEPA mandates.	Action	🔗 Github
`list-supplier-categories`	List categories assigned to a supplier.	Action	🔗 Github
`list-supplier-changes`	List supplier change events from the changelog API.	Action	🔗 Github
`list-supplier-invoice-categories`	List categories for a supplier invoice	Action	🔗 Github
`list-supplier-invoice-changes`	List supplier invoice change events from the changelog API.	Action	🔗 Github
`list-supplier-invoice-lines`	List invoice lines for a supplier invoice.	Action	🔗 Github
`list-supplier-invoice-matched-transactions`	List transactions matched to a supplier invoice.	Action	🔗 Github
`list-supplier-invoice-payments`	List payments for a supplier invoice	Action	🔗 Github
`list-supplier-invoices`	List supplier invoices.	Action	🔗 Github
`list-suppliers`	List suppliers.	Action	🔗 Github
`list-transaction-categories`	List categories assigned to a bank transaction.	Action	🔗 Github
`list-transaction-changes`	List transaction change events from the changelog API.	Action	🔗 Github
`list-transaction-matched-invoices`	List invoices matched to a bank transaction	Action	🔗 Github
`list-transactions`	List bank transactions.	Action	🔗 Github
`mark-customer-invoice-paid`	Mark a customer invoice as paid without automatic reconciliation.	Action	🔗 Github
`match-transaction-to-customer-invoice`	Match one bank transaction to a customer invoice	Action	🔗 Github
`match-transaction-to-supplier-invoice`	Match one bank transaction to a supplier invoice	Action	🔗 Github
`send-customer-invoice-by-email`	Send a finalized or imported customer invoice by email.	Action	🔗 Github
`send-gocardless-mandate-email-request`	Send a GoCardless mandate email request	Action	🔗 Github
`send-quote-by-email`	Send a quote by email	Action	🔗 Github
`unletter-ledger-entry-lines`	Unletter ledger entry lines.	Action	🔗 Github
`unmatch-transaction-from-customer-invoice`	Unmatch a bank transaction from a customer invoice	Action	🔗 Github
`unmatch-transaction-from-supplier-invoice`	Unmatch a bank transaction from a supplier invoice	Action	🔗 Github
`update-company-customer`	Update a company customer	Action	🔗 Github
`update-customer-invoice`	Update a customer invoice.	Action	🔗 Github
`update-imported-customer-invoice`	Update an imported customer invoice or credit note.	Action	🔗 Github
`update-individual-customer`	Update an individual customer	Action	🔗 Github
`update-ledger-account`	Update a ledger account	Action	🔗 Github
`update-ledger-entry`	Update a ledger entry.	Action	🔗 Github
`update-product`	Update a product in Pennylane	Action	🔗 Github
`update-quote-status`	Update the status of a quote.	Action	🔗 Github
`update-quote`	Update a quote.	Action	🔗 Github
`update-sepa-mandate`	Update a SEPA mandate.	Action	🔗 Github
`update-supplier-invoice-payment-status`	Update a supplier invoice payment status.	Action	🔗 Github
`update-supplier-invoice`	Update a supplier invoice.	Action	🔗 Github
`update-supplier`	Update a supplier in Pennylane	Action	🔗 Github
`update-transaction`	Update a bank transaction	Action	🔗 Github
`validate-supplier-invoice-accounting`	Validate accounting for a supplier invoice.	Action	🔗 Github
`bank-accounts`	Sync bank accounts.	Sync	🔗 Github
`bank-establishments`	Sync bank establishments	Sync	🔗 Github
`billing-subscriptions`	Sync billing subscriptions.	Sync	🔗 Github
`categories`	Sync analytical categories	Sync	🔗 Github
`category-groups`	Sync analytical category groups	Sync	🔗 Github
`customer-invoice-templates`	Sync customer invoice templates	Sync	🔗 Github
`customer-invoices`	Continuously sync customer invoices and credit notes.	Sync	🔗 Github
`customers`	Fetches a list of customers from pennylane	Sync	🔗 Github
`fiscal-years`	Sync company fiscal years.	Sync	🔗 Github
`gocardless-mandates`	Sync GoCardless mandates.	Sync	🔗 Github
`invoices`	Fetches a list of customer invoices from pennylane	Sync	🔗 Github
`journals`	Sync journals.	Sync	🔗 Github
`ledger-accounts`	Sync ledger accounts.	Sync	🔗 Github
`ledger-entries`	Sync ledger entries.	Sync	🔗 Github
`ledger-entry-lines`	Sync ledger entry lines	Sync	🔗 Github
`mandate-migration-candidates`	Sync mandates eligible for Pro Account migration.	Sync	🔗 Github
`pa-registrations`	Sync PA registrations.	Sync	🔗 Github
`pro-account-mandates`	Sync Pro Account payment mandates	Sync	🔗 Github
`products`	Fetches a list products from pennylane	Sync	🔗 Github
`purchase-requests`	Sync purchase requests.	Sync	🔗 Github
`quotes`	Continuously sync quotes.	Sync	🔗 Github
`sepa-mandates`	Sync SEPA mandates.	Sync	🔗 Github
`supplier-invoices`	Continuously sync supplier invoices.	Sync	🔗 Github
`suppliers`	Fetches a list of suppliers from pennylane	Sync	🔗 Github
`transactions`	Continuously sync bank transactions.	Sync	🔗 Github

Access requirements

Pre-Requisites	Status	Comment
Paid dev account	❓
Paid test account	❓
Partnership	❓
App review	❓
Security audit	❓

Setup guide

No setup guide yet.

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Useful links

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API gotchas

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Pendo (OAuth)Pennylane (Company API)

⌘I

​Overview

Pre-built tooling

Pre-built integrations

Access requirements

Setup guide

Useful links

API gotchas

​Pre-built tooling

​Others

​Access requirements

​Setup guide

​Useful links

​API gotchas

Overview

Pre-built tooling

Others

Access requirements

Setup guide

Useful links

API gotchas