iDocuments Connector Reference

Connect an integration to iDocuments using the iDocuments Connector for Saltbox.

Actions Reference provides details for actions used to build a workflow.
Workflow Trigger Reference provides details on how to configure advanced settings to fetch the data needed by a workflow.
- Format Settings Reference provides details about how to handle and pre-process trigger data.

Release Notes for iDocuments Connector

iDocuments Connector updated - v1.15.0

v1.15.0 - November 27, 2023

iDocuments Connector version 1.15.0 adds a new action to Get a Sales Quotation.

iDocuments Connector updated - v1.14.1

v1.14.1 - November 7, 2023

iDocuments Connector version 1.14.1 fixes a bug when using raw message source (69967).

iDocuments Connector updated - v1.14.0

v1.14.0 - August 8, 2023

iDocuments Connector version 1.14.0 adds Approved Landed Costs message source and Patch Landed Costs action.

iDocuments Connector updated - v1.13.1

v1.13.1 - January 9, 2023

iDocuments Connector version 1.13.1 fixes a bug where non-printable characters caused failure during data conversion (62898). These characters are no longer included in the resulting workflow data.

iDocuments Connector updated - v1.13.0

v1.13.0 - April 18, 2022

iDocuments Connector version 1.13.0 adds a new action to extract UDFs from B1 marketing documents and add them to iDocument transactional documents.

iDocuments Connector updated - v1.12.0

v1.12.0 - April 11, 2022

iDocuments Connector version 1.12.0 adds a new action to add UDFs from B1 marketing documents to iDocument transactional documents.

iDocuments Connector updated - v1.11.2

v1.11.2 - April 4, 2022

iDocuments Connector version 1.11.2 adds default settings to workflow triggers.

iDocuments Connector updated - v1.11.1

v1.11.1 - March 7, 2022

iDocuments Connector version 1.11.1 adds document type details to each trigger's output data.

iDocuments Connector updated - v1.11.0

v1.11.0 - February 28, 2022

iDocuments Connector version 1.11.0 adds support for selecting and updating a document based on a dynamically supplied document type.

iDocuments Connector updated - v1.10.1

v1.10.1 - November 8, 2021

iDocuments Connector version 1.10.1 adds the ability to filter desired data in "Get Groups" and "Get Users" actions.

iDocuments Connector updated - v1.10.0

v1.10.0 - October 18, 2021

iDocuments Connector version 1.10.0 adds a new action "Add a Transaction Log".

iDocuments Connector updated - v1.9.0

v1.9.0 - August 23, 2021

iDocuments Connector version 1.9.0 adds new actions "Get Groups" and "Get Users".

iDocuments Connector updated - v1.8.0

v1.8.0 - August 2, 2021

iDocuments Connector version 1.8.0 adds support for flagging a purchase order as updated in iDocuments.

iDocuments Connector updated - v1.7.0

v1.7.0 - July 26, 2021

iDocuments Connector version 1.7.0 adds a new action to get a purchase order.

iDocuments Connector updated - v1.6.0

v1.6.0 - July 19, 2021

iDocuments Connector version 1.6.0 adds new actions to support down payment purchase invoices, goods receipt notes, purchase requisitions and goods return notes.

iDocuments Connector updated - v1.5.0

v1.5.0 - July 12, 2021

iDocuments Connector version 1.5.0 fixes a bug where line items were not properly created for all objects. This update also includes usability updates to config forms.

iDocuments Connector updated - v1.4.0

v1.4.0 - July 5, 2021

iDocuments Connector version 1.4.0 fixes a bug in the "Create Purchase Requisition" action where line items are not created. A new trigger message source has been added to support purchase invoices.

iDocuments Connector updated - v1.3.3

v1.3.3 - June 21, 2021

iDocuments Connector version 1.3.3 fixes an issue where Purchase Order Details result in a "potentially dangerous path (:)" error.

iDocuments Connector updated - v1.3.2

v1.3.2 - June 14, 2021

iDocuments Connector version 1.3.2 fixes a bug in the visual data mapper target schema for Purchase Requisitions.

iDocuments Connector updated - v1.3.1

v1.3.1 - June 7, 2021

iDocuments Connector version 1.3.1 fixes an issue when handling empty or missing details, and fixes an issue when fetching System or Company settings.

iDocuments Connector updated - v1.3.0

v1.3.0 - May 31, 2021

iDocuments Connector version 1.3.0 adds new actions attachments and system settings.

iDocuments Connector updated - v1.2.0

v1.2.0 - May 25, 2021

iDocuments Connector version 1.2.0 adds new actions for sales deliveries, sales invoices and company settings.

iDocuments Connector updated - v1.1.0

v1.1.0 - May 17, 2021

iDocuments Connector version 1.1.0 provides full support for the purchase transaction module.

iDocuments Connector launched - v1.0.0

v1.0.0 - May 10, 2021

iDocuments Connector version 1.0.0 provides full support for the purchase transaction module.