Integrating with Invoiced

Prerequisites

Invoiced Setup Add Webhook URL Create an API Key

Prerequisites

To connect Invoiced to Drivetrain, you need:

• An active Invoiced production account

• Admin privileges on Invoiced

Invoiced Setup

Drivetrain uses Fivetran to integrate with Invoiced, you have to add a webhook URL and create an API key to complete this Integration. In this guide, you will find detailed steps on how to add both items.

Step 1: Add Webhook URL

1. Log in to your Invoiced account account and on the navigation menu click on Settings

2. On the Integrations tile, click on Developers

1. Click Integrations > New Webhook.

2. Reach out to Drivetrain's Data Integration Manager or Customer Success Manager for webhook URL.

3. Set the Enabled toggle to ON

4. In the Enabled Events section, select Select events.

5. Select the following events:

   • credit_note.deleted

   • customer.deleted

   • estimate.deleted

   • invoice.deleted

   • note.deleted

   • payment.deleted

   • subscription.deleted

   • task.deleted

6. Click Save.

Step 2: Create an API key

1. Go back to Invoiced home page, and on the navigation menu, click Settings.

2. On the Integrations tile, click on Developers

3. Click API Keys > New API Key.

4. Make a note of the API Key.

That’s it! Share the API key with your data integrations manager or customer success manager so they can get started!