Maconomy Integration
Manage timesheets, expenses, jobs, and budgets
ERP 57 actions Username and password
Start automating Maconomy
Manage timesheets, expenses, jobs, and budgets
ERP 57 actions Username and password
Start automating MaconomyDrag any of these 57 actions into a process — no code, no API wrangling.
Append a supplier line to an item (itemsuppliers).
Append an entry line to a general journal's table pane.
Append a price line to a price list's table pane.
Append a line to a record's table pane (e.g. a timesheet line or journal entry).
Add a time-entry line to an employee's timesheet for a period.
Create a customer/prospect (customercard), optionally submitting/approving it.
Create an employee record.
Create an item (itemcard).
Create a job/project, optionally submitting/approving it.
Create a general-journal header.
Create a price-list header.
Create a card record in any container, optionally submitting/approving it.
Create a Maconomy user.
Delete a customer (customercard) by customer number.
Delete an employee record by employee number.
Delete an item (itemcard) by item number.
Delete a job/project by job number.
Delete a general journal by journal number.
Delete a price list by number and issue.
Delete a card record from any container by key.
Delete a user by user name.
Return the live, per-install field catalog for a container — field names, types, titles, required/read-only flags and enum options — so a designer can render typed form fields instead of a freeform data object. Reads the container's configuration metadata (read-only).
Download a Maconomy file-drop URL (e.g. a printed PDF) to the local machine.
Query any container with a fields/restriction/order/paging filter (read-only).
Load a single GL account (accountcard) by account number — read-only filter query.
Load a single customer by customer number.
Load a single employee by employee number.
Load a single item (itemcard) by item number.
Load a single job/project by job number.
Load a single general journal by journal number.
Load a single price list by number and issue.
Load a single record from any container by key (read-only).
Load a timesheet (header + lines) for an employee and period.
Load a single user by user name.
Load a single vendor (vendorcard) by vendor number — read-only filter query.
List GL accounts (accountcard) — read-only filter query.
List customers/prospects (customercard).
List employees.
List the supplier lines for an item (itemsuppliers).
List items (itemcard).
List jobs/projects (excludes templates).
List price-list headers.
List timesheet periods.
List Maconomy users.
List vendors (vendorcard) — read-only filter query.
Fire a record's print action and download the generated PDF to the local machine.
Fire a workflow action (submit/approve/post/close/reopen/reject) on a loaded record.
Submit an employee's timesheet for approval.
Update fields on an existing customer (customercard).
Update fields on an existing employee record.
Update fields on an existing item (itemcard).
Update fields on an existing job/project.
Update fields on an existing general-journal header.
Update fields on an existing price list (by number and issue).
Update fields on an existing card record in any container.
Update fields on an existing user.
Upload a local file to a Maconomy file drop; returns the file-drop URL for a card action.
Maconomy uses username and password. Save the connection once and reuse it across every process.
Drop Maconomy steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Maconomy has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Maconomy automation in your business inside a week, at a fixed price.
