Connectors / Service / Ordway

Smart billing and revenue automation platform for scaling businesses to bridge sales-to-finance workflows, from CRM to general ledger, by managing recurring subscriptions, contact details, pricing transactions, invoicing customers, collecting payments. (updated: 1612785190928)

Ordway

Ordway is a billing and revenue automation platform that integrates CRM, businesses, and financial systems.

Overview

The Ordway billing and revenue automation platform is the flexible bridge between CRM, business systems, and general ledger that accomplishes all the billing and revenue management tasks in between.

API INFO: The Base URL used for the Ordway connector is https://api.ordwaylabs.com/api/v1. More information can be found on their main API documentation (v1) site.

Authentication

Within the workflow builder, highlight the Ordway connector.

In the Ordway connector properties panel to the right of the builder, click on the Authenticate tab and the 'Add new authentication' button.

ordway-auth

This will result in a Tray.io authentication pop-up model. The first page will ask you to name your authentication and select the type of authentication you wish to create ('Personal' or 'Organisational').

The next page asks you for your 'Company', 'User email', 'User token', and 'API key' credentials.

ordway-auth-popups

In order to get these fields, head to your Ordway dashboard. Navigate to Menu -> Setup -> Organization Structure -> Company Profile to get the Company Name.

ordway-auth-step-1

To get the 'User email' and 'User token', head to Setup -> Organization Structure -> Users.

ordway-auth-step-2

In order to get API key, please contact Ordway customer success team and it will be generated for your company.

Once you have added these fields to your Tray.io authentication pop-up window, click the 'Create authentication' button.

Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Using the Raw HTTP Request ('Universal Operation')

As of version 1.0, you can effectively create your own operations.

This is a very powerful feature which you can put to use when there is an endpoint in Ordway which is not used by any of our operations.

To use this you will first of all need to research the endpoint in the Ordway API documentation v1.0, to find the exact format that Ordway will be expecting the endpoint to be passed in.

Note that you will only need to add the suffix to the endpoint, as the base URL will be automatically set (the base URL is picked up from the value you entered when you created your authentication).

The base URL for Ordway is: https://api.ordwaylabs.com/api/v1

For example, say that the 'List products' operation did not exist in our Ordway connector, and you wanted to use this endpoint. You would use the Ordway API docs to find the relevant endpoint - which in this case is a GET request called: /products.

More details about this endpoint can be found here.

ordway-get-url

As you can see, there is also the option to include a query parameter, should you wish to do so. So if you know what your method, endpoint, and details of your query parameters are, you can get the list of products information with the following settings:

Method: GET

Endpoint: /products

Query Parameter: Key: size Value: 10

Body Type: None

Final outcome being: https://api.ordwaylabs.com/api/v1/products?size=10

ordway-raw-http

Example Usage

TRAY POTENTIAL: Tray.io is extremely flexible. By design there is no fixed way of working with it - you can pull whatever data you need from other services and work with it using our core and helper connectors. This demo which follows shows only one possible way of working with Tray.io and the Ordway connector. Once you've finished working through this example please see our Introduction to working with data and jsonpaths page and Data Guide for more details.

Below is an example of a way in which you could potentially use the Ordway connector, to retrieve detailed information about customers.

The steps will be as follows:

  1. Setup using a manual trigger and retrieve a list of all the customers.

  2. Add a Loop connector to iterate through the list of customers.

  3. Get detailed information for an individual customer.

The final outcome should look like this:

ordway-complete-workflow

1 - Setup a manual trigger

Once you have clicked 'Create new workflow' from your main Tray.io dashboard named it, select the Manual trigger from the trigger options available:

ordway-manual-trigger

2 - Fetch customers and loop through the list

After you have been redirected to the Tray.io workflow dashboard, from the connectors panel on the left, add an Ordway connector to your second step. Set the operation to 'List customers'.

ordway-step-1

Feel free to re-name your steps as you go along to make things clearer for yourself and other users.

When run, this workflow will list all the customers within the Ordway account under your credentials.

Next, search for the 'Loop collection' connector within your connector panel, and drag it into your workflow as your next step. Set your operations to 'Loop list'.

The Loop Collection connector allows you to iterate through a list of results. In this example, we will use it to iterate through the data found within the previous 'List datasets' connector step.

In order to specify the list you want to loop through, start by using the 'List' mapping icon (found next to the list input field, within the properties panel) to generate the connector-snake.

While hovering over the 'List customers' step (with the tail end of the connector-snake), select items from the list of output properties displayed. This will auto-populate a jsonpath within your 'List' input field and update the type selector to jsonpath.

JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details.

CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.

ordway-step-2-loop

Now, when the workflow is run, the Loop Collection step will iterate through each item found within the previously created list.

3 - Get all customer information

The final step is to drag a final Ordway connector INSIDE of the actual Loop Collection step itself. Set the operation to 'Get all customer information'. As you can see, the 'Customer ID' fields is required.

In the 'Customer ID' field use the connector-snake once more and assign it to the id value, produced by the Loop Collection connector from the previous step.

ordway-step-3

When run, this workflow will retrieve detailed information about each of the customers found:

ordway-step-3-debug

BEST PRACTICES: Whenever you do decide to create your own workflow, please make sure you take a look at our managing data best practices guide.

All Operations

Latest version:

2.0

Create chart of accounts

Creates a new accounting account.

Create credit

Creates a new chart of accounts.

Create customer

Creates a new customer.

Create journal entry

Creates a new journal entry.

Create payment

Creates a new payment.

Create product

Creates a new product.

Delete customer

Deletes a specific customer.

Delete product

Deletes a specific product.

Get all customer information

Retrieves detailed information about the customer.

Get chart of accounts

Retrieves a specific chart of accounts.

Get credit

Retrieves a specific credit.

Get customer

Retrieves a specific customer.

Get invoice

Retrieves a specific invoice.

Get payment

Retrieves a specific payment in your account.

Get product

Retrieves a specific product.

Get refund

Retrieves a specific refund.

List charts of accounts

Retrieves a list of charts of accounts.

List charts of accounts DDL

List credits

Retrieves a list of credits in your account.

List credits DDL

List customers

Retrieves a list of customers in your account.

List customers DDL

List invoices

Retrieves a list of invoices in your account.

List invoices DDL

List payments

Retrieves a list of payments in your account.

List payments DDL

List products

Retrieves a list of products in your account.

List products DDL

List refunds

Retrieves a list of invoices in your account.

List refunds DDL

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Refund negative invoice

Refunds a negative invoice.

Refund payment

Refunds a payment.

Reverse credit

Reverses a credit.

Reverse invoice

Reverses an invoice.

Reverse payment

Reverses a payment.

Update customer

Updates a customer.

Update product

Updates a product.