ApprovalMax
Multi-step approval workflows for bills, purchase orders and payments in Xero, QuickBooks Online and NetSuite.
- Category
- Finance & ERP
- Type
- Accounts payable
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Bills
- Purchase orders
- Approval history
- Companies
- Users
Join ApprovalMax bills with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other ApprovalMax data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
ApprovalMax uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in ApprovalMax if you need help.
04How it works
How it works in DataMind.
-
Pick ApprovalMax.
Open Lake, pick ApprovalMax in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the ApprovalMax API docs.
-
Answer a few questions.
The AI reads the ApprovalMax documentation, then asks which credentials you will use, which data to sync (for example bills and purchase orders), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then ApprovalMax data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
