Migrate an existing Accounting Extension API integration

API keys will be sunsetted on November 30th, 2022. If your Accounting Extension integration uses API keys, you will need to update it to a private app, then implement the following API changes below. 

Learn about the different APIs you can use for the contact and product sync. The respective API documentation includes details on relevant scope requirements.

• For contact sync, you can instead use the Contacts API. Specifically, you can make a POST request to the /crm/v3/objects/contacts. 
• For product sync, you can instead use the Products API. Specifically, you can make a POST request to /crm/v3/objects/products.

The above APIs do not automatically retry if they return errors. If your integration experiences errors interacting with the above APIs, your system will need to retry API calls.

To display invoice data on a deal record, use the CRM Cards API to create an invoice card.

To display invoice data on a CRM card:

• Implement a data fetch request detailed in the Webhooks section of the documentation.
• Use an action hook action for HubSpot to retrieve invoice data from your system depending on which deal record a customer is viewing.
• With the CRM Cards API endpoints, you can customize which invoice data is displayed on each card, as well as actions customers can perform.
• Your system will need to keep a record of what invoices to display depending on associatedObjectId, which is the ObjectId of the current deal a customer is viewing. 

You can also implement actions, which allow customers to perform operations on the data displayed on the CRM card:

• For example, you can choose where a customer can modify or delete a specific invoice in the CRM card by returning an action array from your implemented action hook API.
• If you want customers to be able to create net new invoices via your CRM card, you can achieve this by configuring and returning a primaryAction attribute in the response from your built action hook API.
• You can also implement a "View invoice PDF" action using an IFRAME action type as the secondaryAction.