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iCount

ניהול מסמכים חשבונאיים ב-iCount

Actions20

Overview

This node integrates with the iCount accounting system to manage customers. Specifically, the Customer - Create operation allows users to create a new customer record in iCount by providing detailed customer information such as name, contact details, addresses, banking info, and other custom fields.

Typical use cases include:

  • Automating customer onboarding workflows by creating customer profiles directly from form submissions or CRM data.
  • Synchronizing customer data between different systems and iCount.
  • Streamlining accounting processes by ensuring all customer data is up-to-date in iCount without manual entry.

For example, when a new client signs up on a website, this node can automatically create their customer profile in iCount with all relevant details like billing address, contact numbers, and payment terms.

Properties

Name Meaning
Customer Name The full name of the customer (required).
HP Number Customer's company registration number (מספר ח.פ).
Email Customer's email address (כתובת אימייל).
First Name Customer's first name (שם פרטי).
Last Name Customer's last name (שם משפחה).
VAT ID Customer's VAT identification number (מספר עוסק מורשה).
Phone Customer's phone number (טלפון).
Mobile Customer's mobile phone number (נייד).
Fax Customer's fax number (פקס).
Address Customer's primary address (כתובת).
City City of the primary address (עיר).
Business Country Country for business address (מדינה - כתובת עסק).
Business State State/region for business address (מחוז/אזור - כתובת עסק).
Business City City for business address (עיר - כתובת עסק).
Business ZIP ZIP/postal code for business address (מיקוד - כתובת עסק).
Business Street Street name for business address (רחוב - כתובת עסק).
Business Street Number Street number for business address (מספר בית - כתובת עסק).
Home Country Country for home address (מדינה - כתובת מגורים).
Home State State/region for home address (מחוז/אזור - כתובת מגורים).
Home City City for home address (עיר - כתובת מגורים).
Home ZIP ZIP/postal code for home address (מיקוד - כתובת מגורים).
Home Street Street name for home address (רחוב - כתובת מגורים).
Home Street Number Street number for home address (מספר בית - כתובת מגורים).
Bank Bank associated with the customer. Options are dynamically loaded from iCount banks list.
Branch Bank branch name or number (סניף).
Account Bank account number (חשבון).
Foreign Account Foreign bank account number (חשבון זר).
Notes Additional notes about the customer (הערות).
Digital Signature Customer's digital signature (חתימה דיגיטלית).
Custom Client ID A custom identifier for the customer (מזהה לקוח מותאם אישית).
Custom Info Any custom information related to the customer (מידע מותאם אישית).
Employee Assigned Employee assigned to the customer. Options dynamically loaded from iCount users.
Client Type Type/category of the client. Options dynamically loaded from iCount client types.
Payment Terms Payment terms in days (תנאי תשלום (מספר ימים)).
Client Type Discount Discount percentage based on client type (הנחת סוג לקוח (%)).

Output

The node outputs JSON data representing the newly created customer record as returned by the iCount API. This typically includes the customer's unique ID in iCount, all submitted fields, and any additional metadata provided by the API response.

If the operation succeeds, the output will be an array of JSON objects, each corresponding to a created customer item.

The node does not output binary data.

Dependencies

  • Requires an active connection to the iCount API via an API key credential configured in n8n.
  • The node makes HTTP POST requests to iCount endpoints to perform operations.
  • Dynamic option loading (e.g., banks, users, client types) also requires valid API credentials.

Troubleshooting

  • Authentication errors: Ensure the API key credential is correctly set up and has sufficient permissions.
  • Validation errors: Required fields like "Customer Name" must be provided; missing mandatory fields will cause the API to reject the request.
  • Network issues: Connectivity problems with the iCount API endpoint may cause timeouts or failures.
  • Invalid options: Selecting invalid or outdated options for dynamic fields (like Bank or Client Type) may result in errors.
  • Error messages: The node surfaces error messages from the iCount API. Review these messages to identify missing or incorrect data.

To resolve issues:

  • Double-check required input properties.
  • Verify API credentials and network connectivity.
  • Use the latest options loaded dynamically from the node's dropdowns.

Links and References

Discussion