Data Synchronization Strategy for API Integration

Extensibility
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Hello QuickFile Team,

I am developing a third-party application that will integrate with QuickFile using your REST API. I’m finalizing the architecture and want to confirm my understanding of how data flows between the two systems.

My primary goal is to understand the synchronization behavior. Could you please clarify the following scenarios?

  1. Pushing Data to QuickFile: If my application creates a new bill (or invoice, bank transaction, etc.) via the POST /accounting/bills endpoint, will that bill appear in the user’s QuickFile account immediately and be visible to them through the QuickFile web interface? I assume “yes,” but confirmation would be helpful.

  2. Pulling Data from QuickFile: If a user creates a new client directly in their QuickFile account, will my application be able to retrieve that new client immediately via the GET /accounting/accounts(or similar) endpoints? Or is there any caching or delay I should be aware of?

  3. Real-time Updates: My understanding is that QuickFile does not currently offer webhooks for push notifications. Therefore, to keep my platform’s data in sync, my application would need to periodically poll your API for updates (e.g., checking for new or modified records since the last sync). Is this the recommended approach?

In essence, I want to ensure that when data is entered in one system (either QuickFile or my platform), it can be reliably reflected in the other through the use of your API, and I’m seeking guidance on the best practices to achieve this.

Thank you for your time and support

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Webhooks are supported if you have a Power User subscription:

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Hello

  1. Pushing Data to QuickFile: yes, immediately.
  2. Pulling Data from QuickFile: yes, you will need to know the client ID (use webhook)
  3. Real-time Updates: QuickFile 100% does have a webhook system.

We have a setup very similar and have coded a full client dashboard that pulls from Quick file and updates the needed places.

When we make a change on QuickFile it sends a WebHooks to tell our system to perform an API call to get the updated data.

When a user makes a change on the dashboard it uses an API call to QuickFile

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Hello @Flutter

The full API documentation can be fount here - https://api.quickfile.co.uk

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That was helpful , Thanks

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