Heartland
Connect iPaaS.com to Heartland POS
22 articles
- Heartland Installation InstructionsStep-by-step instructions for subscribing to the Heartland integration in iPaaS.com, entering the Heartland API credentials and endpoint, configuring the polling and product options, and verifying the installation.
- Heartland Integration Known LimitationsThe known limitations of the iPaaS.com Heartland integration, covering transfer timing, scope boundaries, overwrite behavior, and the placeholder values to replace before go-live.
- Heartland API EndpointsThe Heartland Retail API endpoints the iPaaS.com Heartland integration calls, grouped by entity, with the authentication, pagination, filtering, and rate-limit behavior of the Heartland Retail API.
- Heartland Error MessagesCatalog of the error messages the Heartland integration can raise, grouped by flow, with the cause of each and the action to take.
- Heartland Connections and SettingsHow to connect a Heartland Retail account to iPaaS.com, what each subscription setting does, and how authentication, initialization, and throttling behave.
Heartland Mapping Collections
Map data between Heartland and iPaaS.com
- Heartland to iPaaS.com Transaction Status Mapping DocumentationUpdate the status of an existing iPaaS.com transaction when the matching Heartland transaction changes state, preserving every other value already stored on the record.
- Heartland to iPaaS.com Ticket Mapping DocumentationSync Heartland ticket transactions into iPaaS.com as Transaction records, together with their sales ticket line items and sales ticket payments.
- Heartland from iPaaS.com Ticket Mapping DocumentationWrite iPaaS.com Transaction records out to Heartland as tickets, including product lines, synthetic shipping and tax lines, type-specific payments, and notes.
- Heartland to iPaaS.com Standalone Inventory Mapping DocumentationKeep iPaaS.com product and product variant inventory levels current from Heartland on their own schedule, independently of the full product transfer.
- Heartland to iPaaS.com Sales Order Mapping DocumentationSync Heartland sales orders into iPaaS.com as Transaction records of type Order, together with their lines, addresses, notes, payments, and taxes, and the companion deposit ticket created alongside them.
- Heartland from iPaaS.com Sales Order Mapping DocumentationWrite iPaaS.com Transaction records out to Heartland as sales orders, together with their addresses, line items, notes, and five type-specific payment collections.
- Heartland to iPaaS.com Product Mapping DocumentationSync Heartland simple and grid items into iPaaS.com as Products and Product Variants, together with their inventory, options, and add-on related products.
- Heartland from iPaaS.com Product Mapping DocumentationWrite iPaaS.com Product records out to Heartland as simple or grid products, together with their inventory, variants, and options, through a single Add/Update collection and its three child collections.
- Heartland to iPaaS.com Payment Method Mapping DocumentationSync Heartland payment methods into iPaaS.com as Payment Method records, with the iPaaS.com payment type derived from the Heartland payment method name.
- Heartland to iPaaS.com Location Mapping DocumentationSync active Heartland locations into iPaaS.com as Location records, including the location's contact name and full address stored as custom fields.
- Heartland to iPaaS.com Invoice Mapping DocumentationSync completed Heartland invoices into iPaaS.com as Transaction records of type Invoice, together with their item lines, addresses, and payments.
- Heartland from iPaaS.com Invoice Mapping DocumentationCreate Heartland invoices from iPaaS.com through two separate trigger paths — a standalone iPaaS.com Invoice transaction, or an iPaaS.com Order marked complete — each with its own line item, payment,…
- Heartland from iPaaS.com Inventory Adjustment Mapping DocumentationWrite inventory adjustments from iPaaS.com to Heartland for simple products and product variants, reconciling on-hand quantity at a Heartland location without re-sending the full product.
- Heartland to iPaaS.com Gift Card Mapping DocumentationSync Heartland gift cards and their activity history into iPaaS.com, including how the separate Add and Update collections divide creation from balance refreshes.
- Heartland to iPaaS.com Customer Mapping DocumentationSync Heartland customers and their addresses into iPaaS.com through paired Add and Update collections, including email-based record matching and Heartland loyalty values stored as custom fields.
- Heartland from iPaaS.com Customer Mapping DocumentationWrite iPaaS.com Customer records out to Heartland, including the customer's billing and shipping addresses, through paired Add and Update mapping collections.
- Heartland to iPaaS.com Shipping Method Mapping DocumentationSync Heartland shipping methods into iPaaS.com as Shipping Method records, including the Heartland amount and income account values stored as custom fields.