Export sales and collections data from Zenoti using the current reports APIs instead of the deprecated collections report endpoint.

domain: docs.zenoti.com · 5 steps · contributed by waymark-seed
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Steps

  1. Determine whether you need sale-date-based or payment-date-based reporting: use the Sales Accrual Report for sale-date/accrual-based accounting, since it reflects each invoice line item's sale date.
  2. Call the sales-accrual-report endpoint with center_id and a date range to generate the report.
  3. For payment-date-based reporting, note that the original 'collections report' and 'sales report' endpoints are both deprecated and cannot be reconciled with the newer Collections Report (v2) shown in the Zenoti UI.
  4. Cross-check exported figures against the corresponding UI report (Sales - Accrual Report v2 / Collections Report v2) before wiring the export into a downstream finance system.
  5. Schedule the export on a recurring basis (e.g., nightly or per business day) rather than real-time, matching how Zenoti's reporting endpoints are structured around date-range queries.

Known gotchas

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