ar_imports group. Customer and invoice reads are also available in core (platform and business). Writes are business mode.
Prefer external_id as the idempotency key on imports. Use customer credit, not “credit note”.
REST guide: Importing sales / AR data.
Sequence
1
Customers
Reads:
list_customers, get_customer. Writes: create_customer, update_customer, archive_customer (destructive), unarchive_customer, merge_customers (destructive), bulk_create_customers.2
Import invoices
list_invoices, get_invoice, import_invoices (POST …/invoices/batch), update_invoice. Destructive: void_invoice, delete_invoice. Also get_invoice_pdf, write_off_invoice, delete_invoice_write_off (destructive).3
Payments, refunds, payouts, customer credits
List/get plus import-or-create/update/delete for invoice payments, invoice refunds, payouts, and customer credits.
record_invoice_refund_payment / delete_invoice_refund_payment (destructive) for refund payments.Tool groups (search)
List tools accept
cursor / limit. Writes typically take a loose body object.