Upbooks API
  1. Organization
Upbooks API
  • Auth
    • Login
    • RefreshToken
    • GetAuthUser
    • GetLoginLogs
    • GetLoginSessions
    • GetOrganizationLoginSessions
    • ForgotPasswordByEmail
    • UpdatePassword
    • ChangePassword
    • UpdateProfile
    • VerifyEmailToken
    • UpdateSelectedOrgDetails
  • Account Ledger
    • GetAllAccountLedgers
    • RecordAccountLedgerAdjustment
    • FixAccountLedger
    • FixAllAccountLedger
  • Activity Log
    • GetActivityLogs
    • GetAllActivityLogs
  • Announcement
    • GetAnnouncementList
    • AddAnnouncement
    • GetActiveAnnouncements
    • GetAnnouncementDetail
    • UpdateAnnouncement
  • Asset
    • GetAssetsValue
    • GetAssets
    • AddAsset
    • GetAssetDetail
    • UpdateAsset
    • DeleteAsset
    • FileImport
  • Sales
    • GetTotalRevenue
    • GetTotalReceivables
    • GetTotalInwardPayment
    • GetTotalOverDuePayment
    • SalesRatio
    • GetGrowthByMonth
    • GetGrowthByQuarter
    • GetGrowthByYear
    • GetSnapshotReceivables
    • GetSalesByInvoiceTypes
    • GetIncomeByInvoiceTypes
    • GetGstInvoices
    • GetRecurringInvoices
    • GetClientsAcquired
    • GetSalesByMonthGraph
    • GetSalesByYearGraph
    • GetSalesByProductGraph
    • GetSalesByServiceGraph
    • GetSalesByClientGraph
    • GetSalesByCountryGraph
    • GetSalesByUserGraph
    • GetRevenueBySource
    • GetSalesByRegionGraph
  • Client
    • GetClients
    • AddClient
    • GetClientDetail
    • UpdateClient
    • DeleteClient
    • StatementOfAccount
    • LedgerSyncStatus
    • FixStatementOfAccount
    • GetOutstandingReceivables
    • GetTotalBilling
    • UpdateBillingAddress
    • UpdateShippingAddress
    • FileImport
    • GetPrefferedPayment
    • GetPrefferedAcccount
  • Client Ledger
    • RecordClientLedgerAdjustment
  • CreditNote
    • GetCreditNoteList
    • AddCreditNote
    • GetNextCreditNoteNumber
    • GetCreditNoteDetail
    • UpdateCreditNote
    • SendCreditNoteEmail
    • CancelCreditNote
    • UpdateCreditNoteNumber
    • GenerateCreditNote
  • Cron-jobs
    • JobRunner
  • Currency Conversion
    • GetCurrencyRatesData
  • Document
    • GetAllDocumentsOfOrganiztion
    • DeleteFile
  • Discount
    • GetAllDiscounts
    • AddDiscount
    • GetDiscountDetail
    • UpdateDiscount
    • DeleteDiscount
  • Employee
    • GetEmployeesByMonth
    • GetEmployees
    • AddEmployee
    • GetEmployeeDetail
    • UpdateEmployee
    • DeleteEmployee
    • FileImport
    • UpdateSalaryComponent
    • UpdateFileUrl
    • UpdateInvoiceNumber
    • PrepareSalaryComponents
    • UpdateEmployeeName
    • UpdateEmployeeEmail
    • UpdateEmployeePhone
    • UpdateEmployeeDob
    • UpdateEmployeeLocation
    • UpdateEmployeePanNumber
    • UpdateEmployeeAdharNumber
    • UpdateEmployeeEsiNumber
    • UpdateEmployeeEpsNumber
    • UpdateEmployeeUanNumber
    • UpdateEmployeePfNumber
    • UpdateEmployeeCountry
    • UpdateEmployeeBankAccountDetails
    • UpdateEmployeeCurrentAddress
    • UpdateEmployeePermanentAddress
    • LinkUser
    • UpdateEmployeeDocumentInfo
    • UpdateEmployeeProfilePicture
  • Email
    • SendEmail
  • Expense
    • GetMostSpentOn
    • GetTotalRevenue
    • GetExpenseList
    • AddExpense
    • GetExpenseDetail
    • UpdateExpense
    • DeleteExpense
    • UpdateExpenseRecurring
    • UpdateFileUrl
    • FileImport
  • File
    • UploadFile
    • AddFile
  • Hr
    • GetTotalPayroll
    • GetLeastleave
    • GetMostleave
    • GetAssetsValue
    • GetEmployeesByMonth
    • GetEsiEnrolledEmployees
    • GetPfEnrolledEmployees
    • EmployeesLeftByMonth
    • EmployeesByComponentGroup
  • Inventory Ledger
    • GetAllInventoryLedgers
    • RecordInventoryAdjustment
  • Invoice
    • GetInvoiceList
    • AddInvoiceSystemGenerated
    • GetNextInvoiceNumber
    • GetInvoiceDetail
    • UpdateInvoice
    • DeleteInvoice
    • AddInvoiceManual
    • SendInvoiceEmail
    • CancelInvoice
    • UpdateInvoiceNumber
    • UpdateInvoiceRecurring
    • MarkInvoiceAsPaid
    • GenerateInvoice
    • FileImport
  • Item
    • GetAllItems
    • GetItemDetail
    • UpdateItem
  • Organization
    • GetOrganizations
      GET
    • AddOrganization
      POST
    • UpdateOrganization
      PUT
    • GetOrganizationDetail
      GET
    • DeleteOrganization
      DELETE
    • UpdateOrganizationBusinessProfile
      PATCH
    • ExtendSubscription
      PATCH
    • UpdateGSTDetails
      PATCH
    • UpdateVATDetails
      PATCH
    • UpdateInvoiceOnOrderSetting
      PATCH
    • UpdateReminderSetting
      PATCH
    • UpdateInvoiceSettings
      PATCH
    • UpdatePurchaseOrderSettings
      PATCH
    • UpdateProposalSettings
      PATCH
    • UpdatePreferences
      PATCH
    • GetOrganizationPreferences
      GET
    • UpdatePaymentSettings
      PATCH
    • UpdateDefaultPaymentSettings
      PATCH
    • UpdateLogo
      PATCH
    • UpdateFromEmail
      PATCH
    • OrganizationDeactive
      PATCH
    • GetOrganizationSubscriptions
      GET
    • GetOrganizationDashboardView
      GET
    • GetOrganizationDashboardSnapshot
      GET
    • GetSnapshotReceivables
      GET
    • DeleteSelectiveData
      DELETE
    • DeletePermanent
      DELETE
    • GetClientCountries
      GET
    • GetVendorCountries
      GET
    • GetLeadCountries
      GET
    • InviteUsers
      POST
    • AcceptInvitation
      GET
    • UpdatePlatformCredits
      PATCH
    • UpdateCreditNoteSettings
      PATCH
    • UpdateDebitNoteSettings
      PATCH
  • Order
    • GetAllOrder
    • AddOrder
    • GetNextOrderNumber
    • GetOrderItems
    • GetPastDayOrders
    • GetOrderDetail
    • UpdateOrder
    • DeleteOrder
    • CancelOrder
    • CalculateOrderTotal
    • UpdateFileUrl
    • UpdateOrderStatusToDraft
    • FileImport
  • Outward Payment
    • GetAllOutwardPayment
    • AddOutwardPayment
    • GetOutwardPaymentDetail
    • UpdateOutwardPayment
    • DeleteOutwardPayment
    • FileImport
    • UpdateFileUrl
  • Operations
    • GetTotalProjects
    • GetTotalProjectsMultiple
    • GetTotalProjectsBudget
    • GetAllProjectsByClients
    • GetAllProjectsByBudgets
    • GetTasksPrioritySnapshots
    • GetTasksSnapshotGraph
    • GetProjectTaskList
    • GetTasksByProjectList
    • GetTasksList
    • GetProjectsByBudget
  • Payment
    • GetAllPayment
    • AddPayment
    • GetPastDayPayments
    • GetPaymentDetail
    • UpdatePayment
    • DeletePayment
    • GeneratePayment
    • SendPaymentEmail
    • FileImport
    • UpdateFileUrl
  • Product
    • GetProductList
    • AddProduct
    • GetProductDetail
    • UpdateProduct
    • DeleteProduct
    • FileImport
  • Proposal
    • GetAllProposal
    • AddProposal
    • GetNextProposalNumber
    • GetProposalDetail
    • UpdateProposal
    • DeleteProposal
    • CalculateProposalTotal
    • GenerateProposal
  • Platform Plan
    • GetAllPlatformPlans
    • AddPlatformPlan
    • GetPlatformPlanDetail
    • UpdatePlatformPlan
    • DeletePlatformPlan
  • Platform Subscription
    • GetAllPlatformSubscriptions
    • AddPlatformPayment
  • Platform Payment
    • GetAllPlatformPayments
    • GetPlatformPaymentDetail
    • CancelPlatformPayment
  • ProductCategory
    • GetAllProductCategories
    • AddProductCategory
    • GetProductCategoryDetail
    • UpdateProductCategory
    • DeleteProductCategory
  • Purchase Order
    • GetOrderItems
    • GetAllPurchaseOrder
    • AddPurchaseOrder
    • GetNextPurchaseOrderNumber
    • GetPurchaseOrderDetail
    • UpdatePurchaseOrder
    • DeletePurchaseOrder
    • CalculatePurchaseOrderTotal
    • GeneratePurchaseOrder
  • Purchase
    • GetMostSpentOn
    • GetTotalExpense
    • GetTotalOutwardPayment
    • GetExpenseByTypeGraph
    • GetGstExpenses
    • GetUnpaidExpenses
    • GetOutwardPayments
    • GetExpenseBreakdownByVendorGraph
    • GetExpenseBreakdownByTypeGraph
    • GetExpenseWithoutReciepts
  • Recurring Expense
    • GetAllRecurringExpenses
    • GetRecurringExpenseDetail
    • UpdateRecurringExpenseStatus
    • UpdateRecurringExpenseNextDue
  • Recurring Invoice
    • GetAllRecurringInvoices
    • GetRecurringInvoiceDetail
    • UpdateRecurringInvoiceStatus
    • DeleteRecurringInvoice
    • UpdateRecurringInvoiceNextDue
  • Report
    • GetSalesByClient
    • GetSalesByProduct
    • GetSalesByProductCategory
    • GetSalesByService
    • GetSalesByMonth
    • GetSalesByYear
    • GetSalesByQuarter
    • GetSalesByCountry
    • GetTaxSummary
    • GetInvoiceDetailReport
    • GetExpensesByMonth
    • GetProfitAndLossReportV2
    • GetBalanceSheetReport
    • GetTrialBalanceReport
    • GetGeneralLedger
    • GetSalesByHsn
    • GetTaxesByMonth
    • GetOtherSales
  • Routes
    • GetRoutes
    • AddRoute
    • GetRouteDetail
    • UpdateRoute
    • DeleteRoute
  • Settlement
    • GetAllSettlements
    • GetAllSettlementsSuperadmin
    • GetSettlementDetail
  • Services
    • GetAllServices
    • AddServices
    • GetServicesDetail
    • UpdateServices
    • DeleteServices
    • FileImport
  • Tax
    • GetAllTaxes
    • AddTax
    • GetTaxDetail
    • UpdateTax
    • DeleteTax
    • FileImport
  • Trip
    • GetTrips
    • AddTrip
    • GetTripDetail
    • UpdateTrip
    • DeleteTrip
  • User
    • GetUser
    • GetUserDetail
    • UpdateUser
    • DeleteUser
    • AddUserOnboarding
    • GetOrganizationByUser
    • UpdateEmailOfUser
    • UpdateImageOfUser
    • RemoveUserOrganization
    • UpdateOrganizationActive
  • User Invites
    • GetUserInviteList
    • CancelUserInvite
  • Vendor
    • GetAllVendors
    • AddVendor
    • GetVendorDetail
    • UpdateVendor
    • DeleteVendor
    • GetOutstandingPayables
    • GetTotalBilling
    • StatementOfAccount
    • LedgerSyncStatus
    • FixStatementOfAccount
    • FileImport
  • Vendor Ledger
    • RecordVendorLedgerAdjustment
  • Projects
    • GetAllProjects
    • AddProject
    • GetProjectDetail
    • UpdateProjects
    • DeleteProject
    • FileImport
    • UpdateProjectIcon
    • UpdateProjectStatus
    • UpdateProjectArchiveStatus
  • Pre Sales
    • GetLeadsBySource
    • GetLeadsByMonthGraph
    • GetRecentEnquires
  • Task
    • Get
    • Add
    • GetQuickFilters
    • GetNextTaskNumber
    • GetSingle
    • Update
    • Delete
    • UpdateStatus
    • UpdateSortOrder
    • UpdatePriority
    • UpdateTitle
    • UpdateSummary
    • UpdateLabels
    • UpdateReporter
    • UpdateAssignee
    • UpdateAttachments
    • FileImport
  • Payroll
    • GetTotalPayroll
    • GetAllPayroll
    • AddPayroll
    • PrepareEmployeePayroll
    • GetSinglePayroll
    • UpdatePayroll
    • DeletePayroll
    • GeneratePayroll
    • FileImport
  • Account
    • Get
    • AddAccount
    • GetSingle
    • Update
    • Delete
    • FileImport
    • LedgerSyncStatus
    • CloseBooks
  • Enquiry
    • GetAllEnquiries
    • AddEnquiry
    • GetEnquiryDetail
    • UpdateEnquiry
    • DeleteExpense
  • Account Transfer
    • GetAccountTransfers
    • AddAccountTransfer
    • GetAccountTransferDetail
    • DeleteAccountTransfer
    • FileImport
  • File Import
    • Get
  • File Import Error
    • GetFileImportErrorList
  • Brand
    • GetAllBrands
    • AddBrand
    • GetBrandListPublic
    • GetBrandDetail
    • UpdateBrand
    • DeleteBrand
  • Salary Component
    • GetAllSalaryComponents
    • AddSalaryComponent
    • GetSalaryComponent
    • UpdateSalaryComponent
    • DeleteSalaryComponent
  • Leaves Configuration
    • CreateLeave
    • GetLeaves
    • DeleteLeave
    • UpdateLeave
    • GetLeave
  • Tax Calendar
    • CreateTaxCalendar
    • GetTaxCalendar
    • DeleteTaxCalendar
    • UpdateTaxCalendar
    • GetLeave
  • Contract
    • CreateContract
    • GetContract
    • DeleteContract
    • UpdateContract
    • GetLeave
  • GST-Reports
    • GetReportB2B
    • GetReportB2cl
    • GetReportB2cs
    • GetReportExports
    • GetGstSummary
    • ExportJsonGst1
  • Organization Backup
    • GetAllBackups
    • AddOrganizationBackup
  • Bank Account
    • AddBankAccount
    • GetAllBankAccounts
    • GetBankAccountDetail
    • UpdateBankAccount
    • DeleteBankAccount
    • FileImport
  • Leave Policy
    • GetAllBankAccounts
    • AddLeavePolicy
    • GetLeavePolicyDetail
    • UpdateLeavePolicy
    • DeleteLeavePolicy
  • Leave Application
    • GetMostleave
    • GetLeastleave
    • GetAllLeaveApplications
    • AddLeaveApplication
    • GetLeaveApplicationDetail
    • DeleteLeaveApplication
    • UpdateLeaveApplication
    • GetEmployeeLeaveSummary
    • UpdateLeaveApplicationStatus
    • UpdateLeaveApplicationStatusFromEmail
  • Backup Restore
    • AddBackupRestore
    • GetAllBackupRestores
  • Finance
    • GetGstReceivableTotal
    • GetGstReceivable
    • GetGstPayableTotal
    • GetGstPayable
    • GetAccountBalance
    • GetLastAccountDebited
    • GetAccountTransferSummary
    • GetRecentTransfer
    • GetCreditedAmounts
    • GetDebitedAmounts
    • GetGstBills
    • GetAccountAnalysisGraph
  • Email-Rule
    • GetEmailRules
    • AddEmailRule
    • UpdateEmailRule
    • DeleteEmailRule
  • Widget
    • GetWidgets
  • User Dashboard
    • GetUserDashboards
    • Add
    • Update
  • ExpenseCategory
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • Lead
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
    • LeadToClient
    • FileImport
  • LeadActivity
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • Deal
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • DebitNote
    • GetDebitNoteList
    • AddDebitNote
    • GetNextDebitNoteNumber
    • GetDebitNoteDetail
    • UpdateDebitNote
    • SendDebitNoteEmail
    • CancelDebitNote
    • UpdateDebitNoteNumber
    • GenerateDebitNote
  • SpendCategory
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • SpendPolicy
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • Employee Spend
    • GetAllEmployeeSpends
    • AddEmployeeSpend
    • GetEmployeeSpendDetail
    • DeleteEmployeeSpend
    • UpdateEmployeeSpend
  • Warehouse
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  • Branch
    • Get
    • Add
    • GetSingle
    • Update
    • Delete
  1. Organization

GetOrganizationDashboardView

GET
https://api.upbooks.io/api/v1/organization/dashboard/view
Organization

Request

Authorization
Provide your bearer token in the
Authorization
header when making requests to protected resources.
Example:
Authorization: Bearer ********************
Header Params
ORGANIZATION-ID
string 
optional
OrganizationId of your registered business on upbooks
Example:
000000

Request samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET 'https://api.upbooks.io/api/v1/organization/dashboard/view' \
--header 'ORGANIZATION-ID: 000000'

Responses

🟢200Ok
application/json
Body
data
object (IOrganizationDashboardViewRes) 
required
hasAtleastOneProduct
boolean 
required
hasAtleastOneService
boolean 
required
hasAtleastOneOrder
boolean 
required
hasAtleastOneInvoice
boolean 
required
hasAtleastOneEmployee
boolean 
required
hasOrganizationTaxConfigured
boolean 
required
hasOnlinePaymentsConfigured
boolean 
required
message
string 
optional
Example
{
    "data": {
        "hasAtleastOneProduct": true,
        "hasAtleastOneService": true,
        "hasAtleastOneOrder": true,
        "hasAtleastOneInvoice": true,
        "hasAtleastOneEmployee": true,
        "hasOrganizationTaxConfigured": true,
        "hasOnlinePaymentsConfigured": true
    },
    "message": "string"
}
🟢200Success
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GetOrganizationSubscriptions
Next
GetOrganizationDashboardSnapshot
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