STEP 1
Connect Candis and Heartland
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Candis and Heartland Integration
Connect Candis and Heartland to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Candis and Heartland
Detailed info you need to know about Candis and Heartland integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Candis to Heartland
Set up your Candis and Heartland integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Candis and Heartland nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Candis and Heartland. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Candis and Heartland work in WEXTL?
WEXTL exposes actions and triggers for Candis and Heartland that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Candis triggersHeartland actions
Candis modules
- Create a ContactCreates a creditor or debtor contact.
- Create a Cost DimensionCreates a new cost dimension.
- Create a General Ledger AccountCreates a new general ledger account in Candis.
- Create a Goods ReceiptCreates a goods receipt in a Candis account.
- Create a Tax CodeCreates a tax code in a Candis account.
- Create Additional Delivery CostsImports additional delivery cost definitions from an ERP system into Candis for use in purchase orders and goods receipts.
- Create an ExportCreates an export and returns basic details.
- Create Payment ConditionsCreates payment conditions in Candis.
- Create Purchase OrdersImports purchase orders from your ERP system into Candis. If a purchase order with the same number already exists, it will be updated automatically.
- Download a FileDownloads a PDF or XML file by ID.
- Get an ExportRetrieves a single existing export.
- Get Export PostingsRetrieves a list of postings that were exported.
- List ExportsRetrieves a list of past exports in the organization.
- List InvoicesReturns a paginated list of invoices for the organization with optional filtering by status and date ranges.
- List OrganizationsRetrieves all organization details.
- List ReimbursementsRetrieves all reimbursements.
- Make an API CallPerforms an arbitrarily authorized API call request.
- Update a ContactUpdates an existing creditor or debtor contact.
- Update a Cost DimensionUpdates an existing cost dimension.
- Update a General Ledger AccountUpdates an existing general ledger account.
- Update a Goods ReceiptUpdates an existing goods receipt.
- Update a Tax CodeUpdates an existing tax code.
- Update Additional Delivery CostsUpdates additional delivery costs in a Candis account.
- Update an InvoiceUpdates an existing invoice.
- Update Payment ConditionUpdates an existing payment condition in Candis.
- Update Purchase OrderUpdates existing purchase orders from a Candis account.
- Watch ExportsTriggers when an export change occurs.
- Watch InvoicesTriggers when there is a change in an organization's invoices.
- Watch ReimbursementsTriggers when reimbursement changes occur.
Heartland modules
- Add Item to a Purchase OrderAdds an item to a purchase order.
- Add Item to a ReceiptAdds an item to a receipt.
- Add Item to a ReturnAdds an item to a return process.
- Create a CustomerCreates a new customer in the system.
- Create a Gift CardCreates a gift card in the system.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a ReceiptCreates a receipt for a transaction.
- Create a ReturnCreates a return for a specified order or product in the system.
- Create a Sales OrderCreates a sales order in the system.
- Create a TicketCreates a ticket in the ticketing system.
- Create a UserCreates a new user in the system.
- Create a VendorCreates a vendor in the specified service.
- Create an Inventory TransferCreates an inventory transfer between locations.
- Create an InvoiceCreates an invoice based on provided details.
- Create an ItemCreates an item.
- Get a CustomerRetrieves a customer from the service.
- Get a Gift CardRetrieves a gift card from the service.
- Get a Purchase OrderRetrieves a purchase order.
- Get a ReceiptRetrieves a specific receipt by ID from a service.
- Get a ReturnRetrieves a return.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a TicketRetrieves a ticket.
- Get a UserRetrieves a user.
- Get a VendorRetrieves a vendor.
- Get an Inventory TransferRetrieves an inventory transfer.
- Get an InvoiceRetrieves an invoice.
- Get an ItemRetrieves an item.
- List CustomersRetrieves a list of customers.
- List Gift CardsRetrieves a list of gift cards.
- List Inventory TransactionsRetrieves a list of inventory transactions.
- List Inventory TransfersRetrieves a list of inventory transfers from the service.
- List Invoice LinesRetrieves a list of invoice lines.
- List InvoicesRetrieves a list of invoices.
- List ItemsRetrieves a list of items.
- List Purchase Order LinesRetrieves a list of purchase order's lines.
- List Receipt LinesRetrieves a list of receipt lines.
- List Return LinesRetrieves a list of return lines.
- List Sales OrdersRetrieves a list of sales orders.
- List TicketsRetrieves a list of tickets.
- List UsersRetrieves a list of users.
- List VendorsRetrieves a list of purchase vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's details in the system.
- Update a Sales OrderUpdates a sales order with the provided information.
- Update a TicketUpdates a ticket in the system with new information or changes.
- Update a UserUpdates a user with the provided details.
- Update a VendorUpdates a vendor with new information.
- Update an Inventory TransferUpdates an inventory transfer with new details or adjustments.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an ItemUpdates an item in a specified collection or database.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Candis and Heartland integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Candis and Heartland.
Connect your Candis and Heartland accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Candis's "Watch Exports" fires, WEXTL can "Add Item to a Purchase Order" in Heartland. Candis has 3 triggers (including Watch Exports, Watch Invoices, and Watch Reimbursements); Heartland has 50 actions (including Add Item to a Purchase Order, Add Item to a Receipt, and Add Item to a Return). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Candis-to-Heartland automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Candis (or Heartland) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Candis + Heartland automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Candis and Heartland integration.
- Candis and Heartland integration source code, module specs and credentials implementation.
- Our Candis and Heartland integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Candis and Heartland — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Candis integration information
- Heartland integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library