Heartland Integration

Retail POS and inventory platform for customers, sales orders, invoices, and stock. Sync Heartland invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Events arrives, automatically continue with Get a Customer or Get a Gift Card.

Explore Documentation

3-day trialCancel anytimeUp to 10 minutes quick set up

GDPR
Data Encryption
2FA
Local Data Region

Supported triggers and actions for Heartland integration

Triggers can detect changes in Heartland and run actions that can create, search or modify data inside Heartland automatically [3] — exactly how you set them.

Watch EventsTriggers when a subscribed Heartland webhook event occurs.
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.
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.
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.

How to integrate Heartland in automation workflow?

3 simple steps to make your Heartland connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Heartland in workflow

Pick Heartland app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Heartland

When prompted, authorize access to Heartland in WEXTL once. Heartland credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Heartland account. Approve?

STEP 3

Build a workflow

Build your workflow with Heartland yourself or with WEXTL® AI Builder. Connect Heartland to any available integrations [5], or use HTTP node to go beyond them.

Heartland

How Heartland connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Heartland app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Heartland supports.

Full Heartland API documentation

The following table illustrates what fields Heartland integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Heartland is connected in WEXTL builder [4].

Field	Type	Help
SubdomainRequired	text	Your subdomain. E.g `example` in `https://`example`.retail.heartland.us`.
API TokenRequired	password	You can generate an API Token via Your Dashboard -> Account -> API.

Connect Heartland to popular apps on WEXTL

Enter a name of the other app you want to sync with Heartland below. Click on selected app to explore integration options with Heartland. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Heartland integration

Select Watch Events trigger from Heartland - this will be a starting point in your automation. Whenever event happens in Heartland, workflow will start [7] from Watch Events node.

Search for Add Item to a Purchase Order, connect it as the next step of integration sequence. You can use filters between Watch Events and Add Item to a Purchase Order, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Heartland automation. All parts of workflow are visible on the canvas [4].

Heartland on WEXTL has 51 modules for building finance automations. Explore Heartland documentation for more.

Video slide demonstrates how Watch Events and Add Item to a Purchase Order nodes are used in Heartland workflow.

Video slide demonstrates how Watch Events and Add Item to a Purchase Order [6] nodes are used in Heartland workflow.

Frequently asked questions

Common questions about automating Heartland in your workflows.

Heartland has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 50 actions, including "Get a Customer", "Get a Gift Card", and "Get a Purchase Order", and more. Refer to our Heartland Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Heartland integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Heartland official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Heartland provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Heartland or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Heartland inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Heartland modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Heartland integration.

Heartland integration source code, module specs and credentials implementation.
Internal Heartland integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Heartland vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Heartland App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Heartland Integration

Supported triggers and actions for Heartland integration