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November 30, 2021
Question

How to create Trial Balance records in Appian and use web API to access the Trial Balance data

  • November 30, 2021
  • 3 replies
  • 1 view

Hi All,

Our company would like to create ERP system in Appian and I would like to know how to create Trial Balance records in Appian and use web API to access the Trial Balance data.

Thanks.

Yiming Zhang
PwC | Senior Associate
Shanghai
PricewaterhouseCoopers Information Technologies (Shanghai) Co., Ltd.
pwc.com

3 replies

peter.lewis
Employee
November 30, 2021

I'd suggest starting with this tutorial in the documentation: https://docs.appian.com/suite/help/latest/Service-Backed_Record_Tutorial.html

It describes how to create an integration that can call an API and then create a record type against that integration. If you have any issues when doing this, please feel free to post any questions / error messages here! Keep in mind that the more information you can provide us about what you're trying to do, the easier it will be for us to help you!

December 1, 2021

How can I find a financial project examples in Appian samples since I would like to use the web API to get the Trial Balance data from a financial project?

peter.lewis
Employee
December 1, 2021

I don't think we have an example specific to a financial dataset, but honestly it's pretty much the same regardless of what kind of data you're using.