How to set up integration
To activate 24SevenOffice integration, go to the System settings and select Marketplace.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace. All non-Admin users can access and explore Marketplace under the blue Home icon.
Click the blue activation button with the price to begin using the 24SevenOffice integration.
The next step is to add your Organization ID from 24SevenOffice. To get it, follow the instructions that appear on your screen and then choose which departments should have access with this key to 24SevenOffice:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
You will be able to manage your keys in the Credentials tab.
Unlike several other of our invoice export options, you do not need to enter additional information for the products in the product overview in RecMan to connect this to 24SO. The only thing included from RecMan is the product number, which will be matched automatically inside 24SevenOffice. If the product is not in 24SO, the export will automatically create it in 24SO with the product number and name from RecMan.
Note
Important if you are or have an accountant. The clientID is not supported in this integration. The account entered below will, therefore, be linked to the standard client set up in the 24SO account. So if you have several clients in the account, it is a good idea to create a separate account for this integration.
Export files to 24SevenOffice
From the Invoice overview, you can now export the files to 24SevenOffice by selecting the relevant invoices and clicking on 24SevenOffice. This is a fully automatic export. When you press the button, the system starts exporting the invoices, and you can see in your 24SevenOffice account that everything goes over automatically.
In the receipt screen (example above), you can see the status of the invoice transfer. In this example, you can see that you get an error message because:
- Some of the invoices already exist in 24SevenOffice.
- Some invoices are still in transfer status (work wheel).
- One of the invoices gets the error message login, i.e., the invoice belongs to a department where you have not entered a username and password.
- Most invoices have a green checkmark indicating that the transfer is complete.
This is what it looks like inside 24SevenOffice:
Screenshot from 24SevenOffice
As you can see, the 7 invoices that were approved from the file transfer are in this overview.