For more information on the use of this integration, visit this article – PowerOffice (Invoicing integration).
Create an API key in PowerOffice
As an Admin in PowerOffice, go to Menu → Settings.
Under System, you will find Extensions.
- Click Add Extension.
- Select Custom.
- Enter RecMan's Application Key:
29b85f0d-5420-42a5-b6d9-8efd185c3662 - Copy Client Key - This is the one you enter in RecMan, see instructions further down in the article.
- Press OK.
Enable PowerOffice integration and add the API key to RecMan
To activate PowerOffice integration, go to the System settings and select Marketplace. All non-Admin users can access Marketplace under the blue Home icon.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace.
Click the activate button to begin using the PowerOffice integration.
Add your API key: Enter your PowerOffice API key. Name this key and with a switch bar button choose if the API key should be accessible for:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
Optionally, you can decide whether to synchronize companies and projects daily.
You will be able to manage your keys in the Credentials tab.
Set products in RecMan
Here, it is important that you have a correct product layout that matches the settings you have in PowerOffice in terms of:
- Credit account
- Debit account
- VAT code
If you already have the product in PowerOffice, you also need to set the same product number for this in RecMan. If the product does not already exist in PowerOffice, it will be created automatically upon transfer.
In PowerOffice, the product is not directly assigned a credit account, debit account, or VAT code. Instead, it is linked to a sales account, which in turn is associated with the account plan (credit, debit, and VAT code). The credit, debit, and VAT code from the sales account must be entered into RecMan for all products.