This article describes how to set up invoice integration with Xledger.
Overview
The Xledger Invoice integration in RecMan streamlines accounting processes by enabling effortless data synchronization. You can transfer multiple invoices and credit notes with customer data automatically, or transfer them with a single click. Discover more about Xledger invoice integration in this article.
Note
This integration requires an Xledger account.
Create an API key in Xledger
The API key is necessary for full integration. For CSV export only, it is not required.
- Once logged in as an administrator in Xledger, go to Administration in the main menu.
- Select Access Control.
- Select GraphQL.
- Press the API tokens and then the green Generate new token button.
- Give the API key a name, e.g., RecMan.
- Choose Select all on Read and Write.
- Then press Generate token to get the API key. Copy this key to take with you to RecMan. See steps further down here.
How to set up integration
To activate Xledger 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 Xledger integration.
Enable integration type(s): full integration or CSV export. If full integration is selected, enter the API Key. Then select the transfer method:
- Invoice (Recommended) – Used when an invoice is created and sent to the customer from within RecMan. Invoice data is transferred directly into the accounting modules in Xledger.
- Order – Used when an invoice is to be created and sent to the customer from within Xledger. Invoice data is transferred into the order modules in Xledger for further processing.
Also, select if the invoices and credit notes should be automatically synced. Once enabled, invoices and credit notes created in RecMan will be automatically transferred to Xledger.
The next step is to choose an environment to connect your integration (only one can be selected):
- Production: Configure the integration to communicate with your production environment in Xledger. We recommend testing the integration in the Demo environment before starting with the Production environment.
- Demo: Configure the integration to communicate with your demo environment in Xledger. Note that errors may occur when switching from Demo to Production, and support may be necessary.
Afterward, select if this key should be accessible for:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
You will be able to manage your keys in the Credentials tab.