Note:
This action is only available to Admin Users
Before integrating, please make sure that Organisation registration number in ERPLY is identical with Company Registration number in Envoice
It’s simple to integrate your Envoice with your ERPLY Books account, just follow these steps:
- Login to your ERPLY Books web account.
- Go to Settings > API settings
- If API Token field is empty, Click on the button Generate New API Token
- Select & copy the API Token
Now you have the integration API Token and following steps have to be made in Envoice:
- Login to your Envoice account
- Go to Settings > Integrations
- From section Accounting software click ERPLY Books
- Insert the API token from ERPLY Books and click Activate
Integration settings
- Selecting Coding required prevents that documents will be published to integrated Accounting Software without Coding
- Select Automatic publishing (available with Expenses Lite plan only)
- Publish all attachments ...
Synchronization
On initial activation of the integration, following Bookkeeping data from ERPLY will be pulled to Envoice:
- Chart of accounts
- Contacts of Suppliers and Customers
- VAT Codes
- Projects and Project Groups
Automatic synchronization
Select Auto Sync to keep your data accurate between Envoice and ERPLY Books. Changes in ERPLY Books settings are synced once a day.
Manual synchronization
If Auto Sync is disabled or you wish to implement changes made in ERPLY immediately to Envoice use manual synchronization.
- Login to your Envoice account
- Settings > Bookkeeping
- Select the desired section of Bookkeeping data you wish to apply changes immediately and click Sync