Note: The following actions require an Administrator, Accountant or Payment Administrator role in Envoice. Learn more about user roles & permissions.
Connect Envoice to your Wise account and have a live feed of transactions in near real-time.
Create an API Token in Wise
- Go to Wise and open Settings
- Find API Tokens section and press Add new token
- Choose Token Permissions as Read-only. Save token by pressing Create token. (Note: Read-only means Envoice cannot create any transactions on your account, but can only import the account statement)
- Copy the newly created token
Connect Wise to Envoice
- Go to Envoice and navigate to Banking
- At first, add your Wise account as a Bank Account in Envoice if it already does not exist
- Go to a Bank Account and click Connect Bank
- Select Wise from the dropdown
- Enter the API Token you copied from Wise
- Download the public key and upload it to your Wise account
- Click Activate
- Follow the instructions to link the Wise Bank Accounts to Envoice Bank Accounts and choose the start date for the Account Statement import.
Upload Public Key to Wise
For security reasons, you must add Envoice generated public key to your Wise account before activating the connection. Otherwise, Envoice will not be able to collect your bank statement and the connection will stop working.
- Go to Wise and open Settings
- Find API Tokens section and press Manage Public Keys
- Upload the Public Key that you downloaded at the Envoice Connect Now window
Set up webhooks for real-time data
To get the real-time account statement and balance from Wise, webhooks must be set up. Otherwise, Envoice will sync your account statement once a day.
The webhook endpoint URL is https://app.envoice.eu/desktop/webhook/transferwise
- Login to Wise
- Go to Settings and find the Webhooks section
- Press Create a new webhook
- Fill URL and Name field
- Choose Subscribed events for a webhook.
- Transfer Update Events for the outgoing transfers to be in real-time
- Balance Deposit Events to get real-time events for balance when money is added to your account
- Save the webhook by clicking Create webhook
Note: To get real-time updates for both, money in and money out transactions, you must set up two separate webhooks. The webhook URL is identical for both events.
