Difference between revisions of "B2BRouter integration"
m (Artem moved page Memsource integration to B2BRouter integration without leaving a redirect) |
(→B2BRouter configuration) |
||
| (22 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | __FORCETOC__ | |
| − | |||
| − | + | =='''Enable B2BRouter integration'''== | |
| − | To | + | To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [[https://cloud.protemos.com/account/b2brouter B2BRouter integration]] |
| + | |||
| + | Click "Enable": | ||
| + | |||
| + | [[File:B2brouter 1.png|border|1000 px]] | ||
| + | |||
| + | To enable the integration, you need to input your '''B2Brouter API key''' and '''B2Brouter account ID''' and click "Update": | ||
| + | |||
| + | [[File:B2brouter 2.png|border|1000 px]] | ||
| + | |||
| + | |||
| + | You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab: | ||
| + | |||
| + | [[File:B2brouter 3.png|border|1000 px]] | ||
| + | |||
| + | =='''B2BRouter configuration'''== | ||
| + | |||
| + | Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed: | ||
| + | |||
| + | [[File:B2brouter 4.png|border|1000 px]] | ||
| + | |||
| + | If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values. | ||
| + | |||
| + | The required values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red): | ||
| + | |||
| + | [[File:B2brouter 5.png|border|1000 px]] | ||
| + | |||
| + | These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings: | ||
| + | |||
| + | [[File:B2brouter 6.png|border|500 px]] | ||
| + | |||
| + | Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones. | ||
| + | |||
| + | =='''Create or link B2BRouter invoices'''== | ||
| + | |||
| + | Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option: | ||
| + | |||
| + | [[File:B2brouter 7.png|border|1000 px]] | ||
| + | |||
| + | Then, you will see the created/linked B2BRouter invoice in the corresponding section: | ||
| + | |||
| + | [[File:B2brouter 8.png|border|1000 px]] | ||
| + | |||
| + | |||
| + | =='''Issues with creating B2BRouter invoices'''== | ||
| + | |||
| + | The invoices can be created only if certain conditions are met. | ||
| + | |||
| + | Some common reasons for errors: | ||
| + | # There is no matching client in B2BRouter (can be created in Create -> Create contact) | ||
| + | # There is no tax or an absolute tax in a Protemos invoice. | ||
| + | # The payment method details are invalid (for example, invalid IBAN) | ||
| + | |||
| + | There may be other cases, and often the reason for the invoice not being created is diplayed in the error message. | ||
| + | |||
| + | If you need assistance with creating invoices, you may contact us at support@protemos.com. | ||
| + | Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots). | ||
Latest revision as of 14:14, 20 March 2026
Contents
Enable B2BRouter integration
To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [B2BRouter integration]
Click "Enable":
To enable the integration, you need to input your B2Brouter API key and B2Brouter account ID and click "Update":
You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab:
B2BRouter configuration
Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:
If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values.
The required values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red):
These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:
Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.
Create or link B2BRouter invoices
Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:
Then, you will see the created/linked B2BRouter invoice in the corresponding section:
Issues with creating B2BRouter invoices
The invoices can be created only if certain conditions are met.
Some common reasons for errors:
- There is no matching client in B2BRouter (can be created in Create -> Create contact)
- There is no tax or an absolute tax in a Protemos invoice.
- The payment method details are invalid (for example, invalid IBAN)
There may be other cases, and often the reason for the invoice not being created is diplayed in the error message.
If you need assistance with creating invoices, you may contact us at support@protemos.com. Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots).
