B2BRouter integration

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 by going to Settings -> 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:

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.

Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:

Create QuickBooks invoices from Protemos client invoices

Open the needed client invoice, then scroll down to the Linked B2BRouter invoice details section and click "New B2BRouter invoice":

Then, you will see the created B2BRouter invoice in the corresponding section:

You may open the invoice by clicking QuickBooks invoice ID:

Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.

Note: To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.

Link and unlink invoices between Protemos and QuickBooks

When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.

But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.

To do so, click the "Link QuickBooks invoice" button:

Then, click the "Link" button in the respective line:

The invoices will be linked.

You may always unlink the invoices by clicking the "Unlink QuickBooks invoice" button:

Protemos and Memsource are integrated through BeLazy.

If you do not have a Memsource account, you can register it at memsource.com.

To enable the integration, please contact BeLazy team at info@belazy.cat. More contact details here: Contact us | BeLazy.

To get a better idea of the way the integration works, please check this video: [coming soon].