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.

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:

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.