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 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 reuired 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:

1. There is no matching client in B2BRouter (can be created in Create -> Create contact)
2. There is no tax or an absolute tax in a Protemos invoice.
3. 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).