Activation of the integration with the accounting / invoicing system
On the page https://fynode.com/accounting you can activate a connection to a selected accounting or invoicing system. By selecting the icon of a specific platform you open a window to enter login credentials and after clicking "Activate" the system will verify the connection and refresh the page. After successful activation additional settings for that integration will appear.
Step 1 — Open the connection page
Go to https://fynode.com/accounting where you will see a list of supported accounting systems. Click the icon of the platform you want to connect, fill in the required login credentials and press "Activate". The system will attempt to log in and if the credentials are correct, the connection will be created and the page will refresh.
Step 3 — Billing settings and automation
After activation you will find below the icons a section of accounting system settings where you can enable automatic invoicing and define rules. You can map the invoice type based on order status, payment type or delivery type and enable automatic sending of an email after issuing an invoice. Data from the accounting system is updated several times a day or manually using the “Load data” button.
Step 2 — Access credentials
Required fields depend on the specific provider. For example, Billdu requires an "API key" and "API secret" which you can find in the API settings in Billdu. iDoklad requires "Client Id", "Client Secret" and localization. In some cases the system will display additional fields if automatic login fails.
Tips for problems
If the connection fails, the system will show an error message and for some eshops additional fields for manual API access will be offered. Some services require a premium subscription for API availability. If needed, edit the login credentials or deactivate the integration and activate another system.
Go to https://fynode.com/accounting, click the icon of the given platform, enter the required access credentials and click “Activate.” The system will verify the connection and on success create the integration and display the settings.
No, a user can activate a connection to only one accounting system. If you need to change the system, deactivate the current connection and activate the new system.
Check the entered login credentials and API permissions. Some services require a premium account for API access, others allow manual entry of API credentials if automatic login fails. After activation you can also click "Load data" to update sequences and accounts.
After activation you can edit the login credentials, deactivate the integration and, if needed, load current data from the accounting system. Note that the system allows only one active connection to an accounting system at a time and some platforms require premium API credentials.