Active |
---|
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Fakturoid modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in the Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:
-
watch, create, retrieve, update, search, and delete contacts
-
watch new invoices, watch invoice events, create, update, retrieve, search, download, lock/unlock, and cancel/undo cancel invoices, send an invoice or reminder/ mark as sent, pay an invoice or remove payment
-
create, retrieve, update, delete, and search expenses, and perform expense actions
-
create, update, retrieve, delete, and search templates
To get started with Faktruoid, create an account at fakturoid.cz.
To connect Fakturoid app, you need to obtain the API Key, and Account Name from your Fakturoid account and insert them into your Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
-
Log in to your Fakturoid account.
-
Click Profile Name > Settings > UserCan use the system on a limited basis based on the rights assigned by the admin. account.
-
Copy the API Key to a safe place.
-
In your Boost.space Integrator account, insert a Fakturoid modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in your scenario and click the Add button next to the Connection field.
-
Optional: In the Connection name field, enter a name for the connection.
-
In the API Key field, enter the details copied in step 3.
-
In the Email field, enter the email address you signed up for Fakturoid.
-
in the Account Name field, enter the account name as visible in the URL address, and click Save.
You have successfully established the connection. You can now edit your scenario and add more Fakturoid modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.