For information general information about integrations, visit this page
Note!
Note: Some ERP providers may charge for sharing data via integrations.
Any additional costs will depend on your agreement with the provider.
Prerequisite
Requirement to setup the integration: The user (mail account in PowerOffice Go) must have access to the menu item Organizational Settings in PowerOffice Go, roles like administrator has this by default.
Step 1: Navigate to ERP Integrations
Navigate to the tab "Integration" from the menu item Data Input.
Step 2 - Add new integration
Select "Add integration" and the integration you would like to add to your client and select PowerOffice
Step 3 - Enter credentials
You will now be redirected to the login page at PowerOffice Go. Enter your PowerOffice Go credentials.
Click Continue.
Step 4 - Give access
The next step is to click on Give Access.
Make sure you have entered the correct organization number on the client in Energi.AI, because we use this as an identifier to setup the integration.
You will be sent back to Energi.AI and a pop up will occur, telling you that your integration setup is successful.
Step 5 - Integration is connected
The integration will show in the ERP integration list with status Connected.
Extra - Tutorial of adding PowerOffice Go integration
Feedback and help
In case you have any feedback or need help, please contact us on support@energi.ai
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