It is simple to integrate your Envoice account with Briox. As a first step, please contact Briox support to activate Envoice on your account. When this is done, go through following steps:
Note:
You need to be a Systems Administrator in Briox to carry out the actions described below.
- Open the right-hand menu and select Your Account. A sidebar will open
- At the bottom of the sidebar find the text Company and copy the numeric value of the company. This is your Account ID. See above.
- Next, go to the right-hand menu again and go to Settings - Licences & Users
- Open one of the System Administrator users and scroll to the bottom, where you will find the section External Applications. System Administrators are marked as bold.
- Find Envoice and click on the button Generate token under the column Tools.
- Copy the value of the newly generated Auth token. This is your Authentication Token.
Now you have the integration Account ID and Authentication Token and the following steps have to be carried out in Envoice:
- Login to your Envoice account
- Go to Settings - Integrations
- Find Briox and click on it
- Insert the Account ID and Authentication Token you have copied from Briox in the previous steps, and click Activate
Integration settings
- Select Automatic publishing ON for documents to be published immediately to your integrated software upon completion of processing.
Note:
Please make sure you set up all necessary rules to ensure that all the correct information is applied to your items before auto-publish occurs.
Synchronisation
Upon initial activation, bookkeeping settings from Briox will be pulled to Envoice.
Automatic synchronisation
Select Auto Sync to keep your data accurate between Envoice and Briox. Changes in settings are synced once a day.
Manual synchronisation
If Auto Sync is disabled or you wish to implement changes made in Briox immediately to Envoice use manual synchronisation.
- Login to your Envoice account
- Click Settings, then select Bookkeeping
- Select the desired section of Bookkeeping settings you wish to apply changes to immediately and click Sync
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