Documentation/ERP integrations
ERP integrations
There are two ways of getting documents out to your management program, and they work very differently. Knowing which one applies to you explains almost everything else: whether the button posts or downloads, whether it tells you about errors, and who keeps duplicates out.
The two models
| Direct sending | File export | |
|---|---|---|
| What the button does | Posts the document into the other program. | Downloads a file. |
| Programs | SAP S/4HANA · SAP Business One · Ágora POS · ICG · Holded · Business Central · Sage X3 · Diagram | Contasol · a3 · Cegid · Monitor |
| Tells you if it fails | Yes, straight away and with the reason. | No: you find out on importing. |
| Duplicate control | What is sent leaves the pending list. | Yours. Import twice and you duplicate entries. |
The rule that applies to all of it
Whatever leaves Dijit.app wrong will enter your books wrong. Before sending or exporting, go over supplier, dates, number, net, VAT, total and accounts. Putting it right afterwards, inside the other program, always costs more.
If you cannot see your program's button
Each account sees only the integrations it has switched on. Naming the program when you signed up switches nothing on: support does that, company by company.
And if your program is not on the list, the data still comes out: almost every table exports to Excel.
Pages in this section
How sending to the ERP works
The two models: direct sending and file export.
What to do when a sending fails
Every message, its cause and the order to fix things in.
Integration parameters
Where the credentials live and how a connection is tested.
SAP S/4HANA
Supplier invoices over the standard OData interfaces, and what each document type needs.
SAP Business One
Supplier invoices over the Service Layer, with several companies and the Spanish VAT reporting fields.
Ágora
The Ágora codes and the warning shown before sending.
Creating a product in Ágora
Adding the item from the delivery note's line.
ICG
The supplier's reference and the connection to your database.
Holded
The API key, the connection test and how the invoices arrive.
Business Central
Syncing the purchase order and comparing it with the delivery note.
Sage X3
Purchase invoice or journal entry, with no duplicates and using your own templates.
Diagram
Direct sending with a partial result.
Contasol: exporting the entries
Four files and an import order that is not optional.
a3
a3 asesor, a3 ERP and a3innuva: a file, a direct connector or still to come, depending on the program.
Cegid: exporting the entries
Three reports: invoices, expenses and sales.
Monitor Informática
Reports, fields of its own and separation by company.
Other programs: exporting to Excel
What to do if your program has no integration of its own.