Get full control of the smallest detail with invoices that are synced automatically from Upsales to P:E Accounting.

This article will cover:

• Activation
• What can be synced?
  • Syncing companies
  • Syncing products
  • Syncing order
• Setting up
  • Required settings
  • Data fields
  • Notes
  • Order row settings
  • Periodisation settings
  • Email fields
  • Other field mappings

Activate P:E Accounting app

1. Click Settings>App directory:
   
   
   
   
2. Locate P:E Accounting in the Apps list:
   
   
   
   
3. On the next screen, click Activate
   
   
   
   
4. Click Accept terms to continue.

What can be synced?

• Companies
• Products
• Orders

Syncing companies

Companies sync from Upsales to P:E Accounting when the company has a sale registered in Upsales (100% probability in the defined sales board stage). Further updates will be made to P:E Accounting only if a new order is placed on the company in Upsales.

Fields that will be included: 

• Company name
• Billing adress (Street, Postal number, State, Country)
• Name of contact person 
• Our reference

Syncing products

Products are synced to P:E Accounting from Upsales when order is placed, or an opportunity changes to correct order stage (100% probability).

Fields that will be included: 

• Name of product
• Price

Syncing orders

The integration creates an invoice in P:E Accounting. Change the order in Upsales, and the change syncs to P:E Accounting – as long as you haven't attested the invoice in P:E Accounting. If the invoice is attested, no more changes can be made.

Fields that will be included: 

• Company
• Contact person
• Currency
• Order rows
  • Product
  • Price
  • Quantity

Setting up the P:E Accounting app

Required settings to start sync orders to PE Accounting

Contact P:E Accounting customer service to get your company ID and API token.

1. Enter your P:E Accounting Company ID:
   
   
   
2. Enter your API token:
   
   
   
3. Define which stage an opportunity needs in the sales board to automatically trigger an order to P:E accounting:
   
   
   

Now the P:E Accounting app is set up to start syncing orders from Upsales. You can now configure the settings to suit you. See the explanation below.

Good to know before activating the app

Upsales adds IDs for customer, order and product in P:E accounting. Already using these fields for other integrations? Please contact Upsales before you activate the app.

Setting up custom fields

Want full control of how your invoices appear when synced from Upsales? Set up data fields in the P:E Accounting app with custom fields on Order Row and/or Company.  Scroll to the bottom of the page to get started:

Hierarchy of data fields: Any data in Order fields will be used. If no data in Order fields, Company field will be used. If no data in either Order or Company fields, Default setting will be used.

Date fields:

App setting: Invoice Date Custom Field ID
What it does: You can specify a custom field on your order to use as invoice date. We recommend leaving this empty and simply use order date.

App setting: Payment Days (Company)
What it does: Choose a custom field on Company for payment days. This is used if there's no data in payment days on Order.

App setting: Default payment days
What it does: Specify the default number of payment days. This is used if no data is found on either company or order.

App setting: Payment Days (Order)
What it does: Choose a custom field on Order for payment days. The data entered in this custom field takes priority over default payment days and payment days entered on Company custom fields.

Notes

App setting: Include order description in notes?
What it does: Toggle to sync order descriptions in Upsales to notes in P:E Accounting.

App setting: Notes strategy
What it does:

• Do not sync notes - This turns note sync off
• Notes from Upsales order notes - This syncs notes from Upsales order notes to PE Accounting Notes.
• Notes from Order custom field - If you choose this you need to specify a custom field in Notes custom field setting, below.

App setting: Notes custom field
What it does: If you've chosen Notes from Order custom field, here's where you specify which custom field.

Order row settings

App setting: Sync discounts to invoice
What it does: Toggle to sync discounts from Upsales to P:E Accounting.

App setting: Order row description field
What it does: You can use a custom field as the product description in P:E Accounting. Leave empty to use the product name from Upsales as the description.

App setting: Ignored products that should not sync to P:E
What it does: You can choose to ignore sync for any product.

Periodisation settings

App setting: Field for start of period on order
What it does: Choose custom field on Order to use as start for period.

App setting: Field for end of period on order
What it does: Choose custom field on Order to use as end for period.

App setting: Field for start of period on order row
What it does: Choose custom field on Order Row to use as start for period.

App setting: Field for end of period on order row
What it does: Choose custom field on Order Row to use as end for period.

Email fields

App setting: Invoice Email (Order)
What it does: Choose custom field on Order for invoice email. The email entered in this custom field will take priority over email entered on Company.

App setting: Invoice Email (Company)
What it does: Choose custom field on Company for invoice email. If there is no data in the invoice email on order, then this email will be used.

Other field mappings

App setting: Your Reference Custom Field (Company)
What it does: Choose a custom field on Company to use as a reference for your customer.

App setting: Your Reference Custom Field (order)
What it does: Choose a custom field on Order to use as a reference for your customer. If you enter data in this field it will be chosen over Company.

App setting: VAT number custom field
What it does: Choose a custom field on Company to use as VAT number.

App setting: Order PO number custom field
What it does: Choose a custom field on Order for Purchase Order (PO) number.

App setting: Sync Upsales Order ID to P:E
What it does: Get your alias ID from P:E Accounting and add it here to sync Upsales Order ID to P:E Accounting.

App setting: Sync our reference from
What it does: Choose our reference. You can choose either the Account manager for the company or the Sales representative for the order.

App setting: Delivery type field (company)
What it does: Choose a custom field to enter

App setting: GLN/EDI-address (company)
What it does: Choose a custom field on Company for GLN/EDI-address.

App setting: Approver field
What it does: Choose a custom field for approver of the invoice. The email entered in this custom field should be that of a user in P:E Accounting.