Get full control of the smallest detail with invoices that are synced automatically from Upsales to PE Accounting.
This article will cover:
Activate P:E Accounting app
- Click the Settings icon in the upper right corner of your Upsales screen.
- Click App directory.
- Locate P:E Accounting in the Apps list
- On the next screen, click Activate
- Click Accept terms to continue.
What can be synced?
Syncing companies
Companies sync from Upsales to PE Accounting when the company has a sale registered in Upsales (100% probability in the defined sales board stage). Further updates will be made to PE Accounting only if a new order is placed on the company in Upsales.
Syncing products
Products are synced to PE Accounting from Upsales when order is placed, or an opportunity change to correct order stage (100% probability).
Syncing orders
The integration will create an invoice in PE Accounting when an order is placed, or an opportunity change to correct order stage (100% probability). You can change the order in Upsales, and the changes will sync to PE Accounting as long as you have not attested the invoice in PE Accounting. If the invoice is attested you can not make changes on the order in Upsales.
Setting up the P:E Accounting app
Required settings to start sync orders to PE Accounting
To start setting up the PE Accounting app, contact PE Accounting customer service to obtain company ID and your API token.
- Enter PE Accounting Company ID, once you've obtained it from PE accounting customer service
- Enter API token, once you've obtained it from PE accounting customer service.
- Define which stage an opportunity will have in the sales board to trigger and order to PE accounting.
Now the P:E Accounting app is set up to start syncing orders from Upsales. You can, however, configure many more settings. See the explanation below.
Setting up Custom Fields with PE Accounting app
To have full control of how your invoices appear, when synced from Upsales, set up data fields in PE Accounting app with Custom Fields on Order Row and/or Company. If you're not familiar with Custom Fields in Upsales, find out about Custom Fields here.
Hierarchy of data fields: If there's data in Order fields this will be used, if no data in Order fields is found then Company field will be used, and if there's no data in either Order or Company fields then Default setting will be used.
Data fields:
App setting |
Explanation |
|---|---|
|
Invoice Date Custom Field ID
|
You can specify a custom field on your order to use as invoice date. It's recommended to leave this empty to use order date.
|
|
Payment Days (Company)
|
Choose a custom field on Company for payment days. This will be used if there's no data in payment days on Order. |
|
Default payment days
|
Specify the default number of payment days. This will be used if no data is found on either company or order. |
| Payment Days (Order) | Choose a custom field on Order for payment days. The data entered in this custom field will take priority over default payment days and payment days entered on Company custom fields. |
Notes
App setting |
Explanation |
|---|---|
|
Include order description in notes?
|
Turn this toggle on to sync the order description in Upsales to notes in PE Accounting.
|
|
Notes strategy
|
Do not sync notes - This will turn note sync off Notes from Upsales order notes - This will sync 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. |
|
Notes custom field
|
If you've chosen Notes from Order custom field, in the previous setting, then you need to specify which custom field here. |
Order row settings
App setting |
Explanation |
|---|---|
|
Sync discounts to invoice
|
Turn this toggle on to sync discounts from Upsales to PE Accounting.
|
|
Order row description field
|
You can use a custom field as the product description in PE Accounting. Leave empty to use the product name from Upsales as the description. |
|
Ignored products that should not sync to PE
|
You can choose to ignore sync for any product. |
Periodisation settings
App setting |
Explanation |
|---|---|
|
Field for start of period on order
|
Choose custom field on Order to use as start for period.
|
|
Field for end of period on order
|
Choose custom field on Order to use as end for period. |
|
Field for start of period on order row
|
Choose custom field on Order Row to use as start for period. |
|
Field for end of period on order row
|
Choose custom field on Order Row to use as end for period. |
Email fields
App setting |
Explanation |
|---|---|
|
Invoice Email (Order)
|
Choose custom field on Order for invoice email. The email entered in this custom field will take priority over email entered on Company.
|
|
Invoice Email (Company)
|
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 |
Explanation |
|---|---|
|
Your Reference Custom Field (Company)
|
Choose a custom field on Company to use as a reference for your customer.
|
|
Your Reference Custom Field (order)
|
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. |
|
VAT number custom field
|
Choose a custom field on Company to use as VAT number. |
|
Order PO number custom field
|
Choose a custom field on Order for Purchase Order (PO) number. |
|
Sync Upsales Order ID to PE
|
Get your alias ID from PE Accounting and add it here to sync Upsales Order ID to PE Accounting. |
|
Sync our reference from
|
Choose our reference. You can choose either the Account manager for the company or the Sales representative for the order. |
|
Delivery type field (company)
|
Choose a custom field to enter |
|
GLN/EDI-address (company)
|
Choose a custom field on Company for GLN/EDI-address. |
| Approver field | Choose a custom field for approver of the invoice. The email entered in this custom field should be that of a user in PE Accounting. |
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