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With this integration, you send invoices (automatically) to Octopus: as direct bookings in the journal, or for processing to the Document Import Viewer. If your entrepreneurs have linked their bank accounts, you can also export CODA files to the financial journal. You can then easily check or process these files in Octopus.
In just a few clicks, you add client files to Billit based on the client file data in Octopus. This imports not only the client file data itself, but also all customer and supplier data from the Octopus client file into Billit, including general ledger accounts. After posting, the booking numbers from Octopus are visible with each document in Billit.
Please note: make sure the Webservice module is active for the client file in Octopus under Beheer > Gebruikers > Rechten > Toegang tot de webservice.
In the accountant portal, go to the 'Integrations' submenu under the 'Settings' menu and click 'Available' on the Octopus tile. On the next screen, click 'Connect'. You will then be redirected to Octopus and asked to log in with your Octopus account.
Please note: to set up the integration, you need administrator rights in Octopus. So always set up the initial connection with an Octopus administrator account.
