Setup Integrations
In this Article
This article explains how to setup and activate integrations in Logiware.
Note
Integrations deal with connecting the Logiware portral with various other applications such as Quickbooks. This is done to share, retrieve, exchange crucial data and therefore provide real-time updates to each other.
Navigation
Go to Control Panel > Integrations. All the existing integrations with different applications can be seen on this screen.
Set Up Connection with Application
Open any of these tiles and fill in the required information to connect with the application, let's say Quick Books here.
An organization and its sub organizations may have different application connections, say Quick Books instances. Separate application instances may also exist for each sub organization.
For example, Quick Books cannot have a similar instance for two different companies or sub organizations and hence, will require two different instances.
Note: To achieve this, keep the unique login credentials for the application at your disposal.
Map Parties with Application
For any action to be performed further, we need the ingestion of data from the application.
Begin with Customers, Vendors etc., which can be mapped to the Quick Books, as shown here.
Choose the party to be mapped with the Quick Books.
Click on Add to configure the Customer and Vendor details.
Importing Charge Codes
On the similar lines, we can proceed with adding the Charge Codes. Go to Control Panel > Common Configuration > Common References.
Select any of the Charge Codes to perform the desired function. Add the Quickbooks Expense Account here which will get populated directly from the application.
