All integrations
Finago Office
Cloud ERP and accounting for Norway and Sweden, formerly 24SevenOffice
Overview
Connect Finago Office so Taxxa can read a client's accounting data directly from Finago Office. You can then ask questions about the ledger, customers, sales invoices and bank transactions in Taxxa without exporting reports. You approve Taxxa as an application in Finago Office and then give Taxxa your organisation's ID.
What Taxxa can access
- The organisation's fiscal years, chart of accounts and general ledger lines.
- Customers, suppliers, projects and departments.
- Issued sales invoices and sales orders with their lines.
- Bank transactions and document metadata linked to the ledger. Supplier invoices are not available through Finago Office's interface.
- Taxxa only gets the permissions you accept when you approve the Taxxa application in Finago Office.
- Taxxa can also prepare changes, such as a new product or customer. By default it asks you to approve each change before it is sent to Finago Office. You can change this per connector in Taxxa.
Before you connect
- A Finago Office user with the «brukeradministrasjon» (user administration) access. Without it you do not see «Integrasjoner».
- Taxxa's Application ID, which you enter in Finago Office to approve Taxxa. Taxxa support gives it to you.
- The admin role in your Taxxa workspace. Only workspace admins can connect Finago Office, because the connection gives access to the whole organisation.
How to connect
- Log in to Finago Office in your browser and switch to the organisation you want to connect.
- Click «Administrasjon» (Administration) in the left menu and choose «Integrasjoner» (Integrations).
- Click «Connect Application». Enter Taxxa's Application ID, then accept the terms («Accept terms») and the permissions Taxxa asks for («Accept scopes»).
- In the list of connected applications, click «Configure» next to Taxxa and copy «Organization ID» under «Info».
- In Taxxa, open Connectors, choose the client company and select Finago Office. Select Connect.
- Paste the Organization ID and select Connect. Repeat for each organisation you want to connect.
Where to find your details
- Organization ID
- Your organisation's ID in Finago Office, also called the Finago Client ID. In Finago Office, go to «Administrasjon > Integrasjoner», click «Configure» next to the Taxxa application and copy «Organization ID» under «Info». It is not the same as Taxxa's Application ID.
Troubleshooting
- Taxxa cannot connect after you enter the Organization ID.
- Check that you approved the Taxxa application under «Administrasjon > Integrasjoner» in the same organisation, and that you copied the «Organization ID» from «Info», not the Application ID.
- You do not see «Integrasjoner» under «Administrasjon».
- You need the «brukeradministrasjon» (user administration) access in Finago Office. Ask a user who has it to approve Taxxa or to give you that access.
- Taxxa reports that it is not allowed to read some data.
- Taxxa can only use the permissions accepted when the application was approved. If Taxxa asks for new permissions, open «Administrasjon > Integrasjoner» and approve the updated permissions for each organisation.
- Taxxa opens a Finago Office sign-in window instead of asking for an Organization ID.
- You chose Finago Office (MCP), the live variant. Sign in with your own Finago Office user and approve access. Taxxa then works with your user's rights and can reach every organisation your user has access to.
Disconnect
Disconnect Finago Office in Taxxa under Connectors. To remove Taxxa's access in Finago Office as well, open «Administrasjon > Integrasjoner», where connected applications are listed, and remove the Taxxa application. Contact Finago support if you do not see that option.
Connect Finago Office in Taxxa
Open Taxxa
Already a customer? Go to Connectors and choose Finago Office.