Finago Office

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 create your own application in Finago Office, approve it in the organisation, and then give Taxxa the application's ID and secret and the organisation's ID. This is an office connection: people who can manage office access, a permission a workspace admin gives, connect it. Everyone else can use it only with access to its client, given per client or to all clients on the Office access page.

• 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 (scopes) that you give your application and that the organisation accepts when it approves the application.
• 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.

• A Finago Office user with the brukeradministrasjon (user administration) access. Without it you do not see Integrasjoner.
• Access to the Utvikler (Developer) panel in Finago Office, where you create your application. If you do not see it, ask Finago support to turn it on.
• The office access permission in Taxxa, given by a workspace admin. Only office access managers can connect Finago Office.

1. 1Log in to Finago Office in your browser.
2. 2Open Utvikler (Developer) and click Create Application. Enter a name, for example Taxxa, and click Create.
3. 3Click Configure on the new application. Under Scopes, select the permissions that Taxxa can use and save. Copy the Application ID and the Client Secret.
4. 4Switch to the organisation you want to connect. Click Administrasjon (Administration) in the left menu and choose Integrasjoner (Integrations).
5. 5Click Connect Application. Enter your Application ID, then accept the terms (Accept terms) and the permissions (Accept scopes).
6. 6In the list of connected applications, click Configure next to your application and copy Organization ID under Info.
7. 7In Taxxa, open Connectors, choose the client company and select Finago Office. Select Connect.
8. 8Enter the Application ID, the Client Secret and the Organization ID, and select Connect. For each other organisation, do steps 4 to 8 again with the same application.
9. 9In Taxxa, open the Office access page from Connectors and give members access per client or to all clients: Read for the read actions and synced data, or Read & write for every action. People who can manage office access have full access. A write action still follows each member's own approval setting: Taxxa asks before each change unless that member chose to allow changes without asking.
10. 10To give access to many clients at once, select Edit next to a member on the Office access page, filter the clients, for example by connector, select all matching clients, choose Read or Read & write, and save.

Application ID

The ID of your own application in Finago Office. Open Utvikler (Developer), click Configure on your application and copy Application ID.

Client Secret

The secret of the same application, in Utvikler (Developer) under Configure. Keep it safe like a password: with the Application ID, it gives access to every organisation that approved your application.

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 your application and copy Organization ID under Info. It is not the same as the Application ID.

Taxxa cannot connect after you enter the details.

Check that the Application ID and the Client Secret come from the same application, that you approved this 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 Utvikler (Developer) in Finago Office.

Finago turns on the Developer panel for each customer. Contact Finago support and ask for access to create an application.

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 scopes of your application that the organisation accepted. Add the scope to your application under Utvikler, then approve the updated permissions under Administrasjon > Integrasjoner 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 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 your application. Contact Finago support if you do not see that option.