Connect Kvalitetskontroll

Use this when your company registers checklists and site hours in Kvalitetskontroll. Once connected, DealJourney brings over your contacts as customers, your projects, and the hours and machine use your managers have approved, so they can be invoiced from the right project.

The connection belongs to the whole workspace, and only a workspace admin can set it up.

Before you start

You need a Personal Access Token from Kvalitetskontroll. An administrator in Kvalitetskontroll creates it from their own profile. Use an administrator's token: DealJourney needs to read contacts, projects and every employee's approved hours, and to create a contact when you send a customer over.

Connect it

1. 1Open Markedsplads from the sidebar and choose Kvalitetskontroll.
2. 2On Forbindelse, paste the token into Personal Access Token.
3. 3Select Tjek og forbind. DealJourney asks Kvalitetskontroll who the token belongs to before saving it, and shows your company's name when it works. A token Kvalitetskontroll refuses is never saved.

What comes over

Open Synkronisering and select Synkroniser nu, or wait: the sync runs by itself every hour.

• Contacts become customers. A contact that already exists here, with the same organisation number or email, is linked to the existing customer instead of being created twice, and only its empty fields are filled in. A company with no organisation number is linked by name only when exactly one customer here has that exact name. Everyone else is created. A customer you deleted here on purpose is not brought back. Contact persons follow, a batch per sync.
• Projects are created here and linked to their customer.
• Approved hours land on the project and its customer, on the person who registered them, so they can be invoiced from the project. See Invoice a project, in parts or by the hour, and see what it earned. Hours that are not approved yet wait until they are. Hours Kvalitetskontroll has already invoiced arrive marked as invoiced, so they are never invoiced twice.
• Machine use is added to the project's invoice once its machine type has a price (see below).

An hour that is changed or deleted in Kvalitetskontroll is changed or removed here too, unless it has already been invoiced here. An invoiced hour is never touched.

When hours do not show up

Ikke placeret endnu on Synkronisering lists every approved registration that could not be placed yet, with the reason. They are kept and tried again on every sync, so fixing the reason is enough. The usual reasons:

• No DealJourney user for a person. Hours belong to a person here. Invite them to DealJourney with the same email address they have in Kvalitetskontroll.
• Not registered on a project. Move the registration to a project in Kvalitetskontroll.

Price your machines

Kvalitetskontroll records how long a machine was used, not what it costs. On Maskinpriser, give each machine type a Pris pr. time and select Gem. Until a machine type has a price, its use waits; it is never invoiced at zero.

Send a customer to Kvalitetskontroll

To start a project in Kvalitetskontroll for a customer that only exists here, open Send en kunde, search for the customer and select Send. The customer is created as a contact in Kvalitetskontroll. A customer that is already there is not created twice.

Disconnect

On Forbindelse, select Afbryd. DealJourney forgets the token and stops syncing. Everything already brought over stays.