Connect PowerOffice Go and choose which system wins

Open Markedsplads from the sidebar and choose PowerOffice Go. The settings page has these tabs: Forbindelse, Konfiguration, Feltmapping, Synk, Regnskab, Log and Ansvarlige personer. Which system is the master is not a tab of its own: it is a card on Konfiguration, described below.

Connect

On Forbindelse:

1. 1Trin 1 — Applikationsnøgle. Vælg hvilket PowerOffice-miljø du vil oprette forbindelse til, og kopiér derefter den tilhørende applikationsnøgle ind i PowerOffice Go. Use Kopiér nøgle.
2. 2I PowerOffice Go: Indstillinger → Udvidelser → Tilføj brugerdefineret udvidelse, indsæt denne nøgle, godkend integrationen, og kopiér derefter klientnøglen, som PowerOffice genererer, og indsæt den nedenfor.
3. 3Trin 2 — Indsæt klientnøgle fra PowerOffice. Paste it under Klientnøgle and press Test og tilslut. The connection is checked before it is saved.

Which system is the master

Open Konfiguration and find the card Konfliktløsning og kilde til sandhed.

Kilde til sandhed pr. posttype has one choice each for Kunder, Produkter, Kontaktpersoner and Leverandører: either PowerOffice vinder or DealJourney vinder. All four start on PowerOffice vinder. I automatisk tilstand vinder det valgte system, når den samme post er ændret i begge systemer.

Above it, Konfliktløsningstilstand decides whether those choices are used at all:

• Kilde til sandhed (løs automatisk): Når en post er ændret på begge sider, løses konflikten automatisk af vinderen pr. posttype valgt nedenfor.
• Manuel løsning: Når en post er ændret på begge sider, vises konflikten, så du kan løse den, og den overskrives aldrig automatisk. The per-record-type choices are greyed out in this mode.

Press Gem konfiguration at the bottom of the card to keep the change.

What this setting does not do. It only settles a record that changed in both systems since they were last in step. It does not switch the sync off in either direction, and it does not cover invoices. Choosing DealJourney vinder for customers means a customer you edited here is not overwritten by an older version from PowerOffice when both sides have changed it.

The same card also holds Tekst på fakturalinje. Styrer, hvordan teksten på en ordrelinje sammensættes, når en faktura overføres til PowerOffice.

The other tabs

• Synk previews and runs the sync for each record type.
• Feltmapping decides which field goes where.
• Log shows the integration's recent activity.
• Ansvarlige personer links your users to the people in PowerOffice. See Match accounting-system salespeople to DealJourney users.

Projects, hours and unsent invoices from PowerOffice have their own switches on Konfiguration; see Accounting and ERP integrations.