Connect and use Uni Micro

Connect a company

1. 1Have a company administrator activate DealJourney in the Uni Micro marketplace.
2. 2Open Uni Micro from Markedsplads in DealJourney.
3. 3In Forbindelse, enter the Firmanøgle for that company.
4. 4Set API-adresse (valgfrit) to your Uni Micro environment's address. The demo uses https://test.unimicro.no. Your integration administrator supplies the production address.
5. 5Choose Test og forbind. DealJourney confirms it can read the selected company before saving the connection.

DealJourney authenticates through its registered server application. Your users do not need individual API credentials. Production requires DealJourney's production approval and credentials; a working demo connection does not grant production access.

Approve access for a new feature

A new Uni Micro feature may need additional access approved by your company's Uni Micro administrator. An existing connection can still have its previous permissions even after DealJourney's application has been updated.

1. 1Sign in to Uni Micro as an administrator and select the company connected to this DealJourney workspace.
2. 2Open Markedsplassen, choose Integrasjoner, and find DealJourney CRM.
3. 3If Uni Micro displays a request to update or approve DealJourney's access, review the requested permissions and complete that approval.
4. 4Return to DealJourney's Forbindelse and choose Test og forbind. This checks basic company access; it does not yet check every feature's permissions.
5. 5Retry the affected feature. If access is still refused, contact DealJourney support with your company name and the feature you were trying to use.

If there is no approval option in Uni Micro, contact DealJourney support for the update procedure for your company. Do not delete your DealJourney connection, change the company selection, or reimport your records to resolve a permission request. Deactivating an integration interrupts its access and should only be done with support guidance.

Import and automatic updates

Open Synkronisering. Preview and import Kunder first, followed by Kontaktpersoner, Leverandører, Produkter and Fakturaer. Invoice history needs a linked customer. For shared history-import guidance, see Import a full invoice history from the accounting system.

Use Automatisk synkronisering in Indstillinger to allow background synchronization or pause it. Manual synchronization remains available while paused. Hourly catch-up reads enabled inbound record types; outbound customer and product changes are sent using the explicit sync actions.

In Live-opdateringer, choose Slå live-opdateringer til to receive customer, supplier, product, invoice and time-entry events. Opdater status shows received, waiting and failed events. Contact-person changes and changes to nested customer contact details are covered by scheduled catch-up. If an update fails, it is retained for retry; use Prøv mislykkede opdateringer igen after correcting its cause.

Synchronize time

1. 1In Tidssynkronisering, an administrator selects a Medlem af arbejdsområdet, their Medarbejder i Uni Micro, and the appropriate Arbejdstype i Uni Micro.
2. 2Turn on Slå tidssynkronisering til for dette medlem and choose Gem tidsindstillinger.
3. 3Select Fra and Til, then choose Synkroniser min tid. This action also appears on your timesheet once your mapping is enabled.
4. 4To synchronize automatically, enable Synkroniser automatisk de seneste 31 dage for dette medlem and save. The automatic window is the most recent 31 days; select an older date range manually when needed.

Only finished entries linked to a customer already synchronized with Uni Micro are sent. Time linked to another ERP is excluded. Actual and billable minutes are separate values. Conflicting edits and locked entries need review rather than being silently overwritten. Approval, payroll and transfer into orders remain actions in Uni Micro.

Create and email an invoice

1. 1Create an invoice in DealJourney with a customer, dates and product lines. Product lines must be linked to Uni Micro products with matching VAT and configured accounts. Invoice creation currently supports NOK.
2. 2Under Send en DealJourney-faktura til Uni Micro in Synkronisering, select the Faktura.
3. 3Choose Gem kladde i Uni Micro to create a draft without issuing or emailing it. Repeating this action reuses the same invoice.
4. 4Enter Modtagerens e-mailadresse, choose Udsted og send på e-mail, and confirm the recipient. This issues the invoice and asks Uni Micro to email it. Verify delivery in the recipient's inbox. A sent invoice may require a credit note to reverse.

Uni Micro must have an active invoice number series and a no-delivery invoice distribution plan for draft creation. If a create or email request has an uncertain outcome, DealJourney retains the attempt and stops automatic repeats to avoid duplicates. Check Uni Micro before retrying an uncertain send.

Afbryd forbindelse stops synchronization and keeps previously imported records. The saved company selection can be reconnected.