Connect and use 24SevenOffice

Connect a company

1. 1In 24SevenOffice, an administrator approves DealJourney under the company's integrations.
2. 2Open 24SevenOffice from Markedsplads in DealJourney.
3. 3In Forbindelse, enter your company's Organisations-id.
4. 4Enter Din e-mail i 24SevenOffice and Din adgangskode i 24SevenOffice. Bekræfter, at du arbejder i denne virksomhed. Den tjekkes én gang hos 24SevenOffice og gemmes ikke.
5. 5Choose Test og forbind.

DealJourney only connects an organisation that the person connecting has access to in 24SevenOffice, and one 24SevenOffice organisation can be connected to one DealJourney workspace. If connecting is refused because the organisation is already connected elsewhere, contact support.

DealJourney connects through its own registered 24SevenOffice application, so nobody has to copy keys. If 24SevenOffice later stops giving DealJourney access, the connection card says so and offers to reconnect, and the hourly sync pauses instead of retrying for ever.

Contact persons need a 24SevenOffice user

24SevenOffice only shares contact persons through a user login, not through the application connection. To sync them, enter a 24SevenOffice user under Kontaktpersoner on Forbindelse and choose Test og gem. The password is tested before it is saved and is never shown again. Use a user who has access to the same company you connected. Without a user, everything else still works.

What syncs

Open Synkronisering. Each kind of record can be previewed before anything is written, and you can import everything or only the rows you pick.

• Kunder sync both ways. Companies and private persons are kept apart, because 24SevenOffice treats them as different kinds of customer.
• Kontaktpersoner come in onto the customer they belong to. New contact persons made in DealJourney can be sent across from the same row.
• Produkter sync both ways, with name, number, price, unit, category and whether the product is active.

After the first import, 24SevenOffice is checked every hour. You can switch that to manual on Indstillinger.

When the same customer changed in both places

On Indstillinger, choose Når den samme kunde er ændret i begge systemer:

• 24SevenOffice vinder: En ændring i 24SevenOffice bevares. En ændring i DealJourney på samme kunde erstattes af versionen fra 24SevenOffice.
• DealJourney vinder: En ændring i DealJourney bevares, når 24SevenOffice synkroniserer. Send den til 24SevenOffice fra fanen Synkronisering.

Orders, invoices and payments

Under Ordrer og fakturaer on Indstillinger:

• Send automatisk: Når det er slået til, sendes et vundet salg eller en ny faktura til 24SevenOffice af sig selv. Når det er slået fra, sender du hver enkelt manuelt.
• Produkt til linjer uden kobling: 24SevenOffice kræver et produkt på hver linje med pris. Linjer, hvor produktet ikke er koblet til 24SevenOffice, bruger dette. Uden det sendes disse ordrer ikke.
• Debitorkonto: Kontoen, 24SevenOffice bogfører kundefakturaer på. Bruges til at se, hvornår en faktura er betalt. Lad feltet stå tomt for 1500.

A won deal or an invoice made in DealJourney arrives in 24SevenOffice as a draft sales order. Someone in your company reviews it and invoices it there, as you do today, so nothing is sent to your customer by DealJourney. Payment terms are sent as a number of days, which both the old and the new 24SevenOffice invoicing modules accept.

Once the invoice is paid in 24SevenOffice, it shows as paid in DealJourney after the next hourly check. Credit notes are not sent from DealJourney; make them in 24SevenOffice.