Connect and use 24SevenOffice

Connect a company

1. 1In 24SevenOffice, an administrator approves DealJourney under the company's integrations.
2. 2Open 24SevenOffice from Marknadsplats in DealJourney.
3. 3In Anslutning, enter your company's Organisations-id.
4. 4Enter Din e-post i 24SevenOffice and Ditt lösenord i 24SevenOffice. Bekräftar att du arbetar i det här företaget. Det kontrolleras en gång mot 24SevenOffice och sparas inte.
5. 5Choose Testa och anslut.

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 Anslutning and choose Testa och spara. 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 Inställningar.

When the same customer changed in both places

On Inställningar, choose När samma kund har ändrats i båda systemen:

• 24SevenOffice vinner: En ändring i 24SevenOffice behålls. En ändring i DealJourney på samma kund ersätts av versionen från 24SevenOffice.
• DealJourney vinner: En ändring i DealJourney behålls när 24SevenOffice synkroniserar. Skicka den till 24SevenOffice från fliken Synkronisering.

Orders, invoices and payments

Under Order och fakturor on Inställningar:

• Skicka automatiskt: När det är på skickas en vunnen affär eller en ny faktura till 24SevenOffice av sig själv. När det är av skickar du varje manuellt.
• Produkt för rader utan koppling: 24SevenOffice kräver en produkt på varje rad med pris. Rader där produkten inte är kopplad till 24SevenOffice använder den här. Utan den skickas inte de ordrarna.
• Kundfordringskonto: Kontot där 24SevenOffice bokför kundfakturor. Används för att se när en faktura är betald. Lämna tomt för 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.