Activating the Fennoa Integration

Activating the Fennoa Integration

What it is about

This guide explains how to activate the interface integration for the Fennoa financial management system. With the integration, you can automatically transfer sales invoices and accounting entries from Vektori directly to Fennoa using the API interface.

Getting started

Activating the integration requires steps first on the Fennoa side and then in Vektori.

Note that using the Fennoa API integration requires the Accounting Interfaces add-on feature to be activated in Vektori.

1. Creating credentials in Fennoa:

1. Log in to Fennoa (www.fennoa.com).
2. Go to Fennoa - Users and select + Create new API user.

3. Select General API user as the integration type.

4. Set the desired name for the API user and assign the role of Accountant without payment rights (for sending accounting entries).

5. After this, the system will provide you with the API user and API key. Save these immediately as you will need them in Vektori.

2. Enabling the integration:

1. Navigate to Settings - Vektori - Integrations - Fennoa.
2. Click Enable.

Configuring the integration settings

Once you have enabled the integration, a settings form will open where you enter the information obtained from Fennoa.

• Operating modes: Tick to select which data you want to export from Vektori (Sales invoices, Accounting entries).
• API user & API key: Copy and paste the credentials you received from Fennoa into these fields.
• Provider URL: The address of the Fennoa API endpoint.
• Service Server URL: This field is editable only if billing is also selected.

• Remember to click Save at the end.

Sending accounting entries to Fennoa

Data transfer does not happen from the settings view but through the reporting tool.

1. From Vektori’s main menu, go to: Reports - Accounting - Accounting entries by date.
2. In the Show / Download section, select Optional.
3. From the Format dropdown menu that appears, choose Accounting API integration.

4. Select the desired date ranges and other report criteria.
5. The transfer starts when you click the Export accounting button below the table.

Tips and notes

• Documentation: Before starting, it is recommended to briefly review Fennoa’s own documentation (Getting started and General API instructions).
• Check in Fennoa: After transferring from Vektori, always verify the successful transfer in Fennoa’s user interface via Accounting - General ledger. You can view the details of an individual entry by clicking the voucher icon (voucher number).

• Reconciliation is mandatory (Accounting entry is not balanced): The most common error during transfer is that the voucher created by Vektori is not balanced. Fennoa requires that the debit and credit totals of each voucher are exactly equal. Otherwise, the transfer fails immediately. Therefore, carefully check your chart of accounts and the accounting settings of your products.