Procountor Implementation

Procountor Implementation
 

What this is about 

This guide covers the implementation of the integration between Vektori and Procountor. With this integration, you can automatically transfer sales invoices and accounting vouchers from Vektori to Procountor via the API interface.

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

Getting started 

Implementing the integration requires actions on both the Procountor and Vektori sides.

Step 1: Creating API credentials in Procountor

1. Log in to Procountor and open the user menu from the top right corner.
2. Select API client keys and click New API key.

3. In the window that opens, select the Procountor user (e.g., the one you are logged in with) and the Client ID (if you have created a specific client identifier for Vektori).
4. Click Create. The system will provide you with an API key. Save this key immediately, as it will not be shown again!

Step 2: Checking permissions and settings in Procountor

1. Ensure that the user of the API key has sufficient permissions: Management -> Users and User rights.

2. Check under the Accounting section that the user has rights, for example, to journal receipts ("Rights for journal receipts: All rights").

3. Add necessary bank account numbers: Management -> Company info -> Bank account information.

4. Edit the chart of accounts if necessary: Management -> Accounting info -> Chart of accounts.

Step 3: Activating the integration in Vektori

1. Go to activate the integration at Settings -> Vektori -> Integrations -> Procountor and click Enable.

What you can do on this page

Configure integration settings: 

On the integration settings page, enter the information obtained from Procountor for the API connection. Fill in the following fields and press "Save":

• Client ID: Client identifier received from Procountor.
• Client secret: Secret received from Procountor.
• API key: API key created through the Procountor interface.
• Provider URL: URL to which the API interface connects.
• Service Server URL: This is only visible if "Export of sales invoices and accounting vouchers" settings also include invoicing.

Send accounting transactions:

Once the settings are correct, you can send data from Vektori to Procountor.

1. Go to Reports -> Accounting -> Accounting transactions by date.
2. Select the desired dates and settings.
3. Choose the report format as Optional -> Accounting API integration.
4. Send the data by clicking the Export accounting button.

Tips and notes

• Provider URL: Always check the current API URL address from Procountor’s own API documentation, as it may be updated in the future.
• Transfer verification: If the transfer from Vektori was successful, check the transactions in the Procountor interface. You can find them in the left-hand menu under Accounting -> Journal receipt search.

• Viewing individual vouchers: In Procountor, you can view the details of an individual voucher by clicking its name in the Name field.

• Also familiarise yourself with Procountor’s documentation regarding the implementation of API interfaces related to automatic (2025 ->) and manual methods to ensure compatibility.