Integration will allow you to easily import purchase invoices and update suppliers in the company register with Fivaldi straight from the CostPocket app.
First of all, create an account with CostPocket:
- Download the app (iPhone, Android or use on web app) and register your company. Step by step guide is available here.
Integration has to be confirmed both from CostPocket and Fivaldi.
Start by by opening CostPocket app, then go to Settings / Integrations / Fivaldi to initiate the integration.
In order to complete the process, log into Fivaldi website as Administrator:
- Go to Service Management / Settings / Partner Users and find CostPocket in the list.
- In Access Rights section, select the company your want to integrate with CostPocket.
- Under Partner IDs, give the following rights to CostPocket:
• Archive (User & Add)
• Purchase Invoices (User & Add)
• Web Service Business Register (Use & Add)
• Company Information (Usage)
- Save the change you have made and the integration is ready from Visma Fivaldi side.
Instructions in Finnish with visual are available here
Congratulations, you have successfully integrated Visma Fivaldi with CostPocket!