Description
The integration allows the transfer of sales invoices, sales ledger, product register, purchase invoices, and projects from Severa to eFina. The integration also enables the transfer of travel invoices from Severa to eFina.
The technical implementation of the interface has been done by Administer Oy using Severa SOAP API. The usage support for the interface between Severa and eFina is provided by Administer.
The invoice sending works in such a way that the invoice status is defined in Severa, for example, Waiting for transfer to eFina, from which invoices are automatically fetched to eFina. When the invoice is transferred to eFina, the invoice status in Severa automatically changes to the status of the transferred invoice.
Note before starting
- The customer must have a contract with Administer for the use of the eFina integration.
- The main user of Severa can activate the eFina integration from Severa under Gear icon > Subscription > Integrations > eFina.
- Agree on the transfer time of invoice data from Severa to eFina with Administer.
- Agree on the transfer time of travel invoice data from Severa to eFina with Administer (Travel invoices add-on must be in use in Severa).
- The integration is supported only in Finland.
Implementation
1. Enable the API parameter Electronic invoice address information for the customer
- Click the gear icon > Settings > Company information
- Open the API parameters section
- Select electronic invoicing information for the customer and save the settings
2. Create an API key
- Instructions for creating an API key
- The API key is needed for data transfer between Severa and eFina
- Please note that the API user must have main user rights in Severa
3. Edit the product codes in Severa to match the product codes used in eFina. Otherwise, the products in Severa will be updated as they are to eFina (i.e., if the product in Severa is without a product code, the product will be transferred to eFina also without a product code).
- Go to Gear icon > Settings > Working time, travel expense & product registers > Products
- Click the product to edit its information
- Assign a code to the product
4. Edit the work types and work type codes used in Severa to correspond to the products in eFina. If this is not done, work types will be transferred to eFina without a code.
- Go to Gear icon > Settings > Working time, travel expense & product registers > Work types
- Add codes to all work types used in Severa, targeting them as eFina products
5. Add the travel expenses and travel expense codes used in Severa as a product in eFina. If this is not done, travel expenses will be transferred to eFina without a code.
- Go to Gear icon > Settings > Working time, travel expense & product registers > Travel expense types
- Add all travel expenses and codes used in Severa as a product in eFina.
6. Define the invoice statuses used in the transfer in Severa. By default, the names of the invoice statuses are as below, confirm the names of the invoice statuses from Administer.
- Go to Gear icon > Settings > Billing > Invoice statuses
- Add invoice statuses Waiting for transfer to eFina and Transferred to eFina
Creating invoice data
- Create an invoice in Severa
- Change the invoice status to Waiting for transfer to eFina
- The data is transferred to eFina according to the schedule agreed with Administer
- When the invoice is transferred to eFina, the invoice status automatically changes to Transferred to eFina
Once the invoice has been transferred to eFina, do not make changes to the invoice in Severa thereafter. The changes you make will not be updated to eFina.
Tips
The billing method is determined by the Electronic invoice address field on the Severa customer card as follows:
- If the field says NO, the invoice goes only to accounting and is not sent to the customer from eFina
- If the field is empty, the invoice is sent by mail to the postal address defined on the customer card
- If the field contains an email address, the invoice is sent by email
- Otherwise, the invoice is sent as an electronic invoice to the address in the field
Please note that in eFina, you must select the invoice delivery method based on which eFina retrieves information from the above-mentioned fields.
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