Maestro

Content

• Description
• Note Before Starting
• Implementation and Settings in Severa
• Creating Invoice Data

Description

With the interface, sales invoices and the customer register can be transferred from Severa to Maestro. The technical implementation of the interface has been done by Maestro using the Severa API. Support for using the interface between Severa and Maestro is provided by Maestro.

The invoice sending works such that an invoice status is defined in Severa, e.g., Waiting for transfer to Maestro, from which invoices are automatically fetched to Maestro. Once the invoice has been transferred to Maestro, the invoice status in Severa automatically changes to the transferred invoice status defined in Maestro's settings.

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Notes before starting

• Before implementation, the customer must have an agreement with Maestro for using the Maestro interface.
• The activation of the Maestro interface in Severa can be done with admin rights from the gear icon:  Subscription > Integrations > Maestro.
• The integration is only supported in Finland.

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Implementation and settings in Severa

1. Create an API key.
   • Guide for creating a SOAP API key
   • The key is needed for data transfer between Severa and Maestro
   • Please note that the API user must have admin rights in Severa
2. Edit the product codes in Severa to match the product codes you use in Maestro. If Maestro cannot match the product, this information will be logged, and the row data will be brought to product A/0.
   • Go to Gear icon > Settings > Work time, travel expense & product registers > Products
   • Open the product and add an identifier (product code) to it
3. Edit the work types and work type codes you use in Severa to match the products in Maestro. If Maestro cannot match the product, this information will be logged, and the row data will be brought to product A/0.
   • Go to Gear icon > Settings > Work time, travel expense & product registers > Work types
   • Add identifiers (codes) to all work types used in Severa, targeting them as products in Maestro
4. Edit/Add the travel expenses and travel expense codes you use in Severa as a product in Maestro. If Maestro cannot match the product, this information will be logged, and the row data will be brought to product A/0.
   • Go to Gear icon > Settings > Work time, travel expense & product registers > Travel expense types
   • Add all travel expenses and codes used in Severa as a product in Maestro
5. Define the invoice statuses used in Severa for invoice transfer
   • Go to Gear icon > Settings > Invoicing > Invoice statuses
   • Create new invoice statuses, e.g., Waiting for transfer to Maestro and Transferred to Maestro, or edit existing invoice statuses

Creating and transferring an invoice

1. Create an invoice in Severa.
2. Move the invoice to a status from which the invoice data is fetched to Maestro, e.g., Waiting for transfer to Maestro.
3. The data reading occurs on the Maestro side.
4. Once the invoice has been transferred to Maestro, the invoice status automatically changes to the status defined in Maestro for fetched invoices, e.g., Transferred to Maestro.

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This article has been translated using an AI-based translation tool and proofread by a human.

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