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Module Dolimport: Difference between revisions
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Tag: 2017 source edit |
No edit summary Tag: 2017 source edit |
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====Module setup page==== | ====Module setup page==== | ||
Configure the module from the module setup page, you can define : | Configure the module from the module setup page, you can define : | ||
* The default project you want to link the element (this value can be change later in the form) | |||
* The default VAT value (this value can be change later in the form or directly define in the CSV file or in QONTO) | *The default project you want to link the element (this value can be change later in the form) | ||
* An option to show only open project in dolimport API form or all projects | *The default VAT value (this value can be change later in the form or directly define in the CSV file or in QONTO) | ||
* An option to add a unique number for vendor reference (avoid double reference) | *An option to show only open project in dolimport API form or all projects | ||
* The period of time you want to show in the list of transaction | *An option to add a unique number for vendor reference (avoid double reference) | ||
*The period of time you want to show in the list of transaction | |||
====Bank card==== | ====Bank card==== | ||
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To connect Qonto to Dolibarr, go to the bank account card in Dolibarr. | To connect Qonto to Dolibarr, go to the bank account card in Dolibarr. | ||
Dolimport API automatically add 3 fields : ID API, KEY API and BANK API. | Dolimport API automatically add 3 fields : ID API, KEY API and BANK API. | ||
=====BANK API setup===== | =====Extrafield BANK API setup===== | ||
Select QONTO as BANK API value (for now it is the only option). | Select QONTO as BANK API value (for now it is the only option). | ||
=====ID API & KEY API setup===== | =====Extrafield ID API & KEY API setup===== | ||
Go to your QONTO account : [https://app.qonto.eu/ | QONTO] | Go to your QONTO account : [https://app.qonto.eu/ | QONTO] | ||
On the left menu of the QONTO web page, select "paramètres." | On the left menu of the QONTO web page, select "paramètres." | ||
[[File:QONTO API configuration 1.png|200px|QONTO paramètres]] | |||
[[File:QONTO API configuration | <br clear=all> | ||
On the left menu select "intégration API". | On the left menu select "intégration API". | ||
[[File:QONTO API configuration 2.png|200px|QONTO intégration API]] | |||
<br clear=all> | |||
Now you can go back to Dolibarr and fill the ID and KEY API with the info found on the QONTO website. | Now you can go back to Dolibarr and fill the ID and KEY API with the info found on the QONTO website. | ||
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You can see this module in the left menu of the "bank" top menu. | You can see this module in the left menu of the "bank" top menu. | ||
If | If you choose the QONTO API option, only one link will appear in the menu, this is the list of transactions. | ||
If you are not using QONTO API (so you are using CSV import), 2 links will appears in the menu, one to import transaction from a csv file and an other to see and process the transactions. | |||
===Import a file=== | ===Import a file=== | ||