Parim offers seamless integration with various third-party software tools. These integrations facilitate the secure transfer of data between Parim and selected partners, thereby minimising errors and reducing manual effort. Please refer to the corresponding page in your Parim environment to find the full list of Invoicing application tools.
The range of available applications and the specific data fields that can be transferred are subject to change over time.
The Invoicing report page is available starting from the Premium plan and above.
Enabling an Integration
Navigate to the "Integrations" section (located on the main navigation bar, in the top right corner).
Select the desired application and initiate the integration process.
Follow the listed steps* and log in to your Invoicing tool.
Confirm access and data transfer
*Please note that some Invoicing integrations may require some additional steps listed by the Invoicing application.
Upon completion, the integrated application will be displayed in a distinct section of the main Integrations view.
NB! Only one Invoicing integration can be active at a time.
Need help with setup or integrations? Our team can assist (special services fee may apply). Contact Parim Support to find out more.
Integration setup
Once the integration connection is established and enabled, the next step is to link the Clients list.
This can be done by selecting 'Edit client IDs'.
Then on the next page, link your Parim client to the client existing in the accounting application.
On the left, you have your Parim client's name. Select the appropriate/matching client from the drop-down menu on the right.
Once the clients' list is configured, you are set to send Invoices to your preferred Accounting app.
Invoicing Report quick overview
Invoices can be sent on the Invoicing Report page (available starting from the Premium plan and above).
On the Invoicing Report page, first and foremost, select the date or period of the Invoicing, and then adjust the grouping to 'by client'.
Under the 'Accounting Actions' column, there are several action buttons.
Connect Client - the client needs to be configured; connect the client in Parim with the client in the Account App
Send Data - the invoicing data is ready to be sent
Re-send - all or some* of the info has been sent, and can be sent again.
*If there is a different date added/changed, or more shifts added/completed during the selected time/period, the info can be resent. The action will create a new invoicing line item in the Accounting App.
Sending Invoices
Invoices can be sent by selecting the 'Send Data...' button.
Please note that it is strongly recommended to have Grouping set as 'by client' to be able to customise the Invoices sent. The other selectable goupings also work, but cannot be configured further; the data is sent as seen.
After clicking the 'Send Data...' button (with Grouping set as 'by client'), another window will appear.
The page will allow you to adjust/customise the grouping, in any order you need the info to appear in the Accounting App. Once you select the first grouping, you can select another, and the following in any way you need. As one is selected, another can be selected, until all are selected (as needed).
Once satisfied with the grouping, select 'Send Data' at the bottom of the page.
FAQ
Q: How do I know when the data was last sent?
A: By moving the mouse cursor over the 'Re-send...' button, a quick window will appear.
Q: I can't connect or see the Integrations.
A: Please ensure you have the appropriate permissions in both systems - in Parim (superadmin) and in the integratable Accounting App. Running agreements and/or subscriptions are required for both systems.
Q: Is there any way this can be set up for me?
A: Yes, it can. Please reach out to Parim Software support through the chat bubble for more info. Please note that it is offered as a paid professional service.
Q: I made an error and need to send the data again. How can this be done?
A: By including and selecting the date/period where the shift data was on, selecting Grouping 'by client', clicking on 'Edit' next to the 'Re-send...' button (if there is a need for adjustments), and/or clicking on the 'Re-send...' button.
As the data moves one way, Parim Software wouldn't know if any adjustments were made on the Accounting App side -> this means a new Invoice will be created each time data is sent.
Q: I have an issue with the Accounting App side. How can I get it sorted?
A: Parim Software can only assist you with the actions done on Parim Software; for any Account App questions, please reach out to the appropriate support.
However, if there is data clearly missing, what was last sent, please check in with Parim Software support.