ERP connectors
Invoicing > ERP connectors (administrators): Softic.Invoice reads, at regular intervals, the invoices and credit notes of your ERP, imports them as drafts and, if you wish, sends the legal number and status back to the ERP.
Available connectors
- Microsoft Dynamics 365 Business Central: posted sales invoices and credit memos (standard API, SaaS or on-premises).
- Odoo: posted customer invoices and credit notes, lines, taxes and partners; status write-back into a text field of Odoo invoices.
- SQL Server database: for Sage 100, SAP Business One, Primavera, PHC, Dynamics NAV or in-house software, through a SELECT query written by your integrator returning the Softic.Invoice template columns. Query templates are provided.
A connection
- New connection: name, connector, then the connector's own fields (address, company, credentials) with their hints.
- Schedule: period in minutes (0 = manual sync), documents per run, creation of unknown customers, status write-back.
- Test checks access; Sync now runs immediately; Runs shows every execution (fetched, created, updated, skipped, errors with reasons).
Secrets (passwords, keys) are encrypted; a stored secret is never shown again. The cursor remembers the reading point: only documents modified since then are read again, and it only advances once all were handled. Import rules are those of Invoices > Import.