Fivaldi integration

• Integration setup
  • Activating the integration
  • Product settings
  • Matching the account registers
• Using sales invoices
• Error situations

From Finago PSA, it is possible to transfer sales invoices (including products) to Fivaldi via an SFTP integration.

Permissions: Admin (integration settings), Invoicing (sending invoices)
PSA plans: Growth, Business, Enterprise, Enterprise+

Integration setup

Activating the integration

1. In PSA, go to Settings > Integrations > Fivaldi > Activate.
2. Request the SFTP credentials from your accountant or IT support person:

• Company ID
• Username
• Password
• SFTP folder URL (i.e., web address)

On Fivaldi’s pages you can find additional information, if needed, on what is required on the Fivaldi side to establish the connection. The materials are sent from PSA as XML files.

Product settings

Request the product IDs in Fivaldi from your accountant and fill them in here, if you want accounting products to be included on invoice rows with the invoice transfers.

Matching the account registers

Before setup, the account registers must be matched with each other, i.e., any customer numbers from Fivaldi must be filled in to PSA.

• In the basic information of PSA account cards, there is a field Integration ID, where the Fivaldi customer number is entered.
• NOTE! When a new account is entered into PSA, PSA automatically creates the next available integration ID. This is transferred to Fivaldi with the invoice.
• The maximum length of the account name is 40 characters.
• In the invoicing address Country field, you must enter the official country code, e.g. FI, not the country name. 

Using sales invoices

• Sales invoice is sent by selecting the invoices from the invoice list and then Print & Export > Send to Fivaldi.
• Accounting products can be selected per invoice row under Show accounting.
• The invoice row max. number of characters is 80 characters.

Error situations