Table of contents
1. Connect to Simplicate
Below we explain how to activate the integration via Simplicate.
Via the Simplicate Accounting Integrations page.
Simplicate Accounting Integrations page
To activate the integration, go in Simplicate to Settings > Invoices > Accounting Integration. Click the green button of the accounting software you want to connect. 'Install':
A brief explanation will be shown of what will happen. Click on I understand, continue.
The Combidesk connection page will now open, where you can see Simplicate and SnelStart and link them together.
Click on Connect your Simplicate account:
Simplicate will now ask you to enter your domain name. This is the address you use to log in to Simplicate and is usually your company name.
For example: companyname.simplicate.nl.
Then click on Log in via Simplicate.
Since you are already logged in to Simplicate, you will be asked whether Combidesk may access your Simplicate environment:
After granting permission, you will be returned to the Combidesk connection page. You will see the email address of the account you are logged in with in Simplicate.
2. Connect to SnelStart
To get started, click the "Connect..." button:
You will then be redirected to the following screen:
Log in with a user who has access to the relevant administration.
Note: If you're connecting to a user with an accounting license, read this article first.
Then click "Een enkele administratie koppelen":
Select the desired administration:
Then press "Koppel":
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Simplicate steps:
Select organization profile
Select the organization profile you want to filter onExport existing invoices
If you want to export existing invoices, choose the start date here.Group orderlines
Should orderlines be grouped by VAT code and ledger account. Beware: If you choose YES, the description on the orderline won't be used.Use booking date
Should the booking date entered when exporting from Simplicate be used as the invoice date in the bookkeeping system?Register payment
Do you want to register payments for paid orders?Sync contacts enabled
Should all contacts be synchronised?
Caution: These are all your contact from your Simplicate account. We advise you to select No.
Configure these SnelStart steps:
Vat high ledger account
Select the ledger account to book vat high revenue onVat low ledger account
Select the ledger account to book vat low revenue onVat other ledger account
Select the ledger account to book vat other revenue onVat inside EU ledger account
Select the ledger account to book vat inside EU revenue onVat outside EU ledger account
Select the ledger account to book vat outside EU revenue onSnelStart VAT mapping
Connect the VAT categories of Simplicate to your SnelStart account. Beware, use SnelStart vat code 'Geen' for vat tariffs with percentage 0% (i.e. tariffs outside the Netherlands). Read more in our help article (Dutch).Disable check on email address?
Should we disable the check if a customer exists by email address?Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.