Connect Simplicate with Unit4 and automatically synchronize project data with your accounting. Less manual work and always up-to-date financial figures in Unit4.
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 Exact Multivers
For a connection with Exact Multivers, it is helpful to have all the required login credentials ready in advance. Below you will find an overview of the required login credentials:
Portal username: This is the regular login name of the user without "@u4bsw.nl".
Portal password: The corresponding password of the portal user.
Multivers username: In many cases this is "SYSTEEM".
Multivers password: This password is often blank. In some cases, however, it may have been changed; in that case, the password is known to the administrator of the environment.
Below an example (in Dutch):
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 payments
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 Exact Multivers steps:
Select administration
Select the administration to connect toSelect journal
Select the journal to book the invoices inSelect default account
Select the default account to use when Simplicate hasn't provided one. Do you use multiple ledger accounts? Make sure these ledger accounts exist in both systems and the integration will book the invoices on the correct ledger accounts.Vat code mapping
Map the Software Gemak vat codes to the Simplicate vat codesCost center mapping
Assign a Software Gemak cost center to each Simplicate administrationSelect cost center
Select a Software Gemak cost center to useSelect default payment condition
Select the default payment condition for invoicesPayment condition mapping
Map the Software Gemak payment conditions to the Simplicate payment conditionsAdd relation number to new customers
Should the Simplicate customer relation number be added as relation number to Software Gemak, and use it to identify debtors? If no debtor is found based on the account number, the app will search by (company) name or email address. If an existing debtor is still not found, a new one will be created automatically.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.