Connect Zettle with AFAS and automatically process POS transactions in your financial administration. Save time on manual entry and keep AFAS up to date.
Table of contents
1. Connect to Zettle
Enter your email address and password.
Check your inbox for a code. Enter the 6-digit verification code that Zettle sent to your inbox. It may take up to a minute to receive the code.
Click Connect and your Zettle account will be connected.
2. Connect to AFAS
Before you begin, make sure you have access to the following:
An active AFAS subscription with access to the AppConnector
The subdomain of your AFAS environment (the part before .afas.online)
An XML token generated via the AppConnector in AFAS
Haven't set up the AppConnector yet? Do this first in AFAS via Management → AppConnector. Make sure that at least one connector has been added to your AppConnector and copy the XML token — this is only shown once by AFAS.
Step by step: connecting your AFAS account
Step 1: Open the connection screen
Go to the installation page of the integration and click "Connect your AFAS account". A screen will appear as shown below.
Step 2: Enter your subdomain
In the Subdomain field, enter the first part of your AFAS URL. The full URL has the following format:
Only enter the part that comes before .afas.online.
Step 3: Paste the XML token
In the Token field, paste the full XML token that you copied from the AppConnector in AFAS. The token looks like this:
<token><version>1</version><data>...</data></token>
Please note: AFAS only shows this token once. If you no longer have it, you will need to create a new token in the AppConnector.
Step 4: Test or acceptance environment (optional)
Do you want to connect to a test or acceptance environment? Check the corresponding option:
Connect to a test environment
Connect to an acceptance environment
Leave these options unchecked if you want to connect to your production environment.
Step 5: Save
Click "Save" to confirm the connection. If everything is correct, your AFAS account is now successfully connected.
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 Zettle steps:
Export existing purchases
Do you want to export existing purchases from your Zettle account?
Configure these AFAS steps:
Administration
Select the administrationJournal
Select the journal to book the cash entries onVAT mapping
Connect the VAT categories of Zettle to your AFAS VAT categoriesLedger account mapping
Connect the turnover groups of Zettle to the ledger accounts of your AFAS accountPayment method mapping
Map the payment methods of Zettle on the ledger accounts of your AFAS accountDefault revenue ledger account
Select the revenue ledger account to use as default to book revenueSelect default payment method ledger account
Select the default ledger account to be used for the payment method
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.
