The Pennylane integration allows you to enrich your Fygr interface by pulling in your customer and supplier billing data, quotes, and bank connections.
To set up the connection with Pennylane, please follow the steps below:
Part I — Create the API Token
In your Pennylane account, click on
Settings, thenConnectivity.
Click on the
Developertab.
Create a new API token.
In order to retrieve account codes 401, 411, and 512, you must grant the following access permissions:
Access | Access Type |
General ledger | Read only |
Fiscal years | Read only |
Customers | Read only |
Bank accounts | Read only |
Accounting accounts | Read only |
Purchase requests | Read only |
Quotes | Read only |
Customer invoices | Read only |
Supplier invoices | Read only |
Suppliers | Read only |
Transactions | Read only |
Categories | Read only |
Accounting entries | Read only |
5. Select the maximum validity period for the API key.
6 . Copy your API key (your access token).
Part II — Connect Pennylane to Fygr
In your Fygr account, click on the avatar icon in the top-right corner, then select
Integrations.
Click on
+ Add an Integration.
Select
Pennylane, then clickConfirm.
Paste the API key you previously copied, then click
Confirm.
Select the data you wish to import from Pennylane, then click
Synchronise Data.Note:
401corresponds to supplier invoices,411to customer invoices, and512to bank transactions.
Once the synchronisation is complete, click
View My Dashboard.
Navigate to the
Due Datestab to view all your imported invoices, and to theTransactionstab to access all your bank transactions.
Note: The bank balance is retrieved from the accounting section of Pennylane.
Should you require any assistance, please do not hesitate to contact our support team :
📞 01 76 50 33 88
📧 [email protected]
📝 contact us via the chat