UOL is a Czech web application with its own online accounting system. This company is represented in 29 cities across the Czech Republic and Slovakia, where it ensures the collection of accounting documents. Documents can also be sent traditionally by mail, by email, or uploaded directly to the online application. For the price of 1500 CZK per month, you get complete accounting management and a range of other services.
What can the integration with the UOL application do?
The integration ensures the transfer of Deals from Raynet to the UOL application, where issued invoices are created in the Draft state.
Activating integration in UOL
First, you need to log in to your UOL online system. Here, click on your name in the upper right corner and select Profile.
In the left menu under Settings select Technical » API tokens. Copy the token and the email address of the user for later insertion of this data into Raynet.
You also need to know the database name, which you can find in the URL address.
Activating integration in Raynet
In Raynet, click on your name » Settings. To activate the integration, you need to be an administrator.
Select Extensions » UOL.
Click the Activate button.
Fill in the details you copied from the UOL online application and click the Save button.
If everything is filled in correctly, a menu will appear for matching Categories of Products in the CRM with Products in UOL. UOL Product represents an accounting item, which is linked to the internal behavior of UOL accounting (VAT rate, reverse charge VAT, permission to change VAT, etc.). Confirm everything by clicking the Save button. This activates the integration.
Exporting Deal
In the Deal detail under the button three dots » Export » System exports you will now find the option Export to UOL accounting.
In the UOL application, you can view all issued invoices in the Business section by clicking the Sales » Invoices.
The transferred invoice will appear in Draft status.
From Raynet, the following data is transferred to the invoice:
- Deal code
- currency
- note
- items
Account, which is linked in the CRM to the Deal, will be created as a new entry in the Contacts section in the UOL application. The following data is transferred:
- Account name
- ID
- Tax ID
- VAT ID (for SK Accounts)
- note
- VAT payer
- due date
- legal entity
- Account's headquarters
- contact address
Important: For the integration to function correctly, the Deal must contain at least one item and all items must have a price greater than 0 CZK. It is necessary that all Product Categories included in the Deal have matching set. If the Account is set as a VAT payer, the Tax ID must be filled in on the Account card under the Additional Information tab.