Page Comparison

Challenge:

You are currently using ADvendio features like our out-of-the box Third Party Integrations -box third-party integrations of the Connections Module or the automated Invoice Emails of the Finance Module. Now you're You are now learning how to set up and use ADvendio features.

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Please click the following link to authorize ADvendio and securely delegate access to manage your data using OAuth.
authorize ADvendio

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What does this mean? And which steps do you have to undertake in order to use ADvendios integration features?

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For ADvendio Finance, specific features need a communication with our ADvendio Server in order to work properly. These features are the sending of Invoice Emails via ADvendio and Invoice PDF merge. The ADvendio Gateway Server is part of the process to dynamically generate and send out documents and requires an OAuth authorization, in order to get the right information from ADvendio for the invoices and store the results of this also in ADvendio. The Billing Run with print dispatch is not affected by this.

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We will not access any personal user information such as address, email or date of birth. For certain external systems, ADvendio can access which Salesforce User started the process and send the Name of that user to the External System, but other than that no personal data is used.

How to authorize ADvendio as a Connections User?

To authorize ADvendio for our Third Party Integrations is simple. In the message shown to you, there is a link: ‘authorize ADvendio’

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When opening the Invoice Wizard, you might receive the authorization message. Please click the link and authorize ADvendio as described above, to continue starting the billing run. This message should only appear once and if access is granted the feature will work as expected.

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Same for the button: Merge PDF.

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• ADvendio

• ADvendio Connector

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