BuchhaltungsButler: Setting Up Your Integration

BuchhaltungsButler: Setting Up Your Integration

Introduction


Welcome to this introductory guide to integrating Matters.Cloud with BuchhaltungsButler. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and streamlined processes. With this integration, you'll be able to synchronise financial information between Matters.Cloud and BuchhaltungsButler, helping to improve efficiency and reduce manual data entry.

Pre-Requisites

Matters.Cloud + BuchhaltungsButler requires the following:
  1. A licence of either Standard or Advanced edition of Matters.Cloud.
  2. An active BuchhaltungsButler account and access to your BuchhaltungsButler API Client, API Secret and API Key, which are required to connect the integration.
Info
Notes:
  1. Advanced edition of Matters.Cloud is required to support multiple entities.
  2. The BuchhaltungsButler API can be activated under Settings > Interfaces and API access. Once activated, your API Client, API Secret and API Key will be available in the same section.

Overview

The Matters.Cloud + BuchhaltungsButler integration allows users to:
  1. Export Clients from Matters.Cloud to create corresponding Clients in BuchhaltungsButler.
  2. Export Invoices from Matters.Cloud to create Invoices in BuchhaltungsButler.
  3. Export Credit Notes from Matters.Cloud to create Credit Notes in BuchhaltungsButler.
The following diagram displays the key information flows between the applications:


Connecting Matters.Cloud with BuchhaltungsButler

Step 1: Access The Integrations Portal

The integrations portal allows you to configure integrations with common cloud-based platforms.

To access the portal, simply select Setup > Integrations and locate the following tile:



Step 2: Connect To BuchhaltungsButler

Click the Connect button on the BuchhaltungsButler tile and the following form will be displayed:



Enter your API Client, API Secret and API Key for BuchhaltungsButler and click the Submit button.

Once successfully connected, the BuchhaltungsButler tile will display as connected.


Contacting BuchhaltungsButler Support

Further information on using BuchhaltungsButler is available from the BuchhaltungsButler Support Centre.

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