InFakt: Setting Up Your Integration
Introduction
The Matters.Cloud + inFakt integration is available to all inFakt subscribers with a premium license and allows users to:
- Export Clients from Matters.Cloud to create Clients in inFakt.
- Export Invoices from Matters.Cloud to create Invoices in inFakt.
- Export Credit notes from Matters.Cloud to create Credit notes in inFakt.
The following diagram displays the key information flows between the applications:
Generate inFakt API key
In order to link a Matters.Cloud account to InFakt an InFakt API Key must first be generated. The steps are outlined in the below article:
Step 1: Navigate to account settings (Ustawienia)
The owner or administrator of the account needs to login to the infakt.pl website and select the option:
Step 2: Navigate to API settings
Select the API option from the right-hand navigation pane:
Step 3: Enter key description
Enter a key description of 'Matters.Cloud' and if prompted enter your password.
Click the Generate (Wygeneruj) button.
Step 4: Copy the key to the clipboard
Select the key and copy it to the clipboard.
Note: The key is only available when first generating it, if you forget to copy it or need to enter it again in future you will need to delete the existing key and generate a new one.
Connecting Matters.Cloud with inFakt
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platform
To access the portal simply select Setup > Integrations and locate the following tile:
Step 2: Connect To InFakt
Click the Connect button on the InFakt tile and the following form will be displayed:
- Enter your InFakt API key.
- Select the appropriate GTU Codes.
GTU Codes | Polish Description | English Description |
GTU_01 | napoje alkoholowe – alkohol etylowy, piwo, wino, napoje fermentowane i wyroby pośrednie, w rozumieniu przepisów o podatku akcyzowym | Alcoholic beverages – ethyl alcohol, beer, wine, fermented beverages and intermediate products, within the meaning of excise tax regulations |
GTU_02 | benzyny silnikowe i lotnicze, oleje napędowe i opałowe, biopaliwa ciekłe itp. (pełen katalog towarów znajduje się w art. 103 ust. 5aa ustawy o VAT) | Motor and aviation gasoline, diesel and heating oils, liquid biofuels, etc. (the full list of goods can be found in Article 103, Section 5aa of the VAT Act) |
GTU_03 | olej opałowy w rozumieniu przepisów o podatku akcyzowym oraz olej smarowy, pozostałe oleje o kodach CN od 2710 19 71 do 2710 19 99, z wyłączeniem wyrobów o kodzie CN 2710 19 85 | Heating oil within the meaning of excise tax regulations and lubricating oil, other oils with CN codes from 2710 19 71 to 2710 19 99, excluding products with CN code 2710 19 85 |
GTU_04 | wyroby i susz tytoniowy, płyn do papierosów elektronicznych | Tobacco products and dried tobacco, liquid for electronic cigarettes |
GTU_05 | odpady określone w poz. 79-91 załącznika nr 15 do ustawy o VAT | Waste specified in item 79-91 of Annex No. 15 to the VAT Act |
GTU_06 | urządzenia elektroniczne oraz części do nich, określone w poz. 7-9, 59-63, 65, 66, 69 i 94-96 załącznika nr 15 do ustawy o VAT | Electronic devices and parts thereof, specified in items 7-9, 59-63, 65, 66, 69 and 94-96 of Annex No. 15 to the VAT Act |
GTU_07 | pojazdy i części samochodowe o kodach wyłącznie CN 8701 – 8708 oraz CN 8708 10 | Vehicles and automotive parts with codes CN 8701-8708 and CN 8708 10 only |
GTU_08 | Metale szlachetne i nieszlachetne | Precious and base metals |
GTU_09 | lekarstwa i wyroby medyczne, artykuły spożywcze specjalnego przeznaczenia żywieniowego | Medicines and medical devices, foodstuffs for particular nutritional uses |
GTU_10 | budynki, budowle, grunty | Buildings, structures, land |
GTU_11 | usługi w zakresie przenoszenia uprawnień do emisji gazów cieplarnianych | Services related to the transfer of greenhouse gas emission allowances |
GTU_12 | usługi o charakterze niematerialnym: prawne, księgowe, doradcze, reklamowe | Intangible services: legal, accounting, consulting, advertising |
GTU_13 | transport and warehouse management services | transport and warehouse management services |
3. Use InFakt PDF (Optional) then hit Submit.
Note: When InFakt PDF is enabled, invoices will automatically be generated in the Infakt PDF format instead of the default Matters.Cloud PDF format.
Step 3: Secure connection
Once submitted make sure that the connection is Active within KSeF.
To check the connection go to the menu button or the three dots> Profile.
Contacting InFakt Support
Futher information on using InFakt is available from the InFakt Knowledge Base Site: