Szamlazz: Setting Up Your Integration
Introduction
The Matters.Cloud + Szamlazz integration is available to all Szamlazz subscribers and allows users to:
- Export Invoices from Matters.Cloud to create Invoices in Szamlazz.
Pre-requisites
In order to link a Matters.Cloud account to Szamlazz an Szamlazz Agent Key must first be generated. The steps are:
- The owner or administrator of the account needs to login to the Szamlazz.hu website scroll down to the bottom of the dashboard
- There's a section called Számla Agent kulcsok (= Számla Agent Keys), and you can generate a key by clicking the key button on the right side.
- The key is generated immediately and is ready to use. You can copy it directly by clicking the icon next to it.
Connecting Matters.Cloud with Szamlazz
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platform
To accss the portal simply select Setup > Integrations and locate the following tile:
Step 2: Connect To Szamlazz
Click the Connect button on the Szamlazz.hu tile and the following form will be displayed:
Step 3: Add Szamlazz Agent Key
From the Integrations page click the Settings button on the Szamlazz tile.
Enter your Szamlazz agent key and click the Submit button.
Step 4: Enable Szamlazz On Invoice Profiles
Navigate to Setup > Invoices > Invoice Profiles.
Edit the relevant invoice profiles by clicking on the invoice profile name and ensuring the Szamlazz export = Yes prior to clicking the submit button.
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Repeat the above for any other invoice profiles that need to be connected with Szamlazz.
Futher information on using Szamlazz is available from the Szamlazz Knowledg Base Site:
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