Saasu Connector

Owned by Ben van Klinken
Jan 07, 2015
3 min read

Saasu’s online accounting application is feature-rich and designed to be more than just an average bookkeeping tool. The internet is now an integral part of most businesses. Saasu is designed to play a pivotal role in automating your business accounting and getting connected to other web applications.

 

 

Setup instructions:

Please follow the setup instructions when you add this connector to your Slyncy instance.


Additional instructions:

 

Requirements

  • There must be a designated Saasu user with Full access permission and permission to connect via web services.
  • The Saasu File must be configured to allow a web services connection.
  • The Saasu Salesforce connector must be disabled


Saasu Setup

  • Decide on the Saasu user-id that you will use to access Saasu
  • For your Saasu configuration you need to decide if you are going to use a Saasu Sandbox or access your Saasu file:


Evaluating the Solution

  • If you are evaluating this solution, we strongly recommend that you create a sandbox environment and use that File to evaluate the sync.
  • Tip: You can start again if you like: http://help.saasu.com/?s=start+again.
  • You can deactivate the file (My Saasu >> Manage Subscription >> click the File Name >> click Deactivate). Once you've done that you can create a new file by clicking "Add" under the File Menu.


Saasu

Requirements

  • There must be a designated Saasu user with Full access permission and permission to connect via web services.
  • The Saasu File must be configured to allow a web services connection.
  • The Saasu Salesforce connector must be disabled

Saasu Setup

  • Decide on the Saasu user-id that you will use to access Saasu
  • For your Saasu configuration you need to decide if you are going to use a Saasu Sandbox or access your Saasu file:

Evaluating the solution

If you are evaluating this solution, we strongly recommend that you create a sandbox environment and use that File to evaluate to evaluate the sync.

Tip: You can start again if you like: http://help.saasu.com/?s=start+again.

You can deactivate the file (My Saasu >> Manage Subscription >> click the File Name >> click Deactivate). Once you've done that you can create a new file by clicking "Add" under the File Menu.

Notes

Financial Accounts Name mapping:

  • For Account Id ’746′, name is translated to — Unspecified equity –
  • For Account Id ’1651′, name is set to — Unspecified bank –

Parties

  • NOTE: Only individual accounts are transferred. There is currently no API for syncing organisations correctly to and from Saasu. The organisation attached to a Saasu contact is also not transferred to the datahub because of the same reason.
  • Saasu is in the process of developing a new API for the Contacts which should solve this problem.

Inventory Items

  • Note: combo items are currently not supported. Can be implemented when required

Invoices

  • Notes: Saasu’s invoice API is limited and therefore when there is an invoice line item with a small cent value and cannot be represented correctly as unit * quantity * discount, the line item may drop back to a quantity of one, and a unit price of the line item. This will be fixed when Saasu release their new API

Builds

  • Are not currently implemented, but can be if required

Q/A/Tips

  • Items in Saasu cannot be inventoried once they are used. Make sure you setup inventorying correctly before using any items. If you do use an item you'll have to create a new item and re-attach your invoices to the new item - which can be quite a hassle!