Integration with Sugester

If you use the Sugester.com system - a service for managing customer support and work planning in your company - you can, in a few steps, make sure that the list of clients from InvoiceOcean, the invoices issued to them, and any changes made to this list are automatically imported into your CRM.

From this article, you will learn:

• What the integration of InvoiceOcean with Sugester involves;
• How to activate the integration with Sugester;
• How to add the API Token from Sugester to InvoiceOcean;
• How to switch between InvoiceOcean and Sugester;
• Why you might be unable to switch between systems;
• How to remove the integration with Sugester.

What does the integration of InvoiceOcean with Sugester involve?

The integration of InvoiceOcean with Sugester involves the customer and invoice database, referred to as Deals in Sugester. By connecting these two systems, you will have access to a shared customer database, taking into account the invoices created for them.

Adding a new customer or editing an existing one in InvoiceOcean will have the same effect in Sugester, and vice versa. If you add a new customer in CRM, it will also be created in InvoiceOcean.

An invoice created in InvoiceOcean will generate a new Deal for the respective customer in Sugester. Within this Deal, you will have access to a link that will directly redirect you to the invoice generated in InvoiceOcean. However, note that deleting a document works only within a specific system. If you delete an invoice in InvoiceOcean, it will still be accessible in Sugester, and vice versa.

How to activate the integration with Sugester? 

follow these steps:

• Go to Settings > Account Settings.
• Choose the Integration tab.
• Navigate to the Logging in section.
• In the Login type field, select the Default option.
• Press the Save button

To ensure that your customer database from InvoiceOcean automatically synchronizes with Sugester (and vice versa), and that all issued invoices in the context of a particular customer appear in Sugester as new deals, follow these steps:

• Log in to your account in Sugester.
• Go to the top menu Settings > API > Show
• Click the New ApiToken button

• In the Kind field, choose manual_prefix
• The Name field serves an informative role so that you know which integration the token is used for.
• Confirm the creation of the token by clicking the Save button.
• From the list of created APITokens, copy the one generated for the integration with InvoiceOcean.

How to add the API Token from Sugester to InvoiceOcean?

Follow these steps:

• Log in to your InvoiceOcean account.
• Go to Settings > Account Settings.
• Choose the Integration tab.
• Navigate to the Integrate with Sugester section.
• Paste the copied API Token from Sugester into the Sugester API authorization code field.
• Click the orange button Create Integration and confirm the message about the established account.
• Confirm the changes by clicking the Save button at the bottom of the page.

To check if the connection has been established correctly, follow these steps:

1. Log in to your Sugester account.
2. Go to Settings > Account Settings > Integrations.
3. In the InvoiceOcean.com integration option, the checkbox must be selected.
4. In the InvoiceOcean API TOKEN field, you should see the automatically generated token that connects both systems.

From now on, all changes in constant data and newly added customers in InvoiceOcean will be automatically imported into Sugester, and vice versa. Additionally, all new invoices issued to a specific customer in InvoiceOcean will appear on the customer's card in Sugester CRM as new deals.
 

Please be aware that if you are performing synchronization for the first time, it is advisable to use an additional option to send all customers to Sugester:

• Go to Settings > Account Settings.
• Navigate to the Integration tab.
• Go to the Synchronization section.
• In the Type field, choose the option client:sync.
• In the URL field, paste https://Your_Account_Name.sugester.pl/app/clients/external_update.json
  • (Replace Your_Account_Name with the name of your Sugester account)
• In the Api token field, paste your API token from Sugester.

• Press the Save button.

How to switch between InvoiceOcean and Sugester?

You can switch between InvoiceOcean and Sugester with a single click directly from your accounts in each platform.

After integrating the systems, in the top menu of InvoiceOcean, you will see an additional option called CRM. Meanwhile, in Sugester, an option labeled INVOICES will appear. By using these buttons, you can easily switch between the systems without the need for additional logins.

Why can't I switch between InvoiceOcean and Sugester?

Using the CRM and Invoices buttons allows you to switch quickly between systems. However, sometimes there may be an issue, and automatic switching doesn't work correctly. You might see a message saying Multipass login failed. Why do you see this? The most likely cause is different logins in InvoiceOcean and Sugester. To use the switching option, the logins in both systems must be the same.

You can change the login in Sugester by going to Settings > Users > Edit user. In the Login field, enter the same email address you use to log in to InvoiceOcean.

If you want to change the login on the InvoiceOcean side, click on the email address next to the Settings option and choose My account. Then click the Edit profile/Change password button. In the Login field, enter the new email address and confirm the changes by clicking the Save button.

How to remove the integration with Sugester?

 
Follow these steps:

In InvoiceOcean:

• Go to Settings > Account Settings > Integration.
• In the Integrate with Sugester section, in the Sugester API authorization code field, delete the pasted code.
• Also, clear the values in the Webhooks section that were created during the integration setup.
• Confirm the changes by clicking the Save button.

In Sugester:

• Select Settings > Account Settings > Integrations.
• Delete the API Token visible in the InvoiceOcean API TOKEN field.
• Confirm the changes by clicking the Save button.

If you already have separate accounts in Sugester and InvoiceOcean and want to connect them, also reach out to Sugester support at helpdesk@sugester.com.