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Introduction

Pennylane centralizes in real time all the financial flows of companies and facilitates the collaboration between managers and their accountant. Deliver the Pennylane integration your customers want in no time.

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Configure Pennylane

Sandbox and production credentials are identical on Pennylane’s side. Before going live, your integration must be certified by both Chift and Pennylane (see Step 3).
Follow the steps below to get sandbox access, retrieve your OAuth2 credentials, and go live. Chift can assist you with each step.

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Step 1: Open the partnership & get sandbox access

Fill in the partnership form:
  • Question 4 — Which entity will be responsible for developing the connector? Select Chift.
  • Question 5 — Do you have access to the Pennylane sandbox? Select No, open access for me. Question 5b will then appear; enter the email address to associate with the sandbox.
By default, Pennylane provides sandboxes without the accounting module. Once you’re connected to your sandbox, notify Chift so we can ask Pennylane to activate it for you.

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Step 2: Get your OAuth2 credentials

Fill in the OAuth2 request form to receive your Client ID and Client Secret.

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Step 3: Go live — certify your integration

Fill in the pre-certification form, then ask Chift to schedule a meeting with Pennylane. During this meeting you’ll:
  • Present an internal demo of your integration to Pennylane.
  • Have Chift on the call to answer any technical questions.

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Step 4: Publish on Pennylane’s marketplace & in-app

To appear on Pennylane’s public marketplace and in-app, and to benefit from their communication around your partnership, fill in the app-listing form.

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Test Pennylane

You will receive sandbox access directly after filling in the partnership form from Step 1. Don’t forget to reach out to your Chift point of contact to activate the Accounting module.

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Connect Pennylane

To activate a connection with Pennylane, users will have to go through the following steps. French article: Help Center - Pennylane FR English article: Help Center - Pennylane EN

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Technical limitation

Endpoints related to invoice retrieval for Pennylane are subject to a technical limitation concerning associated payments. Pennylane’s API does not expose detailed payment records for an invoice. As a result, the payment information returned consists of a single aggregated payment, where the amount corresponds to the total paid and the payment date is set to the invoice’s due date.

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Coverage

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Troubleshooting

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Specific errors for Pennylane:

Error CodeError descriptionResolution
ERROR_SUPPLIER_INVOICE_PDF_REQUIREDPDFs are mandatory for invoices on Pennylane.
  1. Make sure that each invoices has an attachment.
  2. If you are using the sync option, block the option to create invoice when no PDF are attached to the invoice
ERROR_CONNECTOR_AUTHENTICATIONThe token used to connect to Pennylane is not Valid anymore.Reconnect Pennylane to your existing consumer to generate a new authentication token.
ERROR_BOOKYEAR_NOT_FOUNDThe accounting system is not set up for this date.Create a fiscal year in the accounting system including the date of the invoice.
ERROR_BOOKYEAR_CLOSEDThe bookyear/fiscal year is already closed in the accounting systemThe fiscal year is closed, it must be reopened or the start date of the synchronization must be adapted accordingly.
ERROR_INVOICE_NUMBER_ALREADY_USEDThe sent invoice number is already attributed to an existing invoice in PennylaneInvoice seems to be already imported in Pennylane through another synchronization. Please contact the customer to see how this is possible.
UNEXPECTED_PENNYLANE_ERRORThe pdf received already exists in the application on another invoiceThe pdf received already exists in the application on another invoice Invoice seems to be already imported in Pennylane through another synchronization. Please contact the customer to see how this is possible
UNEXPECTED_PENNYLANE_ERRORIt’s not possible to create any more invoices on that folderAccount is not active anymore or blocked Contact the customer to see if the account is still active + if date is not in a closed book/fiscal year
UNEXPECTED_PENNYLANE_ERRORInvoice lines quantity must be different than 0, Accounting frozen until Given DateInvoice lines quantity doit être différent de 0, La comptabilité est figée jusqu’au 30 septembre 2024 Please unfreeze accounting/books on Pennylane
UNEXPECTED_PENNYLANE_ERRORInvoice lines quantity must be different than 0Pennylane API doesn’t allow lines with quantity 0 Chift will bypass those lines in the future
UNEXPECTED_PENNYLANE_ERRORThe setup of the invoice tab is incomplete on Pennylane.Setup an invoicing sequence for customer invoices in Pennylane => To be done in Pennylane so that Pennylane knows how to generate invoice number