General Information
Website: pennylane.com
Software type: Solution as a Software (Saas)
Geography: 🇫🇷 France
Support multi-folder: ❌
Software type: Solution as a Software (Saas)
Geography: 🇫🇷 France
Support multi-folder: ❌
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.Configure Pennylane
Prerequisite(s)- Have an OAuth2 application on a Pennylane account (a sandbox is provided by default when requesting Pennylane for an OAuth2 application but not mandatory to activate the API route)
- Activate the Pennylane integration on the Chift platform.
👉Pennylane Certification Process for Chift Partners :
-
Inbound Form
Please fill out this Typeform. Doing so will allow you to:- Receive your Client ID and Client Secret directly.
- Get access to a PennyLane test environment.
-
Pre-Certification
Fill out the Pre-Certification Form before the certification call.- Preferably completed by a technical person.
-
This form prepares the call and ensures your integration is compatible with Pennylane.
Note: Chift provides supporting materials to help you complete the technical sections of the form.
-
Certification Call (Three-way)
- Participants: Partner + Chift + Pennylane.
- Contact Pennylane to schedule a joint session.
- During the call, provide a live demonstration of your integration, covering:
- OAuth connection flow.
- Advanced functionality enabled.
- Specific use cases of your integration.
-
Partner Listing & Marketplace
Complete the Listing Form.- To be filled by the partner, with Chift support if needed.
- Purpose: publish your integration on Pennylane’s marketplace and in-product page.
- Include:
- Marketing content (description, visuals, etc.).
- Arcade or short demo video.
Test Pennylane
Get in touch with your Chift contact, and we’ll coordinate the setup of a sandbox environment via our partnership with PennylaneConnect Pennylane
To activate a connexion with Pennylane, users will have to go through the following steps. French article: Help Center - Pennylane FR English article: Help Center - Pennylane ENPennylane coverage
/folders Live
/bookyears Live
/analytic-plans Live
/clients Live
/clients Live
/clients Live
/clients Live
/clients/{client_id} Live
/clients/{client_id} Live
/clients/{client_id} Live
/clients/{client_id} Live
/suppliers Live
/suppliers Live
/suppliers Live
/suppliers Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/invoices Live
/invoices/{invoice_id} Live
/accounts Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/multi-analytic-plans Live
/journal/entries Live
/journal/entries/{journal_entry_id} Live
/journal-entries Live
/journals Live
/journal Live
/vat-codes Live
/miscellaneous-operation Live
/miscellaneous-operation Live
/matching Live
/attachments Live
/chart-of-accounts Live
/employees Live
/financial-entries Live
/outstandings Live
/export-fec Live
/invoices/multi-analytic-plans On request
/invoices/type/{invoice_type} On request
/invoices/multi-analytic-plans/type/{invoice_type} On request
/invoices/multi-analytic-plans/{invoice_id} On request
/bank-accounts On request
/analytic-accounts On request
/analytic-accounts On request
/analytic-accounts/{analytic_account_id} On request
/analytic-accounts/{analytic_account_id} On request
/journal/entries On request
/journal/entries/multi-analytic-plans On request
/invoices/id/{invoice_id}/payments On request
/miscellaneous-operation On request
/miscellaneous-operation/{operation_id} On request
/matching-multiple On request
/invoices/pdf/{invoice_id} On request
/chart-of-accounts/balance On request
/expenses On request
Troubleshooting
Specific errors for Pennylane:
| Error Code | Error description | Resolution |
|---|---|---|
| ERROR_SUPPLIER_INVOICE_PDF_REQUIRED | PDFs are mandatory for invoices on Pennylane. |
|
| ERROR_CONNECTOR_AUTHENTICATION | The 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_FOUND | The 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_CLOSED | The bookyear/fiscal year is already closed in the accounting system | The fiscal year is closed, it must be reopened or the start date of the synchronization must be adapted accordingly. |
| ERROR_INVOICE_NUMBER_ALREADY_USED | The sent invoice number is already attributed to an existing invoice in Pennylane | Invoice seems to be already imported in Pennylane through another synchronization. Please contact the customer to see how this is possible. |
| UNEXPECTED_PENNYLANE_ERROR | The pdf received already exists in the application on another invoice | The 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_ERROR | It’s not possible to create any more invoices on that folder | Account 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_ERROR | Invoice lines quantity must be different than 0, Accounting frozen until Given Date | Invoice lines quantity doit être différent de 0, La comptabilité est figée jusqu’au 30 septembre 2024 Please unfreeze accounting/books on Pennylane |
| UNEXPECTED_PENNYLANE_ERROR | Invoice lines quantity must be different than 0 | Pennylane API doesn’t allow lines with quantity 0 Chift will bpass those lines in the future |
| UNEXPECTED_PENNYLANE_ERROR | The 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 |