Overview Legend 🧭

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

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.

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.

Step 2: Get your OAuth2 credentials

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

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.

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.

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.

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

Rate limits

Pennylane enforces rate limits on both production and sandbox environments, applied at the token level (per OAuth-generated token, or per developer token).

25 requests every 5 seconds per token.

For details, see the Pennylane API v2 rate limiting documentation.

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.

Coverage

Troubleshooting

Specific errors for Pennylane:

Error Code	Error description	Resolution
ERROR_SUPPLIER_INVOICE_PDF_REQUIRED	PDFs are mandatory for invoices on Pennylane.	Make sure that each invoice has an attachment. If you are using the sync option, block the option to create an invoice when no PDF is attached to the invoice.
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	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 (e.g., “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 bypass 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
ERROR_CONNECTOR_CONFIGURATION	The invoice settings of Pennylane must be correctly set up (invoicing sequences must be defined) before creating invoices via API.	Set up invoicing sequences in Pennylane settings.
ERROR_DRAFT_SUPPLIER_INVOICE	You cannot create a draft supplier invoice in Pennylane.	Set the invoice status to validated/posted instead of draft.
ERROR_INVALID_BODY	Email addresses must be valid, or ledger account numbers must be at least 3 digits (without counting trailing zeros).	Provide a valid email address and use account numbers with at least 3 digits.
ERROR_INVALID_FIELD_FORMAT_BANK_ACCOUNT	Pennylane validates the bank account/IBAN format.	Provide a valid bank account number or IBAN.
ERROR_PDF_MUST_BE_UNIQUE	Pennylane performs a uniqueness check on attached PDFs.	Ensure each PDF attachment is unique and not already attached to another invoice.
ERROR_INVOICE_DATE_IN_FUTURE	You cannot create an invoice with a future date without attaching a PDF.	Attach a PDF when creating an invoice with a future date.
ERROR_INVOICE_DATE_IN_PAST	You cannot create an invoice with a date before the date of the last validated invoice in Pennylane.	Use a date equal to or after the last validated invoice date.

Overview

Accounting

eCommerce

Invoicing

POS

Banking

Payment

PMS

Pennylane

Introduction

Configure Pennylane

Step 1: Open the partnership & get sandbox access

Step 2: Get your OAuth2 credentials

Step 3: Go live — certify your integration

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

Test Pennylane

Connect Pennylane

Rate limits

Technical limitation

Coverage

Troubleshooting

Specific errors for Pennylane:

​Introduction

​Configure Pennylane

​Step 1: Open the partnership & get sandbox access

​Step 2: Get your OAuth2 credentials

​Step 3: Go live — certify your integration

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

​Test Pennylane

​Connect Pennylane

​Rate limits

​Technical limitation

​Coverage

​Troubleshooting

​Specific errors for Pennylane:

Introduction

Configure Pennylane

Step 1: Open the partnership & get sandbox access

Step 2: Get your OAuth2 credentials

Step 3: Go live — certify your integration

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

Test Pennylane

Connect Pennylane

Rate limits

Technical limitation

Coverage

Troubleshooting

Specific errors for Pennylane: