Invoicing
Sellsy
General Information
Website: sellsy.com
Software type: Solution as a Software (Saas)
Geography: ๐ซ๐ท France
Introduction
Sellsy is a comprehensive CRM solution. It manages every point of the sales process from prospecting to payment. Deliver the Sellsy integration your customers want in no time.
Configure Sellsy
Prerequisite(s)
- Create an app on Sellsy
- Submit your app for approval (this has to be done when you want to use the Sellsy connector with your customers)
- Activate the Sellsy integration on the Chift platform
Process
- Create an account - here
- Create a public OAuth2 app on your demo account from this webpage (all scopes)
- Log in to Sellsy
- Click on
Create API access
in the โAPI V2โ tab - Select
Public
- Enter a unique name and fill https://chift.app/oauth2/redirect in the field
Redirection URLs
- Select all permissions
- Click on
Save
- Keep safe your
Client ID
,Client Secret
because you wonโt be able to see it again. - You will need the
Client ID
andClient Secret
to encode these logins in your Chift App -> Connectors
Test Sellsy
To test the software integration, you can create your demo account here.
Connect Sellsy
To activate a connexion with Sellsy, users will have to go through the following steps.
- French article: Help Center - Sellsy FR
- English article: Help Center - Sellsy EN
Limitations & Exceptions
- Invoices of type
supplier_refund
andsupplier_invoice
are not present.
Sellsy coverage
/payment-methods Live
/contacts Live
/invoices Live
/products Live
/invoices Live
/invoices/{invoice_id} Live
/contacts/{contact_id} Live
/contacts Live
/products Live
/products/{product_id} Live
/taxes/{tax_id} Live
/taxes Live
/opportunities Live
/opportunities/{opportunity_id} Live
/payments On request