General Information

Website: sellsy.com
Software type: Solution as a Software (Saas)
Geography: ๐Ÿ‡ซ๐Ÿ‡ท 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

  1. Create an account - here
  2. Create a public OAuth2 app on your demo account from this webpage (all scopes)
    1. Log in to Sellsy
    2. Click on Create API access in the โ€˜API V2โ€™ tab
    3. Select Public
    4. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirection URLs
    5. Select all permissions
    6. Click on Save
    7. Keep safe your Client ID, Client Secret because you wonโ€™t be able to see it again.
    8. You will need the Client ID and Client 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.

Limitations & Exceptions

  • Invoices of type supplier_refund and supplier_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