PREREQUISITE

To activate an integration with Pennylane, you need to have a client plan Essential or above.
The user also needs to have a specific role : at least “gestionnaire” (Company settings > Team management) :

CONNECTION

Step 1: Choose a name for your connection.

Step 2: Click “Authorise” to finalise the connection.

AUTHENTICATION

You will be redirected to a Pennylane login page to authenticate yourself.

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