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Caleido reads your bookkeeping from Procountor through Procountor’s API. To connect, you create a separate API user for Caleido in Procountor. Your Caleido contact then sets up your organization in Caleido and connects the integration. The menu and field names below are from Procountor’s Finnish interface. The English meaning is in brackets.

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Before you start

You need a Procountor user who is allowed to create new users, such as a Pääkäyttäjä (main user).

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Allow paid interfaces

If your organization hasn’t used integrations in Procountor before, turn them on first.
  1. Log in to Procountor.
  2. Select Hallinta > Yrityksen tiedot > Käyttöasetukset (management > company details > usage settings).
  3. Under Integraatioasetukset (integration settings), select Salli laskutettavien rajapintojen käyttö (allow use of paid interfaces).
Procountor Hallinta menu with Käyttöasetukset selected and the Salli laskutettavien rajapintojen käyttö checkbox under Integraatioasetukset
Procountor charges a monthly fee for the integration interface, 13 € a month at the time of writing. The fee is billed by Procountor.

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Create an API user

  1. Select Hallinta > Käyttäjät ja käyttöoikeudet > Lisää uusi käyttäjä (management > users and user rights > add new user).
  2. Fill in the user details:
  1. Click Tallenna (save).
The role must be Johto / Tarkastaja. A broader role gives the API user more rights than Caleido needs.
Procountor Lisää uusi käyttäjä form filled in for the Caleido API user with the Johto / Tarkastaja role Save the username and password somewhere safe.

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Send the credentials to Caleido

Send the username and the password to your contact person at Caleido in two separate messages:
  • Username by email
  • Password by text message
Your contact then sets up your organization in Caleido and connects the integration.