TABLE OF CONTENTS
1) Description
Alegra is a cloud-based invoicing and administrative management software that
helps small businesses grow organized.
It is a cloud solution that allows you to administer, manage, sell online and invoice your sales from wherever you are.
With Alegra, you speed up your invoicing with the Point of Sale system, save time and are always up to date with the AFIP thanks to the friendly interface that allows entrepreneurs to control their businesses in real-time from anywhere.
2) Entities
Source | Target |
List Taxes | Add Contact |
List Bank Accounts | Add Sales Invoice |
List Payments | Add Numbering |
List Ledger Accounts | Add Tax |
List Vendors | Add Bank Account |
List All Prices | Add Payment |
Consult All Wineries | Add Holds |
List Users | Add Ledger Account |
Referral List | Add Vendor |
List Purchase Orders | Add Price List |
List Categories | Add Warehouse |
List Payment Terms | Add Cost Center |
Withholding List | |
List Cost Centers |
3) Steps
Step 1: Select the Alegra Integration
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar.
Step 2: Enter the Integration Name
Enter the Name of the Integration.
You can optionally also enter a description.
Step 3: Enter your Email
In the Email field, please provide the email used for the registration.
Step 4: Enter the API Token
To obtain your API Token, please follow the steps below:
- 1. Click on the Name/Avatar of your account and choose Settings
2. Scroll down until you find the Integrations panel and click Manual Integration-API.
3. After clicking the Manual Integration-API a new window will appear with the API Token for your Integration.
4. Simply copy the generated API Token, paste it into the API Token field, and press Finish.
Congratulations! Alegra is now successfully integrated.
We hope that this covers everything. If you have any further questions or need additional clarification, please contact us via [email protected] or our chat widget!
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