The credentials and settings for a Netvisor connection are managed in the browser version of Spotilla. You need administrator permissions, and the Netvisor integration must be enabled for your organization.
Check the prerequisites
Obtain the correct credentials from the connection administrator before filling in the form. Make sure that the Netvisor Customer ID and Netvisor User Key belong to the same intended Netvisor connection. Confirm the permissions required in Netvisor and your organization's transfer practices separately with the connection administrator.
If the Netvisor row is not visible, contact your Spotilla contact person about enabling the integration. See also the prerequisites for enabling an integration.
Open the form and fill in the settings
- Select Settings in the browser navigation and open the Integrations tab.
- Open the Integrations table in this area and click the Netvisor name link in the Software column.
- Check the status and other options on the form. Fill in Netvisor Customer ID and Netvisor User Key.
- Click the Save button at the bottom of the form.
The form loads the previously saved settings. Check all visible values even if you only intend to change the user key: saving sends all the settings on the form.
Integration status
The options are In use and Not in use. The default for a new form is Not in use. Select In use when you intend to activate the connection or update the settings of a connection that is in use.
Tasks to Sales Invoice settings
The default option is Only tasks with task number create invoices. The other option is All tasks create invoices. Select the option agreed with the connection administrator.
This selection is saved as the integration's invoicing setting. Its name alone does not confirm the other conditions for transfers, which task statuses are processed, or that all invoices are transferred. Confirm the connection's actual invoicing practices with the administrator.
New Products
The options are In use and Not in use; the default for a new form is Not in use. This selection is passed to the integration settings. Confirm with the administrator which products the connection transfers or updates, and under what conditions. Saving this selection alone does not indicate that products have been transferred.
What does saving change?
Saving with In use selected creates the integration's own user account in Spotilla if needed and saves the local invoicing selection. Changing the settings of a connection that is already in use is also treated as an activation save.
To deactivate the connection, select Integration status → Not in use on the same form and click Save. Successful deactivation deletes the integration's user account. The integration's authentication and log key settings in Spotilla, along with the local invoicing selection, are cleared. This does not mean that invoices or other business data already transferred are deleted.
The form does not check whether the credential fields have been filled in. A successful save therefore does not indicate that the customer ID and user key have been entered or that they are valid. The form has no separate connection test or manually initiated transfer.
Check the saved settings and the transfer result
Reopen the Netvisor form and check the saved values. Also check the Integration status in the table. The table's In use status is based on the existence of the integration's user account; it is not the result of a Netvisor connection test.
Open the Changelog tab in the same Integrations area. Set Log created at to the time period of the agreed transfer and find Netvisor events using the search in the Software column. Check the data processed, Status code and Description. Also verify the result for the invoice or other data in the destination system. An empty log does not confirm that the transfer succeeded.
Saving does not confirm a specific transfer frequency or that all invoices will be processed. When the key is changed, update Spotilla with the new value at the agreed time and verify the result of the next agreed transfer separately.
If saving or the connection fails
A failed save with In use selected may delete the integration's user account even for a previously active connection. Local settings may already have been changed before the error message appears. An error therefore does not guarantee that the previous status and settings were preserved.
Refresh the Integrations view, check the status in the table and reopen the form to check its values. If the saved connection does not work, check the error in the log before changing the keys. Determine whether the error concerns authentication or the content of the data being transferred. See the more detailed instructions for investigating an integration error in the log.