How do I connect AFAS to Payt?

To connect AFAS to Payt, you need to set up several connectors in AFAS. This ensures that data can be sent from AFAS to Payt automatically, e.g. invoices and customer information.

Step 1: Create a dedicated user for Payt

Create a separate user in AFAS that will only be used for the connection with Payt. We call this the connector user.

Step 2: Create an AppConnector in AFAS

To connect AFAS to Payt, you first need to create an AppConnector for Payt in AFAS. The Payt GetConnectors can be connected to this.

1. In AFAS, go to 'General' > 'Management' > 'App connector' > 'New'
2. Give the AppConnector a recognizable name, e.g. 'Payt REST API'
3. Assign a user group with at least the following permissions. In some cases, you'll need to create this user group beforehand.
   1. Access to all administrations ('General' > 'Administration' > 'Filters' > 'All administrations')
   2. Access to all dossier items ('CRM' > 'Case' > 'Filters' > 'CRM - Case items' > 'All case items')
   3. Access to all definition filters ('General' > 'Management' > 'Definition' > 'Filters' > 'General - Execute definition' > 'All rights')

Step 3: Set up a user token for Payt

Payt needs a user token to connect securely to AFAS. You'll create this in AFAS via 'General' > 'Management' > App connector' > Name of AppConnector > 'Customer maintenance' > 'User tokens'.

Copy the token and keep it safe; you'll need to use it during the Payt onboarding.

Step 4: Import GetConnectors

Payt will provide you with a set of GetConnectors that define which data is shared with Payt. You'll then import those GetConnectors into AFAS.

1. In AFAS, go to 'General' > 'Output' > 'Management' > 'GetConnector'.
2. Right-click in the GetConnectors window and select 'Actions' > 'Import'.
3. Select here the following GetConnector files you have received from Payt:
   1. Payt_administrations
   2. Payt_payment_conditions
   3. Payt_sales_entries_v12
   4. Payt_distribution_methods - Extended v2.0 - Tabblad Digitaal
   5. Payt_sales_invoices_for_cp_ordermanagement_v11
   6. Payt_subject_attachments
   7. Payt_Verkoopfactuurregels

Do you use custom fields in AFAS? You can modify these connectors or create your own as needed via 'General' > 'Output' > 'Management' > 'GetConnector' > 'New'.

Step 5: Link the GetConnectors to the AppConnector

Now that you've imported the necessary GetConnectors, you need to add them to the AppConnector you created earlier. To do this, go to 'General' > 'Management' > App connector' > Name of AppConnector > 'GetConnectors' > 'New'.

Step 6: Add AppConnectorSubject for attachments

To make invoice documents and attachments visible in Payt, you'll need to add the standard AppConnectorSubject to your Payt AppConnector. Go to 'Genearl' > 'Management' > 'App connector' > Name of AppConnector > 'Connectors' > 'New' > AppConnectorSubject.