Tradeshift connector
If you are Tradeshift user, you can use XML-faktura® to connect to Tradeshift.
This means that downloading all your invoices and other documents from Tradeshift and importing them into your accounting system is made easy and simple.
You can also send all your invoices to Tradeshift. Tradeshift will handle transport of the documents to the receiver.
In this way you have all your documents archived on Tradeshift with all the benefits this will provide, plus you can still have your invoices in your accounting system.
If you need to send invoices to a Tradeshift user, you can also use XML-faktura®
All in all, this means, whether you send to public or private companies, or to another company on Tradeshift, you will be able to use the same program for everything.
The following ERP systems are supported:
Microsoft Dynamics:
C5
XAL
Axapta
Navision from version 2.6 and up
All ERP system which are able to produce OIOXML, OIOUBL files, or able to create CSV-files containing the data
But every ERP system that can provide you with export/import capabilities can be used. Supported file formats are XML and CSV file format. (We have an AS400 user among our customers.)
Contact Bent Mentzler if you want to know more.
Learn more about Tradeshift, click here...
To view a presentation of the whole process - click here
Quickguide:
Choose Tradeshift user on start-up image
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Since you have not setup Tradeshift setting yet, you will receive notification that you are missing Tradeshift setup
Press'OK'
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On the main program screen, choose the menu 'Settings' | 'Configuration'
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On TAB 'Tradeshift', enter your Tradeshift API information (you will get these from Tradeshift)
Click 'Test TS connection' to check your settings
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Select the folder where your financial program stores the invoices / credit notes
Click on the 'Browse' button to find correct folder
If you want to send automatically at startup or when run as a service, select 'Automatisk afsendelse af dokumenter'
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To receive any. error messages, you must complete SMTP setting on TAB: 'Partner Email'
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Set up administrator email, the email address if necessary. messages sent.
Select any. language
To run the program as a service within a specific time frame, for example.: 09:00 to 23:00, this can be selected here (NB at 24:00 Do not use - use instead of 00:01 to 23 : 59)
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Select the outgoing and incoming documents
Shown example, in the top part of the screen the OIOXML will be transformed into OIOUBL with selected template / stylesheet
Click in the column 'Default' when you want it activated
Shown example, in the lower part of screen, (receiving document), here is OIOUBL invoive received and transformed into a CSV file (for import into ERP) with selected template / stylesheet.
Select the folder where you want the transformed file to be saved.
You might specifies an address to which the transformed file will be send to (mostly for testing purposes)
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If your ERP system is not able to create OIOUBL document, you can either create a .CSV file or a XML file, that can be converted to proper OIOUBL format for Tradeshift
View sample .CSV (ANSI) file
View sample på XML (UTF-8) file
In order to know here the fields/values are used in the OIOUBL document, please view this Word document.
It is a bit technical but the file shows the structure of the OIOUBL document and where the fields from either the .CSV file or the XML file is use by the program to create the OIOUBL invoice.
