Connect e-conomic (accounting)
Let Neo see whether the person writing or calling is your customer and whether their invoices are paid, and choose whether customers may be created after calls and whether Neo may answer "what do I owe?".
If you use e-conomic for your accounting, you can connect it to Kaneo. Neo can then see whether the person writing or calling is your customer and whether their invoices are paid, in the inquiry, in reply drafts and on the phone. It's free on all plans, and only an administrator can connect it.
You find it under Integrationer → e-conomic ("Integrations → e-conomic") in the menu.
1. Connect
Press Connect
Press Forbind ("Connect") on the e-conomic card. You're sent on to e-conomic.
Sign in and approve
Sign in to e-conomic as a user with access to the accounts, and approve that Kaneo gets access to customers and invoices.
Back in Kaneo
Afterwards you're back in Kaneo, and the card shows your company name and agreement number. Invoices are available right away.
Kaneo only stores the access e-conomic grants, and it's stored encrypted. Invoices are not stored with us. They're fetched when they're needed.
2. Where the invoices are used
- Inquiries: an e-conomic card with the customer, open and overdue invoices and the latest three.
- Neo's reply drafts: if the customer asks about an invoice or a payment, Neo writes from the real status. She only uses the customer's own invoices.
- On the phone: when the customer gives an invoice number, Neo can say whether it's paid. The number calling, or the customer's email, must be on the customer.
3. What Neo may do (off until you turn it on)
Under Det må Neo ("What Neo may do") on the e-conomic card there are two options. Both are off to start with.
Create customers after calls
After an answered call, Kaneo looks up the caller in e-conomic by phone number. If no customer has that number, a new customer is created with name and phone number (and email, if Neo got it). The new customer gets your first customer group and payment terms and the Domestic VAT zone. Change it in e-conomic if it should be different.
No customer is created when the number is hidden, when Neo didn't get a name, or when several customers share the number.
Neo may answer "what do I owe?"
If a customer asks what they owe or whether everything is paid, Neo can answer with the amounts and due dates of the unpaid invoices.
This only happens when the number calling is on exactly one customer in e-conomic. A number the caller says on the phone doesn't count. If the customer calls from a hidden or different number, Neo offers to take a message. Neo never mentions invoice numbers, addresses or anything else from the accounts, and she can't take payments or agree on instalments.
Make sure your customers' phone numbers are in the Telefon or Mobil field on the customer in e-conomic. Otherwise Neo can't find them by number.
Disconnect
Press Afbryd ("Disconnect") on the e-conomic card. The access is then deleted on our side. You can also remove Kaneo in e-conomic under Settings → Apps. If the card says Kræver login ("Needs sign-in"), the access was revoked in e-conomic. Press Forbind igen ("Connect again").
See also
Connect EasyPractice (clinic booking)
Let Neo find free times and book clients directly in EasyPractice during the call. Create an access token, paste it into Kaneo and test the connection.
Connect Planday (staff schedule)
Let Neo know who's on shift, so she can answer "is Anna at work today?" and transfer calls to whoever is working. Create an API app in Planday and paste its App Id and token into Kaneo.