To connect FASSTA Connect to Swiffta, follow these steps:

Adding The Swiffta Module To Your FASSTA Connect Business

1. Select Settings in the Client Area of the sidebar, then select the Modules tab:

2. Click on Choose Modules, select the Swiffta module, and click Confirm Selection.

Connecting To Your Swiffta Business

1. In Swiffta, generate a new API key.

2. Use the copy button to copy the API key.

3. In FASSTA Connect, select Connection in the Swiffta section of the sidebar.

4. Paste your API key from Swiffta into the box, and click Connect to Swiffta.

5. If successful, FASSTA Connect will display the name of the Swiffta company you have connected to.

Linking Your FASSTA Connect Suppliers To Swiffta

1. In FASSTA Connect, select Supplier Setup in the Swiffta section of the sidebar.

2. For each supplier, select the corresponding Swiffta supplier from the drop-down. If you do not wish to send a supplier's invoices to Swiffta, select Disabled (Ignore).

3. If you have suppliers in FASSTA that do not exist in Swiffta, you can export the suppliers to Swiffta to create them automatically. To do this, click the Export button.

4. Select the suppliers you wish to create in Swiffta, then click Create Swiffta Suppliers.

5. The suppliers you selected will be created in Swiffta, and linked to your FASSTA suppliers automatically.

Sending Invoices To Swiffta

1. To automatically send new invoices to Swiffta, you can toggle on the Autosend setting for specific suppliers on the Supplier Setup page. This will only apply to invoices received after the setting is enabled - any existing ones will still have to be sent manually.

2. To send invoices to Swiffta manually, select Send Invoices in the Swiffta section of the sidebar.

3. Check the box next to the invoices you wish to send, then click Action Selected Invoices followed by Send selected invoices to Swiffta.

4. If successful, the invoices will be be marked as Exported and will appear in Swiffta.