OFN super-admin guide
  • Overview
  • Deployment and system administration
  • OFN platform configuration
    • General Settings
    • Terms of Service
    • Mail Methods
    • Image Settings
    • Taxes and Tax Zones
    • Countries and States
    • Payment Methods
    • Taxonomies
    • Shipping Methods
    • Shipping Categories
    • Enterprise Fees
    • Content
    • Caching
    • Invoice Settings
    • Stripe Connect
    • Matomo settings
      • Setting up a new Matomo Site
      • Using Matomo - an example
  • Producer and Product Properties
  • Managing Users
  • Groups
  • Translate in your own language
    • Common EN Translations
  • Set up your user guide
  • Setting up your 'About' page on wordpress
    • About the Divi theme & settings
    • Plugins
    • Layouts
    • Style guide
    • Content included in the OFN Divi pack
    • Tips, tricks & theme quirks
  • Creating your instance logo
  • Integrations and business intelligence
    • Embed a group page in an external website
    • Integrate OFN with Mailchimp
    • Create Automatic Invoices to Users
    • Create 'Find order by id' Action
    • Integrate OFN with Accounting Package
    • Send New Enterprises to Airtable as CRM
  • Tracking data using Matomo
    • Specificities of the OFN shared Matomo instance
    • Installing Matomo on your wordpress
    • Creating a Matomo funnel to track a specific user journey on the platform
    • Create a segment to analyze behaviour in Admin
    • How to set up events for tracking user behaviour - Mapping Matomo and code
  • Australian Instance Management
    • Recruitment
    • Onboarding
    • Happy team processes
    • Livelihoods model
  • Customer Support Resources
    • The Customer Support Role
    • Global Support Contacts
    • Access and Passwords
    • Using SuperAdmin
      • Tips for Speedier Navigation of Superadmin
      • Tips for Accessing an Enterprise Dashboard
      • Add Yourself as a Manager of an Enterprise
      • Delete an enterprise
      • Delete a user
    • Common Investigations (FAQs)
    • Shared Resources
      • How To Videos
      • Email Templates
        • New Producer Sign Up
      • Farmers Market Resources
    • Updating the User Guide
    • Contribute to this document
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  • Requirements
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  1. Integrations and business intelligence

Integrate OFN with Accounting Package

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Last updated 5 years ago

Integrate OFN with Accounting Package

This integration will enable OFN Super Admins to create integrations with their users' accouting packages. Once enabled, this integration will create a new invoice within an accounting integration every time a customer completes an order within the specified user's enterprise.

Requirements

  • Premium Zapier account (ask on the Zappiness slack channel for more details)

  • PostgresDB connection in Zapier

Instructions

Click here for full instructions