PlainStaff & weclapp Integration
About weclapp
weclapp is the ERP platform for teams. Whether CRM, inventory management or accounting: With weclapp, teams jointly control all important company processes in just one piece of software. With the help of PlainStaff integration, it is possible to generate corresponding outgoing invoices from the recorded project times in weclapp.
The highlights:
- All-in-one - everything in just one software
- Risk-free start and easy introduction
- Intuitive user guidance
- Software Made in Germany
- Modern technology platform
Create a free test account at weclapp.de and get to know weclapp now.
weclapp screenshot
Connecting to weclapp
The connection between PlainStaff and weclapp is quick and easy:
- Generate an API token for weclapp in your user settings in weclapp.
- Open the settings for weclapp in PlainStaff at Administration > Integrations by clicking on "Settings" on the weclapp tile.
- Copy the weclapp API token into the "API Key" field.
- Enter the name of your weclapp client (the first part of your weclapp URL) in the corresponding field.
- Select whether the project description should be printed on the invoice. In this way, for example, an order number or a cost center of the customer can be printed on the invoice.
- Done.
weclapp Verbindungseinstellungen
Using the Integration
Through the integration with weclapp, PlainStaff gains the following new functions:
- In PlainStaff, customers can be imported from weclapp using the double arrow button next to the customer selection box in the project dialog. Only these imported customers can be used for later invoicing. The import can be performed as often as needed. Already imported customers are updated with the information from weclapp. Further information on this in the Help.
- Items from weclapp can be imported into PlainStaff, filtered by product groups.
- Sales orders from weclapp can be imported into PlainStaff either automatically or manually as projects. Each order item becomes a task in the project. The import can be performed as often as needed. Already imported projects are updated with the data from weclapp.
- Old weclapp projects can also be transferred to PlainStaff automatically or manually.
- For service items or tasks, the hours recorded in PlainStaff can be automatically transferred back to weclapp.
- In PlainStaff's project management, the project times recorded in PlainStaff can be selected, grouped, and exported to weclapp for invoicing. The following processes can be chosen:
- Free text invoices for any project in PlainStaff
- Creation of partial invoices for projects related to an order
- Adjustment of quantities in the order to the quantities recorded in PlainStaff
weclapp screenshot
weclapp order workflow
