Installation of App Instances
- Navigate to the Integrations section from the left navigation bar in Togai
- Click on
Apps
to access the list of apps with tight integration support - Locate and select
Payday
from the available apps - Click on the
+Add connection
button - Provide a name for the connection and paste your
Payday Client ID
andPayday Client Secret
into the appropriate field
Available Flows
Here are the out-of-the-box flows that you can use in the future: 1. Sync Togai Accounts to Payday- Flow is triggered when a new account is created in Togai
- Togai then creates a corresponding customer in Payday and syncs the customer identifier between Togai and Payday, so that the customer can be identified in both systems.
- The mapping of customer identifier in the Settings tab of every Togai Account. The setting name for MS Dynamics customer identifier in Togai is
PaydayAccountPlatformId
.
- A new invoice is created in Togai
- Togai then creates an invoice in Payday for the corresponding invoice.
- If the correponding customer is not present in Payday, the customer is first created and invoice is raised to that customer in payday.
- You can see this mapping of invoice in the Settings for each invoice
Invoice ID
To refer to invoice in Payday or Togai, you can obtain the account ID.- In Togai, go to Customers, select an account, and find the invoice ID under Billing.
- Payday invoice ID is added as a setting for that invoice
- Use invoice ID to reference the invoice in Payday, or vice versa.