The Togai and Payday Integration supports a bidirectional sync Togai and Payday. This API guide will walk you through the steps to set up the integration, configure apps and flows, and enable automation for your business processes.

The integration between Payday and Togai requires only a one-time setup. Follow the steps below:

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 and Payday 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.

2. Create Invoice in Payday on Togai Invoice

  • 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.

By following this API guide, you can leverage the Togai and Payday Integration to automate processes, save time on manual tasks, and ensure seamless data synchronization.