Installation

Add your application by wizard

You can add your application via the integration wizard, you can find the button for this on the dashboard page.

After clicking the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.

Click next and in the following screen you can add your applications that you want to connect. Search for Accountview and click on the Application.

For AccountView the following fields need to be filled out for a successful connection to be established.

• Display Title: The name of the application, no special requirements.
  • This can be useful if there are multiple AccountView applications, to be able to distinguish between them.
• Client ID: The Client ID for the Webservice App, which allows access to the API.
  • Check the section below on how to find this parameter.
• Client Secret: The Client Secret for the Webservice App, which allows access to the API.
  • Check the section below on how to find this parameter.
• Company ID: The unique identifier to your AccountView administration. This is required to set the correct connection point. 

AccountView settings location

Client ID and Client Secret

To find these parameters, a Webservice App must be available or created, please follow the next few steps.

1. Login to the AccountView Webservice portal and open the Developer/Ontwikkeling section.
   
   
   
   
2. Create a new Application, or use an existing one. Warning, only one set of ID/Secret can be used at one time. So make sure no other third-party application is using the same credentials.
   • Make sure to exactly match the Redirect URi and Website URi
   • Redirect URi --> https://app.apicenter.io/oauth/callback/accountview
   • Website URi --> https://app.apicenter.io/
     
     
     
     
3. After clicking "Toevoegen" copy the API-sleutel into Client ID and API-secret into Client Secret respectively.

Company ID

1. In the Webservice App portal and open the Ondernemingen/Company section and select the related company. 
   
   
   The company ID should  become visible in the URL.
   
   Go back to our APIcenter wizard and paste the API-sleutel, API-secret and company ID in the corresponding input fields, and click save to save the application credentials and click test connection te complete:
   
   
   
   

Now you have succesfully added the Accountview application, you need to enter the second application, which you would like to set up the integration with Accountview with. See the Application Manuals page on how to setup the second application you want to use.

In step 3 you can select the packages that you want to make use of. These packages are the flows that determine what data is send from and to AccountView.

In step 4 you can set all the settings that tweaks your integration without adjusting mappings and or adjusting code. In this step you need to do this for all your flows. The settings we have standard enabled and disabled are based upon 90% of the integrations we currently have running.

Step 5 finishes the wizard and on this point you can enable the flows to start running, if you want to adjust advanced settings we advice to start them manually in the integrations overview.