The export of invoices from Easy1 to Isah Finance is carried out via the Isah Finance Web API. Data required from Isah (creditors, general ledger accounts, etc.) is obtained through the Isah Logistics integration.

This document outlines the requirements and configurations needed for a successful setup of the interface. Ensure that the necessary settings are applied per database, starting with the test environment and then the production environment.

When using Isah Finance, the integration with Isah Logistics is always required. For information and technical requirements for that integration, please refer to the relevant article.

Preliminary Steps

1. Ensure that the current year is available as a financial year in the test environment.
2. Would you like the invoice image to be available as a PDF in Isah Finance? Then you need to configure the following settings. In Isah Finance, go to “Preferences → Document Settings”, configure the “Default Document Settings”, and enter the following (see screenshot below):
   1. Parameter: Language
      Description: The required language code that is recorded with the relevant document link
      Navigation in Isah: Navigation pane CRM, Customers folder, Customer master data folder, Languages screen
      Example: NL – Dutch
   2. Parameter: Type
      Description: The required document type that is recorded with the relevant document link
      Navigation in Isah: Navigation pane CRM, Documents folder, Document master data folder, Document types screen
      Example: PD – PDF Documents
   3. Parameter: Group
      Description: The required document group that is recorded with the relevant document link
      Navigation in Isah: Navigation pane CRM, Documents folder, Document master data folder, Document groups screen
      Example: INF – Purchase Invoices
   4. Parameter: Status
      Description: The required document status code that is recorded with the relevant document link
      Navigation in Isah: Navigation pane CRM, Documents folder, Document master data folder, Document statuses screen
      Example: 30 – Added via API

Example of settings:

Modifying Invoice Type Settings

In Easy1, go to: Application Administrator → Invoice Configuration → Invoice Types. Select the Isah Finance invoice type and fill in the required fields (see screenshot below).

Technical Requirements

• The Isah Finance Web API must be accessible externally (from the internet). If the server address starts with http://192 or ends with .local, it is likely not accessible externally. Proxy/DNS settings are required. The Isah Finance Web API is often installed on a DMZ or proxy server. This can be arranged in collaboration with Isah or your Isah supplier and your IT department or external IT partner.
• The Isah Finance Web API must be installed. This can be done in collaboration with Isah or your Isah supplier. Then go through the following steps in the Isah Configuration Tool:
  1. The APIs must be enabled in Isah Finance.
  2. The APIs must be assigned a username/user.
  3. For each API, specify which companies it is accessible for.
  4. Configure tokens for the APIs (see “Access and Permissions”).
• The Isah Finance Web API must be secured with an SSL certificate. The URL should therefore begin with https://. This can be configured in the IIS Manager in collaboration with your IT department or external IT partner. Provide the full URL, including port number if different from 443, to Easy Systems.
• The IP addresses from which Easy1 will connect (for whitelist configuration) are:
  • 34.249.8.154
  • 144.178.95.42

Access and Permissions

Provide the tokens for the following APIs:

• Day Book Entry API
• Payment API
• Open Item API
• Document API

It is important that the correct administrations (Companies) in Isah are added to the Company API settings, as shown below.