Connecting EzzyBills to WorkGuru

Modified on Thu, 6 Nov at 4:32 PM

TABLE OF CONTENTS

Getting Started
Where to find the User
Where to find the API Key and Webhook Token
Testing the Connection
Optional Setup - PO Matching
Verifying Connection After Setup
Disconnecting the Integration
Using the Integration

Getting Started

To set up the integration, navigate to Integrations > EzzyBills:

The information required to connect is as follows:

Mandatory - enables the core integration functionality of receipt uploads against projects
- API Key
- User
- Password
Optional - if intending to use the PO matching functionality of the integration:
- Webhook Token

Where to find the User

The user account information can be found at the top right of the page when logged into EzzyBills:

Please note: for organisations that may have multiple EzzyBills accounts, or for partners who may have a sub account for a client which is being connected, you should use the credentials for the relevant subaccount, not the "parent/ partner account". From the HQ dashboard in EzzyBills, select the relevant account to connect and click the Login to <Account> button, then use the account username from within that account:

It is recommended that the admin credentials for the EzzyBills account are used to connect the integration.

Where to find the API Key and Webhook Token

From the dashboard in EzzyBills, navigate to Settings > Advanced Options > API:

Within WorkGuru, enter these credentials into the relevant fields on the EzzyBills integration page:

Testing the Connection

After entering the credentials and clicking Save Changes, you can verify that the credentials work by clicking the Test EzzyBills Connection button. This will attempt to send a request to the EzzyBills API to check the validity of the credentials. A green popup will appear for valid credentials, and a red popup will appear if any errors are encountered.

If you encounter a red error popup, we recommend removing and re-adding all fields on this page, re-saving, then re-testing.

Optional Setup - PO Matching

If intending to use the PO matching functionality, ensure you have saved the webhook token and enable the Match EzzyBills Supplier Invoices to WorkGuru Purchase Orders checkbox.

If you want the PO's in WorkGuru to be marked as received after being matched in EzzyBills, enable the Mark as Received checkbox.

If you would like to be able to send the PO's to accounting from WorkGuru after being matched in EzzyBills, enable the Send to Accounting from WorkGuru checkbox.

Verifying Connection After Setup

Once the above steps have been performed, you can easily verify the connection is working anytime by navigating to the invoice matching dashboard via he Match Invoices from EzzyBills link on the EzzyBills integration page, which will show unmatched invoices that are currently sitting in EzzyBills:

After connection, the receipt upload will also become available in the Purchases tab in projects:

Disconnecting the Integration

To fully disconnect the integration, click the Disconnect button from the EzzyBills integration page.

To turn off the PO matching functionality while still keeping the integration active for receipt uploading, uncheck the Match EzzyBills Supplier Invoices to WorkGuru Purchase Orders checkbox. If doing this, we recommend reviewing your active workflow in EzzyBills in case it needs to be changed as well.

Using the Integration

To learn more about how to use the integration, review the following articles:

All of our EzzyBills related articles, including the above, can be found here:

https://support.workguru.io/support/solutions/folders/43000587731