edoc invoice Administration Guide
edoc invoice Administration Guide
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Establish a connection to external data sources

You have saved the master data and transactional data of your companies in your ERP system or ECM system. This master data is usually stored in databases. To be able to use the existing master data and transactional data, you need to establish a connection between the source system (ERP or ECM) and the destination system (e.g. edoc invoice).

Once you have successfully established a connection, you can import and export the master data in edoc invoice and export the transactional data from edoc invoice.

Here's how

  1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

  2. Click on Settings to open the overview of global settings and company settings.

  3. Under Company settings, click on the company for which you want to establish the connection between the source system and the destination system.

  4. Click on Connections in the sidebar under Data.

  5. Click on New connection in the ribbon.

  6. Enter the connection details under Settings:

    1. Type: Select the corresponding SQL database or the REST Api connection type.

    2. Name: Enter a meaningful name for the connection. The name is used for administrative purposes.

    3. Visible (all companies): Activate this option to also use the connection for all other companies. By default, you only configure a connection for the selected company.

Depending on whether you have selected an SQL database or the REST Api entry as the connection type, different fields are displayed under Database.

SQL database as connection type

Enter the following data:

  • Host: Enter the connection address (e.g. IP address or host name) of the server with the database.

  • Port: Enter the port number at which the database server can be reached.

  • Instance: Enter the name of the instance of the database if you have several database instances in your organization. If you are using the Firebird open source database, the entry Instance automatically changes to Role.

  • User: Enter the database user who has the corresponding permissions.

  • Password: Enter the password of the database user.

  • Database name: Enter the name of the database.

Then click on Save in the ribbon.

"REST Api" as connection type

Enter the following data:

  • REST interface > API URL: Specify the URI endpoint of the API function.

  • Authentication > Method: Specify one of the following authentication methods:

    • Bearer Token: When authenticating with a bearer token, a bearer token is obtained from an authentication provider. The bearer token is then transmitted for all queries. You can select Microsoft as the provider. The corresponding parameters are listed in the section under Authentication parameters. For more information about the parameters, see the manufacturer documentation on the Internet.

    • API key: When authenticating with an API key, a header with a secret key is transmitted for all queries. Enter the following data:

      • Header name: Enter the name of the header that you have defined in the corresponding interface of the software.

      • API key: Enter the value of the header that you have defined in the corresponding interface of the software.

If you do not require authentication, you can simply leave these fields blank.

Then click on Save in the ribbon.

Always test the connection in advance by clicking on Test connection in the ribbon.

See also