E-conomic

Below is a step-by-step guide on how to set up the integration of your transaction data with Position Green if you are using E-conomic as your ERP provider.

Step 1: Setup Connection Inside Position Green Application

1. Navigate to “Data” in the left side menu.
2. Navigate to the "Integrations" tab.
3. Click "Set up integration" under E-conomic.
4. You will now see the E-conomic login page. Follow the instructions, copy the ID provided on the integration setup page, and paste it into the "Access Token" field in Position Green.
5. Click “Authenticate and activate integration”.
6. After clicking the button, a check is performed to verify that the credentials given are correct. You should see a popup and the card displaying “Authenticating credentials”.
7. When authentication finishes (usually takes about 30 seconds), the card status will change to "Verified Credentials".
8. A popup in the top right will confirm that the authentication was completed.

Step 2: Fetching Data for a New Inventory

Note: If you have already created the inventory, please skip this section and proceed to Step 3.

1. Navigate to "GHG Emissions".
2. Click “New Annual Inventory”.
3. Select the year you want the inventory for.
4. Select E-conomic as the accounting software you want to use.
5. Click "Create Inventory". Your transactions will automatically be fetched.

Congratulations! You are integrated.

Step 3: Connecting E-conomic to an Existing Inventory

Note: If you have already followed the steps in Step 2, you can skip this section.

1. Navigate to “GHG Emissions”.
2. Click on the inventory you want to use the integration with and go to the "Transactions" tab.
3. Click on the toggle button for your integration.
4. Click "Confirm". The fetching of data for the year will start.

Congratulations! You are integrated.

Contact Position Green Support

If you run into any issues, contact your Position Green onboarding representative for guidance or troubleshooting support.