PowerOffice Go

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 PowerOffice Go as your ERP provider.

Step 1: Retrieve API Token from PowerOffice Go

1. Log in to your PowerOffice Go account and navigate to “Meny”.
2. Select “Innstillinger” (Settings).
3. Click on “Utvidelser” (Extensions).
   
4. Click “Legg til utvidelse” (Add extension).
5. Choose “Egendefinert” (Custom) in the dropdown menu.
6. Fill in the “Applikasjonsnøkkel” (Application Key) with:
   4d573a97-e8f7-4554-be77-e8b98741eeed
7. Add a name to the integration, such as: “Position Green Integration”.
8. Copy the value in the field “Klientnøkkel” (Client Key).
   Important: Keep this key safe as you will need it in the next step.
9. Click OK.
   

Note: If you are unable to follow these steps, contact your PowerOffice Go administrator or support to verify that your user account has sufficient access rights.

Step 2: Setup Connection Inside Position Green Application

1. Navigate to “Data” in the left side menu.
2. Go to the "Integrations" tab.
3. Find PowerOffice Go and click "Connect".
4. Paste the Klientnøkkel (Client Key) retrieved in Step 1 into the designated credentials field.
5. Click “Authenticate and activate integration”.
6. A verification check will run. You will see a popup and card status reading “Authenticating credentials”.
7. Once authentication completes (usually within 30 seconds), the status will change to "Verified Credentials".
8. A popup notification will confirm that the integration setup was completed successfully.

Step 3: Fetching Data to Position Green

1. The first time you set up the integration, you can trigger a historical upload for a custom period, e.g. for the whole last year or for only last month by clicking the "Sync now" button or the ? icon
2. Note that you can also set a scheduled integration, e.g. making sure we get data the 5th of every month, under the "Sync frequency" option.
3. 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.