Dinero

How to use Dinero with Upodi

Dinero integration for Upodi

Dinero is a small financial application (ERP) today owned by Visma. Dinero manages all debit and credit including financial transactions.

  • Upodi will automatically post generated invoices directly (new, changes and payments) to Dinero.
  • Upodi will automatically post customers (new or changes) to Dinero.
  • Upodi will automatically post contacts (new or changes) to Dinero.

Test account of Dinero

You can sign up for a demo account of Dinero here .

Requirements

  • To use Dinero with Upodi, you need a Dinero Pro subscription which enables the Dinero API.
  • Dinero will need created products matching each SKU used in Upodi.
All SKU values used in Upodi must have a matching product created in Dinero.All SKU values used in Upodi must have a matching product created in Dinero.

All SKU values used in Upodi must have a matching product created in Dinero.

Setup

  1. Sign into Upodi, then select Apps in the Upodi section, and then select Dinero.
  2. Open another browser, and sign into Dinero. Select Options from the menu bar, then API and click New API Key. Type a name for the key (i.e. Upodi) and click Create API Key.
  3. Once the key is generated, copy this API key for later use and record the company ID in the lower left corner. You will use these next.
  4. Within Upodi, type the API key, the company Id and check the general ledger account for foreign and local customers.