Audinfor
The Audinfor connection keeps your customers, contracts, prices, invoices and virtual wallet in sync between Audinfor and Clevergy.
How it works
Clevergy connects to your Audinfor environment and retrieves the data every day, so you don't need to send anything manually.
Synchronized data
| Data | Available | Details |
|---|---|---|
| Customers | ✅ | Created from your contracts. |
| Contracts | ✅ | Electricity and gas contracts, with their supply point. |
| Prices | ✅ | Updated every day when a contract's prices change. |
| Invoices | ✅ | Electricity and gas invoices. New invoices are added every day, including the PDF. |
| Invoice breakdown | ✅ | Included with each invoice. |
| Virtual wallet | ✅ | Balance updated every day. |
| Gas | ✅ | Gas contracts and invoices are synchronized like electricity ones. |
How to activate it
- Contact your Clevergy account manager to request the Audinfor connection.
- Provide the access credentials to your Audinfor environment. Audinfor can help you obtain them.
- Clevergy sets up the connection and runs an initial load of your customers.
Once the initial load is complete, your users can access the app with their data ready.