Set up Cash

Connect OutSmart to your Cash account, choose the administration, and save the integration settings.

Connect OutSmart to Cash before you configure imports or exports.

You need a dedicated API user from your Cash environment.

1

Create a Cash API user

Create a dedicated API user in your Cash environment.

Keep the email address and password available.

Use the Cash integration manual on the settings page if you need the exact steps.

2

Open Software integrations

Go to Settings → Software integrations.

Open Cash.

Open Settings.

3

Open the Cash login screen

If the integration is not connected yet, the login fields appear.

If you already connected before, the login fields stay available at the top.

4

Enter the Cash login details

Enter your Relation code.

Then enter the Email address and Password of the Cash API user.

Click Submit.

5

Check the connection

If the credentials are correct, OutSmart opens the Cash settings.

If not, you see Gegevens API gebruiker niet geldig.

6

Choose the administration

Select the Administration you want to sync.

This decides which Cash company OutSmart uses.

7

Configure imports and exports

Choose which data should move into OutSmart.

Then choose which work orders should move out to Cash.

8

Save the setup

Click Save.

Your connection details and settings are then stored.

Before you save

Check these points first:

• the selected administration is the correct one
• the API user still exists and is active in Cash
• the relation code, email address, and password are correct

The relation code is your Cash account number.

Frequently asked questions

Where do I find my Cash relation code?

The relation code is your account number in Cash.

You can find it in your Cash environment or ask Use It Group support.

What is an API user in Cash?

It is a user account for system-to-system communication.

Create it in the Cash administration settings.

Use the Cash integration manual on the settings page for the exact steps.

Can I connect more than one administration?

No.

The integration works with one administration at a time.

What happens if the credentials are wrong?

OutSmart shows Gegevens API gebruiker niet geldig.

Check the relation code, email address, and password, then try again.

How do I update the credentials later?

Open the Cash settings again.

Enter the new credentials in the login fields at the top.

Then click Submit.

Related topics

• Cash
• What is Cash?
• Set up a software integration