Configure Gripp exports

Choose how OutSmart sends completed work orders, invoices, and new records back to Gripp.

Use the export settings to decide how OutSmart sends data to Gripp.

The main export starts when a work order is completed.

You can also start export manually from the settings page.

Export options in Gripp

Update sales orders in Gripp

Use Update to Gripp in the Sales orders section.

This updates the original sales order with work order results.

You can export:

• both materials and hours
• materials only
• hours only

You can also configure:

• hour rounding to none, 5, 15, or 30 minutes
• Export work order PDF
• Task complete phase
• Order complete phase
• Task creation per hour row or per hour type

Create invoices in Gripp

Use the Invoice export section.

This creates an invoice in Gripp from a completed work order.

You can include:

• both materials and hours
• materials only
• hours only

You can also configure:

• the invoice template ID
• hour rounding to none, 5, 15, or 30 minutes

Create new records in Gripp

OutSmart can also create missing records in Gripp.

Relations

Turn on Relations export to create missing customers automatically.

Materials

Turn on Materials export to create missing materials.

Set the default VAT code and default unit.

Hour types

Turn on Hour types export to create missing hour types.

Set the default VAT code and default unit.

Gripp accepts only numeric product codes.

Materials and hour types with non-numeric codes will fail during export.

1

Open the Gripp settings

Go to Settings → General → Software integrations.

Open Gripp.

2

Turn on customer export if needed

Enable Relations export if missing customers should be created in Gripp.

3

Turn on material and hour type export if needed

Enable Materials or Hour types export.

Then set the default VAT code and unit.

4

Configure sales order feedback

In Sales orders, enable Update to Gripp.

Then choose what to update and how rounding should work.

5

Configure invoice export

In Invoice, enable the export.

Then enter the template ID and choose which lines to include.

6

Save the setup

Click Save.

Your export settings are then stored.

7

Run an export when needed

Click Export workorders to send all eligible work orders right away.

Frequently asked questions

What happens if a customer does not exist in Gripp?

The export fails for that work order.

Turn on Relations export to create the customer automatically.

What happens if a material or hour type does not exist in Gripp?

The export fails for that work order.

Turn on Materials or Hour types export to create it automatically.

Why do product codes need to be numeric?

Gripp accepts only numeric product codes.

Change non-numeric codes in OutSmart before exporting.

What is the invoice template ID?

It is the ID of the invoice template set in Gripp.

Find it in Settings → Identities & Templates → Template sets.

Can I export order lines and an invoice together?

Yes.

You can enable both flows at the same time.

Related topics

• Gripp
• Set up Gripp
• Configure Gripp imports