Set up WeFact

Connect OutSmart to your WeFact account with your security code and save the first setup.

Connect OutSmart to WeFact before you configure imports or exports.

You need a valid WeFact security code.

OutSmart does not store your WeFact password.

Before you activate the integration, set existing work orders to Handled if they should not export.

This prevents older work orders from being sent during the first export run.

1

Open Software integrations

Go to Settings → General → Software integrations.

Open WeFact.

Open Settings.

2

Open the login screen

If WeFact is not connected yet, the login screen opens.

You see the Security code WeFact field.

3

Find your security code in WeFact

Open your WeFact account.

Go to Settings → API → Security code.

4

Enter the security code

Copy the security code from WeFact.

Paste it into Security code WeFact.

Then click Submit.

5

Check the connection

If the code is valid, OutSmart opens the WeFact settings.

If not, OutSmart shows an error.

6

Configure imports and exports

Choose which data should move into OutSmart.

Then choose which work orders should move out to WeFact.

7

Save the setup

Click Save.

Your connection and WeFact settings are then stored.

Before you save

Check these points first:

• the WeFact security code is valid
• old work orders are set to Handled when needed
• the import and export options match your process

Frequently asked questions

Where do I find the WeFact security code?

Log in to WeFact.

Go to Settings → API → Security code.

Copy the code shown there.

What happens if the security code is wrong?

OutSmart shows an error.

Copy the full code again from WeFact and submit it again.

How do I disconnect the integration?

Use the power icon in the log panel header.

This removes the stored security code and returns you to the login screen.

Why are old work orders exporting?

Older work orders can still match your export settings.

Set them to Handled before you activate the integration.

Related topics

• WeFact
• What is WeFact?
• Configure WeFact imports
• Configure WeFact exports
• Set up a software integration