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What is WeFact?

Understand what WeFact syncs with OutSmart and how the integration works.

WeFact connects OutSmart with your WeFact environment.

It reduces double entry between field work and invoicing.

What you do with WeFact

  • import customers, products, hour types, product groups, and quotations

  • export completed work orders to WeFact as invoices or quotations

  • create missing customers and products in WeFact during export when needed

What syncs between both systems

OutSmart can import this data from WeFact:

  • products into materials

  • customers into relations

  • products from the Uursoorten group into hour types

  • product groups into categories

  • quotations into work orders

OutSmart can export this data to WeFact:

  • work orders as invoices

  • work orders as quotations

How the export flow works

A work order in OutSmart can be sent to WeFact as an invoice or quotation.

Before export, OutSmart can create a missing customer or product in WeFact.

The work status on the work order controls two things:

  • whether hours are included in the export

  • whether WeFact creates the document as draft or sent

How quotation import works

WeFact quotations import as new work orders in OutSmart.

Only quotations with the custom field werkbonapp set to 1 are imported.

After import, OutSmart marks the quotation so it does not import again.

What you need first

Before you start, make sure you have:

  • access to Settings → General → Software integrations

  • an active WeFact integration license

  • a valid WeFact security code

Important to know

  • The connection uses the WeFact API security code.

  • OutSmart does not store your WeFact password.

  • The automatic sync runs every hour.

  • You can also click Sync to start a manual sync.

Frequently asked questions

How often does the integration sync?

The integration syncs automatically once every hour.

You can also start a manual sync from the settings page.

Do I need a separate license for WeFact?

Yes.

The WeFact integration must be enabled in your OutSmart license.

Can I export work orders as quotations instead of invoices?

Yes.

Choose Quotation under Work order type in the export settings.

What happens to new customers and materials on a work order?

OutSmart can create them in WeFact before export.

Turn on New relation and New material in the export settings when needed.

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