How to Connect Mergado Agencies with Fakturoid#

Connecting the Mergado Agencies extension with the Fakturoid invoicing service brings a significant reduction in administrative work. Thanks to this integration, you can generate invoices for your clients automatically in just a few clicks directly from the extension interface, based on data stored in Mergado Agencies.

Below is a detailed guide on how to set up the integration correctly and start using it.

1. Preparation in Fakturoid#

Before configuring anything in Mergado Agencies, you need to have a few things ready in your Fakturoid account.

  • Have a Fakturoid account created.
  • Create a client profile (new contact) in Fakturoid for whom you will want to generate invoices.
  • Obtain your API credentials — In Fakturoid, go to Settings → User account → API v3 credentials. Click the Generate API credentials button to obtain your Client ID and Secret ID.

2. Configuration in Mergado Agencies (at the agency level)#

Once you have your API credentials, go to the Mergado Agencies interface.

  1. In your agency’s main menu, select the Settings tab.
  2. Click Fakturoid.
  3. Fill in the following fields:
    • Organisation name — Enter your organisation name exactly as it appears in Fakturoid (you can find it in the URL of your Fakturoid page, for example).
    • Payment due date — Choose the number of days for the payment deadline to be set on generated invoices.
    • Client ID and Secret ID — Enter the credentials you generated in the previous step in Fakturoid.
    • Click Save.

3. Configuring a specific client#

The integration is now active, but the system still needs to know which Fakturoid contact to assign to each client in Mergado Agencies.

  1. Go to the Clients section and open the settings for a specific client (by clicking the pencil icon).
  2. Find the Fakturoid Client ID field.
  3. Here you can either use the option to automatically match the client ID, or enter it manually (you can find the ID in Fakturoid in the URL when you are viewing a specific contact’s profile).

4. Generating invoices in practice#

Once the setup is complete, an invoice icon will appear on the relevant client in Mergado Agencies.

  • Creating an invoice — Clicking this icon automatically generates an invoice based on your data in Agencies and immediately sends it to Fakturoid.
  • Sending to the client — You will find the generated invoice in your Fakturoid account among your other invoices. We recommend checking the invoice there and then sending it to the client in the usual way.

FAQ#

Do I need a Fakturoid account before I start setting up the integration?#

Yes. Before configuring anything in Mergado Agencies, you need an active Fakturoid account and a client profile (contact) created for whom you will generate invoices.

Where do I find the Client ID and Secret ID in Fakturoid?#

In Fakturoid, go to Settings → User account → API v3 credentials and click the Generate API credentials button.

What should I enter in the Organisation name field?#

Enter your organisation name exactly as it appears in Fakturoid — you can find it, for example, in the URL of your Fakturoid page.

What is the Fakturoid Client ID and where do I find it?#

The Fakturoid Client ID is the identifier of a specific client in Fakturoid. You can find it in the URL when you are logged in to Fakturoid and viewing that contact’s profile directly. Alternatively, you can use the automatic matching option directly in the client settings in Mergado Agencies.

Do I need to set up the Fakturoid integration separately for each client?#

Partially yes. The Fakturoid integration itself (entering the API credentials) is configured once at the agency level in Settings → Fakturoid. However, you need to add the Fakturoid Client ID separately for each client for whom you want to generate invoices.

How do I know the integration is set up correctly?#

A client who has the Fakturoid Client ID correctly filled in will display the invoice icon in Mergado Agencies.

How do I generate an invoice for a client?#

In the Clients tab, click the invoice icon on the relevant client. Mergado Agencies automatically generates the invoice based on the data stored in the extension and immediately sends it to your Fakturoid account.

Do I need to make any changes to the invoice after it is generated?#

The invoice is created automatically, but we recommend checking it in Fakturoid before sending it to the client and adjusting it if necessary. Sending the invoice to the client then takes place as usual, directly from Fakturoid or however you normally do it.

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