Step 7c. Connect DocuFlow with AFAS

Owned by Jack Kuijper
Last updated: 21 Sept 2022
2 min read

Add the AFAS data obtained in the previous steps to the DocuFlow settings:

  1. AFAS service account:

  • Username

  • Generated token

2. AFAS App connector:

  • API key

  • Environment key

AFAS environment name (for example, O12345AA)

Step by Step

  1. Start DocuFlow
    Enter Email (User Name) and Password (Password) and press [Login].
    On this first startup, a temporary user firstsetup@documizers.com is used which should be changed!
    To change this, see: Modifying password

     

  2. Go to [Plugins] → Select plugin 'Afas / Insite - save file' → [Edit] → [Connections] → Select connection 'AFAS environment' → [Edit]

     

  3. Enter here the data retrieved from AFAS in the previous steps:

    • Service URL (AFAS URL, for example https://12345.soaptest.afas.online)

    • Environment (AFAS environment name, for example O12345AA)

    • API Key (AFAS API key)

    • Environment Key (AFAS environment key)

    • Service account (user name AFAS service account)

    • Token (Token of the service account)

  4. Test the connection

     

  5. Follow steps 2-3-4 for the plugin 'Afas / Insite - retrieve files'.

 

 

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