Uniconta

Introduction

The integration between TimeLog and Uniconta consists of partial integrations that provide seamless cooperation between the two systems.

Following functions is supported in Uniconta integration.

Overall functions:

  • Automatic transfer of customers from TimeLog to Uniconta
  • Automatic transfer of contacts from TimeLog to Uniconta
  • Automatic update of customer and contact information in Uniconta
  • Synchronisation of product numbers between TimeLog and Uniconta
  • Automatic transfer of project number from TimeLog to Uniconta
  • Import of expenses from Uniconta
  • Invoice balancing between TimeLog and Uniconta


Features

This section includes a list of features and limitations to each transfer area of the integration.

Dimensions

Not part of the integration.

Currencies

TimeLog does not create the currency in Uniconta if it does not exist. Therefore, make sure that all the currencies used in TimeLog are created in Uniconta.

Customers

Customers can be transferred to AND from TimeLog and Uniconta.

When customers are created in Uniconta, a string of values need to be filled out in Uniconta. In the current integration implementation, it is not possible to set all values for each customer so, for the moment, the following four values are set in TimeLog centrally

  • Debtor group
  • VAT code (VAT zone)
  • Terms of payment
  • Template collection (Layout group)

Contacts

Contacts can be transferred to AND from TimeLog and Uniconta.

Product numbers

Product numbers can only be transferred from Uniconta to TimeLog. Note that they are not transferred automatically. A system administrator will have to go to the system administration > integrations and choose to import them manually. The product number setup is carried out in TimeLog and consists of 3 steps.

  • Importing product numbers from Uniconta
  • Configuring a product number principle for various TimeLog data types
  • Configuring default product number for various TimeLog data types

Employees

When transferring an invoice to Uniconta with an internal reference, TimeLog checks whether the employee has already been created. If not, an employee is created from the Uniconta employee directory.

Invoices

Only booked invoices can be transferred from TimeLog to Uniconta. Invoices are transferred as drafts. Changes in invoice drafts inside Uniconta will not be reflected in TimeLog. In Uniconta, creating an invoice out of a draft will require a project category, if the draft has a project selected. The default project category to be used when transferring invoices, can be set up on the integration configuration page.

Invoice lines

Invoice lines are transferred along with the invoice. Invoice lines can be modified in Uniconta and addition line can be added. Changes will not be reflected in TimeLog.

Expenses

Expenses can only be transferred from Uniconta to TimeLog

Projects

Projects can be transferred from TimeLog to Uniconta. The functionality can only be used if you have activated the Projects module in Uniconta. Projects transferred must have a Project group attached. The default project group are set up on the integration configuration page when transfer of projects are activated. Projects created in TimeLog will automatically be transferred to Uniconta when they are created.

Tasks

Not part of the integration.

Allocations

Not part of the integration.

Registrations

Not part of the integration.


Mapping

This section contains the explicit mapping of fields between TimeLog and Uniconta.

Customer

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Firmanavn (Company name) Name Name Name
Kundenr. (Customer no.) - CustomerNo -
Ejer (Owner) - KeyAccountManagerInitials -
Telefon Telephone Phone Phone
Fax - Fax -
E-mail Email for contact Email ContactEmail
Website - Website -
Adresse (Address) Address 1 Address.Address Address1
Adresse 2 (Address 2) Address 2 Address.Address2 Address2
Adresse 3 (Address 3) Address 3 Address.Address3 Address3
Postnr. (Zip code ZIP/Postal cdoe Address.ZipCode Zipcode
By (City) City Address.City City
Stat (State) - Address.State -
Land (Country) Country) Address.Country Country Uniconta country is retrieved from customer country
CVR-nr. (VAT no.) VAT no. VatNo LegalIdent
Giro-nr. (Giro no.) - GiroNo -
Organisation nr. (Organization no.) - OrganizatioNo -
Valuta (Currency) Currency code Currency Currency Uniconta currency is retrieved by customer currency code.
EAN-nr. (EAN no.) EAN EAN EAN

Contacts

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Nr. No. ProductNo ProductNumbre
Fornavn (First name) Name FirstName Name Concatenated in name
Efternavn (Last name) Name LastName Name Concatenated in name
Telefon (Phone) Mobile phone Phone Mobile
E-mail (Email) Email Email Email
Min kommentar (Your comment) - Comment -
Kunde (Customer) Account name ExternalID DCAccount The debtor from Uniconta is retrieved based on the externalKey mapping in TimeLog

Product numbers

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Nr. (No.) Item ProductNo Item
Navn (Name) Item name Name Name
Beskrivelse (Description) - Description

Employees

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
- Number ExternalKey Number
Fornavn (First name) Name Name Name Name is full name in Uniconta

Invoices

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Fakuranr. (Invoice no.) InvoiceNo -
Kundenr. (Customer no.) Account CustomerKey DCAccount
Kontaktperson nr. (Contactperson no.) Contact Details.ContactHeader ContactRef
Faktura adresse: (Kundens navn) (Invoice address (Customers name)) - FixedCustomerName Adress
Faktura adresse: (Att kontaktperson) (Invoice address (Att contact person)) - FixedContactFullName -
Fakturadato (Invoice date) InvoiceDate
Fakturaafdeling (Invoice department) - - -
Projektnavn (Project name) Project name Detail.ProjectHeader -
Projektnr. (Project no.) Project no Detail.ProjectHeader Project
Rekvisionsnr. (Requisition no.) Requisition RequisitionNo Requisition
Kundens ref. (Customer ref) Your ref. CustomersReference / FixedAttContactFullName YourRef Contact i retrieved from Uniconta based on the CustomerReferenceID
Intern reference (Internal ref.) Employee / Our ref. InternalReference Employee / OurRef Employee is linked with employee field and employee's name is duplicated to Our ref
EAN - EAN -
Faktura adresse: (address 1) Delivery address1 InvoicingAddress.Address1 DeliveryAddress1
Faktura adresse: (address 2) Delivery address2 InvoicingAddress.Address2 DeliveryAddress2
Faktura adresse: (address 3) Delivery address3 InvoicingAddress.Address3 DeliveryAddress3
By (City) Delivery city InvoicingAddress.City DeliveryCity
Postnr. (Zip code) Delivery zip InvoicingAddress.Zip DeliveryZipCode
Faktura adresse: (Landekode (ISO)) (Invoice address (Country (ISO)) Country for delivery InvoicingAddress.Country DeliveryContry
Overskrift (Heading) Header Header Remark Concatenated in remark
Besked Remarks Comment
Betalingsbetingelser (Payment terms) Payment - Payment Invoice payment is left blank, so it will defaul to customers payment term.
Betalingsfrist (Due date) - DueDate - Invoice payment is left blank, so it will defaul to customers payment term.
Valuta (Currency) Currency code CurrencyISO Currency Abbreviation of the currency from the invoice in TimeLog
Standard rabat % (Discount) - DefaultDiscount -
Moms % (Vat) - Handled in Uniconta

Invoice lines

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Varenr. (Product no.) Item ProductNo Item Item is retrieved from Uniconta based on the productNo.
Beskrivelse (faktura linje) (Description) Text Text Text
Antal (Quantity) Quantity Quantity Qty
Enhed (Unit) - Unit -
Sats (Rate) Price Rate Price
% (Discount) Discount pct. Discount DiscountPet
Moms (VAT) - - TotalVat Handled in Uniconta
Beløb (Amount) - - TotalInclVat Handled in Uniconta

Expenses

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Oprettelses dato (Date) Date Created Date
Valuta (Currency) currency CurrencyID Currency The currencyID in TimeLog is fatched from the TimeLog currency, based on the currency ABB on the company in Uniconta
Antal (Quantity) Quantity Quantity Qty
Valuta kurs (Currency rate) - ExchangeRate - The currency rate in TimeLog is fetched from the TimeLog currency ABB on the purchase from Uniconta
Betalings metode (Payment method) / PaymentMethod -
Købs dato (Date of purchase) Purchase date PurchaseDate PurchaseDate
Project ProjectID Is always set to 0
Beløb inkl moms (Amount incl. vat) - PurchasedAmount Amount + AmountVat
Moms (VAT) - PurchasedAmountVat AmountVat
Kommentar (Comment) - Comment JournalPostedComment

Projects

Field name Technical name
TimeLog Uniconta TimeLog Uniconta Remarks
Navn (Name) Name Name Name
Beskrivelse (Description) Description Description Description