Connect e-conomic (accounting)
Let Noa see whether the person writing or calling is your customer and whether their invoices are paid — and choose whether customers may be created after calls and whether Noa may answer "what do I owe?".
If you use e-conomic for your accounting, you can connect it to Telenoa. Noa can then see whether the person writing or calling is your customer and whether their invoices are paid — in the inquiry, in reply drafts and on the phone. It's free on all plans, and only an administrator can connect it.
You find it under Forbindelser → e-conomic ("Connections → e-conomic") in the menu.
1. Connect
Press Connect
Press Forbind ("Connect") on the e-conomic card. You're sent on to e-conomic.
Sign in and approve
Sign in to e-conomic as a user with access to the accounts, and approve that Telenoa gets access to customers and invoices.
Back in Telenoa
Afterwards you're back in Telenoa, and the card shows your company name and agreement number. Invoices are available right away.
Telenoa only stores the access e-conomic grants, and it's stored encrypted. Invoices are not stored with us. They're fetched when they're needed.
2. Where the invoices are used
- Inquiries: an e-conomic card with the customer, open and overdue invoices and the latest three.
- Noa's reply drafts: if the customer asks about an invoice or a payment, Noa writes from the real status. She only uses the customer's own invoices.
- On the phone: when the customer gives an invoice number, Noa can say whether it's paid. The number calling, or the customer's email, must be on the customer.
3. What Noa may do (off until you turn it on)
Under Det må Noa ("What Noa may do") on the e-conomic card there are two options. Both are off to start with.
Create customers after calls
After an answered call, Telenoa looks up the caller in e-conomic by phone number. If no customer has that number, a new customer is created with name and phone number (and email, if Noa got it). The new customer gets your first customer group and payment terms and the Domestic VAT zone. Change it in e-conomic if it should be different.
No customer is created when the number is hidden, when Noa didn't get a name, or when several customers share the number.
Noa may answer "what do I owe?"
If a customer asks what they owe or whether everything is paid, Noa can answer with the amounts and due dates of the unpaid invoices.
This only happens when the number calling is on exactly one customer in e-conomic. A number the caller says on the phone doesn't count. If the customer calls from a hidden or different number, Noa offers to take a message. Noa never mentions invoice numbers, addresses or anything else from the accounts, and she can't take payments or agree on instalments.
Make sure your customers' phone numbers are in the Telefon or Mobil field on the customer in e-conomic. Otherwise Noa can't find them by number.
Disconnect
Press Afbryd ("Disconnect") on the e-conomic card. The access is then deleted on our side. You can also remove Telenoa in e-conomic under Settings → Apps. If the card says Kræver login ("Needs sign-in"), the access was revoked in e-conomic. Press Forbind igen ("Connect again").
See also
Connect EasyPractice (clinic booking)
Let Noa find free times and book clients directly in EasyPractice during the call. Create an access token, paste it into Telenoa and test the connection.
Connect Planday (staff schedule)
Let Noa know who's on shift — so she can answer "is Anna at work today?" and transfer calls to whoever is working. Create an API app in Planday and paste its App Id and token into Telenoa.