Integrating SalesDrive with Finmap via Apix-Drive

What is Apix-Drive

Apix-Drive is a no-code automation platform that lets you transfer data between different services without programming.

For the integration with Finmap it works like this:

SalesDrive → Apix-Drive → Finmap

Apix-Drive receives data from SalesDrive and automatically creates the corresponding financial operations in Finmap.

How the integration works

To set up the integration you need to:

1. Choose SalesDrive as the source system.

2. Choose the available trigger.

3. Log in to SalesDrive.

4. Connect Finmap.

5. Map the fields.

6. Launch the integration.

After that, new data will be sent to Finmap automatically.

Step 1. Create a new connection

In your Apix-Drive account, create a new Connection.

As the source system, choose:

SalesDrive

Step 2. Choose the trigger

SalesDrive supports one universal trigger.

Get DATA

Fires once new data appears in SalesDrive.

Depending on how the connector is configured, this can be:

• new orders;

• new sales;

• other records available through the SalesDrive API.

Exactly which data is transferred depends on the parameters chosen while setting up the integration.

This is the trigger used to send information to Finmap automatically.

Step 3. Connect your SalesDrive account

Log in to your SalesDrive account and grant Apix-Drive the necessary permissions.

SalesDrive API key: https://salesdrive.ua/knowledge/api/

Step 4. Choose the destination system

As the destination system, choose:

Finmap

You can generate the Finmap API key here: https://my.finmap.online/settings/api

Step 5. Choose the action in Finmap

Currently three types of operations can be created through Apix-Drive.

Add RECEIPT

Creating income.

The main scenario for the SalesDrive integration.

Used to create income automatically once information about a sale or a payment is received.

Add COST

Creating an expense.

Suitable for non-standard scenarios, if information about expenses needs to be passed from SalesDrive.

Add TRANSFER

Creating a transfer between the company accounts.

In most cases not used with SalesDrive.

Step 6. Map the fields

Pass the required data to Finmap:

• amount;

• currency;

• date;

• client;

• order number;

• comment;

• project;

• account.

Once configured, run a test data transfer.