Set up your accounts and categories
In Directo, expenses are categorized using CostTypes (Kulutuste tüübid). For the integration to work correctly, your Category Names in Zevoy must match your CostTypes in Directo exactly.
In the Zevoy Hub under Settings, head over to the Accounting tab:
Add Ledger Accounts: Click 'New account'. Add your ledger account numbers in the "Number" field.
Note: While Zevoy requires account numbers to create categories, the Directo integration will prioritize the account number defined within Directo for that specific CostType.
Create Categories: Head over to the Categories tab. Create categories by clicking 'New category' and ensure the Name of the category matches the CostType (Kulutuste tüübid) in Directo. Cardholders can choose a correct category when making purchases.
Set up your tags
Create your tags and make sure that they match the ones in Directo. In Directo, your tags will be found under Objekt.
If you create a tag named Project it will end up in the Projekt column in Directo.
Tags named DocumentNumber will end up in the Dok. Nr. column in Directo.
After setting up, you can activate the integration
In the Zevoy Hub, under settings, head over to the export tab and choose Integrations.
Under Directo, choose activate and add your company's integration specific email.
All done!
Where do I find my company specific Directo email address?
The Directo inbox address is your [email protected]. It can be found in your Directo URL after the word “ocra_”. Add @data.directo.ee to the ending.
How to export your expenses to Directo
In the Zevoy Hub head over to Export.
Choose the wanted timeframe for your expenses.
Set Directo Integration as the template.
Click Export to Directo.
You'll receive a success message when the expenses have been successfully exported!
If the integration hasn't yet been activated, or it has been deactivated, you'll be prompted to add the Directo email before you can send an export.
Your expenses and a copy of the receipt PDF can be found in Directo after successfully exporting your expenses.