Activating the Severa Integration
Transferring data to Severa is simple and requires minimal setup.
In Severa, click the Settings icon in the upper right-hand corner, then select “REST API”.
You will need to create new API client credentials. Click + Create client credentials, and give the integration a recognizable name (e.g, Zevoy) and a brief description.
Next, select the API scopes required for the Zevoy integration, which are as follows:
- Projects: read
- Fees: read
- Fees: write
- Users: read
- Settings: readOnce the API client is created, copy the Client ID and the Client Secret.
In the Zevoy Hub, head over to the Settings page, then to the Export page. Connect to Severa by clicking Activate.
Paste your keys you copied from Severa into the corresponding fields and select which one of your tags corresponds to your projects in Severa.
Done! You are now ready to export your expenses.
Importing Tags from Severa into Zevoy
Go to the Tags tab under Settings.
Create a new tag or open an existing one.
Note that the tag name must be identical to the name in Severa.Save the created tag.
Click Import from Severa from the action bar.
Your tags will now be available in Zevoy!
Exporting Expenses to Severa
Before exporting, ensure the following:
Users: The user exporting expenses must exist in Severa. Ensure the email address in Zevoy matches the one in Severa.
Projects: Expenses must be tagged with a project. Expenses without a project tag will not be exported.
In the Expenses view, move the expenses you wish to export to the Export queue.
Select the expenses you want to send to Severa.
From the toolbar, click Export and Export data to Severa.
Your expenses are now successfully exported! You can view them under each project's Financials tab in Severa.
Post-Export Options
After exporting, you have two options:
Keep expenses in the Export Queue: For bookkeeping exports.
Revert to Approved: If further revisions or approvals are needed.