Using the Integration

Integration with Pohoda mostly happens in the background, but users have tools to check and manually trigger synchronization.

Workflow

1. Document Creation: The user creates a document (e.g., Invoice) in CRM and approves it (switches it to a status designated for synchronization, usually "Issued" or "Approved").
2. Automatic Export: A scheduled task (Cron) automatically sends the document to Pohoda.
3. Confirmation: After successful import into Pohoda, pairing information returns to CRM (GUID of the record in Pohoda, document number).
4. Update: If an invoice is paid in Pohoda, this information is transferred back to CRM during the next synchronization, and the invoice is marked as "Paid".

Manual Synchronization

In the Pohoda Account entity detail, you can manually trigger synchronization for specific entities.

1. Navigate to the Pohoda Accounts menu.
2. Open the account detail (e.g., "My Company Ltd.").
3. In the action menu (three dots in the top right) or using buttons, trigger:
   • Test Connection: Verifies mServer availability.
   • Run Synchronization: Triggers immediate data transfer.

Troubleshooting

If a document is not transferred, the system generates an error message in the log (Stream) of the record or in the synchronization log.

• Validation Error: Often a mandatory field is missing (e.g., Tax ID for an account, VAT ID, or a non-existent product in Pohoda).
• Connection Error: mServer is unavailable.

Duplicates

The system tries to prevent duplicates by matching via Tax ID (for companies) or document number. Never manually change document numbers in Pohoda if they are linked to CRM.