Skip to content

Administration and Configuration

Setting up the integration requires technical knowledge of how Pohoda mServer operates.

Pohoda Account Configuration

The integration is managed by the Pohoda Account entity. You can define multiple accounts for different accounting units.

  1. Create a new Pohoda Account record.
  2. Fill in the required details:
    • Name: Internal label (e.g., "Main Company").
    • URL: mServer API Address (e.g., http://server-ip:444/xml).
    • Username/Password: Login credentials for Pohoda (must have rights for XML communication).
    • Tax ID (Sic Code): Identification of the accounting unit in Pohoda.
  3. Sync Entities: Select which modules to sync (Invoices, Contacts, Quotes...).

mServer Setup (Pohoda)

For the integration to work, the Pohoda mServer service must be running on the server hosting Pohoda.

  • Enable HTTP communication in Pohoda settings.
  • Set the port (default 444 or other).
  • Verify that the firewall does not block incoming connections from the CRM IP address.

Scheduled Jobs

Synchronization is handled by two types of jobs:

  1. PohodaSync: Exports data from CRM to Pohoda. Recommended to run every 10-30 minutes.
  2. PohodaFetch: Downloads changes from Pohoda (new payments, new contacts). Recommended to run once a day or every hour.

Cron setup in crontab is standard for EspoCRM, but you must ensure that PohodaSync and PohodaFetch jobs are active in CRM administration.

Certificates and Security

If using HTTPS (recommended), ensure the CRM server trusts the mServer certificate (if self-signed, it may need to be added to the server's trusted store).