Prerequisites

Before getting started, make sure you have:

• An active Pennylane account
• Administrator rights on Pennylane
• A Billabex account created

Connection steps

Step 1: access connections

1. Log in to your Billabex account
2. Click Settings in the navigation bar
   
3. Click Connections
4. Click Add a connection
5. Select the Pennylane card

Step 2: authorize the OAuth2 connection

1. Accept the Billabex authorization request
2. You are redirected to Pennylane
3. Log in if necessary
4. Click Authorize

Step 3 (optional): exclude certain accounts

If you don't want to synchronize certain customers:

1. At the Configuration step
2. Add the Pennylane account IDs to exclude, separated by a comma
3. These accounts will never be synchronized

Where to find a Pennylane account ID?
In Pennylane, go to the customer record. The ID appears in the URL: https://app.pennylane.com/.../customers?id=193957360

Use cases:

• VIP customers managed manually
• Internal accounts
• Customers with specific payment methods such as direct debit

Step 4: launch the initial synchronization

1. Click Activate the connection
2. Data synchronization begins
   

The initial synchronization takes 5-10 minutes depending on volume.

Step 5: verify the synchronization

1. Go to the Accounts module
2. Check that the Pennylane logo appears next to the account name
3. Review some account data such as invoices, credit notes, details, etc.
4. Make sure contacts have been imported correctly

Everything synchronized? Your Pennylane connection is active!

Ongoing synchronization

From now on:

• Every new invoice created in Pennylane appears in Billabex (within 1 hour)
• Received payments automatically update invoice statuses
• Contact changes are synchronized
• New customers are added automatically

No action is required on your part.

Exclude an account after connection

If you want to exclude a specific customer:

1. Go to the Accounts module
2. Click on the account to exclude
   
3. Click Options > Manage connection
   
4. Click Exclude
   

• New invoices for this customer will no longer be synchronized
• Previously synchronized invoices remain in Billabex
• The account remains visible but inactive for synchronization
  

Remember to pause follow-ups or delete the account if you no longer want this customer to be contacted.

Disconnect Pennylane

To completely stop data synchronization:

1. Settings > Connections
2. Click on the connection you want to remove
3. Options > Delete

Previously synchronized data remains in Billabex but will no longer be updated.