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Introduction

Sellsy is a comprehensive CRM solution. It manages every point of the sales process from prospecting to payment. Deliver the Sellsy integration your customers want in no time.

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Configure Sellsy

Prerequisite(s)
  • A technology partnership approved by Sellsy, which gives you a Client ID and a Client Secret
  • Activate the Sellsy integration on the Chift platform
Activation process
  1. Fill in Sellsy’s technology partnership form. Sellsy asks for every connection request to go through this form: do not create the OAuth2 app yourself.
  2. Sellsy reviews the request and approves or declines the partnership. The automatic email Sellsy sends when you create your account is not an approval. Sellsy does not approve a free trial account until you give Sellsy more details.
  3. Once the partnership is approved, Sellsy creates a dedicated account and the OAuth2 app with you, and gives you a Client ID and a Client Secret.
  4. In your Chift account, activate the Sellsy connector with this Client ID and Client Secret. Your end users then connect through OAuth2.
The end user needs the right permissions and modules in Sellsy: invoices, plus the Purchase plugin for purchase invoices. Without them, the connection fails with a configuration error.

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Test Sellsy

To test the software integration, you can create your demo account here.

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Connect Sellsy

To activate a connection with Sellsy, users will have to go through the following steps.

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Sellsy coverage