{"id":276,"date":"2022-08-19T14:34:54","date_gmt":"2022-08-19T12:34:54","guid":{"rendered":"http:\/\/ehh.dev01.effipress.com\/?post_type=docs&p=276"},"modified":"2022-08-28T19:06:48","modified_gmt":"2022-08-28T17:06:48","password":"","slug":"synkroniser-kunder-med-billy","status":"publish","type":"docs","link":"https:\/\/help.effihub.com\/da\/artikler\/synkroniser-kunder-med-billy\/","title":{"rendered":"Synkroniser kunder med Billy"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Hvis du bruger regnskabsprogrammet Billy, s\u00e5 har du mulighed for at aktivere integration til Billy<\/a>. Med Billy integrationen aktiveret f\u00e5r du nogle nye funktioner, som kan lette din hverdag og v\u00e6re en god service til dine kunder.\u00a0<\/p>\n\n\n\n

I denne artikel vil vi vise hvordan du synkroniserer dine kundedata mellem Billy og Effihub. Dette g\u00f8res typisk i forbindelse med f\u00f8rstegangsops\u00e6tning af din Effihub konto, men kan ogs\u00e5 bruges, n\u00e5r du har tilf\u00f8jet nye kunder i enten Effihub eller Billy.<\/p>\n\n\n\n

Aktiver Billy integrationen<\/h3>\n\n\n\n

S\u00f8rg for at Billy integrationen er aktiveret og korrekt opsat. Hvis du ikke har gjort det allerede, s\u00e5 g\u00e5 til ‘Indstillinger > Integrationer’ og tryk p\u00e5 ‘Ops\u00e6tning’ i Billy boksen og f\u00f8lg instruktionerne.\u00a0<\/p>\n\n\n\n

Start import wizard<\/h3>\n\n\n\n

N\u00e5r du er forbundet med Billy, f\u00e5r du adgang til en ny importmulighed under menupunktet ‘Kunder > Importer kunder’. Tryk p\u00e5 boksen med Billy logoet.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

En nem 4-trins proces<\/h3>\n\n\n\n
  1. Vi tjekker f\u00f8rst, om du har Effihub kunder, som passer med kunder i Billy. Du skal tjekke, om vi har fundet et korrekt match. Kunder, som ikke findes i Billy, kan eksporteres til Billy.<\/li>
  2. Du bliver bedt om at dobbelttjekke, at listen med Effihub kunder, der skal oprettes, er korrekt.<\/li>
  3. Vi viser dig alle Billy kunder, som ikke findes i Effihub. Du v\u00e6lger, hvilke du vil importere, og hvilke du vil springe over eller tilf\u00f8je til Ignorer-listen (s\u00e5 de ikke dukker op igen ved fremtidige synkroniseringer).<\/li>
  4. Vi k\u00f8rer til sidst matching, eksport og import baseret p\u00e5 dine valg og viser dig det endelige resultat. Vi viser ogs\u00e5 eventuelle fejl, der kan v\u00e6re opst\u00e5et i processen.<\/li><\/ol>\n\n\n\n

    OBS! I menupunket ‘Kunder > Indstillinger’ kan du indstille hvilke standardvalg, der skal g\u00e6lde for visning i kundeHUB’en, n\u00e5r du opretter en ny kunde.\u00a0<\/em><\/p>\n\n\n\n

    Trin 1 – Start synkronisering <\/h3>\n\n\n\n

    Tryk p\u00e5 knappen ‘Start synkronisering’, og du kommer til trin 1. Her starter vi med at se, om nogle af dine kunder i Effihub (hvis du har oprettet nogen), passer med kunder i Billy. Vi har udviklet en algoritme, som fors\u00f8ger at matche Effihub kunder og Billy kunder ud fra kundenavnet. <\/p>\n\n\n\n

    I trin 1 f\u00e5r du resultatet af vores matching proces, og du kan gennemg\u00e5 resultaterne og tilpasse det efter behov.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Kunder med et match<\/strong><\/p>\n\n\n\n

    Hvis vi finder Effihub kunder, som ligner kunder i Billy, s\u00e5 kan du trykke p\u00e5 ‘Gennemg\u00e5’ knappen for at tjekke, om vores match er korrekt. Nogle gange finder vi mere end et muligt match, hvis kundenavne ligger t\u00e6t p\u00e5 hinanden, eller hvis du har en kunde oprettet flere gange i Billy. N\u00e5r du gennemg\u00e5r listen, kan du \u00e6ndre handling, hvor der er behov for det.\u00a0<\/p>\n\n\n\n

    Kunder uden match<\/strong><\/p>\n\n\n\n

    Anden linje er eventuelle Effihub kunder, som vi ikke umiddelbart kunne matche med kunder i Billy. Du bedes gennemg\u00e5 den liste og se, om du manuelt kan finde det rigtige match i Billy. Vi viser en liste af alle Billy kunder, som ikke allerede er synkroniseret – eller du kan v\u00e6lge, om kunden skal oprettes i Billy ud fra dine data i Effihub.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Kunder som er synkroniseret<\/strong><\/p>\n\n\n\n

    Sidste linje viser dig de kunder, som allerede er synkroniseret (hvis du har k\u00f8rt Billy synkronisering f\u00f8r).<\/p>\n\n\n\n

    N\u00e5r du har gennemg\u00e5et resultaterne og lavet de \u00e6ndringer, der er behov for, kan du trykke p\u00e5 ‘Forts\u00e6t’ knappen nederst til h\u00f8jre. <\/p>\n\n\n\n

    Trin 2 – Opret Effihub kunder i Billy<\/h3>\n\n\n\n

    Hvis du i trin 1 har valgt at overf\u00f8re en eller flere kunder fra Effihub til Billy, s\u00e5 f\u00e5r du dem vist her. Er der ingen kunder, som skal overf\u00f8res til Billy, s\u00e5 bliver du f\u00f8rt direkte til trin 3.\u00a0<\/p>\n\n\n\n

    Oprettelse af kunder i Billy kr\u00e6ver som minimum kundenavn og land (ift. momsberegning), s\u00e5 vi beder dig gennemg\u00e5 listen over kunder, der skal oprettes, og tjekke, at landet er korrekt.<\/p>\n\n\n\n

    Tryk ‘Forts\u00e6t’, n\u00e5r du har gennemg\u00e5et listen.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Trin 3 – Importer kunder fra Billy<\/h3>\n\n\n\n

    I dette trin f\u00e5r du en liste over alle kunder fra Billy, som kan importeres til Effihub. Dvs. Billy kunder, som ikke allerede er synkroniseret.<\/p>\n\n\n\n

    Gennemg\u00e5 listen og v\u00e6lg hvilke Billy kunder, der skal importeres til Effihub.  <\/p>\n\n\n\n

    Du kan ogs\u00e5 springe kunder over denne gang, eller du kan tilf\u00f8je dem til ‘Ignorer-listen’. Kunder du tilf\u00f8jer til Ignorer-listen dukker ikke op ved fremtidige synkroniseringer.<\/p>\n\n\n\n

    Tryk p\u00e5 ‘Gem og fuldf\u00f8r’, n\u00e5r du er f\u00e6rdig.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Trin 4 – Opsummering efter fuldf\u00f8rt synkronisering<\/h3>\n\n\n\n

    Her f\u00e5r du resultatet af synkroniseringen og eventuelle kunder og fejlbeskeder p\u00e5 kunder, som ikke er blevet oprettet. <\/p>\n\n\n\n

    Fejl ved eller efter import<\/h3>\n\n\n\n

    Fejl opst\u00e5r typisk, hvis der mangler informationer p\u00e5 kunden, eller f.eks. hvis en e-mail allerede er i brug p\u00e5 kontoen.<\/p>\n\n\n\n

    Det kan v\u00e6re, at du er n\u00f8dt til at tilrette nogle data i Billy og k\u00f8re synkroniseringen igen for at f\u00e5 alle kunder importeret.<\/p>\n\n\n\n

    Hvis du tidligere har k\u00f8rt import og oplever problemer med at fakturaer ikke bliver vist i din kundeHUB for nogle kunder, s\u00e5 kan det skyldes, der er \u00e6ndret p\u00e5 grunddata for kunden i Billy (kundens ID nummer). I Billy indstillingerne i Effihub kan du nulstille alle kundelinks og derefter k\u00f8re import\/matching igen, hvilket burde l\u00f8se problemet.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Importer kundedata fra Billy til Effihub og omvendt<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"editor_plus_copied_stylings":"{}","footnotes":""},"doc_category":[45,27],"doc_tag":[36,37,24],"class_list":["post-276","docs","type-docs","status-publish","hentry","doc_category-billy","doc_category-kunder-og-kundelogin","doc_tag-import","doc_tag-integrationer","doc_tag-kunder"],"year_month":"2026-05","word_count":886,"total_views":"1138","reactions":{"happy":"0","normal":"0","sad":"1"},"author_info":{"name":"thomas","author_nicename":"thomas","author_url":"https:\/\/help.effihub.com\/da\/author\/thomas\/"},"doc_category_info":[{"term_name":"Billy","term_url":"https:\/\/help.effihub.com\/da\/artikel-kategori\/billy\/"},{"term_name":"Kunder og kundelogin","term_url":"https:\/\/help.effihub.com\/da\/artikel-kategori\/kunder-og-kundelogin\/"}],"doc_tag_info":[{"term_name":"Import","term_url":"https:\/\/help.effihub.com\/da\/artikel-tag\/import\/"},{"term_name":"Integrationer","term_url":"https:\/\/help.effihub.com\/da\/artikel-tag\/integrationer\/"},{"term_name":"Kunder","term_url":"https:\/\/help.effihub.com\/da\/artikel-tag\/kunder\/"}],"yoast_head":"\nSynkroniser kunder med Billy - 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