Procountor Integration

Connect your Procountor accounting system with Trackifi to sync business partners and send invoices directly without manual data entry.

Features

Feature	Description
Business partner sync	Import and link Procountor business partners to Trackifi customers
Invoice automation	Send customer and freelancer invoices directly to Procountor
PDF attachments	Attach invoice PDFs automatically (requires Documents feature)

Setup Overview

1. Create API key in Procountor
2. Enable Documents feature (optional)
3. Activate integration in Trackifi
4. Link business partners to customers

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Step 1: Create a Procountor API Key

1. Log in to Procountor
2. Go to Management > Integrations > API management
3. Click Create new API key
4. Enter the following details:
   • Client ID: trackifiClient
   • Description: Trackifi integration
5. Copy the generated API key and store it securely

INFO

You'll need this API key in Step 3. The key is only shown once, so save it immediately.

For detailed instructions, see Procountor's API documentation.

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Step 2: Enable Documents Feature (Optional)

This step is required if you want to attach PDF invoices.

1. In Procountor, go to Management > Company Info > Usage Settings
2. Find the Documents section
3. Enable the feature

Additional Costs

The Documents feature and API access may incur additional fees. See Procountor pricing for details.

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Step 3: Activate in Trackifi

1. Go to Company Settings > Integrations
2. Click the Procountor card
3. Paste your API key
4. Click Activate

Trackifi will automatically import your business partners and products from Procountor.

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Step 4: Link Business Partners

After activation, connect your Procountor business partners to Trackifi customers:

1. Go to the Business Partners tab on the integration page
2. For each business partner, select the matching Trackifi customer from the dropdown
3. Click Save

Auto-matching

Trackifi suggests matches based on company names. Review suggestions before accepting.

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Troubleshooting

Issue	Solution
Integration won't activate	Verify your API key is correct and hasn't expired
Business partners missing	Click Sync Data to refresh
Invoice sync failing	Check that the business partner is linked to a Trackifi customer
PDF attachment errors	Ensure the Documents feature is enabled in Procountor

Regenerating Your API Key

If your API key expires or is compromised:

1. Create a new key in Procountor (Step 1)
2. In Trackifi, click the Procountor card
3. Enter the new key and click Update

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Managing the Integration

Update API key: Click the Procountor card > enter new key > Update

Disable integration: Click Disable on the Procountor card

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Security

• API keys are encrypted and stored securely
• Data is transmitted over HTTPS
• We only access data required for the integration
• Trackifi does not modify your Procountor data

See our Privacy Policy and Terms of Service.

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Related pages

Create Procountor Invoice