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Pagero integration
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This article applies to:

  • Product: ONESOURCE E-Invoicing

Manage Pagero accounts

The Customer Administrator can view or setup new integration users through
Manage Accounts
 button.
How to manage Pagero accounts:
  1. Select
    Pagero Integration
     from the navigation bar.
  2. To add another integration user, select
    Add accounts
    .
  3. User will be redirected to
    Pagero Online Login
     screen and will enter username/password.
  4. Once connectivity is established, new integration user details will show on the Manage Accounts list.

Disconnect existing Pagero account

  1. Select
    Disconnect
     under Actions column and choose
    Disconnect
     to confirm. This will be updated in the Manage Accounts screen.
  2. A window will display the e-invoicing connection for Pagero dialog for that specific account. From here, you can choose to disconnect the account from Pagero system.
  3. Users can
    Reconnect
     an integration user with the same process.
note
Users can disconnect one account at a time.