Reviso integration

With the integration between Reviso and tracezilla, you have the option of synchronizing your customers, suppliers, Stock Keeping Units and services between the systems. In addition, you can create invoices in tracezilla, which are synchronized to Reviso.

The integration requires that you already have a Reviso account set up.

Step 1/7: Connect

1. Click your company name in the upper right corner, and select Company Settings.
2. Click Integrations in the Extensions & Integrations section.
3. Click Reviso.
4. Click Connect.
5. Click Save and go to next step.

Step 2/7: Synchronization of partners

In tracezilla, the term “Partners” cover both suppliers (vendors) and customers. A partner can both be a supplier and a customer, and you avoid having two places to keep data up to date. If a partner is both a customer and supplier, make sure the names are identical in Reviso to be sure the partner is created as one in tracezilla.

You can assign tags to your partners, and as you can see, step 2/7 is pre-filled with tags ‘Customer’ and ‘Supplier’. That way, you will still get the division you know from Reviso.

If you are a new user of tracezilla and already have customers and suppliers created in Reviso, you can transfer them from Reviso via the integration.

In that case, select Yes in the drop-down menu Perform initial sync of customers and suppliers from Reviso to tracezilla and click Save.

When you create new customers and suppliers in tracezilla going forward, these will automatically be created in Reviso when you give the partner the tag ‘Customer’ or ‘Supplier’ (or both).

1. Select a default customer group. New customers created in tracezilla will be synchronized to this group in Reviso.
2. Select a default supplier group. New vendors created in tracezilla will be synchronized to this group in Reviso.
3. Click Save and go to the next step.

Step 3/7: Synchronization of SKUs and services

In tracezilla, a distinction is made between physical products (goods) and non-physical products (services).

As a rule of thumb, you can assume that you do inventory management of Stock Keeping Units (SKUs) and services represent more or less financial lines on orders/invoices. Examples of services are shipping costs, consulting hours, tour including tasting, etc.

1. Select a default product group that new SKUs should be synchronized to. They can afterwards be placed in a different product group in Reviso.
2. Select a default product group that new services should be synchronized to. They can afterwards be placed in a different product group in Reviso.
3. Select if you want to synchronize your current data:
   • If you have already created your SKUs and services in tracezilla and you would like to transfer them to Reviso, select Yes in the first field Create SKUs and Services from tracezilla in Reviso.
   • If you are a new user of tracezilla and have already created your products in Reviso and want to transfer them to tracezilla, you simply select Yes in the second field Load products from Reviso and create them as SKUs and Services in tracezilla..
   • Then a menu of your product groups in Reviso will be displayed. Choose how the product groups should be synchronized: either as SKU, service or no synchronization.
4. Click Save and go to next step.

Step 4/7: Synchronization of expenses

You can set up your integration so that selected expenses will be transferred from Reviso to tracezilla. This is optional.

The aim is to make a good cost management by linking costs to specific lots or orders and thereby enable enable the cost price calculation to be more accurate.

If you do not choose this to synchronize expenses, tracezilla will calculate your cost prices based on your expected costs. You can read about expected and actual costs here.

If you want to transfer your booked expenses from Reviso to tracezilla, you must choose from your GL accounts which category the expenses should have by default.

The category is important for the distribution key in the cost price calculation. Read more here.

This requires that you have enabled Actual Cost Pricing in Extensions. To do so, go to your Company settings and click Extensions under the Extensions & Integrations section. Then enable Actual Cost Pricing.

1. Select the current accounting year.
2. Select Pull expenses from Reviso to tracezilla.
3. Indicate the starting date from which the expenses must be pulled in the field Pull expenses with posting date as of.
4. Enter the relevant account numbers in the tracezilla category fields. Leave fields empty if you do not wish to fetch supplier invoices from an account within the individual category.

   We most often see that account numbers are indicated in the following categories: Purchase price, Freight, Packaging and Customs.

5. Click Save and go to next step.

Step 5/7: Sales

When you invoice your orders in tracezilla, your revenue will be transferred to an account in Reviso. The invoice will automatically be posted.

1. Select the invoice layout from Reviso. You invoices will be created and sent from tracezilla using tracezilla layout. At the same time, an invoice copy is created in Reviso and posted. The invoice contains the same information, but only in Reviso’s layout.
2. If relevant, select another layout, if you have different layouts for different currencies in Reviso. This is optional.
3. Click Save and go to next step.

Before creating the first invoice in tracezilla, remember to set your number series and set up VAT rules.

Step 6/7: Inventory Valuation & COGS

If you want to transfer the inventory value from tracezilla to Reviso, you can choose to use the expected or the actual inventory value.

tracezilla uses the expected value by default. If you want to adjust according to the actual inventory value, Enable Actual cost calculation in Extensions in your company settings.

You can read more about expected and actual costs here.

1. Select Expected or Actual inventory valuation.
2. Indicate an account for Assets, Inventory.
   
   The total inventory value in tracezilla is transferred to this account in Reviso.
3. Select an account for Contra, COGS & value increase.
4. Indicate the account numbers (only one per field) for the other GL Accounts. You can see an explanation below in the table. You might need to create these accounts in Reviso first, as they are not a part of the default account plan.
5. Click Save and go to next step.

Read more about the inventory valuation here.

Step 7/7: Enable integration

1. Confirm that you want to enable the integration, by selecting Yes in the drop-down menu.
2. Click Save & Finish.