> ## Documentation Index
> Fetch the complete documentation index at: https://docs.procuros.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to connect your Weclapp instance to Procuros

> Step by step guide to setup your technical connection between your Weclapp and Procuros

## Setting Up Authentication

The *Procuros Weclapp Connector* must be granted access to your Weclapp system so that Procuros can automatically process your business documents. The following instructions will help you create the correct access data and make the necessary configurations.

<Steps>
  <Step title="Access Weclapp settings">
    Click on your initials in the top right corner to access the Weclapp settings.

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/API1.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=32fb495550ca15ab1b8cc9aae71a989e" alt="API1 Jp" width="1920" height="1080" data-path="images/API1.jpg" />
  </Step>

  <Step title="Create a new API token">
    Create a new API token for the Procuros integration.

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/API2.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=e0aaffc770e34ef4257c3cf7a2be0381" alt="API2 Jp" width="1920" height="1080" data-path="images/API2.jpg" />
  </Step>

  <Step title="Create API name">
    Create a new API name, e.g., "Procuros".

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/API3.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=c8173aedcc34b2644df45a4a3cfca58f" alt="API3 Jp" width="1920" height="1080" data-path="images/API3.jpg" />
  </Step>

  <Step title="Save API token">
    Save the new API token.

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/API4.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=fb285915e4289edc7fa323ca93b283b4" alt="API4 Jp" width="1920" height="1080" data-path="images/API4.jpg" />
  </Step>

  <Step title="Provide information to Procuros">
    Please provide Procuros with the following information (ideally through the portal, alternatively via the onboarding form):

    * *Weclapp API-URL* → copy from the browser line
    * *Weclapp API name*
    * *Weclapp API token*
  </Step>
</Steps>

## Setting Up Procuros Free-field

The default Procuros setup is that all documents correctly created will be sent to a Trade Partner for which you are connected with. If you prefer to filter/send only certain documents for a Business Relationship with a Trade Partner, you will need to configure a Free-field.

<Steps>
  <Step title="Navigate to Additional Fields">
    Navigate to Settings ("Gear") and click "Additional Fields", then "Manage Additional Fields". This usually requires a user with administration rights.

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/Freefield1.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=f113071b7a8f003afb994f91e7aca45d" alt="Freefield1 Jp" width="1920" height="1080" data-path="images/Freefield1.jpg" />
  </Step>

  <Step title="Create a new additional field">
    Click on "+ New additional field".

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/Freefield2(4).jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=77b0087cc0ea85725dedff693661def9" alt="Freefield2(4) Jp" width="1920" height="1080" data-path="images/Freefield2(4).jpg" />
  </Step>

  <Step title="Enter setup values">
    Please enter the following setup values completely and then save them:

    * Captions: PROCUROS
    * Linked Entities (via "+ New Link"): Quote, Order, Order Line, Purchase Order, Purchase Invoice, Customer/Prospect, Vendor, Delivery, Invoice, Goods Receipt
    * Data type: list (single selection)
    * Active: yes
    * Show on overview pages: yes
    * Show when creating: yes
    * Manage values (via "+ Add"): CUSTOMER
      * Active: yes

            <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/Freefield3.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=d387dda1479ca13d1c427c78f9e36ead" alt="Freefield3 Jp" width="1920" height="1080" data-path="images/Freefield3.jpg" />
  </Step>

  <Step title="Note the entityID">
    In the same view ("Manage additional fields") from the address line of the browser, please note the "entityID" value. Please pass this value on to Procuros.
  </Step>

  <Step title="Set values for trading partners">
    For each trading partner/customer, please enter the value "Customer" in the Procuros free field that has just been created.

    <img src="https://mintcdn.com/procuros-c35f505c/B4duGMjGkBbihGWc/images/Freefield4.jpg?fit=max&auto=format&n=B4duGMjGkBbihGWc&q=85&s=a7a4d80b3978e3e44b476b80f0568f5b" alt="Freefield4 Jp" width="1920" height="1080" data-path="images/Freefield4.jpg" />
  </Step>
</Steps>

<Warning>
  Only Trade Partners/Documents marked with this Free-field will be pulled by the Procuros Weclapp Connector.
</Warning>

## Testing the Connection

After configuring the API credentials and the Procuros free field, a connection test should be performed:

1. Procuros sets up the connector with your access data
2. A test document is created to verify correct transmission
3. After successful verification, you will be informed about the operational connection

<Note>
  Ensure that all required information has been correctly transmitted to Procuros to ensure a successful connection.
</Note>

## Troubleshooting

If problems occur during setup:

<Accordion title="Common Setup Problems">
  1. **API Access Rights**: Ensure that the created token has sufficient rights
  2. **Free-field Configuration**: Check if the Procuros free field is correctly set up and assigned to trading partners
  3. **Weclapp Version**: Confirm that your Weclapp version is compatible with the connector
</Accordion>

If problems occur, contact the Procuros support team at [help@procuros.io](mailto:help@procuros.io) with a detailed description of the problem.