Como Integrar o Jestor com Omie

Integrations with Homem System

In this section, the speakers discuss integrations possible with the Homem system, focusing on Brazilian tools and a common integration used by companies.

Integrating Tools with Homem System

• The discussion revolves around providing examples of integrations and explaining how they work within the Homem system.

• An example is presented where an approved request within a management tool triggers the creation of a payable account in Homem for tasks like rent payments.

• Challenges arise when users need to integrate processes between different tools, especially with Brazilian tools that lack pre-built integrations.

• The ease of integration with Homem is highlighted due to its capabilities for both low code and traditional coding methods.

Utilizing Homem Modules for Integration

• Demonstrates registering a supplier and creating a payable entry within Homem, showcasing the platform's diverse modules beyond finance.

• Emphasizes that almost all functionalities listed in Homem can be integrated, offering flexibility for various integration scenarios.

Combining Financial Flows: Homem System & RP

This part delves into combining formal financial flows using systems like RP (Resource Planning), particularly focusing on integrating financial aspects efficiently.

Efficient Financial Integration

• Discusses the benefits of combining formal financial flows from systems like RP with platforms such as Homem due to their compatibility and ease of integration.

Demonstration: Payment Request Integration

A practical demonstration showcases how payment requests are seamlessly integrated into the Homem system for efficient processing.

Practical Demonstration

• A simple app demonstrates requesting payments and approving them within the system, streamlining processes effectively.

• Shows how payment requests are reflected in the accounts payable section of Homem after approval, ensuring accurate tracking and management.

Detailed Overview of the Process

In this section, the speaker outlines the process they will be setting up, detailing the tables and information required for payment orders.

Setting Up Tables for Payment Orders

• The process involves utilizing four tables of information.

• These tables include Speed orders for payment requests and connections with three other tables: bank accounts, supplier registration, and categories.

• Demonstrates how to extract data from a spreadsheet or manually input it into the system.

• Emphasizes that these tables mirror data entered in another system, allowing bidirectional data flow between systems.

Integration Possibilities with API

This part focuses on integrating information using an API to create payment orders within the system.

Using APIs for Data Integration

• Information is sent via API to create payment orders in the system.

• Documentation available online provides details on various APIs within the system modules.

• Apart from financial transactions, other functionalities like invoicing and sales management are also possible through APIs.

Creating Payment Orders

Discusses creating payment orders within the system and potential integrations with other modules.

Creating Payment Orders and Integrations

• Shows how a payment order created in one module can seamlessly integrate with another module for further processing.

• Highlights opportunities for integrating various functionalities such as sales management and customer support workflows.

Managing Accounts Payable

Focuses on managing accounts payable within the system and exploring additional features like generating PIX payments.

Managing Accounts Payable

• Demonstrates how to generate accounts payable entries within the system using unique codes for each transaction.

• Details required information such as client or supplier codes along with transaction values and due dates.

Supplier Registration Process

Covers registering suppliers within the system before initiating account payable processes.

Supplier Registration Process

New Section

In this section, the speaker discusses the process of including individuals as clients or suppliers in a system. The importance of obtaining specific information for registration and integration purposes is highlighted.

Including Clients and Suppliers

• The registration process involves adding individuals as clients or suppliers, emphasizing that it is a unique registration.

• Specific details such as the Andy Point URL and app Secret are required for successful registration and integration.

• During execution, an error occurs due to a missing CNPJ/CPF tag, which needs to be rectified by providing the necessary information.

New Section

This segment delves into retrieving essential information like EPQ and app Secret from the main screen before accessing financial settings for API integrations.

Retrieving Integration Information

• Accessing configuration settings on the main screen provides crucial integration details like tokens and passwords required for external connections.

• These obtained pieces of information act as keys for integrating with other systems, ensuring secure and seamless data exchange.

New Section

Here, the focus shifts towards directly creating supplier registrations within the system, detailing necessary information such as business name, email, and identification codes.

Supplier Registration Process

• Creating supplier registrations involves inputting vital details like legal names, email addresses, and unique identifiers for future reference during payment transactions.

• Demonstrating how to add a new supplier named "ABC" with randomly generated CNPJ and specific identification codes for easy reference within the system.

New Section

In this section, the speaker discusses navigating through a website to access current accounts and perform various actions related to account management.

Exploring Current Accounts

• The speaker encourages returning to the website for happiness and proceeds to access current accounts.

• Demonstrates replacing Epic and Secret with specific details while accessing all registered current accounts.

• Discusses selecting categories such as accounting items beyond rent payments.

• Mentions different categories available for accounting purposes.

New Section

This part focuses on specific examples related to payment requests and account connections for efficient financial management.

Payment Request Details

• Provides examples of codes for categories like rent payments.

• Describes the components of a payment request, including connection with suppliers and unique identifiers.

• Introduces creating a new button for sending payment requests via documentation review.

New Section

Here, the speaker delves into the process of adding payment entries, emphasizing necessary parameters and data inclusion.

Adding Payment Entries

• Emphasizes consistency in calls despite changing functions within the system.

• Details parameters required for adding payment entries, focusing on unique identification codes.

• Discusses automatic generation of unique identifiers and handling due dates efficiently.

New Section

This segment highlights data formatting considerations when inputting variables like dates and supplier codes.

Data Formatting Tips

• Advises on modifying date formats easily within the system for better compatibility.

• Explores accessing supplier information through variable searches for streamlined data retrieval.

New Section

The discussion centers around mapping data from documentation examples into practical use within financial systems.

Mapping Data Fields

• Illustrates mapping example JSON data from documentation into system variables effectively.

Detailed Explanation of Integration Process

In this section, the speaker explains the process of integrating systems for seamless data flow.

Understanding System Integration

• The speaker discusses the need to change settings and not just request orders. They demonstrate using a new button for sending requests to a man.

Displaying Payment Requests

• Demonstrates how to view payment requests in the system by navigating to the "Accounts Payable" section and displaying all entries.

Approval Process and Data Synchronization

• Shows pending payments with due dates, amounts, and categories like rent. Explains that once approved in the system, data automatically syncs across different modules.

Automatic Data Feeding through Integrations

• Discusses how approving payments within one module feeds data automatically into other connected systems like email notifications and financial statements.

Low Code Functionality Demonstration

• Introduces low code functionality by creating a new function named "payments" using Python as an example.

Creating Custom Functions for Data Transmission

This part focuses on developing custom functions for transmitting data efficiently.

Setting Up Custom Functions

• Demonstrates setting up custom functions for transmitting data efficiently, showcasing a pre-written code snippet using Python's requests library for making external calls.

Configuring Data Transmission Parameters

• Explains how to configure unique identifiers, account codes, and integration codes within the custom function setup process.

Handling Client Information in Data Transmission

• Details handling client information such as client IDs and vendor codes during data transmission processes.

Utilizing API Calls for Seamless Data Transfer

This segment delves into utilizing API calls to ensure smooth data transfer between systems.

Leveraging API Calls Effectively

• Discusses leveraging API calls effectively by extracting relevant information from clients or vendors seamlessly.

Automating Processes with Request.Post Method

This part emphasizes automating processes using the request.post method for efficient data transmission.

Automating Data Transmission

Atualização do Governo e Sistema Interno de Aplicativos Financeiros

In this segment, the speaker discusses the government's system update and its internal financial application processes, emphasizing flexibility and customization for better operational efficiency.

Government System Update and Financial Applications

• The government has a system that continually updates to align with other processes, particularly in operations management.

• The system is designed to be more flexible and customized, especially for generating internal applications related to finance.

• Emphasis is placed on creating applications tailored to financial aspects, indicating a significant focus on this area within the governmental system.