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Uniconta Integration Guide

This guide will walk you through the process of setting up Uniconta for integration with BeWo.

info

To complete this setup, you need to be able to:

  • Create new users in Uniconta
  • Manage users permissions in Uniconta

If you do not have these prerequisites, please contact your Uniconta partner.

Don't have a Uniconta Partner? Check out our list of partners here: Partner Directory

1. Set up server user

  1. Open the Uniconta client, or log in to the web portal.
  2. Go to Company > User rights > Manage users.
  3. Click on "Add user", then select "Standard user".

Add user

  1. Select "Create New", click "OK".

Create new user

  1. Provide details for the user

Provide user details

Description

  • Name – create a Name
  • Login ID – create a Login ID. Note it down – you'll need it to set up the integration in the BeWo platform later on.
  • User type – select "Server"
  • Email – provide an email. A confirmation will be sent to this address after the user is created.

Password

  • Choose a password for the server user. You'll need it set up the integration in the BeWo platform later on.
note

It is always recommended to set up a strong password. A strong password should be at least 16 characters long, include a mix of uppercase and lowercase letters, numbers, and special characters. Consider using a password manager to generate and store complex passwords securely.

  1. Click "Save".
  2. In the pop-up, for "User rights" select "Read access", then click "OK".

Select user rights

  1. Make sure that the server user has "Read access" to the following modules:

    • Accounting year
    • General Ledger
    • Daily Journal Transactions
    • Physical voucher
    • Inventory
    • Vendor
    • Purchase
    • Company

    The rest of the modules can be set to "No access", that is:

    • Base data
    • Customer
    • Sales
    • Project
    • Project journal
    • User-defined tables
    • User-defined tables access group 1
    • User-defined tables access group 2
    • User-defined tables access group 3
    • CRM
    • Stock journal
    • Production
    • Tools
    • Company documents

Review user permissions

  1. In the pop-up asking if you want to transfer ownership of the company to the new user, select "No".

2. Add the server user to all companies

If you have more than one company in Uniconta, you'll need to add the server user you just created to the other companies as well.

  1. Switch to another company.
  2. Go to Company > User rights > Manage users.
  3. Click on "Add user", then select "Standard user".
  4. Select "Existing".
  5. Provide details of the user:
  • Login ID – input the Login ID of the server user you created in the previous step.
  • User rights – select "Read access"

Add exisitng user

  1. Click "OK".

  2. Open the user permissions. Make sure that the server user has "Read access" to the following modules:

    • Accounting year
    • General Ledger
    • Daily Journal Transactions
    • Physical voucher
    • Inventory
    • Vendor
    • Purchase
    • Company

    The rest of the modules can be set to "No access", that is:

    • Base data
    • Customer
    • Sales
    • Project
    • Project journal
    • User-defined tables
    • User-defined tables access group 1
    • User-defined tables access group 2
    • User-defined tables access group 3
    • CRM
    • Stock journal
    • Production
    • Tools
    • Company documents

Review user permissions

  1. Repeat steps 1-7 for all companies that you want to include in the integration with BeWo.

3. Collect Server User Information

After successfully creating the server user, adding it to all the companies and collecting the following information:

  • Server user Login ID
  • Server user Password

you are ready to proceed to BeWo Platform intgeration setup: Uniconta BeWo Platform Setup