Approveit Guide: Integration with SoftLedger guide

How it works:

  1. Bill approval request is created and approved in Approveit 
  1. Upon approval, the Bill is automatically synced with SoftLedger

How to set up:

To connect SoftLedger account to Apporveit: Settings -> Integrations

Please, request Tenant UUID, Client ID, Client secret, and Audience from SoftLedger 

Create a workflow 

Select Softledger Bill Approval 

Add Outbound Integration

Set up the data collection

Save the Data Collection and Save the workflow.

Now, approved bills will be automatically transferred to SoftLedger.


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