Setting Up Communication Between Teamogy and KSeF

Certificate Preparation and Required Credentials – KSeF

To configure communication between Teamogy and KSeF, the client must have the following access credentials and certificates prepared in advance:

– Private key
– Password
– KSeF certificate

These materials must be available for a specific company and for the specific environment in which invoice transmission will be configured:
– Production environment, or
– Pre-production (test) environment of the client.

All the above-mentioned materials are obtained by the client through the official portal of the Polish tax administration (KSeF):
https://ksef.podatki.gov.pl/informacje-ogolne-ksef-20/certyfikaty-ksef/

1. Creating a Programmatic User in Teamogy (click to read more)
2. Enabling API and Generating an API Key (click to read more)
3. Configuring technical communication between Teamogy and KSeF – see details below
4. Configuration of receiving invoices from KSeF
5. Configuration of sending invoices to KSeF

The Programmatic User designated for communication with KSeF must have the following permissions configured in Teamogy:

– Permission to view Company views
– Permission to create received invoices imported from KSeF in Teamogy
– Permission to update (patch) issued invoices sent to KSeF (e.g. adding the KSeF ID, confirming receipt, etc.) — this requires permission to edit invoices

You can now proceed with the configuration of communication between Teamogy and KSeF.
The configuration settings are located in:

Configuration → System Configuration → Integrations

To configure the integration in Teamogy, all required data must be prepared in advance (Certificate, Private Key, Password, API Key), and the user must have Configurator permissions.

We recommend performing the configuration while logged in as a Programmatic User.

Certificate (1)

– Click the key icon (1) and upload the certificate you received – indicated by the green document icon (2) and save the configuration (3).

Private Key (2)

– Click the key icon (2) and paste the private key you received from the KSeF certification authority into the «Secret value» field. Save the configuration.

Password (3)

– Click the key icon (3) and enter the password you selected when obtaining the KSeF certificate and private key.
– Enter the password into the “Secret value” field and save the configuration.

API Key (4)

– Click the key icon (4) and paste the API key generated in Teamogy.
– Enter the API key into the “Secret value” field and save the configuration.

NIP (5)

– Click the icon (5) and verify that the displayed NIP number corresponds to the legal entity for which the Teamogy–KSeF communication is being configured.

Environment (6)

– Click the field (6) and select the appropriate environment / company.

Done – Once all required data has been entered, do not forget to save all settings using the Save icon.

4. Configuration of receiving invoices from KSeF

Receiving invoices from KSeF into Teamogy can be configured individually according to the company’s needs, including the properties (1) of imported documents, automatic receipt settings, and synchronization time intervals (2).

General Settings (1)

Company
Determines under which company the invoice will be created in Teamogy if the supplier from the invoice cannot be identified in the Teamogy Contacts during import.
We recommend leaving this field empty and assigning the company directly on the invoice during processing.

Status
Defines the status in which imported invoices will be created in Teamogy.
We recommend setting “Imported” as the default status.

Process
Determines the process according to which the invoice will be further processed in Teamogy.
We recommend selecting the same process that is currently used for approving supplier invoices.

Owner
Specifies the user who will be set as the owner of the newly created document.

Participants
Allows additional users to be set as participants of the document.
We recommend leaving this field empty and adding participants later on the individual document if needed.

Synchronization Settings (2)

This section defines the rules for automatic synchronization of invoices from KSeF to Teamogy – specifically on which days and at what times invoices should be imported automatically.
Multiple synchronization rules can be defined based on the company’s needs (e.g. different days or time intervals).

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.