Xledger

Below is a step-by-step guide on how to set up the integration of your transaction data with Position Green if you are using Xledger as your ERP provider.

Step 1: Retrieve API Token from Xledger

Log in to xledger.net and follow these steps:

1. Navigate to Administration.
2. Select Tilgangskontroll (Access Control).
3. Select GraphQL.
   Note: If the GraphQL option is not available, contact the Xledger Supportdesk to activate the GraphQL functionality for your account.
4. Click on API Tokens.
   
5. Click “Generate new token”.
6. Enter a name for the token (e.g., “Position Green API Token”).
7. Check the boxes for “Accounts Payable”, "Common", and "General Ledger". This grants Position Green access to the required data fields in Xledger.
   Note: Depending on how sales are accounted in Xledger, you may need to adjust these scopes with your accountant to avoid including sales transactions.
8. Click Generate Token and copy the key. Store it securely for the next step.
   

Step 2: Setup Connection Inside Position Green Application

1. Navigate to “Data” in the left side menu.
2. Go to the "Integrations" tab.
3. Find Xledger and click "Connect".
4. Insert your Xledger Client Key / API Token from Step 1.
5. Click “Authenticate and activate integration”.
6. A verification check will run. You will see a popup and card status reading “Authenticating credentials”.
7. When authentication finishes (usually takes about 30 seconds), the status will change to "Verified Credentials".
8. A confirmation notification will appear in the top right corner.

Step 3: Fetching Data to Position Green

1. The first time you set up the integration, you can trigger a historical upload for a custom period, e.g. for the whole last year or for only last month by clicking the "Sync now" button or the ? icon
2. Note that you can also set a scheduled integration, e.g. making sure we get data the 5th of every month, under the "Sync frequency" option.
3. Congratulations! You are integrated.

Contact Position Green Support

If you run into any issues, contact your Position Green onboarding representative for guidance or troubleshooting support.