Styck and EzzyBills Integration

EzzyBills, a leader in automated invoicing and expense management, simplifies your workflow by integrating directly with Styck. This powerful connection ensures your financial processes remain efficient, accurate, and streamlined.

Follow the steps below to integrate Styck with EzzyBills:

1. Generate API Keys in Styck:

• Log in to Styck, click on your profile in the top-right corner, and select Settings from the dropdown menu.
• Generate the API keys and keep this panel open for reference.

2. Configure EzzyBills:

Go to EzzyBills, click on Apps in the main menu, find the “REST API” under the Apps tab, and click Connect. Here, enter the following details:

• REST Host: https://go.styck.com.au/api/receive/ezzybills
• REST Name: API Key from Styck
• REST Password: API Password from Styck

3. Set Up Your EzzyBills Workflow:

1. In EzzyBills, go to the Workflows in the main menu.
2. Click New Workflow, then select Create Workflow Using Template from the dropdown.
3. From the pop-up, choose Create Custom Workflow and click Create.
4. Within a few seconds, your new workflow will be created. You can rename the workflow as needed.
5. In the task panel on the left, find the tasks such as Pre-extract, Extract, and Export REST. Drag these tasks into the workflow in the exact order, as shown in the screenshot below.
6. Click Save.

In the new workflow you have created, click the Down arrow icon beside View/Edit on the workflow page, then select Set as Active Workflow from the dropdown.

4. Upload Documents to EzzyBills:

• Go to the Dashboard in EzzyBills and upload a bill from your computer, or email it to your unique EzzyBills email address.
• After the bill is uploaded, EzzyBills will automatically extract the relevant data. A new document tile will appear on the Dashboard.
• In the Link column, you will see the text “Styck”, indicating that the data has been successfully sent to your Styck account.

5. Import Documents in Styck:

• Navigate to Purchasing > Invoices in Styck.
• Select “Pending Imports” to review and import invoices into your desired project.
• Match suppliers via ABN, adjust tax rates, and assign appropriate codes during the import process.

Additional Notes:

Project-Specific Imports: Invoices are imported into the project you are currently working on during the import process. Select only the relevant invoices, then switch jobs to import into a different project if necessary.

Supplier Matching: Suppliers are matched based on their ABN. Ensure the ABN exists in Styck before EzzyBills sends the document. If the ABN is missing, you will need to manually select the supplier.

Tax Rate Detection: Tax rates are approximated due to differences in how EzzyBills and Styck store this information. Manual adjustments may be required.

Code Assignments: Codes are not automatically assigned during the import process and need to be selected manually.

More About Styck

Styck is a specialized construction management software designed to simplify project tracking, budgeting, and collaboration for construction teams. It offers real-time insights into project costs, schedules, and resources, ensuring that projects are completed on time and within budget. To learn more about Styck, visit their official website: https://styck.com.au/