Precoro Help Center

Power BI 6

• Power BI Custom Connector Integration
• How to Set Up the Power BI Custom Connector
• How to Load and Transform Data Tables via the Power BI Custom Connector
• Building Reports and Dashboards in Power BI. Example of Precoro Data Usage
• How to Set Up a Scheduled Refresh for Power BI

View all 6

API integration 6

• 1. Get Your API Token
• 2. Define What is Needed to Integrate and Configure Your Integration.
• 3. How to Get Attachments from Precoro via API
• How to Filter Results in API?
• How to Approve via Precoro's API?

View all 6

QuickBooks Online Integration 8

• Suppliers and Items Integration
• Establishing Integration with QuickBooks Online
• Chart of Accounts, Classes, Customers and Projects in QuickBooks
• Taxes
• QuickBooks Locations

View all 8

NetSuite integration 15

• Setting Up NetSuite Integration
• How to import Vendors from NetSuite
• NetSuite Integration. FAQ
• How to integrate Withholding taxes with NetSuite
• How to integrate the document numbers (PO #, Invoice #)

View all 15

Punchin with Amazon 2

• How to setup and test Punchin with Amazon
• What is the Punchin and how does it work with Amazon and Precoro

SSO Setting 5

• How to Set Up SSO with PingOne
• How to Set Up SSO with Keycloak
• How to Set Up SSO with Azure
• SSO with Azure: Problem solving
• How to Set Up SSO with Okta

Xero integration 6

• Setting Up Xero Integration
• Data synchronization between Xero and Precoro
• Exporting Approved Purchase Orders to Xero
• Exporting Approved Invoices to Xero
• Importing Payments from Xero

View all 6

Integration with Slack 1

• Integration with Slack