Cropwise Financials makes it easy to import invoices from a retailer through the AgVend integration. Creating the integration allows the user to pull all invoice information into a portal to select and match products they wish to import as invoices into Cropwise Financials. This process helps to provide accurate timing, products, totals and cost from retail invoices.
Setting up the AgVend Integration
Getting Started with creating an integration, it is important to communicate with the retailer to understand if they are connected with AgVend. If they are, they can provide a user account for the AgVend website, agvend.com. Once logged in on the website, navigate to the Connections block to make the connection to Cropwise.
After selecting Connect to Cropwise, it will require the user to sign in using their Cropwise login. Next choose the Cropwise Organization to set the integration to. After setting the connection, navigate to Cropwise Financials to import pending invoices.
Importing Invoices in Cropwise Financials
In Cropwise Financials, navigate to Integrations in the left hand menu. Select on the AgVend tile.
Before starting the import process, the five steps are outlined. Choose the Start a New AgVend Import option.
1. Select the crop season to import the invoices into. Choose the invoices to import, then select Next. Invoices can be filtered by searching a specific product or a date range. Previously imported invoices can also be displayed by toggling on the option. Then select Match with AgVend.
2. Match the AgVend Retailer to a Retailer in Cropwise Financials or create a new one in the drop down menu. Then select Match Products.
3. Search and match the AgVend Product to a Cropwise Financials product. Complete this for all products on the selected invoices. Then select Match Units of Measure.
4. Match any units that do not align between the AgVend product and the Cropwise product. Then select Review and Import. Ex: Billed in pallet, box, crate, each. Matched to a product with standard unit of gallon, pound, acre.
5. The final step is to review the matched invoices and select Import Records.
Once imported, a successful message will appear. From there navigate back to the Integrations page or to view the Invoices page.
For software support or any questions you may have, please reach out to our Customer Success team.
Syngenta Digital
Email: support@syngentadigital.com
Phone: (270) 435-4369
Toll Free: (866) 552-6332
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