ClearFacts Integration

Automatically forward Peppol documents to ClearFacts using Recommand.

This guide explains how to get your Peppol documents from Recommand into ClearFacts.

Overview

ClearFacts is a pre-accounting platform popular in Belgium that connects to accounting packages like WinBooks, Wings, Kluwer Adsolut, Kluwer Expert M+, and Sage Bob. Each ClearFacts dossier has a unique inbox for receiving documents. By connecting Recommand to that inbox, incoming Peppol documents are forwarded to your accounting software automatically.

Prerequisites

  • A Recommand account with a registered company
  • A ClearFacts account with a dossier set up for your company

Setup

1. Find Your ClearFacts Dossier Email Address

Each ClearFacts dossier has a unique email address for receiving documents. Locate this email address in your ClearFacts account.

ClearFacts documentation

For details on digital document delivery, see Digital document delivery on the ClearFacts website.

2. Add the Email Address in Recommand

Add the ClearFacts dossier email address as a notification email in Recommand, either via the dashboard or the API.

Via the Dashboard

  1. Log in to the Recommand dashboard
  2. Navigate to your company settings
  3. Open the notification email settings
  4. Add the ClearFacts dossier email address
  5. Enable Notify incoming and disable all other options

Via the API

{
  "email": "your-dossier@clearfacts.be",
  "notifyIncoming": true,
  "notifyOutgoing": false,
  "includeAutoGeneratedPdfIncoming": false,
  "includeDocumentJsonIncoming": false
}

The UBL XML is always included as an attachment, which is what ClearFacts needs to process the document. No additional attachments are necessary.

See the notification email address API reference for the full endpoint details.

Next Steps