Privat24 for Business

Price

50 UAH/mo

For

services, food service, shops

Required modules

Finances

What it does

The Privat24 for Business statement, through Autoclient, lands in Finances on its own.

What you need

• Privat24 for Business access with rights to set up Autoclient.

Where to get the keys

1. Sign in to Privat24 for Business.
2. Open Settings → Autoclient and create a connection.
3. Copy the client id and token.

Connecting in anyCRM

1. Open Modules in anyCRM, find “Privat24 for Business” and press Enable.
2. Go to the module’s page in the side panel and press Connect.
3. Fill in the fields and press Save:
   • Title — how the account is labelled in anyCRM (optional)
   • Client id
   • Token
4. The account appears in the list with a green tick. An error, if any, shows in red under its name.

After connecting

• Press ⚙ next to the account and tick the accounts whose statement lands in Finances.
• Optionally switch on “Import expenses too” so debits become Finances records as well.