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How does the integration between Okimia and Ooti work?

Okimia integrates with Ooti to retrieve your customer and supplier invoices, allowing you to use both tools seamlessly.

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Written by Support Okimia

The integration with Ooti lets you enrich your Okimia interface by importing your customer and supplier invoicing data.

To set up a connection with Ooti, follow the steps below:

  • In your Okimia account, click on Integrations

  • Click on + Add an integration:

  • Select Ooti, then Confirm

  • Log in to your Ooti account by entering your credentials:

  • Select the data you want to import from CFAST, then click on Sync data:

  • N.B. :

    • 401 corresponds to supplier invoices

    • 411 corresponds to customer invoices

  • Once the sync is complete, click on View my dashboard:

  • Go to the Due dates tab to see all your imported invoices.

  • On the Dashboard, switch to the table view to assess the impact of these invoices on your Okimia forecast. The green bar indicates that the invoices are present.

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