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How does the Okimia and Evoliz integration work?

Okimia integrates with Evoliz to retrieve your invoices and banking data, allowing you to use both tools seamlessly.

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Written by Support Okimia


To set up the connection with Evoliz, please follow the steps below:

  1. In your Okimia account, click on the My Integrations tab, then select Add an Integration.
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  2. Select Evoliz, then click Confirm.
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  3. Log in to your Evoliz account. Click on Account, then Applications.
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  4. Select Evoliz API, then click Activate.
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  5. Click on Create a Key.
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  6. Name your key, then copy both the public key and the secret key (private key). Confirm and activate your key.
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  7. Paste these credentials into Okimia.

  8. Return to Evoliz and click on the question mark icon to display your customer number, then copy it.
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  9. Paste this final item into Okimia, then click Confirm.

  10. Select the data you wish to import from Evoliz, then click Synchronise Data.
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  11. Once the synchronisation is complete, click View My Dashboard.
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  12. Navigate to the Due Dates tab to view all your imported invoices.
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  13. On the Dashboard, switch to the table view to assess the impact of these invoices on your Okimia cash flow forecast. The green bar indicates that invoices are present.
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​Should you require any assistance, please do not hesitate to contact our support team :
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📞 01 76 50 33 88

📧 [email protected]
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📝 contact us via the chat

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