Importing Clients from Fakturownia

What It Does

The import pulls clients from your Fakturownia account and creates them as CRM clients in Intum. If a client with a given Fakturownia ID already exists in CRM (matched by the external_id field), the import will only fill in empty fields - it won’t overwrite data you’ve already entered manually.

You can run the import multiple times - each time only new clients will be added, and for existing ones only empty fields will be filled in.

Requirements

You need an active InConnector module and a Fakturownia account with an API token.

Step 1 - Enable the InConnector Module

If you don’t have the InConnector module yet, enable it in account settings:

1. Go to Settings > Modules
2. Find the InConnector module and activate it
3. After activation, the InConnector section will appear in the menu

Step 2 - Add a Fakturownia Connector

A connector is a connection to your Fakturownia account. If you already have a connector with the code fakturownia1, skip to step 3.

1. Go to InConnector > Connectors > New
2. Fill in:
   • Code - enter fakturownia1 (exactly as shown, no changes)
   • URL - your account address, e.g., https://yourcompany.fakturownia.pl
   • API Token - the token from Fakturownia (find it in Fakturownia under Settings > API)
3. Save the connector

Step 3 - Add an Import Flow

1. Go to InConnector > Flows > New
2. In the Type field, select noe/connect/flow/fakturownia_integration_rflow
3. Give it a name, e.g., “Import clients from Fakturownia”
4. Save

Step 4 - Run the Import

1. Open the saved flow
2. Click Start
3. The import will pull clients from Fakturownia and create them in CRM

You can track the import progress in the flow processes (the “Flow Processes” button on the flow page).

Important

• The import does not overwrite existing client data - it only fills in empty fields
• Clients are identified by external_id (client ID from Fakturownia)
• You can run Start multiple times - new clients will be added, existing ones will not be overwritten
• If you use a different connector code than fakturownia1, make sure to update it in the flow settings