Direct ERP integration
Complete documentation of Koncili's direct integration with Olist/Tiny and Bling — connection, configuration and automatic write-off of accounts receivable.
Olist/Tiny
1. Flow overview
When a reconciliation is analyzed in Koncili, the corresponding accounts receivable entry in Olist/Tiny is written off (marked as received) — today, triggered by the team from the Reconciliation screen.
2. Authentication and credentials
Initial setup: create the account in Koncili, create the application in Olist/Tiny and connect both ends via OAuth. Done once per customer.
3. Write-off configuration
One-time configuration, done after connecting — it applies to all subsequent write-offs for that account.
4. Linking receivables
Koncili needs to know which accounts receivable entry, in the ERP, corresponds to each order — today this link is not discovered automatically. You must import this relationship manually whenever there are new orders without a link.
5. Tracking and validation
Steps 7, 8 and 9: how the team actually triggers and validates the write-off, after the account is connected and configured.
6. Important limitations
Read carefully before enabling automatic write-off for a customer — the process is new (beta) and has specific behaviors. New features will be added in upcoming versions.
7. Technical information
Olist/Tiny API endpoints actually consumed by Koncili in this integration — reference for anyone who will support or review the flow.
Bling
1. Flow overview
When a reconciliation is analyzed in Koncili, the corresponding accounts receivable entry in Bling is written off (marked as received) — today, triggered by the team from the Reconciliation screen.
2. Authentication and credentials
Initial setup: create the account in Koncili, create the application in Bling (in the Extensions Center) and connect both ends via OAuth. Done once per customer.
3. Write-off configuration
One-time configuration, done after the connection — it applies to all following write-offs of this account. Bling has no Destination Account field, so there is no "find the destination account" step.
4. Linking receivables
In the Bling × Koncili integration, the link between order and receivable is 100% automatic — a job runs on its own, once a day, at 01:00 (Brasília time), with no team action.
5. Tracking and validation
Steps 6, 7 and 8: how the team actually triggers and validates the write-off, once the account is connected and configured.
6. Important limitations
Read carefully before enabling automatic write-off for a customer — the process is new (beta) and has specific behaviors. New features will be added in upcoming versions.
7. Technical information
Bling API endpoints actually consumed by Koncili in this integration — a reference for whoever supports or reviews the flow.