Integration of External Application with ZORT
ZORT has partnered with PEAK, an online accounting software, to help users automatically record purchase and sales data and streamline their accounting processes. The integration allows the transmission of four types of data:
1. Sales Transactions
2. Purchase Transactions
3. Sales Returns (related to sales transactions)
4. Purchase Returns (related to purchase transactions)
The transmitted data is used to generate documents in PEAK, update stock inventory, and update financial transactions automatically. Users can collaborate with accountants or accounting offices on the same platform, enabling them to submit tax reports and close financial statements seamlessly.
Data Integration Format
Integrated Data
Income Data from Sales: Sales transaction, as indicated in invoices or receipts from ZORT, is sent to PEAK for automatic recording of income accounts.
Expense Data from Purchases: Purchase transaction, as indicated in purchase orders from ZORT, is sent to PEAK for automatic recording of expense accounts.
Integration Process
To connect the PEAK system with ZORT, follow these steps after obtaining the customer's login credentials for ZORT:
Step 1: Access the PEAK accounting software to establish a connection with ZORT.
Go to the 'Settings'> 'Connect Apps Setting' > 'Connect Partner App'.
Select the ZORT program.
Click on the "Connect" button.
Checkmark to accept the conditions stated in the pop-up window, then click "Confirm."
Click on the "Connect" button.
Copy the Token code of the PEAK program to use for the connection with the ZORT program.
Step 2: Access the ZORT program to connect with PEAK.
Go to the 'Settings' menu > 'Connect Other Services' > 'Add Connection'.
Select the 'Accounting' tab > select 'PEAK' from the dropdown menu, enter the User Token copied from the PEAK program, and click 'Verify'.
Click "Save".
After completing these steps in the ZORT program, the PEAK program will display the "Connected" symbol, indicating a successful integration with ZORT.
You can watch a video tutorial on connecting PEAK with ZORT at the following link: PEAK Account - Complete Setup in One Video 45 seconds
-End of Connecting PEAK with ZORT (Application Partner)-