orgaMAX

10 min

INTRODUCTION:

This document describes how User can create an Account in OrgaMAX software and get Keys and credentials to connect to MYFUNDBOX product.

STEPS:

Step 1: Create an OrgaMAX Account

· Visit OrgaMAX

· Click Sign Up or Create an account

Step 3: Get Credentials

· Go to Extensions next to the settings icon (as shown in Figure 1.0).

· Click custom extension and create extensions (as shown in Figure 1.1).

· Add the below URL (as shown in Figure 1.2 & Figure 1.3).

https://app.myfundbox.com/OrgamaxOAuthResponse.jsf?email=your_email_id

in this email= add your MYFUNDBOX email correctly the URL should like the above mentioned URL don’t change the URL format.

· If future you update your email in MYFUNFBOX need to update in the Above URL in OrgaMAX Extension as well it is mandatory

· And click the generate API key button. You will get the keys (as shown in Figure 1.3) collect or save the two keys for MYFUNDBOX connection.

· Then navigate below to the API access and enable the below mentioned event (as shown in Figure 1.4).

· Article: read, create, edit, delete

· Orders: read, create, PDF show

· File: create, read, edit, delete

· Customer: read, create, edit

· Delivery terms: read, create, edit

· Delivery note: read, PDF show

· Invoice: read, create, edit, PDF show

· Account details: read

· User data: read

· Payment terms: read, create, edit

Step 4: Save Extension

Figure 1.0

Figure 1.1

Figure 1.2

Figure 1.3

Figure 1.4

Figure 1.5

Step 5: Connect OrgaMAX in MYFUNDBOX

Navigate to Configuration → Integrations → OrgaMax → click the Connect button (as shown in Figure 1.6).

pop-up will open. Enter the Valid Key Id, Key Secret from OrgaMAX and mandate to choose the currency that should match to OrgaMAX profile currency then click Save (as shown in Figure 1.7).

If you enter invalid keys, you will not get connected.

You will see a notification confirming that your OrgaMAX keys have been stored Successfully (as shown in Figure 1.8).

Figure 1.6

Fig 1.7

Figure 1.8

After the successful pop-up, go to the extension you created in your OrgaMAX account. Click on that extension, and you will see your keys. Then click the Test Extension button. You will be connected to OrgaMAX in MYFUNDBOX.

Please re-log in to your MYFUNDBOX account for the changes to take effect.

After a successful connection, you will see Connected in the OrgaMAX module in your MYFUNDBOX account (as shown in Figure 1.9).

Fig 1.9

Step 6: To Enable / Disable / Delete Connections

6.1 For Enable / Disable Connections

In Manage OrgaMAX, you can enable or disable the OrgaMAX connection by clicking the toggle button (as shown in Figure 1.10). by clicking more info button (as shown in Figure 1.9).

This only enables or disables the connection; it does not fully disconnect it

6.2 For Delete Connections

If you want to delete or disconnect the OrgaMAX account, click the Delete button and then click Yes, delete it (as shown in Figure 1.10).

Your connection will be revoked.

If you disconnect the connection, you will lose all OrgaMAX connection credentials from MYFUNDBOX.

To reconnect, you will need to follow the process starting from Step 4.

Limitations

Since OrgaMAX does not support webhooks, it is not possible to sync bank transfer status updates. As a result, even if an invoice is marked as paid in OrgaMAX, it will continue to show a pending status in MYFUNDBOX.

The invoice will be created only for the plan that matches the currency you selected during the connection. The currency you provide must also match the currency set in your OrgaMAX account profile.

Download Due Invoice

If you connect to OrgaMAX and create a pay link, the due invoice will be generated automatically. You can then download the due invoice from the Customer/Donor Portal by using the Due filter also you can use the retry option to pay.

Fig 1.12