Configure companies, providers and clients

This page will show you how to do the optional (but encouraged) configuration of companies, clients and providers

If you haven't read the security overview page yet, you should do it now.

If you have, you know that although not mandatory, the configuration of companies, clients and providers is optional but highly encouraged because of two reasons:

  • You will get significantly better results if you do it.
  • You will be able to enable additional validations that will ensure an even higher data quality, so you can trust the results and fully automate business processes with the information you get from Invofox.

You can easily configure companies, providers and clients using the designated endpoints in our API. If you want to play around with it before coding the integration you can also do it through our UI, clicking on Companies → Create company.

Same thing goes for clients and provider clicking on their respective sections, right below Companies.