Guides & Tutorials
Integrations

Connect Powersolution CRM to Dinero

Available on the Professional plan and above. View plans and pricing

Topics: CRM, Settings, Integration, Offers, Accounting

Length: 5 minutes

Connect Powersolution CRM with Dinero to synchronize selected customer, product, and offer data between the two systems.

Before you begin

To connect Dinero to Powersolution CRM, you’ll need an API token from your Dinero account. Make sure you have it ready before starting the setup.

How to create a Dinero API token (danish)

Security & Data Protection

Powersolution CRM uses the official Dinero API to securely synchronize permitted data between the CRM and Dinero. Access is granted through Dinero’s authorized authentication process and is limited to the permissions required by the integration.

The integration does not connect directly to the Dinero database or require SQL access. Only supported customer and accounting data is synchronized through the authorized API connection, and access to the Dinero synchronization feature is restricted to authorized users.

Connect Powersolution CRM to Dinero

Start by connecting your Dinero account to Powersolution CRM.

  1. Log in to Powersolution CRM using your Admin account.
  2. Open Settings.
  3. Select Integrations
  4. Find Dinero in the list of available integrations.
  5. Click Connect to begin the connection process.

You will be redirected to Dinero to authorize the connection.

  1. Log in to your Dinero account.
  2. Review the permissions requested by Powersolution CRM.
  3. Click Accept to authorize the connection.
Selecting Integrations from the Settings dropdown menu.

The authorization may include permissions for:

  • Data access
  • Account access
  • Offline access

Once authorization is complete, you will return to Powersolution CRM.

Configure the Synchronization

Once Dinero is connected, select the company and data you want to synchronize.

  1. Select the Dinero company you want to synchronize with Powersolution CRM.
  2. Make sure you have selected the correct company before continuing.
  3. Click Connect this account
Selecting the account to synchronize with the CRM.

Choose which data you want to synchronize between Powersolution CRM and Dinero.

  1. Select Products to synchronize product information.
  2. Select Customers to synchronize customer information.
  3. Select Offers to synchronize offer information
  4. Click Synchronize to start the synchronization.

Note: Customers must be selected before Offers can be synchronized.

Selecting the items to synchronize, including products, clients, and offers.

View Synchronization Results

Once the synchronization is complete, Powersolution CRM displays a summary of the results.

Review the following information for each synchronized data type:

  • Created — New records created during the synchronization.
  • Updated — Existing records that were updated.
  • Skipped — Records that were not synchronized.
Completed synchronization showing a summary of created, skipped, and updated items.

Review the results to confirm that the expected data was synchronized successfully.

Review Connection & Sync Settings

After connecting Dinero, you can review the connection and synchronization settings.

The connection overview includes:

  • Connection Status
  • Connected Account
  • Connection Date
  • Next Sync
  • Real-Time Synchronization
  • Re-Authenticate

Use Re-Authenticate if you need to connect a different Dinero account.

Your Dinero integration is now connected and configured!

You can return to Settings → Integrations → Dinero at any time to review your connection or update the synchronization settings.