Circula enables the exchange of order data between Eigenorganisation Comfort (EO Comfort).
Firstly, you can import your order data from EO Comfort into Circula. Based on the orders, Circula creates suitable projects or cost units for your organisation. Travellers can then assign their expenses to these projects as usual.
Secondly, the expenses can be exported from Circula and imported into EO Comfort. There, the expenses are assigned to the corresponding orders.
📝 Note: If you would like to use this integration, please contact our support, email@example.com.
Step 1: Import order data from EO Comfort into Circula
Start with the export of the order data from EO Comfort. Export them from the programme "Times and Costs Recording" (Zeiten und Kosten Erfassung). In the tab "Capture" (Erfassung) you can call up the export via the link "Provide test file" (Prüfdatei bereitstellen).
Then switch to Circula. There, open the tab "Cost units" in the settings. Click on the yellow plus button in the bottom right. There, select the option "Create cost unit from EOC".
You can access this view via Settings > Cost units.
After selecting "Create cost units from EOC" you can import the file in the next window. (Note: Circula knows the password of the file created by DATEV and can read it automatically).
Next, you can decide whether already imported cost units that do not appear again in this file should be deactivated. This way you can ensure that travellers can no longer post expenses to outdated orders.
Click on "Create new cost units" to complete the process.
Now Circula will create the individual orders for you. This may take a few minutes, but it runs in the background. You can simply return to this page later and you will find the new cost units created here.
Do you still have questions?
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