Unit4 Plugin - Config

Start by clicking "New Integration" in Semine, then select Unit4 from the dropdown and click OK.
You should now see the dialog below.
By filling in the fields in this dialog, you will set up the integration "Root settings" which will be used for all clients directly under the organization. The root settings will be used as default but it's still possible to enter specific values in all fields for each client.

Note: SEMINE Connect will use the Unit4 API documented here:
https://ubw-accept01.unit4cloud.com/no_boe_acpt_webapi/swagger/ui/index
Make sure to select .../v1 in the dropdown

Capabilities

• Import of master data to SEMINE
  • Import of ledger accounts and VAT accounts including relations
  • Dimensions including relations
  • Import of suppliers
• Export of processed invoice data to Unit4
  • Export of invoice
  • Export of invoice accounting lines / accounting entries
  • Export of invoice PDF (original or generated from UBL/EHF)
  • No export of invoice attachments.

Unit4 Cloud setup

Some fixed values have to be set in Unit4 Cloud

1. Document Type has to be set to SEMINE
   Norwegian: Home -> Felles -> Dokumenttype
   English: Home -> Common -> Document Type
   
   

Semine Connect root and client configuration

1. Integration Name
   Simply a freetext field to more easily identify the integration.
   
   
2. API URL
   Freetext. Unique for every Semine Customer
   Example: 
   https://ubw.unit4cloud.com/XX_YYY_prod_webapi/v1/objects
   • XX is the country code. Typically 'no' for Norway
   • YYY is the customer code.

   Get in touch with Unit4 Support to get this URL
   
   

3. API Username
   Example:EXAMPLE_USER_NAME
   Contact Unit4 support to get this username
   
   
4. API Password
   Contact Unit4 support to get this password
   
   
5. Company Code*
   
   Example: ABC 
   1. Log into Unit4 Cloud
      XX is the country code. Typically 'no' for Norway
      YYY is the customer code.
      1. Preview environment
         https://ubw-preview.unit4cloud.com/XX_YYY_prev_web
      2. Production environment: 
         https://ubw.unit4cloud.com/XX_YYY_prod_web/Login/Login.aspx
         
   2. Find the company code
      In the company selector on the top right, locate the 2 or 3 letter company code in the left column.
      
      
      
6. Ledger Supplier Account
   Normally 2400
   
   1. Go to Home Screen Menu
      
   2. Select 'Common' / 'Felles'
   3. Accounting Structure --> Chart of Accounts  / Kodeplan --> Kontoplan
      
   4. Under the column Type, select Accounts Payable
   5. Look for "Leverandørgjeld". Normally this is 2400
      
      
      
7. Suppliers, comma-separated
   Example value: 10,20,40
   1. In Unit4, go to:
      Norwegian: Home --> Regnskap --> Leverandørinformasjon --> Leverandørreskontro --> Leverandørgrp
      English: Home --> Accounting --> Accounts Payable --> Supplier information --> Vendor group
   2. Look for the relevant supplier groups you would like to sync to SEMINE.
      Typically:
      10 - Eksterne leverandører / 10 - External suppliers
      20 - Interne leverandører / 20 - Internal suppliers
      40 - Utenlandske leverandører / 40 - Foreign suppliers
      
      
      
8. Voucher-type, manual vouchers*
   Typically GL
   1. In Unit4, go to:
      Norwegian: Home --> Felles --> Faste registere --> Bilagsarter
      English: Home --> Common --> Fixed Registers --> Transaction types
   2. Look for 'Diversebilag' and get the code in column 'Bilagsart', typically GL
      
      
      
9. Voucher-type, other*
   Typically SE
   
   1. In Unit4, go to:
      Norwegian: Home --> Felles --> Faste registere --> Bilagsarter
      English: Home --> Common --> Fixed Registers --> Transaction types
   2. Look for 'Diversebilag' and get the code in column 'Bilagsart', typically SE
      
      
      
10. Dimensions*
    All dimension codes in this field will be synced to SEMINE.
    Example: C0,C1,B0,B1,BF,F0,...
    1. In Unit4, go to: 
       Norwegian: Home --> Felles --> Begreper og relasjoner --> Begreper
       English: Home --> Common --> Attributes and Relations --> Attributes
    2. Methodically, select Cat1, Cat2 ... Cat7 (Norwegian: Dim1, Dim2 .... Dim7) in the Field filter dropdown and filter the list.
       Copy the values in the ID column into the Dimensions field and repeat.
       
11. FTP Host*
    Example: noe-gateway.unit4cloud.com
    Conctact Unit4 support to get this.
    

    Note: SEMINE will export accounting lines and attachments to two separate folders (GL07-Semine and DS05-Semine) inside the root folder.
    Create these folders manually first.

12. FTP Username
    Example: SFTP-IMP-YYY-PROD
    YYY is your company code in Unit4. Contact Unit4 support to receive the username.
    Conctact Unit4 support to get this.
13. FTP Password
    Conctact Unit4 support to get this.
    
    
14. FTP Folders
    
    
    1. Export folder-name* (GL07 Folder path)
       

       Note: This folder need to contain two separate folders named GL07-Semine and DS05-Semine.

       Example: D:\Files\no_yyy_prev\Folder
       (If you're setting up in Unit4 Cloud, yyy is your company code in Unit4. Contact Unit4 support to receive the exact folder path.)
       Filename will end up as  {VoucherType}-{CompanyCode}-{VoucherNo}-{BatchId}.xml Example: SE-ABC-12345678-20230815-084520-231.xml
       See more details in GL07-Example.xml
       
       
    2. Import folder-name* (DS05 Folder path)
       

       Note: This path need to end in DS05-Semine.

       Example: D:\Files\no_yyy_prev\Folder\DS05-Semine
       (If you're setting up in Unit4 Cloud yyy is your company code in Unit4. Contact Unit4 support to receive the exact folder path.)
       If you are setting up locally, you can select any path but it has to end with DS05-Semine.
       See more details in DS05-Example.xml
       
       
15. SEMINE e-mail
    Example: [e-mail]
    This is the SEMINE username which has access to your SEMINE organization and clients
    
    
    
16. SEMINE password
    Use your SEMINE password here.
    
    
17. Test connection
    Use the Test connection button to verify the SEMINE username and password.