INTEGRATION

Created by Cruise Williams, Modified on Mon, 16 Sep at 9:34 AM by Cruise Williams

Overview  

This guide explains how to install and configure fiscalization in Microsoft Excel using Fiscal Harmony software. It walks you through downloading the required files, installing the necessary tools, and setting up the integration so that fiscalized invoices can be created and managed efficiently.


Prerequisites

 Before you begin, ensure that:

  • Microsoft Office 365 or Microsoft Office 2013 or neis installed on your computer.  

  • You have access to the required installation files from the following Google Drive folder:
    Download Installation Files

  • Have Windows 8 and above for smooth installation


Step-by-Step Installation Guide

Step 1Download Required Files  

  1. Visit the Google Drive folder link 
  2. Open the Excel folder 




Step 2Install Office 2010 Tools Redistributable 

  1. Locate the downloaded files.

  2. Run the Office 2010 Tools Redistributable installer from your download folder.






Step 3Install the Office Add-In

  1. Depending on your Excel version (x64 or x86), install the appropriate Office Add-In Installer.

 NB: Open Excel go to Account ->go to About Excel  then you will be able to see the Excel version 

(x64 or x86)






Step 4: Access the Assembly Locator  

  1. Open your Local disk ( C ) go to Program Files (x86)  , find the Fiscal Harmony folder.
  2. Open the following path: Fiscal Harmony > MS Office > OfficeAddIn > Tools > Assembly Locator
  3. Run AssemblyLocator.exe as an Administrator. 






Step 5Create the "Custom Office Templates" Folder (if needed) 

  • If an error occurs when running the Assembly Locator




  1. Create a new folder named Custom Office Templates in your Documents folder. 
  2. Rerun AssemblyLocator.exe as an Administrator. 




Step 6Locate the Fiscal Harmony Template 

  1. After successful installation, open your Documents folder and open the folder Custom Office Templates
  2. Right-click on the folder path and click Copy Address. 




Step 7: Configure Excel Options 

  1. Open Microsoft Excel and navigate to Options (under Account/Feedback). 
  2. Go to the Save tab. 




  1. Paste the copied folder address into the field for Default personal templates location




  1. Click Save. 

Step 8Access the Fiscal Harmony Template 

  1. Close Excel and reopen it.
  2. When creating a new document, under the Personal tab, you should see the Fiscal Harmony Invoice Template.



Step 9Enter Access Credentials  

  1. Double-click the Invoice template.
  2. A popup form will appear asking for your Fiscal Harmony account credentials (username and password). 




Step 10:  Sign in your Fiscal Harmony Account account and Retrieve and Enter API Keys  






  1. After signing in, copy the company name displayed on the right side as shown ABOVE and paste it one the pop up on the Excel under Name. 
  2. Go to the  Fiscal Harmony web application, navigate to the API Keys section
  3. Create a new key named "Excel", and copy both the API Key and API Secret
  4. Enter the API credentials into the Excel modal form and click Save as shown below




Step 11: Complete the Setup 

  1. Close Excel. 
  2. Reopen Excel, and the Fiscal Harmony Invoice Template should now be ready for use. 




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