/
Currency exchange rate - AFAS - Connect with AFAS manual

Currency exchange rate - AFAS - Connect with AFAS manual

This guide explains how to set up an App Connector in AFAS to connect with Currency exchange rate. AFAS uses a unique connector system, so proper setup is essential for the integration to work.

1. Access AFAS Environment 🔑

  • Open Citrix Workspace (required for remote access).

  • Log in to AFAS: https://login.afasonline.com/

Screenshot 2025-04-02 at 08.03.41.png

2. Navigate to App Connector Section 📂

  • Go to: General > Management > App Connector

3. Create a New App Connector 🛠️

  1. Click New.

  2. Fill in the following details:

    • Description: Enter a clear name (e.g., "Databrydge - Currency exchange rate connection").

    • Generate token automatically: Enable this option.

    • Create a new user group: Select this to assign permissions.

    • Create a new user: Assign a dedicated user for the connector.

  3. Click Next.

image-20260717-145726.png

 

Adding UpdateConnectors 🔗

Adding UpdateConnectors 📤

  1. Click New under the UpdateConnectors tab.

  2. Select the appropriate connectors from the list.

  3. Click Next.

✅ Required UpdateConnector (Modify Data)

  • KnCurrencyRates: Saves currency rates and projects.

image-20260717-143332.png

Prerequisite – Create Missing Currencies

Before running the Currency exchange rate to AFAS integration, ensure that all currencies to be synchronized already exist in AFAS.

If one or more currencies are missing, create them by following the steps below:

Steps

  1. Navigate to General > Configuration > Country Settings > Currency.

  2. Click New.

  3. In the New Currency window:

    • Select the currency to be created.

    • Enter an initial value for Exchange Rate.

  4. Click in Finish to save

Note: The initial Exchange Rate is only used to create the first exchange rate record, which is automatically created with the effective date 01/01/2010. This value can be updated later by the integration.

Example

image-20260717-144151.png



Generating and Storing the API Token 🔐

  1. Once the assistant is completed, AFAS will generate an API token.

  2. ⚠️ Important: This token is displayed only once. Copy and store it securely.

Screenshot 2025-04-02 at 10.21.16.png

Configuring Permissions & Authorizations🔒

To ensure the App Connector only accesses necessary data, follow these steps:

1. Access the Authorization Tool

  • Go to: General > Management > Authorization Tool

2. Assign User to the Correct Group

  1. In the User Maintenance tab, select the user you created for the connector.

  2. Switch to the Member Group tab.

  3. Click New and add the ADM record.

Screenshot 2025-04-02 at 17.49.38.png

Testing the Connection 🧪

You can test the connection using tools like Postman, a script, or the AFAS Connection Test site.

  1. Visit the AFAS Connection Test site:
    AFAS Connection Test

  2. Enter your AFAS Online member number (your ID).

  3. Select the appropriate environment type.

  4. Enter the token you saved when you created the connection.

  5. Press “Login with token”

Screenshot 2025-09-23 at 09.05.54.png
image-20260717-144829.png

Verify that the App Connector can:

✅ Read the necessary data.

✅ Post transactions to AFAS for the selected administration.

This is done by checking if the configured UpdateConnector is in the list of available connectors. If any issues arise, ensure the correct connectors are assigned and that permissions are configured properly.

Final Checks ✅

  • Ensure all required GetConnectors and UpdateConnectors are included.

  • Validate that the connector works correctly by testing with real data.