artd-siigo 1.0.2

ArtD SIIGO.

ArtD SIIGO

The SIIGO package developed by ArtD, allows the integration of the Colombian ERP SIIGO, is responsible for importing the data to then be approved and the subsequent incorporation of data within SIIGO, data such as clients, products and accounting vouchers.

How to use?

1. Install The package

pip install artd-siigo

2. Add the required on settings.py as follows

INSTALLED_APPS = [
    "dal",
    "dal_select2",
    "django.contrib.admin",
    "django.contrib.auth",
    "django.contrib.contenttypes",
    "django.contrib.sessions",
    "django.contrib.messages",
    "django.contrib.staticfiles",
    "django_extensions",
    "django_json_widget",
    "artd_location",
    "artd_modules",
    "artd_partner",
    "artd_service",
    "artd_urls",
    "artd_product",
    "artd_customer",
    "artd_promotion",
    "artd_order",
    "artd_siigo",
]

3. Run the migrations command

python manage.py migrate

4. Run the base commands

python manage.py create_countries
python manage.py create_colombian_regions
python manage.py create_colombian_cities
python manage.py create_taxes
python manage.py create_apps
python manage.py create_services
python manage.py insert_installed_apps_and_permissions
python manage.py populate_customer_types your_partner_slug
python manage.py populate_customer_person_types your_partner_slug
python manage.py populate_customer_document_types your_partner_slug
python manage.py map_locations

5. Create a superuser

python manage.py createsuperuser

6. Log in to your Django instance manager

7. Create a partner

8. Configure your SIIGO credencials

9. Configure SIIGO credentials in the SIIGO Credentials menu within the ArtD SIIGO app.

The required fields:

• Partner: Selector for Yopper company.
• Partner ID: Company ID in SIIGO.
• Is in sandbox: Set whether it is in test mode or not (recommended at the beginning).
• API URL: SIIGO API URL.
• Sandbox Username: The username for testing (provided by the SIIGO team upon request).
• Sandbox Access Key: The access key for testing (provided by the SIIGO team upon request).
• Production Username: The production username (obtained from the SIIGO Cloud interface).
• Production Access Key: The production access key (obtained from the SIIGO Cloud interface).
• Siigo Credential Data: Leave this field empty; the system will populate it automatically.

10. Run the following commands

python manage.py import_account_groups_from_siigo your_partner_slug
python manage.py import_taxes_from_siigo your_partner_slug
python manage.py import_price_lists_from_siigo your_partner_slug
python manage.py import_warehouses_from_siigo your_partner_slug
python manage.py import_users_from_siigo your_partner_slug
python manage.py import_document_types_from_siigo your_partner_slug
python manage.py import_payment_types_from_siigo your_partner_slug
python manage.py import_cost_center_from_siigo your_partner_slug
python manage.py import_fixed_assets_from_siigo your_partner_slug
python manage.py create_base_customer_groups
python manage.py create_tax_segments
python manage.py create_taxes
python manage.py populate_customer_document_types
python manage.py populate_customer_person_types
python manage.py populate_customer_document_types
python manage.py import_customers_from_siigo your_partner_slug
python manage.py import_product_types_from_siigo your_partner_slug

11. Before importing products, the following must be mapped:

• Product types
• Tax types
• Fiscal responsibilities by segment

12. Import products from SIIGO:

python manage.py import_products_form_siigo your_partner_slug

13. Update VAT data:

python manage.py create_vat_data

14. To integrate accounting vouchers, the following mappings must be made between Yop & Yop and SIIGO:

• Countries
• Regions
• Cities
• Customer document types
• Person types
• Customer types
• Fiscal responsibilities