Overview
The TOConline integration connects operational and payment events to TOConline, enabling automated invoicing, reconciliation and invoicing workflows through Kapta Integrators.
This integration is commonly used to issue invoices and receipts automatically, keep document statuses synchronized with payments and reduce manual accounting work.
Typical use cases
- Automatically create invoices and receipts
- Synchronize customers and invoicing data
- Automatically settle documents when payments are confirmed
- Send internal notifications for invoicing lifecycle events
Supported events
These events are emitted by TOConline and consumed by Kapta to trigger automated workflows.
The integration listens for the following TOConline events:
- Invoice created
- Invoice finalized
- Receipt issued
- Credit note issued
Data flow
The integration follows a predictable, auditable event-processing pipeline.
- A connected system emits an event
- Kapta receives and validates the payload
- Data is normalized and mapped to internal models
- Workflows are executed according to configured rules
- Statuses and identifiers are synchronized between systems
Invoicing and payment behaviour
When invoicing integrations are active, Kapta can:
- Automatically create invoices based on received events
- Issue receipts when payments are confirmed
- Manage credit notes and document cancellations
- Maintain references between source records and TOConline documents
Configuration
Integrations are configured once and centrally maintained by Kapta.
Configuration is handled by the Kapta team and normally includes:
- API credential setup
- Event selection and filtering
- Data mapping between source systems and TOConline
- Definition of invoicing rules and workflow triggers
No client-side development is required.
Limitations
- Document issuance depends on the availability of the TOConline API
- Some document types may require additional configuration
- Historical documents may require a separate import process
Security and compliance
All data is transmitted securely through encrypted connections. Access is restricted to authorized systems and credentials are stored securely.
Invoicing and payment data is handled in accordance with Portuguese and European Union requirements where applicable.
Frequently asked questions
Does this integration support multiple TOConline accounts?
Yes. Multiple TOConline accounts can be connected and isolated per integration.
Can workflows be customized by product or activity?
Yes. Rules can be defined based on booking attributes, products or payment status.
Is real-time processing supported?
Yes. Events are processed near real time, depending on delivery by TOConline.
Need help or changes?
This integration is managed by the Kapta team. If you need adjustments, additional events or invoicing rules, contact support to discuss your requirements.
