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KSeF Integration for EspoCRM
Streamline your e-invoicing workflow with our powerful KSeF integration for EspoCRM.
Easily manage, generate, and organize KSeF-compliant invoices directly from your CRM, ensuring compliance with Polish invoicing standards and seamless financial documentation.
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Description
Questions before purchase
Demo
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Description
Main features of our integration:
- Total Data Security:Â All your data remains secure within your EspoCRM instance. Communication occurs directly between your CRM and the KSeF system. Our integration does not transmit any financial or client information to third parties.
- Automated Invoice Retrieval: The integration automatically fetches invoices issued by your contractors from government system based on your schedule and preferences.
- Sales Pack Compatibility:Â Received invoices are stored in the Expenses entity, which was designed to be fully compatible with the Sales Pack and its Item List.
- Manual Synchronization:Â You can manually initiate the retrieval of invoices from KSeF at any time.
- Unified Expense Management:Â The Expenses module can be used for all invoices, not just those from KSeF. You can manually enter expenses from other sources as needed.
- Direct Invoice Issuance:Â Send invoices issued in the EspoCRM Sales Pack directly to the KSeF system.
The KSeF Integration for EspoCRM connects your CRM system with the Polish National e-Invoicing System (KSeF). This extension allows you to:
- Automatically download invoices issued by your contractors from KSeF into EspoCRM.
- Generate and send your invoices to KSeF directly from EspoCRM’s sales modules.
- Maintain secure, reliable communication with government platform without exposing your data to third parties.
- Automatically fetch invoices on schedule or manually synchronize as needed.
- Use the Expenses module to manage all your invoices, including those from KSeF, within your familiar CRM environment.
Who is it for?
- Businesses operating within Poland needing compliance with regulations
- Companies aiming to automate and streamline their invoicing process
- CRM users looking for a secure, integrated solution to manage invoices from within their existing system
Requirements
- EspoCRM version 9.2.0 or higher
- Compatible with the Sales Pack extension version 4.x and above
How to get started?
- Purchase and install the extension in EspoCRM.
- Configure your company profile and connection details.
- Set up scheduled synchronization jobs or manually download invoices.
- Issue invoices directly from EspoCRM to KSeF, ensuring full compliance.
Why choose this extension?
- Complete control over your invoices, right inside your CRM
- Save time and reduce errors with automation
- Strong security — your data stays within your CRM environment
- Future-proof with ongoing updates supporting evolving standards
Questions before purchase
If you have any questions before purchase, you can use chat on our chat or email.
Demo
A demo is not available for this product at this time.
Please feel free to contact us if you have any further questions or concerns about our products. Our team is always happy to help.
Support
The rules of support are defined by the support policy.
You can report any problems through contact form.Â
Documentation is available at docs.dubas.pro.