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The AFAS Profit API tool gives Neo agents access to your AFAS Profit environment through the AFAS Profit REST API: every standard GetConnector and UpdateConnector AFAS documents, and the GetConnectors your administrator builds. The common use is keeping invoicing in step with licences: when an agent orders a Microsoft 365 seat, or a supplier’s order confirmation arrives on a ticket, the agent finds the client’s debtor, reads their subscription lines, and raises the licence line and the lines you tie to it, such as your workplace package and SLA.
Automatically enabled when you configure AFAS Profit permissions in your agent workflow.

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What It Does

  • Read a client’s subscription lines: item, quantity, price, start and end date
  • Raise or lower a line’s quantity, add a line or end one, when a licence is ordered or cancelled
  • Find a client’s debtor, open invoices, sales orders and projects
  • Read any GetConnector linked to Neo’s app connector, standard or custom, and list each connector’s fields
  • Create and update relations, dossier items, sales orders, items and other records through the UpdateConnectors you link, when you allow it

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Permission Groups

Each group has an access level: Disabled, Read Only, or Read/Write. Custom GetConnectors offers only Disabled and Read Only.

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Access Profiles

Every everyday group Read Only. Employees, Payroll and Profit Users Disabled. The agent reads and never changes anything.
Subscriptions, Organisations, Persons & Debtors, and Dossiers & Workflows at Read/Write, every other everyday group Read Only. Employees, Payroll and Profit Users Disabled. Every write in the three Read/Write groups requires technician approval.
Every writable group at Read/Write. Finance & Tax, Payroll, Profit Users, and Setup & Custom Files writes require technician approval; subscription changes run on their own.
Every supported write runs autonomously, finance and payroll included. A Profit user change still requires approval.

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Safety Controls

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How to Configure

1

Connect AFAS Profit

Save your environment number, environment and the app connector’s client ID and secret in the Neo Dashboard under the Accounting integrations category. See Connecting AFAS Profit to Neo.
2

Configure permissions

On the agent’s Tools & Settings tab, click Accounting and expand the AFAS Profit block. Pick one of its Presets, which are the access profiles above, or set each permission group yourself.
3

Set approval requirements

Decide per permission group whether writes need a technician.
To keep subscriptions in step with licences, turn on Subscriptions at Read/Write and Setup & Custom Files at Read Only, and say in the agent’s instructions which items move with a Microsoft 365 seat, such as your workplace package and SLA.