{"id":1898,"date":"2023-11-24T14:21:13","date_gmt":"2023-11-24T14:21:13","guid":{"rendered":"https:\/?p=1898"},"modified":"2024-07-15T19:54:54","modified_gmt":"2024-07-15T19:54:54","slug":"ativacao-da-integracao-com-o-conta-azul","status":"publish","type":"post","link":"https:\/\/help.docsales.com\/pt-br\/ativacao-da-integracao-com-o-conta-azul\/","title":{"rendered":"Integra\u00e7\u00e3o com o Conta Azul"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1898\" class=\"elementor elementor-1898\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-482e8f7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"482e8f7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2b08e1d\" data-id=\"2b08e1d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-4336a30 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4336a30\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-681a47b\" data-id=\"681a47b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-6ebfe98\" data-id=\"6ebfe98\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-065b35c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"065b35c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c6230fa\" data-id=\"c6230fa\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0c8e3aa elementor-widget elementor-widget-text-editor\" data-id=\"0c8e3aa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A integra\u00e7\u00e3o entre Conta Azul e Docsales traz in\u00fameras facilidades no momento de cria\u00e7\u00e3o de documentos, tornando o processo mais eficiente e preciso.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Ao conectar o CRM Conta Azul com a plataforma Docsales, as informa\u00e7\u00f5es essenciais, como valores, produtos, servi\u00e7os e datas de validade, s\u00e3o automaticamente preenchidas no documento em processo de gera\u00e7\u00e3o.<\/span><\/p><p><span style=\"font-weight: 400;\">Isso elimina a necessidade de inserir manualmente esses dados, poupando tempo e reduzindo poss\u00edveis erros. Dessa forma, os usu\u00e1rios podem contar com documentos mais completos e precisos, agilizando o fluxo de trabalho e proporcionando uma experi\u00eancia mais integrada e eficaz.<\/span><\/p><p><span style=\"font-weight: 400;\">A seguir, apresentamos um guia completo e abrangente que delineia cada etapa do processo de ativa\u00e7\u00e3o da Integra\u00e7\u00e3o com o Conta Azul na plataforma Docsales. Este passo a passo visa proporcionar uma compreens\u00e3o clara e detalhada de todo o procedimento, tornando-o mais acess\u00edvel para todos os interessados em experimentar os recursos do Docsales.<\/span><\/p><h3><span style=\"font-weight: 400;\">Ativando a integra\u00e7\u00e3o<\/span><\/h3><p><span style=\"font-weight: 400;\">O processo de ativa\u00e7\u00e3o da integra\u00e7\u00e3o inicia quando voc\u00ea acessa sua conta na plataforma do Docsales, no seguinte link https:\/\/web.docsales.com\/users\/sign_in<\/span><\/p><p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-large wp-image-1902\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa1-1024x538.png\" alt=\"\" width=\"800\" height=\"420\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1-1024x538.png 1024w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1-300x158.png 300w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1-768x404.png 768w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1-1536x808.png 1536w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1-600x315.png 600w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa1.png 1666w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p><p><span style=\"font-weight: 400;\">Voc\u00ea dever\u00e1 ativar a integra\u00e7\u00e3o clicando no menu \u2018Configura\u00e7\u00f5es\u2019, na op\u00e7\u00e3o \u2018Integra\u00e7\u00e3o com ERP\u2019<\/span><\/p><p><img decoding=\"async\" class=\"wp-image-1904 aligncenter\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa2.png\" alt=\"\" width=\"474\" height=\"551\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa2.png 553w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa2-258x300.png 258w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa2-516x600.png 516w\" sizes=\"(max-width: 474px) 100vw, 474px\" \/><\/p><p><span style=\"font-weight: 400;\">Tamb\u00e9m dever\u00e1 realizar o login no Conta Azul atrav\u00e9s da tela de login.<\/span><\/p><p><span style=\"font-weight: 400;\">Vale lembrar que voc\u00ea dever\u00e1 utilizar o usu\u00e1rio e senha cadastrado no Conta Azul.<\/span><\/p><p><span style=\"font-weight: 400;\">Realizando esse passo, o Docsales estar\u00e1 vinculado ao Conta Azul.<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0<\/span><\/p><h3><span style=\"font-weight: 400;\">Envio de documentos<\/span><\/h3><p><span style=\"font-weight: 400;\">Agora \u00e9 o momento de configurar quais documentos ser\u00e3o enviados via Conta Azul.<\/span><\/p><p><span style=\"font-weight: 400;\">Para isso, voc\u00ea dever\u00e1 selecionar o campos abaixo:<\/span><\/p><p><img decoding=\"async\" class=\"wp-image-1906 aligncenter\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa3.png\" alt=\"\" width=\"547\" height=\"377\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa3.png 595w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa3-300x207.png 300w\" sizes=\"(max-width: 547px) 100vw, 547px\" \/><\/p><p><span style=\"font-weight: 400;\">Esse campo indica se todos os documentos gerados devem integrar com o Conta Azul ou se apenas alguns documentos deveram integrar.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Caso todos os documentos devam integrar, voc\u00ea pode selecionar a op\u00e7\u00e3o \u2018sim\u2019<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1908\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa4.png\" alt=\"\" width=\"616\" height=\"386\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa4.png 616w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa4-300x188.png 300w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa4-600x376.png 600w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/p><p><span style=\"font-weight: 400;\">Caso apenas alguns documentos deveram integrar, voc\u00ea deve selecionar a op\u00e7\u00e3o \u2018n\u00e3o\u2019<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1910\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa5.png\" alt=\"\" width=\"540\" height=\"420\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa5.png 540w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa5-300x233.png 300w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/p><p><span style=\"font-weight: 400;\">Se a op\u00e7\u00e3o selecionada for \u2018n\u00e3o\u2019 voc\u00ea dever\u00e1 movimentar manualmente os documentos que dever\u00e3o integrar, para isso, voc\u00ea dever\u00e1 acessar o menu de a\u00e7\u00f5es do documento e selecionar a op\u00e7\u00e3o \u2018Enviar para Conta Azul\u2019<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1912\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa6.png\" alt=\"\" width=\"633\" height=\"229\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa6.png 633w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa6-300x109.png 300w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa6-600x217.png 600w\" sizes=\"(max-width: 633px) 100vw, 633px\" \/><\/p><h3><span style=\"font-weight: 400;\">Enviando o documento<\/span><\/h3><p><span style=\"font-weight: 400;\">Para enviar o documento voc\u00ea dever\u00e1 clicar no menu de a\u00e7\u00f5es do documento em quest\u00e3o<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1914\" src=\"\/\/\/wp-content\/uploads\/2023\/11\/capa7.png\" alt=\"\" width=\"676\" height=\"211\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa7.png 676w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa7-300x94.png 300w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/11\/capa7-600x187.png 600w\" sizes=\"(max-width: 676px) 100vw, 676px\" \/><\/p><p><span style=\"font-weight: 400;\">O documento ser\u00e1 enviado, caso voc\u00ea tenha optado pela escolha de envio manual.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Caso voc\u00ea tenha optado pela escolha de enviar automaticamente o documento gerado, essa a\u00e7\u00e3o acontecer\u00e1 automaticamente.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Assim, seu documento foi enviado e os signat\u00e1rios relacionados ao documento em quest\u00e3o receber\u00e3o as notifica\u00e7\u00f5es relacionadas ao documento.<\/span><\/p><p>Agradecemos pela sua colabora\u00e7\u00e3o e estamos \u00e0 disposi\u00e7\u00e3o para qualquer assist\u00eancia adicional.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A integra\u00e7\u00e3o entre Conta Azul e Docsales traz in\u00fameras facilidades no momento de cria\u00e7\u00e3o de documentos, tornando o processo mais eficiente e preciso.\u00a0 Ao conectar o CRM Conta Azul com a plataforma Docsales, as informa\u00e7\u00f5es essenciais, como valores, produtos, servi\u00e7os e datas de validade, s\u00e3o automaticamente preenchidas no documento em processo de gera\u00e7\u00e3o. Isso elimina [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":1919,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[132,117],"tags":[],"class_list":["post-1898","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-configuracoes-gerais","category-financeiro"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/comments?post=1898"}],"version-history":[{"count":0,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1898\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media\/1919"}],"wp:attachment":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media?parent=1898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/categories?post=1898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/tags?post=1898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}