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Scopevisio is a cloud ERP. The xTool integration connects to your Scopevisio organisation so you can send outgoing invoices via Peppol and receive incoming invoices back into Scopevisio.

Once connected, xTool can:

  • Import posted outgoing invoices and credit notes from Scopevisio and, if you enable auto-send, send them via Peppol.
  • Write the Peppol send result back onto the invoice in Scopevisio.
  • Forward invoices received via Peppol to Scopevisio as incoming invoices.

Only one Scopevisio configuration per organisation is allowed.

Prerequisites

  • A Scopevisio account whose user may access the Scopevisio API.
  • Customer number (typically 7 digits).
  • Username and password.
  • Organisation name in Scopevisio (for example Webware24).

Obtain these values from your Scopevisio account. Do not share the password with third parties.

Configuration (web)

  1. In the xTool web app, go to Integrations → Scopevisio and click Enable.
  2. Enter Customer number, Username, Password, and Organisation name. Optionally enable Auto-send.
  3. Click Save. xTool checks the login immediately. If authentication fails, the configuration is still stored; click Disable and enable it again with the correct credentials.
  4. After the configuration exists you can toggle Auto-send without re-entering the password.
  5. To disconnect, click Disable.

Auto-send — when enabled, each newly imported invoice or credit note is sent via Peppol automatically.

Users with manage integrations permission can create, update, and delete the configuration.

Keep credentials secure

Enter Scopevisio credentials only in the official xTool web application.

How it works

Status texts xTool writes in Scopevisio:

  • xTool-Uploaded — the invoice or credit note was imported into xTool.
  • xTool-Peppol-Sent — it was sent via Peppol successfully.
  • xTool-Peppol-Failed — Peppol send failed.
  • xTool-Received — an inbound Peppol invoice was forwarded to Scopevisio as an incoming invoice.

Status texts depend on your Scopevisio account

Writing these texts uses a Scopevisio function that is not available on every account. If it is missing, the texts stay empty — import, Peppol send, and forwarding still work as described.

1. Prepare invoices in Scopevisio

Why: xTool imports only posted outgoing invoices and credit notes. Cancelled documents are skipped.

How: Create and post the invoice or credit note in Scopevisio as usual. Make sure customer data needed for e-invoicing is complete (address, VAT ID, Peppol or Leitweg ID where required).

2. Import into xTool

What happens: xTool reads posted outgoing invoices and credit notes from Scopevisio, creates outbound documents in xTool, and marks the source document with xTool-Uploaded. Documents that were already imported are skipped.

Scope of one run: only documents posted since the previous read of Scopevisio (with one day of overlap) are considered, and at most 200 invoices plus 200 credit notes are processed. A document booked with an older posting date is not picked up.

If Auto-send is on, each newly imported document is then sent via Peppol.

If posted documents do not appear in xTool, see Support.

3. Peppol send status in Scopevisio

What happens: After xTool sends an imported document via Peppol, the text on the corresponding Scopevisio invoice or credit note is updated to xTool-Peppol-Sent or xTool-Peppol-Failed.

If send failed: Fix the document in xTool and send it via Peppol again. On success, Scopevisio is updated to xTool-Peppol-Sent.

4. Incoming invoices in Scopevisio

What happens: When xTool receives an invoice via Peppol for an organisation with Scopevisio connected, it forwards a PDF into Scopevisio as an incoming invoice and marks it xTool-Received.

After configuration

Once Scopevisio is configured, xTool imports posted outgoing invoices and credit notes, optionally sends them via Peppol, shows the send result in Scopevisio, and delivers inbound Peppol invoices as incoming invoices in Scopevisio.

Errors and support

If configuration fails (for example wrong customer number, username, or password), the web app shows an error. Check the credentials and that the user may access the Scopevisio API.

An incorrect organisation name is not reported when you save — the login itself still succeeds, but xTool cannot read from that organisation afterwards. If no documents are imported, check the organisation name first: click Disable and enable the integration again with the correct value. For help, see Support.