Pennylane

Connect Pennylane to create and synchronize native customer invoices, supplier documents, payments, and accounting master data.

The Integration Marketplace is visible to all dashboard users. Connecting or managing an integration is currently restricted to authorised Tiquo staff. Contact your Tiquo account contact or support team when you are ready to connect; the steps below describe the access and configuration they will need.

The Pennylane integration connects one Pennylane company to Tiquo through the Pennylane Company API v2.

What the integration synchronizes

Customers and suppliers
Products and ledger accounts
Native customer and supplier invoices
Payment-related ledger entries and transactions

Outbound Tiquo sales are created as native Pennylane customer invoices, not only as generic journal entries. A document includes its customer, lines, dates, currency, tax information, and Tiquo reference. Payments and refunds are recorded separately and linked to the accounting document where supported.

Before you begin

You need:

Permission to manage integrations in Tiquo.
An active Pennylane company.
A Pennylane user allowed to authorize that company and access the records requested by Tiquo.

Tiquo uses the Pennylane OAuth integration, not the separate Pennylane Company API-token connection. Tiquo already manages the client ID, client secret, and approved scopes. Customers do not need to generate or paste an API token.

Connect Pennylane

In Tiquo, open Settings > Integrations.
Find Pennylane and select Connect.
Sign in to Pennylane.
Choose the Pennylane company and review the requested access.
Approve the connection.
When the success message appears, return to Tiquo and open Pennylane > Settings.

Configure and use Pennylane in Tiquo

Enable Scheduled sync for inbound Pennylane records.
Enable Tiquo to provider if Tiquo should create customers, products, invoices, payments, or refunds in Pennylane.
Choose Sales invoices, Bills and purchases, or both.
Choose whether draft invoices are imported.
Choose the conflict-handling rule, fallback currency, and whether voided documents remain visible in Tiquo.
Configure the fallback customer or supplier, product, ledger or bank account ID, tax rate, and payment terms required by outbound documents.
Select Save settings.

Use the Pennylane bank account ID expected by your company for outbound payment transactions. Confirm ledger and tax mappings with your accountant before enabling production invoice creation.

French electronic invoicing

Tiquo acts as the upstream source of operational and sales data. Pennylane can act as the legal invoicing platform and approved platform for the connected company, subject to the company's Pennylane subscription, configuration, and applicable legal requirements. Connecting Tiquo does not itself register Tiquo as an approved platform or replace the company's compliance review.

Initial sync and duplicate handling

The first run imports the supported records available to the connected company. Stable external references link Pennylane records to Tiquo so later writes update the same record instead of intentionally creating a duplicate.

Open Data flow health to review processed records and outbound failures. Disconnecting stops future syncs but does not remove existing invoices or other records from either system.

For help, contact support@tiquo.co.