Uniconta is a modern ERP system that keeps track of finances, inventory, projects, production and logistics, and helps your business become digital.

This article provides an overview to get started with the Uniconta connector in Peliqan. Please contact support if you have any additional questions or remarks.

Connect Uniconta

In Peliqan, go to Connections > Add Connection > Select Uniconta in the list.

Enter the username and password of a Server User.

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Make sure to create a “Server User” in Uniconta.

How to Get Additional Tables

Not all Uniconta tables are available within Peliqan by default.

The connect form includes an Additional Tables field where you can manually specify extra Uniconta tables you want to sync.

This is especially useful if you rely on less common modules or custom tables.

Steps to add additional tables

Open your Uniconta connection
Find the Additional Tables field
Enter a comma-separated list of table names
If a table requires a primary key, add |pk after the table name, for example |id if the primary key is id or |CustomerId if the primary key is CustomerId
Save the connection
Perform a Full Resync to load the new tables into Peliqan

Examples:

Single table:

CreditorInvoiceLines

Multiple tables with primary keys:

CreditorClientUser|id, ContactClientUser|id

After syncing, the newly added tables will appear in your Peliqan data warehouse under the Uniconta schema.

Writeback

You can use Peliqan’s low-code scripts to perform writeback to Uniconta, for example create an invoice, update a customer (debtor), delete a supplier (creditor) etc.

Examples:

uniconta_api = pq.connect('Uniconta')

# Find projects
Object = {
    'field_name': 'Account',
    'field_value': "K0006",
    'object_type': "Project",
}
result = uniconta_api.get('Objects', Object)
st.json(result)


# Get project by id
Object = {
    'field_name': 'RowId',
    'field_value': 6,
    'object_type': "Project",
}
result = uniconta_api.get('Object', Object)
st.json(result)


# Update project
Object = {
    'RowId': 6,
    'Name': "My updated project",
    'Account': "K0006", # Customer id, required even if you only want to update the project name
    'object_type': "Project",
}
result = uniconta_api.update('Object', Object)
st.json(result)


# Create project
Object = {
    'Name': "My new project",
    'Number': 'P123',
    'Account': "K0006",
    'object_type': "Project",
}
result = uniconta_api.add('Object', Object)
st.json(result)


# Create customer (Debtor)
Object = {
    'Name': "My new customer",
    'object_type': "Debtor",
}
result = uniconta_api.add('Object', Object)
st.json(result)

# Delete project
Object = {
    'RowId': 5,
    'object_type': "Project",
}
result = uniconta_api.delete('Object', Object)
st.json(result)
exit()

Uniconta - Getting started in Peliqan

Connect Uniconta

How to Get Additional Tables

Writeback