Connecting Schouten Zekerheid
This integration is only relevant if you are an accredited remover and offer warranty certificates through Schouten Zekerheid. If you are not an accredited remover, you can skip this article.
With the Schouten Zekerheid integration, the customer details from Bas are filled in automatically when requesting a warranty certificate. You no longer have to retype all the details manually. This saves about 5 minutes per certificate.
What does the integration do?
When completing the task "Request warranty certificate", Schouten Zekerheid opens automatically with: - Customer name - Old address - New address - Removal date - Contact details
The only thing you still adjust manually is the amount of the certificate.
Step 1 - Generate an API key in Schouten Zekerheid
Log in to the Schouten Zekerheid portal
Go to Settings
Click External applications
Click Generate new API key
Copy the API key and store it safely
Step 2 - Enter the API key in Bas
Go to Settings > Workflow > Integrations
Find Schouten Zekerheid (or Warranty certificate)
Click Connect
Paste the API key
Click Save
Step 3 - Set the cost per certificate
In the warranty certificate settings you can enter the cost amount: what does a certificate cost you? This amount is automatically included in the cost calculation of the removal case file.
This way, in the final costing you can see exactly what the certificate cost, and you can include it in your margin calculation.
Step 4 - Integration per identity
Do you work with multiple brands or identities? Then you can set up the Schouten Zekerheid integration per identity. Each brand can have its own certificate integration. This ensures the correct company details are used when requesting a certificate, depending on which brand carries out the removal.
Step 5 - Testing with a test case file
Create a test case file in Bas with a removal date 5 days from now
Wait until the task Request warranty certificate appears (by default 5 days before the removal)
Click Complete on the task
Schouten Zekerheid opens automatically
Check that all details have been transferred correctly
Adjust the amount and click Send
Then tick it off in Bas
If the details are transferred correctly, the integration is working.
How it works in practice
The integration works like this in your daily workflow:
Moment | What happens |
Day -5 (before removal) | The task "Request warranty certificate" appears on your home page |
You click Complete | Schouten Zekerheid opens with pre-filled customer details |
You adjust the amount | You only fill in the certificate amount manually |
You click Send | The certificate is requested from Schouten Zekerheid |
After approval | You tick off the task in Bas |
Tips
The number of days before the task appears (by default 5 days) can be adjusted under Settings > Workflow. Most companies keep 5 days as a good average. Some companies set it to 30 days, but then you often still have changes to the removal details.
Watch out
The integration is one-way. Bas sends data to Schouten Zekerheid, but Schouten Zekerheid does not send confirmation back to Bas. This is a deliberate choice by Schouten Zekerheid. You have to check in the Schouten portal yourself whether the certificate has been approved.
Want to know more?
Setting up the warranty certificate integration - Activating the Schouten Zekerheid integration
How the warranty certificate integration works - How the certificate integration works in practice
Next step: Connect your accounting software - connect Exact, SnelStart, Yuki or another accounting package to Bas.