Connecting BaseNet with Altramano means: the BaseNet integration connects Altramano to your BaseNet environment through a partner code and an API user. Relations, files, tasks and hours are looked up, created and updated, all in your own environment in Amsterdam and with approval wherever you want it.
An incoming paper is matched to the file by hand.
A paper from the mailbox is recognised, the file is looked up in BaseNet and the paper added to it as a record.
A new client from the intake form is retyped.
A new client becomes a relation in BaseNet, with the details from the form.
Deadlines sit in a calendar and in people's heads.
A deadline from a letter or a ruling is put on the file in BaseNet as a task, with the date beside it.
Hours are written down from memory at the end of the week.
An appointment from the calendar is prepared as an hours line on the file.
Someone makes an overview by hand every week.
Every new record is a trigger; the weekly overview of new files arrives in your mailbox by itself.
An incoming paper in the right file. Now: an incoming paper is matched to the file by hand. With Altramano: a paper from the mailbox is recognised, the file is looked up in BaseNet and the paper added to it as a record. The agent does this with BaseNet through your own details, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
With a partner code you request from your BaseNet account manager, and the login and the password of the API user BaseNet creates for the integration. That user's permissions profile decides what the steps may do; everything is kept encrypted.
Every entity the API user is allowed to reach: relations, companies, files, tasks, hours, projects. What that user may not see, the integration does not see either.
Only in steps you set up without approval. By default a record is ready and waits for a yes; every run is in Runs.
Yes. You choose it in your environment under Integrations and connect in a few minutes.
Then there is the general HTTP integration, or we extend the integration if the system has an API.
Yes, in Altramano under Integrations and, where you log in at the service, in BaseNet itself too.
