How do I setup Punchout?
Here’s how you can setup Punchout for the Amazon Business integration:
- Go to Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Click View All under Integrations.
- Click Amazon Business in the All Integrations tab.
- Click Setup.
- Next, log in to your Amazon Business account.
- Hover over your account name and select Business Settings from the dropdown.
- Go to the System integrations section.
- Click Configure purchasing system.
- Search for Zoho-Expense in the search bar.
- Verify the System Login and Password, and click Save.
- The From Identity, Shared Secret, and Purchase Order Request URL will be generated for the group in Amazon Business.
- Go back to the Amazon Business integration page in the Zoho Expense organization.
- Click Add Group.
- Enter the Group Name. It’s recommended to use the same name used in your Amazon Business account.
- Add a Description if required.
- Check Associate with all users if you want to associate all the users in your organization to the group.
- If you want to associate the group with particular users in your organization, select and add users from the dropdown. Click Save and Continue.
- Next, enter your punchout details of the group, including From Identity, Shared Secret, and Purchase Order Request URL from Amazon Business in the respective fields.
- Click Save and Continue.