Billy

Prepare a Billy company and test its API.1 connection.

Billy is a Danish cloud-accounting product for small businesses. Billy does not yet expose a separate System Setting in the Zwapgrid Client Portal, so the current setup is Zwapgrid-managed.

Item	Details
Client Portal configuration	No separate System Setting
Test option	A dedicated Billy company used only for testing
Vendor access	Create a Billy account

Before you start

Prepare a Billy company that does not contain live customer data. Add enough representative accounting data to test every API.1 operation your product uses.

If you need direct Billy API access outside the Zwapgrid connection, Billy documents how to create an API access key. Do not send that key to Zwapgrid support.

Connect the test company

1. In the Client Portal, enable Billy under Systems.

2. Create a Development Consent.

3. Generate an Onboarding Flow link for the Consent.

4. Complete the flow with the Billy test company.

5. Use the Consent ID to test the required API.1 operations.

Production checklist

• Use a new Production Consent for each company you connect.

• Confirm the Billy user completing onboarding can access the intended company.

• Test both empty and populated data sets where applicable.

• Keep any vendor access keys outside logs, tickets, and documentation.

For connection problems, contact [e-mail] with the Consent ID, UTC timestamp, and correlation or request ID. Do not include credentials.