Connecting ABRA Flexi

The direct connection sends documents from DOXIO straight to your company in ABRA Flexi through its REST API — no file download and import. Flexi gets a received or issued invoice or a cash document, the supplier or customer in its address book, and the document's PDF as an attachment.

What you need:

• the Přístup k API (API access) service active in Flexi,
• a separate API user without two-factor authentication,
• the server address and the company code.

ABRA documents Flexi in Czech; Flexi menu names below are given in Czech with an English explanation.

Activating API access in Flexi#

The API is not part of an ABRA Flexi licence by default. It is a paid service called Přístup k API (API access); once it is active you can create any number of API users. The price and the daily limit of API requests depend on your licence tier (Basic, Business, Premium) — see the ABRA Flexi price list.

1. 1
   In the Flexi web app, open Nastavení → Licence a předplatné (Settings → Licence and subscription).
2. 2
   Activate the API access service. This requires a user allowed to manage licences.
3. 3
   If you cannot activate it yourself, ask ABRA's sales team.

ABRA describes the steps in API communication for non-IT users (Czech).

Creating the API user#

DOXIO signs in to Flexi with the name and password of an API-type user. A regular user with write access cannot sign in over the API, and an API user cannot sign in to the Flexi app. ABRA recommends one API user per integration — create one just for DOXIO.

In the Flexi web app:

1. 1
   Open Nastavení → Přehled uživatelů (Settings → Users overview) and click Založit uživatele (Create user).
2. 2
   Set Typ uživatele (User type) to API přístup (API access).
3. 3
   Enter a unique login (e.g. doxio) and a strong password.
4. 4
   Assign the company DOXIO should send documents to, and a role with the rights below.
5. 5
   Save.

In the desktop app the path is Nástroje → Uživatelé ve firmě → Nový (Tools → Users in company → New); on the login details tab set the user type to REST-API.

Required rights#

The user's role in Flexi decides which records it may write. The API user needs full access (add new and change existing records) to:

The user must also be able to read accounting periods and add attachments to documents. You can use one of Flexi's standard roles (for example Účetní, the accountant role meant for everyday accounting work) — in Nástroje → Uživatelské role (Tools → User roles) open it and check that it allows the areas above. To narrow the rights further, create your own role as a copy of a role with more rights and remove what is not needed (see User roles in ABRA's help, Czech).

Without two-factor authentication#

For a user with two-factor authentication (2FA), Flexi requires a one-time code on every request, so DOXIO cannot use it. Do not turn on 2FA for the API user. If it is already on, an administrator turns it off in Nástroje → Uživatelé ve firmě → the user → Vypnout dvoufázové ověření (Turn off two-factor authentication).

Your own Flexi account can keep 2FA — this only applies to the user you enter in DOXIO.

Server address and company code#

You will find both in the address of Flexi in your browser.

• Server address — in ABRA's cloud it looks like https://yourcompany.flexibee.eu (Flexi cloud uses port 5434, which you may include: https://yourcompany.flexibee.eu:5434). For your own server, enter its public address including the port.
• Company code — the identifier of the company database. In a REST API address it is the part after /c/, in the web app the part after /flexi/.

https://yourcompany.flexibee.eu:5434/c/your_company/faktura-prijata
                                       ^^^^^^^^^^^^ company code

What DOXIO accepts in Server address:

• an address with or without https:// (yourcompany.flexibee.eu becomes https://yourcompany.flexibee.eu),
• a full address copied from the browser — DOXIO keeps only the server and port and drops the rest of the path,
• secure connections only — an http:// address is rejected,
• public servers only — addresses like localhost, *.local, *.internal or private IP addresses cannot be used for security reasons.

Entering the connection in DOXIO#

1. 1
   Open Settings → Accounting and scroll to the ABRA Flexi section.
2. 2
   Fill in Server address, Company code, API user and Password.
3. 3
   Click Verify and save.

DOXIO first signs in to Flexi, opens the company, reads the accounting periods and signs out. The connection is saved only if all of that succeeds — non-working details are never stored. On success you will see “The ABRA Flexi connection is verified and saved.”

The password is stored encrypted and never shown again. After saving you see the status Connected, the server, the company (its Flexi name and code), the API user and the time it was last verified.

Editing and disconnecting#

• Edit connection opens the form again. You can leave Password empty to keep the stored one as long as you do not change the server address, the company code or the API user. If you change any of them, enter the password again (for security, the stored password is never sent to another server or for another user). Changes are verified again before saving.
• Disconnect deletes the stored credentials. Documents already in Flexi stay unchanged. Disconnecting is always possible, even after moving to a lower plan.

Members without the owner or admin role see the connection status read-only (see Team and roles).

Verifying the connection#

Verify connection repeats the check with the stored details: sign-in, opening the company and reading accounting periods. On success you will see, for example, “The connection works — company Sample s.r.o., accounting periods: 3.” and Last verified is updated.

If the check fails, the status changes to Connection error with the reason below it (see Troubleshooting). Verifying and saving can be run at most 10 times in 10 minutes.

Document defaults#

How a document is posted in Flexi is decided by the codes in Default posting in Settings → Accounting, set separately for each document kind (received invoice, issued invoice, cash receipt, cash expense). Each document can override them in its Accounting data panel. See Accounting settings for details.

Enter exactly the codes you use in Flexi. When Number series is empty, DOXIO uses the document types every new Flexi company has: FAKTURA for invoices and STANDARD for cash documents. The export dialog warns you about it.

Documents are created in Flexi without line items, with a VAT summary per rate. The supplier's document number is stored as the received number (číslo došlé), the number of your issued document as the internal number. The internal number of a received document is assigned by Flexi from the number series of the document type.

DOXIO looks up the supplier or customer in Flexi by company ID (IČO), then by VAT ID (DIČ). It never overwrites an existing address-book entry and creates a new one only when none is found.

Sending documents#

Send documents manually from the Export to accounting dialog (in a client workspace or in Documents):

1. 1
   Select documents and click Export to accounting.
2. 2
   Choose ABRA Flexi as the accounting software and Send directly to ABRA Flexi as the format. This option appears only with a saved connection.
3. 3
   Check the warnings on the documents and click Send.

Up to 200 documents can be sent at once. Up to 5 documents show the result immediately; larger batches run in the background and the result appears in Export history. Unchecked (draft) documents are sent only when you tick the option to include drafts.

Automatic sending#

Below the saved connection is the option Send to ABRA Flexi automatically when a document is confirmed. When it is on, DOXIO sends the document in the background as soon as you click Confirm in the Accounting data panel.

A document is sent automatically only when:

• accounting data is turned on for the organization,
• the connection status is Connected — with a connection error, automatic sending waits (“Automatic sending waits for a working connection — verify it again.”),
• the document has everything the export needs.

Automatic sending can be turned on only on the Kancelář plan and higher; turning it off is always possible. A failed send never affects the confirmation — the error is only shown on the document.

Sending status on the document#

The Accounting data panel shows how sending went:

• In Flexi: PF0177/2026 — the document is in Flexi; the number links to the record in the Flexi web app (after you sign in to Flexi).
• Sending to ABRA Flexi… — sending is in progress, the status refreshes by itself.
• Sending to ABRA Flexi failed. — the reason and, where available, Flexi's own message are shown below. After fixing it, click Try again.
• The document cannot be sent to ABRA Flexi. — the document did not pass the checks (e.g. missing data or not confirmed). Complete the data and send it again.

Interrupted sending#

The result of every batch is in Export history per document. If sending a larger batch is interrupted (e.g. by a server restart), the detail of an export started more than 5 minutes ago that still has unsent documents shows a Continue sending button. It sends the remaining documents; those already sent are not sent again.

Troubleshooting#

Temporary errors (request limit, server error, timeout, network outage) are retried automatically a few times. Sign-in, rights and address errors stop the batch and switch the connection to Connection error.

Other messages when entering the connection and sending: