Learn Mokapen

Fatture in Cloud

Connect Fatture in Cloud to Mokapen to keep companies, products, services, quotes, and orders (with line items) aligned between accounting and sales management. This is not an «address book» integration like MailChimp: fiscal mandatory data, VAT rate mapping, and the correct order of operations matter here (master data and catalog first, then documents).

General overview: Integrations.

Requirements

• Active Fatture in Cloud account, with at least one company (legal entity) you issue documents for.
• Permission to authorize Mokapen by signing in with your Fatture in Cloud login.
• Mokapen permissions on companies, products, services, quotes, and orders in your organization (see Roles and permissions).
• VAT rates already configured in both Mokapen and Fatture in Cloud — you will map them manually on the integration page.

Connect the Fatture in Cloud account

1. User menu → Integrations → Fatture in Cloud.
2. Click Sync Fatture in Cloud.
3. Sign in with the desired Fatture in Cloud account (it may differ from the email you use for Mokapen).
4. Accept the permissions requested (including, if required, those for quotes).
5. Return to Mokapen: Connected account appears with the Fatture in Cloud email and who created the connection.

If you do not accept, no Fatture in Cloud company can be connected and synchronization remains inactive.

After login, set the data flow direction (see below), then connect one or more Fatture in Cloud companies: each legal entity has its own settings and filters. If you connected the integration before quotes were introduced, a banner appears to update permissions: click it and repeat authorization on Fatture in Cloud, otherwise the «Sync quotes» button will not work.

What Mokapen requests from Fatture in Cloud

Access to your account to read and write customers, suppliers, products, services, quotes, and orders for the selected Fatture in Cloud company, according to the data flow direction you set. Mokapen does not replace the Fatture in Cloud panel for electronic invoicing or tax compliance: it serves to align master data and commercial documents between the two systems.

If you revoke Mokapen from the Fatture in Cloud panel or the session expires, disconnect and connect again from Mokapen.

Account settings (entire integration)

Data flow direction

Three modes, valid for all Fatture in Cloud companies connected under the same account:

• Toward Mokapen only (arrow ←) — data comes from Fatture in Cloud into Mokapen: customers/suppliers, products/services, quotes, and orders (if enabled).
• Both directions (↔) — import and export: a change can propagate in both directions, respecting filters and conflict rules.
• Toward Fatture in Cloud only (arrow →, default on first connection) — data leaves Mokapen for Fatture in Cloud: master data and documents created or updated in the CRM can be sent to FC.

Changing direction after a sync has already run does not delete existing data, but it is worth re-running synchronizations to catch up on anything that was left behind.

Share synchronization

Visible only to whoever connected the account. You can let other members use the same Fatture in Cloud login (entire organization or selected users). Colleagues do not need to sign in again, but each user must still configure or start synchronizations on the FC companies that apply to them, according to Mokapen permissions.

Connect Fatture in Cloud companies

With a single Fatture in Cloud login you can manage multiple legal entities. In Mokapen each connected company has a separate settings block (like MailChimp audiences, but with fiscal and commercial entities).

1. With the account already connected, click Connect Fatture in Cloud account.
2. Choose the company from the menu (already connected ones are disabled).
3. Configure tax rates, enable the entities you need, set filters and dates.
4. Check the data authorization at the bottom of the page, then Save and use the «Sync …» buttons for each entity.
5. Repeat for each Fatture in Cloud company to align (e.g. holding + operating company).

Under each connected company you find separate cards for tax rates, companies, products, services, quotes, and orders. Each card has its own toggle, filters, preview, and sync button.

Synchronize tax rates

First card in the company block. Required if you want quotes, orders, or line items with correct VAT.

What it does — links each Mokapen VAT rate (left column) to the matching Fatture in Cloud rate (dropdown on the right). The dropdowns load the rates for the selected FC company.

Why it matters — products, services, quotes, and orders use this map to calculate VAT on line items. If you skip or mis-map a pairing, totals and document lines may be wrong or synchronization may fail. Check that percentages and natures match (22%, 10%, exempt, etc.).

Scope — each connected Fatture in Cloud company has its own rate map; it is not shared across different legal entities.

Synchronize companies

Dedicated card with Sync companies toggle. Aligns Mokapen company records with customers, suppliers, or customer+supplier subjects in Fatture in Cloud.

Three roles in Fatture in Cloud (three tabs)

Customer — Mokapen companies that pass the filters become customers in Fatture in Cloud (export) or FC customers enter Mokapen (import). If you do not set filters on this tab, Mokapen companies will be treated as FC customers (message on page): useful for bringing the whole CRM into accounting, risky if your master data mixes customers and suppliers.

Supplier — same logic for FC suppliers. Use type, type 2, and tags to limit who enters or leaves (e.g. only type «Supplier»).

Customer / Supplier — subjects with a dual role in Fatture in Cloud (same name is both customer and supplier). Configure separate filters for intercompany or partners who buy and sell.

Mandatory data and matching

A blue notice on the page covers VAT number and tax ID: for export to Fatture in Cloud, the Mokapen company must have at least one of the two filled in (vat or vat_private). Without VAT number or tax ID the record is not exported.

In preview and import from Fatture in Cloud, Mokapen uses broader criteria: a company can appear or be matched even if it has legal email, email (email1), or phone (phone1) — in addition to VAT number and tax ID. On import, if an FC customer has VAT number, tax ID, email, or phone, Mokapen searches master data for a record with the same value on one of these fields to merge instead of duplicating.

In practice: preview may show more records than will actually be sent to FC if VAT number/tax ID is missing; for export, make sure customers to send have at least VAT number or tax ID filled in.

Filters (for each tab Customer, Supplier, Customer/Supplier)

Each tab has its own filters: FC customers do not inherit supplier filters. Configure separately if you use the same name in different roles in Mokapen.

Filters define which Mokapen companies can enter or leave for that role in Fatture in Cloud — not only on the first «Sync companies», but also every time you create or update a company in the CRM (if automatic synchronization is active and the data flow direction allows it).

In practice: you save a company in Mokapen → Mokapen checks whether it matches the type, type 2, and tags set on that tab (Customer, Supplier, or Customer/Supplier) → only if it passes all filters it creates or updates it in Fatture in Cloud in the corresponding role. A company that fails the rules stays in Mokapen but is not sent (and may not appear in that tab’s export preview). With direction toward Mokapen or both directions, the same filters also limit which FC customers/suppliers enter the CRM for that role.

No filters set — on the Customer tab, if you leave type, type 2, and tags empty, Mokapen treats eligible companies as FC customers (message on page). On the Supplier and Customer/Supplier tabs, without filters there is no such automatic default: it is best to always narrow down (e.g. type «Supplier») so you do not export/import the entire master data by mistake.

Type — restricts to one Mokapen company category (e.g. only «B2B Customer» or «Commercial partner»). If you set it, the company must have that value in the Type field to be synchronized on that tab. Leave empty if you do not need this filter.

Type 2 — second level of classification (e.g. «Italy», «Abroad», «Services sector»). It combines with Type and Tag: all criteria you fill in must be satisfied (AND logic). Example: Type «Customer» + Type 2 «Italy» → only Italian customers.

Tag — one or more company tags: only records that have all selected tags are synchronized (in combination with type and type 2). Example: tag «Electronic invoicing» on the Customer tab → only those companies become FC customers. Useful for segmenting export to accounting without sending prospects or mixed suppliers.

When you change filters, a notice appears on the page: after the change, re-run Sync companies for that FC company. Records already aligned that no longer match may stop being updated until you realign or relax the filters.

The counter and preview link in the block show how many companies match the filters right now (using preview criteria: VAT number, tax ID, email, or phone). Check that you are not about to synchronize thousands of records by mistake, or that filters are not too strict (zero in preview).

What gets aligned

Company name, address, email, phone, VAT number, tax ID, recipient code, banking and payment details, legal type, default tax rate (if mapped), default discount — according to data flow direction and conflict rule. Tags configured in filters can be added to the record on import.

Preview and button

The grey box shows how many companies match the filters right now (using the preview criteria above). The link opens the list with ID, name, type. With the integration active, Sync companies runs only this entity for that FC company.

Synchronize products

Dedicated card with Sync products toggle. Aligns the Mokapen product catalog with Fatture in Cloud products (material items).

Mandatory data

Each product must have product code (product_code) filled in: it is the key that links the two systems. Without a code the product does not appear in preview and is not synchronized.

Filters

Visible when the products toggle is active. They define which Mokapen products can enter or leave toward that company’s Fatture in Cloud catalog — not only on the first «Sync products», but also every time you create or update a product (with automatic synchronization and direction that allow it).

In practice: you save a product with code filled in → Mokapen checks the type, type 2, and tags set in this card → only if it passes all filters it creates or updates it in Fatture in Cloud. A product that fails the rules stays in Mokapen but is not sent. On import from FC, the same filters restrict which FC items enter the Mokapen catalog.

Type — restricts to one Mokapen product category (e.g. only «Material» or «Spare part»). If you set it, the product must have that value in the Type field to be synchronized with Fatture in Cloud. Leave empty if you do not want to filter by category — useful if you want to send the entire coded catalog to accounting.

Type 2 — second level of classification (e.g. «Sellable», «Sample», «Obsolete»). It combines with Type and Tag: all criteria you fill in must be satisfied (AND logic). Example: Type «Material» + Type 2 «Sellable» → only sellable materials, not samples or internal items.

Tag — one or more product tags: only records that have all selected tags are synchronized (in combination with type and type 2). Example: tag «FC Catalog 2026» → only those SKUs reach accounting, useful for a gradual catalog go-live without sending everything at once.

No filters set (type, type 2, and tags empty), all products with the required product code filled in pass through.

When you change filters, a notice appears on the page: after the change, re-run Sync products. Products already aligned that no longer match may stop being updated in Fatture in Cloud.

The counter and preview link in the block (code column, name, type) show how many products match the filters right now. Check that you are not about to synchronize thousands of items by mistake, or that filters are not too strict (zero in preview).

What gets aligned

Code, title, descriptions, category, unit of measure, price, cost, quantity/stock, VAT rate (via rate map), type, and tags. On import from FC Mokapen creates or updates the product record; on export it sends code, name, net price, and tax rate to the FC catalog.

Preview and button

Preview with Code column, name, type. Sync products runs only this entity. Do this before order synchronization (order lines reference products or services).

Synchronize services

Dedicated card with Sync services toggle. Same logic as products but for services (work, consulting, subscriptions, etc.).

Mandatory data

Service code (service_code) required — same role as product code.

Filters

Visible when the services toggle is active. They define which Mokapen services can enter or leave toward Fatture in Cloud for that company — not only on the first «Sync services», but also every time you create or update a service (with automatic synchronization and direction that allow it).

In practice: you save a service with code filled in → Mokapen checks the type, type 2, and tags set in this card → only if it passes all filters it creates or updates it in Fatture in Cloud. A service that fails the rules stays in Mokapen but is not sent. On import from FC, the same filters restrict which FC services enter the Mokapen catalog.

Type — restricts to one Mokapen service category (e.g. only «Consulting» or «SaaS subscription»). If you set it, the service must have that value in the Type field to be synchronized with Fatture in Cloud. Leave empty if you do not want to filter by category — then all services with the required code pass through (unless other filters apply).

Type 2 — second level of classification (e.g. «Recurring», «Project-based», «One-off»). It combines with Type and Tag: all criteria you fill in must be satisfied (AND logic). Example: Type «Consulting» + Type 2 «Project-based» → only project-based consulting, not recurring subscriptions.

Tag — one or more service tags: only records that have all selected tags are synchronized (in combination with type and type 2). Example: tag «Billable» → send to accounting only items you actually invoice, excluding internal or not-yet-billable services tagged differently.

No filters set (type, type 2, and tags empty), all services with the required service code filled in pass through.

When you change filters, a notice appears on the page: after the change, re-run Sync services. Services already aligned that no longer match may stop being updated in Fatture in Cloud.

The counter and preview link in the block (code column, name, type) show how many services match the filters right now. Check before a bulk synchronization of the service catalog.

What gets aligned

Code, title, descriptions, prices, VAT rate, type, and tags. In Fatture in Cloud they appear as service-type items.

Preview and button

Preview with service code and applied filters. Sync services to run services only. Orders can also use service lines: enable products and/or services before orders.

Synchronize quotes

Dedicated card with Sync quotes toggle. Requires updated permissions on Fatture in Cloud if the integration was connected before quotes were introduced (banner «Update your permissions»).

Quote numbers

Each software numbers quotes its own way. The Mokapen quote number is stored in the notes of the matching quote in Fatture in Cloud, and vice versa on import. Before the first sync, check there are no duplicates or numbers already used in the other system (blue notice on page).

Start date

Defines from which date quotes are eligible (maximum about 6 months back from today). Older documents stay out even if they pass filters.

Filters

In addition to the start date (above), type, type 2, and tags restrict which quotes Mokapen synchronizes with Fatture in Cloud for that FC company — not the entire quotes module, only documents that pass the criteria.

In practice: a quote must fall within the date window and match the filters → otherwise it is not exported or imported. With automatic synchronization, a new quote is evaluated on save; if it fails the filters it stays in Mokapen with no copy in FC.

Type — restricts to one Mokapen quote category (e.g. only «Commercial» or «Export»). If you set it, the quote must have that value in the Type field to be synchronized with Fatture in Cloud. Leave empty if you do not want to filter by category — remember that the start date still applies.

Type 2 — second level of classification (e.g. «Approved», «Sent to customer», «Under negotiation»). It combines with Type, Tag, and start date: all criteria you fill in must be satisfied (AND logic). Example: Type «Commercial» + Type 2 «Approved» → only approved commercial quotes.

Tag — one or more quote tags: only documents that have all selected tags are synchronized (in combination with type, type 2, and date). Example: tag «FC» or «To invoice» → only quotes marked for accounting; simulations or internal drafts stay out even with a recent date.

No type/tag filters set (only start date configured), all quotes within the date window pass through if the customer and lines are already aligned elsewhere.

When you change filters or date, a notice appears on the page: after the change, re-run Sync quotes. Documents already aligned that no longer match may stop being updated in Fatture in Cloud.

The counter and preview link in the block (number, title, type) show how many quotes match the filters right now. Combined example: start date January 1 + Type «Sales» + tag «To invoice» → preview shows exactly the subset that will go to FC.

What gets aligned

Document header (linked customer, dates, totals), lines with synchronized products/services, tax rates, and amounts. The quote customer must already exist among aligned companies; lines must reference product/service codes present in both systems.

Preview and button

Counter and list with number, title, type. Sync quotes runs quotes only for that FC company.

Synchronize orders

Dedicated card with Sync orders toggle.

Prerequisites (mandatory)

To enable orders you must have active in the same company block: Sync companies and Sync products and/or Sync services. An order without a customer and without item lines in Fatture in Cloud cannot be sent. If the orders toggle is disabled, hover the tooltip: it reminds you of the dependency.

Order numbers

Same logic as quotes: the Mokapen order number ends up in the FC order notes and vice versa. Check for duplicates before the first sync.

Start date

Same as quotes: maximum about 6 months back.

Filters

In addition to the start date (above), type, type 2, and tags restrict which Mokapen orders synchronize with Fatture in Cloud for that company — not the entire orders module, only documents that pass the criteria. They require companies and products/services already active in the same block.

In practice: you save an order in Mokapen → it must match start date, type, type 2, and tags set in this card → only if it passes all filters Mokapen propagates it to Fatture in Cloud (export) or imports it (toward Mokapen / both directions). An order that fails the rules stays in Mokapen even if customer and item lines already exist.

Type — restricts to one Mokapen order category (e.g. only «End customer» or «B2B»). If you set it, the order must have that value in the Type field to be synchronized with Fatture in Cloud. Leave empty if you do not want to filter by category — start date and any other filters you set still apply.

Type 2 — second level of classification (e.g. «Shipped», «In progress», «Confirmed»). It combines with Type, Tag, and start date: all criteria you fill in must be satisfied (AND logic). Example: Type «B2B» + Type 2 «Confirmed» → only confirmed B2B orders, not drafts or test orders.

Tag — one or more order tags: only documents that have all selected tags are synchronized (in combination with type, type 2, and date). Example: tag «FC Order» → send to accounting only orders marked for FC; internal or adjustment orders without that tag stay in Mokapen only.

No type/tag filters set (start date only), all orders within the date window pass through if customer and lines are already aligned.

When you change filters or date, a notice appears on the page: after the change, re-run Sync orders. Orders already aligned that no longer match may stop being updated in Fatture in Cloud.

The counter and preview link in the block (order number, title, type) show how many orders match the filters right now. Check before a bulk synchronization.

What gets aligned

Header (customer, dates, totals) and order lines with already synchronized products/services, prices, and VAT. Plan ahead: companies + catalog first, then orders.

Preview and button

Counter, list, and dedicated Sync orders.

Remove a single Fatture in Cloud company

At the bottom of each connected company block there is Remove: it stops synchronization only for that legal entity, without disconnecting the entire account or other companies. Records already imported or exported remain unless you clean up manually or disconnect with «Keep» boxes unchecked.

General options

The Options (general) block appears when the integration is active. It applies to the entire Fatture in Cloud connection, not a single company.

Avoid duplicates (companies)

Option always on (cannot be disabled): Mokapen compares companies with the same VAT number or tax ID between Mokapen and Fatture in Cloud to avoid creating duplicates. VAT number written inconsistently (spaces, IT prefix) causes matching to fail — normalize fields before synchronizing.

Handle conflicts

When the same subject exists in both systems but address, company name, or other fields do not match, choose which wins:

• Mokapen — on mismatch the CRM wins; Fatture in Cloud is updated when direction and filters allow it.
• Fatture in Cloud — on mismatch accounting wins; Mokapen is overwritten on import or with bidirectional synchronization.

If FC is the fiscal master, Fatture in Cloud often makes sense for master data; if the CRM is the commercial master, choose Mokapen. Test on a sample before automatic synchronization.

Automatic or manual synchronization

Single choice at account level (not per FC company):

Automatic synchronization — Mokapen propagates creates and updates in the background (saving a company, product, order…) when they pass filters and the set direction. You do not need to click «Sync …» every time.

Manual synchronization — no automatic propagation: you align only with Save or the «Sync companies / products / services / quotes / orders» buttons. Recommended during setup, rate mapping, and filter testing.

Visibility (data imported from Fatture in Cloud)

With direction toward Mokapen or bidirectional: who in the organization can see records created or updated by import (companies, products, linked documents).

All members — anyone with module permission sees imported records.

Selected members only — limit access to chosen users or teams. If the organization enforces global privacy rules (Team Master), some options may be preset.

Mandatory authorization

Check «I authorize Mokapen to create a copy…» before Save and synchronizations. Without the check, saving does not start.

Behavior in Mokapen

• Multiple Fatture in Cloud companies under one login: same account, different rules per legal entity.
• Data flow direction and automatic/manual are global; entity toggles and filters are per FC company.
• Recommended order: tax rates → companies → products/services → quotes/orders.
• Quote/order numbers stay local; the cross-reference is in notes.
• Filter changes show a notice: re-run the affected synchronizations.

Common problems

• Error receiving data from Fatture in Cloud — reload the page; if it persists, disconnect and reconnect the account.
• Quotes not synchronizing — update permissions with the banner; check quotes toggle and start date.
• Orders disabled — enable companies and products/services in the same block.
• Preview shows zero records — missing codes on products/services, VAT number/tax ID/email/phone on companies, or filters too strict.
• Full preview but empty export (companies) — preview also uses email and phone; export to Fatture in Cloud requires VAT number or tax ID.
• Wrong VAT on lines — check rate mapping for that FC company.
• Duplicate master data — inconsistent VAT number/tax ID; merge manually then re-run.
• Connection expired — disconnect and connect Fatture in Cloud again.

Disconnect the Fatture in Cloud account

The Disconnect button at the bottom of the page (not «Remove» in a single block) closes the entire connection for the organization. Dialog with Keep section (boxes checked by default):

• Companies — unchecked: Mokapen removes from the org companies linked to this integration.
• Products and Services — same logic for the synchronized catalog.
• Orders and Quotes — same logic for linked documents.

With all boxes checked, disconnect only stops the connection: data remains in Mokapen but no longer updates. It does not automatically delete anything on Fatture in Cloud — revoke Mokapen from the FC panel too if you will no longer use the integration.

To detach only one legal entity use Remove in that company’s block, without disconnecting the whole account.

Type the confirmation word and confirm Disconnect. Operations on many records may take minutes.

Further reading: Quotes, Orders.