Primavera Integration

Implementation and integration of the Primavera (Cegid) ERP, focused on efficiency and autonomy.

Implementation and integration of the Primavera (Cegid) ERP, focused on efficiency and autonomy.

Primavera (Cegid) is an ERP with 25+ years in the Portuguese market, used by more than 40,000 companies. Our implementation builds a solid operational baseline aligned with the client's processes, driving efficiency, automation and autonomous use of the platform.

1. Installation & Initial Setup

Company creation, access setup and technical baseline validation.

2. Document Parametrization

Configuration of commercial and financial documents: invoices, receipts, credit notes, orders, inventory, accounting and fiscal.

3. Print Layouts

Custom layouts based on templates provided by the client.

4. Automated E-mail Sending

Automatic delivery of commercial documents and due date reminders.

5. Ifthenpay Integration

Payment integration setup (requires active account and installed plugin).

6. Sales & Accounts Receivable Training

Functional training for autonomous use of the platform in Sales and AR.

7. External Application Integration

Integration via API or structured export: e-commerce, CRM, document management and other ERPs.

Highlights