ControlliQ
USER GUIDE

User Guide

NAV Sync / NAV connection setup

NAV connection setup

NAV Online Invoice connection

ControlliQ builds a direct connection to the NAV Online Invoice system and automatically synchronizes your incoming and outgoing invoices. The connection requires a so-called technical user, which you create on the NAV Online Invoice portal — this guide walks you through the whole process step by step.

1. Logging in to the Online Invoice system

Visit the NAV Online Invoice site and click the Login button in the top right corner.

Important
Logging in to the Online Invoice system requires electronic identification: the DÁP mobile app (Digital Citizenship) or Ügyfélkapu+. If you don't have either yet, you can find registration information at magyarorszag.hu.
1
On the login page, press the Login with KAÜ button under the Primary user option. The primary user is the taxpayer, the legal representative, or a permanent proxy registered with NAV.
2
The system redirects you to the KAÜ (Central Identification Agent) page — identify yourself there, for example with the DÁP app or an Ügyfélkapu+ login.
3
If this is your first login, after successful identification enter your contact details (email address, contact language, phone number), accept the Privacy Notice, then click Save settings.

2. Selecting the taxpayer profile

1
After logging in, select the company you want to manage. If the selector does not appear automatically, click Taxpayer-user relations under your user profile in the top right corner — this lists every taxpayer you hold an active representation right for.
2
Click Open in the company's row.
3
If you are selecting this taxpayer profile for the first time, a form appears where you provide contact details (email address, phone number) and configure NAV notifications, then save with the Save taxpayer data button.

3. Creating the technical user

For ControlliQ to query your invoices from NAV automatically, you need to create a technical user. This is a machine-interface user — it cannot log in to the portal, it exists purely for the data connection.

1
Click the Users menu at the top, then the User management link — this takes you to NAV's User Management application.
2
Click the New user button, then choose Create in the Technical user section.
3
Enter the technical user's password (at least 8 characters without accents, including at least 1 lowercase and 1 uppercase letter), the contact language, and optionally a comment.
4
Under permissions, tick Manage invoices and Query invoices. (ControlliQ does not need the eVAT or cash-register log permissions.)
5
Press Save.
Important
Always set a strong password for the technical user and store it in a safe place — you will need it when connecting ControlliQ.

4. Copying the keys

After saving, the Details page shows the technical user's credentials:

•Username (technical user login)
•XML signing key
•XML exchange key

Copy all three values with the Copy buttons next to the password you set in the previous step, or keep this page open in a separate browser window — you will need all four values (username, password, XML signing key, XML exchange key) to connect ControlliQ.

5. Entering the credentials in ControlliQ

1
In ControlliQ, click the company name in the left sidebar, then select Integrations.
2
Scroll to the NAV Online Invoice settings section.
3
Enter the technical user credentials: login, password, XML signing key, XML exchange key.
4
Click Save — automatic invoice synchronization starts right after.
Tip
If you lose the keys, you don't have to create a new technical user: you can generate new keys any time on the technical user's page in NAV's User Management application.
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