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Just pop your question below to get an answer.

Do I need to do anything before connecting with Pennylane?

To activate the integration, you need to have a client plan Essential or above in Pennylane.

The person who will be using the integration also needs to have at least the "gestionnaire" role in Pennylane. To set up this role, go to 'Company settings' and then 'Team management' within Pennylane.