Synchronizing with Saldeo allows you to automate the direct receipt of electronic invoices—without the need to log into KSeF manually.

If you have not yet completed the key preparatory steps, the integration will not work. The preparatory steps include:
  1. Submitting the ZAW-FA notification;
  2. Managing permissions for processing invoices and downloading the certificate.

Synchronizing KSeF with Saldeo

1
Log in to the KSeF system using this link with your Profil Zaufany and your company's NIP, as shown in the screenshots below.
2
In the left sidebar menu, select Certyfikaty → Wnioskuj o certyfikat. Enter a name for the certificate and create a password. You will need to enter this same password in Saldeo when adding the certificate.
In the next step of generating the certificate, you must select its purpose and the effective date (the earliest possible start date is the day the certificate is generated).
After that, you need to wait a short while and select Odśwież.
As soon as the certificate is ready, you can download it by selecting Pobierz certyfikat and proceed to generating the next certificate using the Wnioskuj o kolejny certyfikat button.
3
Similar to Step 2, generate a second certificate for offline work following the screenshots below.
Download the generated certificate. By selecting the Lista certyfikatów button, you can view the list of generated certificates and manage them.
Congratulations, the certificates are ready and downloaded! Now, all that’s left is to add them to Saldeo.
4
Log in to Saldeo and navigate to the KSeF settings by hovering over the gear icon in the top menu and selecting Konfiguracja KSeF.
Go to the Certyfikaty i tokeny tab.
5
Select Dodaj certyfikat and upload the two files — the certificate and the key — that you downloaded from the KSeF Management Module.
Please note that the certificate type (Uwierzytelnienie w KSeF and Offline) must be selected according to the certificate being uploaded.
Uwierzytelnienie w KSeF is required for logging in and identity verification in the KSeF system, while Offline is used for issuing invoices in emergency and offline modes.

In the password field, you must enter the password that was created in the Management Module during the generation and downloading of the certificate.

6

If all the data is entered correctly, the certificate will be read by the system, and you can proceed to uploading the offline certificate by clicking the Dodaj certyfikat button.

Similar to adding the first certificate, upload the files for offline operation.

Reference: Invoices issued in offline mode must be sent to KSeF no later than the next business day following the date of issue.

Congratulations, the certificates have been added to Saldeo! If all steps were performed correctly and the system is functioning properly, an Aktywny status will appear next to the certificate in the Status column. The list of certificates will be available in the same menu — Certyfikaty i tokeny from the top Konfiguracja KSeF menu.