Documentaal + AFAS Integration
Use AFAS data to automate, structure and govern HR, finance and operational documents inside Microsoft 365 — a core building block for accounting document automation.
AFAS is widely used across the Netherlands and Belgium as an all-in-one solution for:
- HRM
- Payroll
- Finance
- Procurement
- CRM
- Project administration
- Record management
But AFAS does not provide governed, branded or compliant document creation. Documentaal fills that gap, turning AFAS into a powerful data source for automated, consistent and Microsoft 365-governed documents.
AFAS → Documentaal → Microsoft 365 Flow
1. Why AFAS + Documentaal is Important
AFAS contains critical organisational data:
- Employee details
- Contracts and employment terms
- Financial records
- Customer and project information
- Salary mutations
- Onboarding workflows
- Procurement data
- HR event information
Performance reviews, salary adjustments, onboarding letters, policy updates and contracts all require documents — but manual creation is:
- Time-consuming
- Error-prone
- Inconsistent
- Non-compliant
- Difficult to manage
- Poorly stored
Documentaal solves this by automating document creation directly from AFAS data.
2. How Documentaal Integrates with AFAS
Documentaal connects with AFAS via:
AFAS Profit API
Retrieve structured data such as:
AFAS GetConnector & UpdateConnector
Depending on the workflow:
Data Mapping
AFAS fields map directly to:
Governed Document Creation
AFAS → Documentaal → Word/Outlook → SharePoint
The document is built using:
Automatic SharePoint Filing
Documents are stored with:
No manual steps. No file chaos. Full Microsoft 365 compliance.
3. What Documentaal Adds on Top of AFAS
Governance
- Consistent templates
- Protected content blocks
- Mandatory HR/legal text
- Standardised format
Automation
- HR letters generated automatically
- Payroll changes → consistent letters
- Contract changes → updated templates
- Onboarding → complete document sets
- Conditional logic depending on AFAS data
Metadata
AFAS data becomes metadata for:
- Department
- Role
- Contract type
- Sensitivity
- Retention class
- Document classification
Compliance
- Correct disclaimers
- SharePoint governance
- Retention labels
- Lifecycle rules
- Auditability
AFAS provides the data — Documentaal provides compliant document creation.
4. AFAS-Driven Document Workflow
HR/Finance selects a document type in Documentaal
E.g.: onboarding letter, salary change, contract update.
AFAS data retrieved
Employee, salary, position, contract terms, relevant fields.
Documentaal assembles the document
Templates + conditional logic + dynamic content.
Metadata applied automatically
Employee ID → metadata, Department → SharePoint location, Contract type → retention
Document stored in SharePoint
Governed location + classification + lifecycle.
Document shared or sent
Word, Outlook, Teams — always governed and compliant.
5. Use Cases Across Organisations
HR
- Onboarding packs
- Employment contracts
- Salary change letters
- Confirmation letters
- Termination documents
Finance
- Procurement documents
- Financial summaries
- Audit-ready output
- Customer billing summaries
Operations
- Project documentation
- Customer communication
- Standardised reports
Compliance
- Policy updates
- Regulated communication
- Retention-ready documents
6. AFAS + Documentaal + SharePoint: The Complete Pipeline
AFAS
Holds structured HR/finance/CRM data
Documentaal
Creates governed, compliant documents
SharePoint
Handles storage, retention and security
This creates a closed-loop governed document ecosystem for HR, finance and operations.
7. Summary
Documentaal turns AFAS into a powerful data engine for automated, compliant document creation inside Microsoft 365.
With Documentaal + AFAS, organisations get:
- Accurate, up-to-date documents
- Fully automated workflows
- Consistent HR and finance communication
- Correct metadata and retention
- SharePoint-governed storage
- Fewer errors, faster processes
- Complete compliance and auditability
Documentaal transforms AFAS data into governed documents — automatically.
Related Resources
Documentaal + SAP Integration
Use SAP data for enterprise document automation.
Documentaal + Excel Integration
Use Excel as a data source for document automation.
Documentaal + SharePoint Integration
Governed storage and lifecycle management.
Document Governance Guide
Complete guide to document governance in Microsoft 365.
Ready to Connect AFAS to Microsoft 365?
Discover how Documentaal automates HR and finance documents using your AFAS data.