General Information

Website: cegid.com
Software type: Solution as a Software (SaaS)
Geography: 🇫🇷 France

Introduction

Cegid Loop manages the entire activity of accounting firms in the Cloud, accelerating accounting production and reinventing the client-firm relationship.

Configure Cegid Loop

Prerequisite(s)

  • You need a subscription key from Cegid Loop to set up the connexion with the connector.
  • Activate the Cegid Loop integration on the Chift platform.

Process There are two ways to configure Cegid Loop:

  1. Get Listed as a Cegid Loop Partner: You are or wish to be a listed partner with Cegid Loop. You will encode your own API Key, provided by Cegid in Chift’s.

  1. Use Chift’s Partner Keys: Chift can provide you with our API key and encode Chift’s API Key in your APP. (Important impact if you change between the two options - all clients will have to reconnect)

Test Cegid Loop

To test the software integration, Chift can share its own sandbox account upon request.


Connect Cegid Loop

To activate a connexion with Cegid Loop, users will have to go through the following steps.

Cegid Loop coverage

/journal-entries Live

/folders Live

/journals Live

/vat-codes Live

/clients Live

/chart-of-accounts Live

/suppliers Live

/clients Live

/clients/{client_id} Live

/analytic-plans Live

/analytic-accounts/multi-analytic-plans/{analytic_plan} Live

/analytic-accounts Live

/journal/entries Live

/suppliers/{supplier_id} Live

/clients/{client_id} Live

/suppliers Live

/suppliers/{supplier_id} Live

/analytic-accounts/multi-analytic-plans Live

/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live

/analytic-accounts Live

/analytic-accounts/{analytic_account_id} Live

/invoices Live

/invoices/type/{invoice_type} Live

/invoices/{invoice_id} Live

/bookyears On request

/invoices/multi-analytic-plans On request

/invoices/type/ On request

/invoices/multi-analytic-plans/ On request

/invoices/multi-analytic-plans/type/ On request

/analytic-accounts/ On request

/analytic-accounts//multi-analytic-plans/ On request

/journal/entries On request

/journal/entries On request

/journal/entries/multi-analytic-plans On request

/journal/entries/ On request

/invoices/id//payments On request

/miscellaneous-operation On request

/miscellaneous-operation On request

/miscellaneous-operation/ On request

/matching On request

/matching-multiple On request

/invoices/pdf/ On request

/chart-of-accounts/balance On request

/employees On request

/financial-entry On request

/financial-entries On request

/outstandings On request

/attachments On request