Accounting
Folders
Depending on the connector, one accounting connection can be linked to one or multiple folders. Chift gives you the possibility to manage folders in your software (what we call multi-folder) or let Chift manage it for you. We typically recommend letting Chift manage folders for you.
Different possibilities:
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The connector can be linked to multiple folders:
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Chift manages the folder. One consumer is linked to one connection which is linked to one folder. Whenever you use our Unified API, you don’t have to pass the folder_id query parameter, as we filter data for you.
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Chift does not manage the folder. One consumer is linked to one connection which might be linked to multiple folders. Whenever you use our Unified API, you have to pass the folder_id as query parameter, otherwise we return an error.
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The connector can only be linked to one folder: In that case, you have the possibility to pass the folder_id as query parameter but it’s not mandatory.
This implementation gives you the freedom to choose how to use Chift depending on your situation.
How to let Chift manage folders for you?
Activate the post-connection when you enable a connector:
This does not impact billing as billing is done at folder level.